Janice Brandt is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America Inc for nearly a decade each. She is also Vice President and Chief Compliance Officer of Sunset Financial Services, Inc., where she oversees compliance requirements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions and utilizes various tools and third-party platforms to construct and manage portfolios.

Tyler Bret is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with approximately one year of industry experience. His background includes roles at UBS Financial Services and The University of Missouri Office of Investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Mark Morash is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 and has been with OSAIC since 2018. Outside of his advisory role, he is involved as an agent selling fixed insurance through a separate licensed business. OSAIC serves a diverse client base including retail, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of asset types.

Matthew Jorgenson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America/Merrill Lynch for six years and at Bank of West for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gage Krieger is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following nine years at Waddell & Reed Financial. Outside of his advisory role, he is involved in two partnerships: Krieger Investments LLC, focused on real estate financial decision-making, and Advantage Billboards LLC, which owns and operates advertising billboard structures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and market-making services.

Andrew Janssen is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously served 24 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Daniel Contreras is a financial advisor with LPL Financial based in Kansas City, MO, holding a Series 66 designation and totaling 25 years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Ivy Distributors, and Waddell & Reed. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment options including model portfolio programs and third-party asset management, supported by extensive operational and research tools.

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has worked at OSAIC since 2023 and previously spent over a decade at SagePoint Financial, with earlier roles at Next Financial Group, Inc. and Banc of America Investment Services, Inc. Outside of her advisory role, she operates a sole proprietorship managing residential properties she inherited. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing various portfolio construction tools and third-party platforms to manage accounts on discretionary and non-discretionary bases.

John Bellau is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a warden for the Knights of Columbus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Brent Grauberger is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked for Securities America Advisors, Inc. for 20 years and has been involved with PGN Financial Services, LLC since 2003, where he conducts insurance sales. Additionally, he provides investment capital and consulting services to a family-owned investment LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing in portfolio management and supports multiple advisory programs and legacy platforms.

James Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience, all with UBS since 1986. Outside of his advisory role, he is a one-quarter owner of a limited liability company involved in ownership and maintenance of hunting and fishing property. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Brad Welch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm leverages structured planning tools and market modeling techniques and manages approximately $2.74 trillion in client assets.

Anna Licata is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and Ivy Distributors, Inc., in addition to self-employment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and drawing on diverse portfolio management styles and affiliated research.

Stephen Scanlon is a financial advisor with Equitable Advisors in Kansas City, MO, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at AllianceBernstein L.P., Guardvest Inc., and multiple entities affiliated with Equitable and AXA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through various advisory and third-party asset manager platforms.

John Ludlow is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Commerce Trust Company, Fidelity, Mass Mutual Life Insurance, Morgan Stanley, and Orion Portfolio Solutions. He is based in Kansas City, MO. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Brockmeier is a Series 66-licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has five years of industry experience, including prior roles at MidAmerica Nazarene University, the University of Missouri Kansas City, and Precision Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions supported by a large network of financial advisors and branch offices nationwide.

Mollie Stephens is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2015. She has 11 years of industry experience and holds a Series 66 registration. Outside of her financial advisory role, Mollie has been involved with Core Energy Hot Yoga since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gregory Nash is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Lennox International for one year. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Tyler Jinks is a financial advisor at Edward Jones in Lansing, Kansas, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lineage from 2011 to 2018. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Burnside is a Series 66-licensed financial advisor with Edward Jones in Shawnee, KS, where he has worked for 10 years. He serves as president of Knowlton Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.