Theresa Baker is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with LPL Financial since 2018, following a two-year period at Invest Financial Corporation. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kevin Ille is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at Securities America Advisors, National Planning Corporation, and maintains an independent investment advisory business through Ameritime, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice provided by investment adviser representatives using various investment strategies.

Dennis Shook Jr. is a financial advisor with J.P. Morgan Securities in Leawood, KS, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and managing his own advisory practice from 2016 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ross Bauer is a financial advisor at LPL Financial with 7 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Securities America Advisors and the Johnson County Appraisers Office. Bauer also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Wenski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. His prior experience includes five years at Stifel before joining Raymond James in 2020. Outside of his advisory role, he works as a consultant for Snakt, Inc., a video-to-video platform. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clifton Steed III is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Ameriprise, he spent seven years at CBIZ MHM, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on a combination of investment research and algorithmic analysis.

Courtney Loehr is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Deloitte and the University of Missouri. Courtney maintains a CPA license through the National Association of State Boards of Accountancy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Daniel Asikainen is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and emphasizes a fiduciary standard in its advisory services.

Cheryl Beard is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 credentials and over 41 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Brynn Morris is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses and having 17 years of industry experience. Prior to RBC, Brynn worked at Oppenheimer from 2009 to 2013. She serves on the boards of several nonprofit organizations, including the Kansas City Securities Association, A Chance for Children, and Phoenix Family. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers.

Michael Middleton is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and affiliated with MassMutual Life Insurance Company since 2012. Outside of advisory work, he is involved as a youth soccer referee and performs as a part-time musician. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual collaborative planning relationships and event-driven planning services.

Tyson Combs is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, including prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational resources.

Christopher Carr is a financial advisor at Edward Jones in Olathe, KS, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and operates under a fiduciary standard.

Donald Mathews Jr. is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Century Investments Private Client Group and American Century Investment Services. Outside of advisory work, he is employed at Bass Pro Shops in Olathe, KS. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Stacy Burtin Mills is a financial advisor with Ameriprise in Lees Summit, MO, holding the ChFC® designation and Series 66 license. She has 10 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Jamie Botts is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a brief tenure at Morgan Stanley Dw Inc. In addition to his advisory role, he serves as power of attorney for his mother. 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 a range of brokerage and advisory solutions supported by research and analytics.

Ashley Shirley is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Creative Planning, LLC and Wells Fargo Clearing. Ashley is based in Leawood, Kansas. 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 broad client base, including individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hiba Mahgoub is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at multiple Charles Schwab entities since 2022, as well as positions at Ss&C, Cbiz, and Northwest Missouri State. Charles Schwab & Co., Inc. serves a broad client base, mainly 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Bryce Cowan is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, he worked at Haas Metal Engineering and co-owned Bralton Media Properties. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Alan Reser is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.