Scott Mcmillen is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joshua Noah is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and educational organizations such as Smart Kids Center and Beijing International Bilingual Academy. Outside of finance, he has experience as a self-employed educator with Free Thought Education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Erica Lubbers is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she owns and manages E.L. Enterprises, which involves business management and leadership activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers algorithm-assisted, tax-efficient retirement income recommendations.

James Feret is a financial advisor at Thrivent Investment Management in Olathe, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing while keeping the services separate.

Kirk Schildgen is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2024. His prior experience includes positions at Arvest Wealth Management and Arvest Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Gerrad Maxwell is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation. Prior to joining RBC Capital Markets in 2022, he worked for Wilshire at Lakewood Care Center from 2010 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

William Mendel is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Cetera. He has held positions at Cetera Wealth Services, Mendel Wealth Management LLC, and Summit Financial Group over the past 15 years. Outside of advising, he is involved in running Mendel Wealth Management LLC for tax reporting and works as a licensed insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with various program options, including model portfolios, third-party money managers, and custom strategies.

Scott Lawrence is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he is involved with agricultural and hunting-related enterprises, including family farms and duck hunting clubs in Missouri and Kansas. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Michael Zanders is a financial advisor with Ameriprise in Leawood, KS, holding Series 63 and Series 65 designations and over 53 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves on the Board of Directors for Band of Angels and is chairman of the endowment committee at Temple Congregation B'nai Jehudah. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tayler Rector is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and having 9 years of experience in the industry. He has been with RBC Capital Markets since 2017 following a one-year period of unemployment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors across wealth levels, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with personalized portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Brett Flood is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Bank of Blue Valley, and Invest Financial Corp. In addition to his advisory role, he owns Flood & Cox Financial, a support company based in Olathe, Kansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer services.

David Caudill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent 13 years at UBS Financial Services. Caudill serves as president of a local homeowners association in Overland Park, Kansas. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Eric Hale is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Prairie Band Casino & Resort, BNSF Railway, PFS Investments Inc., and Primerica Financial Services. He is also involved in sales of loan products and home security referrals through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors, utilizing model-driven strategies supported by third-party asset managers and custodians.

Brent Pryor is a financial advisor with OSAIC based in Olathe, KS, holding a Series 66 designation and possessing 20 years of industry experience. His prior work includes roles at Royal Alliance Associates, AE Financial Services, AE Wealth Management, Ivy Distributors, Waddell & Reed, and Edward Jones. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types on both discretionary and non-discretionary bases.

Kevin Emmendorfer is a financial advisor with RBC Capital Markets in Leawood, Kansas, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with RBC Capital Markets since 2008 and also serves at City National Bank. Emmendorfer participates on the Catholic Diocese of Kansas City-St. Joseph’s Diocesan Investment Committee and is a member of the Board of Trustees for St. Michael the Archangel Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to client risk profiles and employs a variety of in-house and third-party investment managers alongside capital-markets capabilities.

Joanna Bramlett is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience and is based in Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cory Terrell is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GEO Group and spent over two decades with Immigration and Customs Enforcement. He also holds a real estate license. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anthony Cox is a financial advisor with Raymond James Financial in Olathe, KS, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at LPL Financial, Bank of Blue Valley, and INVEST Financial Corporation. He is also the owner of two LLCs established for payroll purposes affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the industry.

John Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Oracle (Netsuite) and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Andrew Gustafson is a financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and has been involved in community activities including serving on the board of a charitable welfare fund and coaching youth lacrosse. He is currently vice president of the Lacrosse Association of Kansas City, promoting youth and high school lacrosse initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment management with various portfolio management and financial planning services.