Paula Porsch is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with several firms including Nations Financial Group and Summit Financial Group, and has maintained her own wealth management and financial consulting businesses since 2009. Additionally, she is a Certified Divorce Financial Analyst, providing financial analysis for divorce settlements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Nicholas Weber is a financial advisor at Raymond James Financial Services, Inc. with CFP® and Series 63 credentials. He has worked in the financial industry since 2026 and has previous experience at Country Club Trust Company and Cerner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor planning and consulting to client goals and supports a wide advisor network with specialized programs and consulting services.

Renee Fields is a financial advisor with OSAIC, holding a Series 66 designation and 28 years of industry experience. Her prior roles include positions at Ameriprise and SagePoint Financial, Inc. In addition to her advisory work, she serves as president of a nonprofit motorcycle organization, Community Christian Cyclist. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and a range of investment options across discretionary and non-discretionary accounts.

Thomas Koppinger is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he consults for Instacart and serves as a parade coordinator for the Mustang Club of Greater Kansas City. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Hayden is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1984. In addition to his advisory role, Hayden is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio management with a focus on percentage-based, tiered fees.

Robin Neal is a CFP® with 28 years of experience in the financial services industry, currently affiliated with LPL Financial since 1998. Based in Bonner Springs, KS, Neal also serves as a notary public for the state of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Steven Evans is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public education for over a decade, including roles at Kansas City Kansas Public Schools, Omaha Public Schools, and Kansas City Public Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joelle Morris is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Morris has worked at Financial Engines Advisors L.L.C. since 2018 and previously at Smart 401 K, LLC from 2014 to 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and managing approximately $326 billion for roughly 477,000 clients.

Aaron Stubblefield is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with Townsend Design and Home Advisor. Outside of his advisory role, he coaches high school football in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, overseen by a large network of advisors and branch offices nationwide.

Robert Follmer is a financial advisor at Edward Jones in Gladstone, MO, with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his financial advisory career, he worked at Staples Inc/Staples Premedia Services from 2013 to 2019. Outside of advising, he has worked as a rideshare driver for Uber on a supplemental basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices, offering a variety of advisory programs, tax-efficient services, and affiliated investment options.

Richard Briscoe is a financial advisor with Merrill in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Merrill in 2019, he worked at firms including Kavar Capital Partners, Foreside Fund Services, Palmer Square Capital Management, UMB Distribution Services, and Scout Distributors. He serves as a committee member for KVC Health Systems Inc., a charitable organization focused on supporting children and families. 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, and various institutional investors.

Francis Duff is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W Baird & Company for 22 years before joining Stifel in 2022. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kay Eckart is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with nine years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Judy Cox is a financial advisor with LPL Financial in Bonner Springs, KS, holding a Series 63 designation and 39 years of industry experience. She has been with LPL Financial since 1987. Outside of her advisory role, she is a notary and maintains a business entity for her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Andra is a financial advisor at Edward Jones in Riverside, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a pitching instructor at Complete Game Baseball LLC, a youth baseball academy in Olathe, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michele Deroin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with UBS Financial Services since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets services.

Amy Elledge is a financial advisor at Edward Jones with a Series 66 designation. She has experience at Edward Jones spanning from 2018 to 2023 and again beginning in 2026, along with prior work in education and healthcare-related roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Teahan is a Series 66-licensed financial advisor with Merrill, based in Kansas City, MO, and has three years of industry experience. His background includes roles at Bank of America, N.A., Merrill, and George J Shaw Site Rite, as well as time spent at the University of Kansas and Rockhurst High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Gassen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at CrossFirst Bank, BOK Financial, and US Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Armahn Hadjian is a CFP®-certified financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, Hadjian serves as a program director and instructor at Kansas State University’s Olathe Campus and owns a vending business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.