Michele Giles is a financial advisor at Ameriprise Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, with recommendations based on proprietary research and third-party data.

Kyle Moore is a financial advisor with Ameriprise in Overland Park, KS, holding Series 63 and Series 65 designations and 13 years of industry experience. He previously worked at Creative Planning and CUNA Brokerage Services and also serves as a financial advisor at Mazuma Credit Union. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning focused on dependable income and tax-aware withdrawal strategies. The firm’s retirement income recommendations draw on proprietary research and third-party data and operate within an investment universe influenced by affiliated product relationships.

Linda Maclean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at RBC Capital Markets. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, employing research and analytics guided by diversification principles and modern portfolio theory.

Brandon Stuewe is a financial advisor with Ameriprise in Shawnee, KS, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Jose Munoz Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at firms including Transamerica Financial Advisors and Ameriprise, and has served as an adjunct professor of finance at Donnelly College. Munoz is the sole owner of Legacy Planning Group, a business operating under Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets across over 10,000 advisors.

Tyler Lane is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Ameritime, LLC, an independent investment advisory business he founded. Lane is also involved in nonprofit insurance services through Financial Markets, INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with a range of financial planning, asset management, and institutional platforms.

Isabelle Behal is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at John Deere for five years and First Option Bank for one year. She also has experience in educational and community roles, having worked at the University of Northern Iowa, Louisburg Aquatic Center, and Louisburg High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Tim Wendt is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisor Inc. from 2002 to 2020 before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Steven Stewart is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 credential and has prior work experience including roles at Bass Pro Shop and Five Iron Golf, where he worked as a golf associate and bartender. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Dirk Lebar is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameritas Investment Company, LLC, among other firms. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Ronald Adrian is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LexAurum Advisors, LLC and Summit Financial Group Inc. Since 2024, he has also been associated with Werth Wealth Management in a non-investment related support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Lance Harshbarger is a financial advisor with OSAIC based in Overland Park, KS. He holds the CFP® designation along with Series 63 and 65 licenses and has 28 years of industry experience. Prior to joining OSAIC in 2024, he spent ten years with Securities America Advisors, Inc. Harshbarger serves as president of his neighborhood homeowners association. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Timothy Helfer is a financial advisor with RBC Capital Markets and holds a Series 63 designation. He has 39 years of industry experience and has previously worked at firms including Lincoln Financial Advisors Corporation, Sanctuary Wealth, Midwest Trust Holding Co., and The Leaders Group Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers customized investment strategies through various advisory programs, combining in-house and third-party managers to align portfolios with clients’ risk profiles.

Patrick Mccarthy is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining RBC Capital Markets in 2023. He serves on the University of Kansas School of Business Dean's Advisory Board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Lenny Lippert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Wells Fargo Bank, AT&T, Bank of the West, Traders Insurance, and Wells Fargo & Co. Outside of his advisory work, Lippert serves as chairman and president of the Friends of Recovery Association board of directors, where he provides organizational guidance and participates in community relations activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Chance Berry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles including consultant and business engineer for Monsees Technologies Inc., where he handled payroll, tax preparation, and financial reporting. He also has experience in education and entrepreneurship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Daniel Frank is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Blackrock Investments, Blackrock Financial Management, Rademacher Financial, and Raymond James Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Randy Long is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and has been associated with Primerica Financial Services since 2012. Additionally, Long has been involved in Phase III Marketing for over three decades. His activities include sales of investment-related products and referral services related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery investment strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Robert Goodwin is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2012. Outside of his advisory role, he owns and operates an internet guitar sales business and serves as an arbitrator for FINRA dispute resolution. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with customized portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate both in-house and third-party investment managers and provides features such as tax management and responsible investing options.

Dara Robb is a financial advisor with Edward Jones in Overland Park, Kansas, holding a Series 66 designation and over eight years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Robb is a partner in a handyman services business and also works as a health and fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.