Chad Davis is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is involved with D&K Realestate Holdings, Inc. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources.

Eric Taylor is a financial advisor with RBC Capital Markets, holding a Series 66 credential and 20 years of industry experience. He worked at UBS Financial Services Inc. from 2006 to 2023 before joining RBC Capital Markets. Outside of advisory work, he owns an LLC that holds rental properties, with daily management handled by a third-party company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Luke Bernard is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has four years of industry experience, including roles at City National Bank and RBC Wealth Management. RBC Wealth Management 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 client risk profiles, utilizing both in-house and third-party investment managers.

Samira Hadi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, NA dating back to 2014. 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 combines brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Benjamin Wheeler is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in a local singing group, participating in rehearsals and concerts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to support its investment approach and provides a variety of brokerage and advisory solutions across a broad client base.

Stephen Spangler is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brooke Willis is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, GEHA, Inc., State Street Corporation, and Keen Wealth Advisors. Willis also serves as a registered representative at Willis Financial Solutions, where she supports branch activities and sells fixed life insurance and annuities. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage portfolios across various asset classes.

Craig Holtzen is a financial advisor with Edward Jones in Louisburg, Kansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of the Louisburg Endowment Association, where he organizes meetings, participates in scholarship selections, and explains the endowment's functions to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

David Mehrer is a financial advisor with Ameriprise in Leawood, KS, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns a consulting business and serves on the board of directors for the nonprofit If U Love Me. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has held prior roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns and manages a recreational-use property through Kucera Farms LLC. 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 provides a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

Kenneth Carter is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves 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’ risk profiles through a combination of in-house and third-party investment managers.

James Ridley is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Charles Schwab since 1999 and also works with Charles Schwab Bank since 2007. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and trading services.

Agatha Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior experience includes positions at Waddell & Reed Inc, USAA Investment Services Company, and Stanford Group Company. She is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers diversified advisory and brokerage services, including financial planning and access to third-party asset managers, with a broad platform supported by research tools and significant operational scale.

Chad Hartman is a financial advisor with LPL Financial in Olathe, KS, holding a Series 66 designation and 20 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services for 20 years and has held roles outside of finance, including serving as Chief Operating Officer at LTA II Manufacturing, overseeing operations in the truck accessory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and various institutional platforms, supported by extensive operational tools.

Scott Befort is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent nine years with Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs that combine in-house and third-party investment management resources.

Erik Witt is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at APS Ventures and HomeDirect Mortgage/BOK Financial Mortgage. Witt serves on the Board of Directors and as Financial Secretary for the Knights of Columbus in Leawood, KS. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Douglas Propeck is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, Propeck serves as a board member of the University of Missouri’s Trulaske College of Business and chairs the St. Michael the Archangel Endowment Fund. He is also the owner of Transcendent Advisor Networks and serves as Regional Director of Transcendent Financial Partners, overseeing advisors and operations. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning solutions, including access to affiliated and third-party managers, and supervises over $256 billion in assets under management.

Tommy Elms is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Ameriprise Financial and LPL Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Hal Brettmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Cetera and its related entities since 2021, following a five-year tenure at Voya Financial Advisors. Brettmann is also president of H & S Financial Group Inc., where he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary account options.

Russell Lane is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Lane also operates Ameritime, LLC, an independent registered investment advisor through which he provides financial planning and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.