Nicolas Koparanyan is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation. Prior to joining RBC in 2025, he worked at the University of Tampa and operated a car detailing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Karen Harth is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Commerce Brokerage Services, Inc. and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of strategies implemented through a large network of investment adviser representatives.

Grant Halls is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2010. 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 advisory relationships and access to discretionary separately managed accounts, delivering investment guidance with multi-asset model portfolios and centralized custodial and order-routing services.

Eric Alpers is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of the Prairie and Swiss Re. 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 solutions supported by a large national network of financial advisors and branch offices.

George Raymond is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing third-party asset managers and model-delivery strategies for individual and high-net-worth clients, primarily on a wrap-fee basis.

Bennett Hughes is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His previous experience includes seven years at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as two years with Foresters Financial Services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research’s due diligence.

Jaylin Williams is a financial advisor at Merrill with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, Community America Credit Union, US Bank, Sprint/T Mobile, and Best Buy. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Rogers is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community America from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gabriel Nelson is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years, as well as Ameritas Investment Corp and Ameritas Life Insurance Corp. Nelson has also been involved with Tax Favored Benefits and SigniaCo during his career. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Valencia Spooner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Trust Sourcing Solutions LLC before joining Wells Fargo in 2018. Outside of her advisory role, she is involved as a cosmetic consultant with Mary Kay and also operates a small apple pie business. 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 combines research from its Investment Institute and third-party sources to guide diversified investment selections and offers a range of brokerage and advisory solutions.

Brandon Fancher is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at City of National Bank, Wells Fargo Clearing, and Morgan Stanley. Outside of finance, he is involved in several nonprofit initiatives benefiting children’s hospitals and youth mentorship programs, and he operates a golf-related business focused on introducing underprivileged youth to the sport. RBC Wealth Management serves a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs combining in-house and third-party managers, with comprehensive portfolio management, financial planning, and brokerage services.

Sean Byron is a financial advisor with Ameriprise in Mission, Kansas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for Kansas City Kansas Public Schools for seven years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by a dedicated team to support its retirement planning services.

Connor Middleton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Middleton serves as an assistant high school wrestling coach for Olathe Public Schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Taylor Schmidt is a financial advisor at Edward Jones in Leawood, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Schmidt worked at TForce and held various roles in the banking and lending sectors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Tanis Sears is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Tanis worked at A Place for Mom and T. J. Maxx. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Ford is an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Kindeva Drug Delivery, Thermo Fisher Scientific, Veracyte, and CardioDx. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Tyler Williams is a financial advisor with RBC Capital Markets in Leawood, KS. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining RBC, his work experience includes roles in education and small business operations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management and financial planning services tailored to clients’ risk profiles.

Amy Herrington is a financial advisor with Charles Schwab in Leawood, KS, holding a Series 66 credential and five years of industry experience. Her work history includes positions at Charles Schwab Bank, Charles Schwab, and TD Ameritrade entities. Outside of finance, she spent three years with the Pet Resource Center of Kansas City. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Willie Dunmore Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab Bank, SSB since 2024 and has been with Charles Schwab and Co., Inc. since 2022, previously spending 16 years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Corbin Knollman is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. He previously worked at BOKF, NA and Edward Jones. 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 various advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.