Lagina Nicholas is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at UBS Financial Services Inc from 2012 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Kristina Svejda is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer & Co and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, along with notable capital-markets and affiliated asset management capabilities.

Kevin Stone is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Country Club Trust Company, Missionsquare Wealth Management, and American Century Investment Services, Inc. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kristen Haag is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services from 2001 to 2010. Outside of advising, she has ownership interests in in-home senior care businesses based in Overland Park, Kansas. 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 offers both brokerage and advisory solutions.

Scott Holder is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at RBC Capital Markets since 2012 and City National Bank since 2020. Outside of his advisory work, he is the owner of a real estate property in Illinois. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services tailored to clients’ risk profiles.

Joshua West is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with a health insurance business organized as West Financial LLC. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm uses model-driven investment approaches developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Scott Jorgensen is a CFP® certificant and Series 66 registered financial advisor with Edward Jones in Olathe, KS. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate and charitable organizations. The firm offers various advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Francesco Ross is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 designations and is based in Overland Park, KS. Ross has been with Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Christian Eckert is a financial advisor with Charles Schwab holding Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and various positions extending back to 2016, including experience with the University of South Alabama. Eckert's background also spans several entrepreneurial and operational roles in different sectors. 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 and discretionary investment options, supported by a multi-asset model portfolio approach and a centralized operational structure.

Chad Hamatto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities 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.

Ada Sanabria Flores is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Wells Fargo Bank since 2020 and previously held positions at Waterway Car Wash, MVP Law Firm, Donnelly College, Applebee's, and McDonald’s. 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 brokerage and advisory solutions while utilizing research and analytics to support diversified investment approaches.

Christopher Paul is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory work, he serves as a soccer coach for the Union KC Soccer Club and is president of the Summit Station Property Owners Association. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jack Fitori is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials. He has been with Ameriprise since 2024 and has prior experience working at Ace Pallet and Home Depot. Jack was also a full-time student for several years before beginning his advisory career. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using research and algorithmic tools to provide recommendations on income sources, asset allocation, and Social Security claiming strategies.

Lana Ibrahimi is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at Bank of America, J.P. Morgan Securities LLC, and BMO Financial Group. Lana also has an academic background with roles at Wilmington University and the University of Jordan. Merrill, together 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.

Ned Mehmeti is a financial advisor with LPL Financial and holds the Series 66 designation. He has professional experience at Morgan Stanley and has worked in various roles outside finance, including positions at the University of Missouri Columbia Financial Aid Office and Gateway YMCA. He has also been involved in Better Homes Alternative since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors and integrates a variety of investment strategies with institutional platforms.

Christopher Youngers is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2013. His prior experience includes positions at Merrill, Banc of America Investment Services, Inc., and Equitable Advisors. Outside of his advisory work, he serves as an advocate for the Knights of Columbus in Gardner, Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Tara Ysquierdo Krouse is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Nathan Mize is a Certified Financial Planner (CFP®) and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Overland Park, KS. 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Brooke Miller is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Prior to joining RBC in 2022, she worked at Merrill and Raymond James & Associates. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ specific risk profiles and utilizing both in-house and third-party investment resources.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Wells Fargo in 2025, Nandawin held roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of finance, Nandawin has experience working in the restaurant industry at Mr Cao Japanese Steak House. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.