David Pollard is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services since 2006 and PFS Investments Inc. since 2008. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alyssa Smith is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Parameno Health, Oak Road Wealth Management, and several other companies. Outside of finance, she owns Aly Jean Media, a videography business focusing on editing video content for personal events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Stuart Smith is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Ameriprise since 2018, including time at both Ameriprise Financial Services, LLC and Ameriprise Financial Services Inc, as well as a prior role at CUSO Financial Services, LP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research, third-party data, and algorithmic tools to provide clients with tailored recommendations.

Cameron Probst is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Park Hill School District. Outside of advising, he coaches a weekly fitness class and serves as president of Gomers LLC, an advertising business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and cash-sweep services within an integrated operational framework.

Samantha Tiernan is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Landmark National Bank and Academy Bank, as well as various positions in retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm separates its planning services from managed accounts and does not serve institutional portfolio management or advisory selection functions.

Allison Grandon is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked with several organizations including the Head for the Cure Foundation and MidAmerica Nazarene University. 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 network of financial advisors and branch offices.

Charles Reinhard is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Chad Barrick is a CFP® professional with 24 years of industry experience, all with Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Propeck is a financial advisor with Cetera and holds the Series 66 designation. He has three years of industry experience, including roles at Cetera Investment Advisers, Cetera Wealth Services, UBS Financial Services, and prior positions outside the financial sector. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program options and supervisory structures.

Melissa Hamilton is a financial advisor with Charles Schwab in Leawood, KS, holding a Series 66 designation and two years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab, as well as involvement in early education and community service organizations such as Holy Trinity Early Education Center and Giving the Basics. 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 and discretionary investment guidance utilizing multi-asset model portfolios and maintains a large-scale, integrated structure to support its extensive client base.

Gregory Cornelius is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial. He previously worked at Personal Financial Group for eight years and has been with Linsco Private Ledger since 2002. Cornelius is also involved in outside sales of non-variable insurance and operates an investment-related advisory firm under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, combining a broad advisory platform with extensive non-advisory financial services.

Andrew Massieon is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors and National Planning Corporation. He also operates Ameritime, LLC, an independent investment advisory firm. 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 portfolio programs, third-party asset management, and institutional platforms.

Aniruddha Rao is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years and has been associated with Kansas State University since 2014. Rao is also involved in health insurance and Medicare brokerage through Rao Financial Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and various institutions. The firm typically uses model-driven investment implementation with discretionary authority granted to selected portfolio managers and offers financial planning, consulting, and access to third-party asset managers.

John Mc Carthy is a financial advisor at RBC Capital Markets with Series 66 credentials and two years of industry experience. His prior roles include positions at UBS and RV Evans, as well as work at the University of Kansas and Rockhurst High School. 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 variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Kristen Williams is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes a role at Oppenheimer & Co. Inc. Kristen spent 14 years as a homemaker before starting her career in financial advising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Wallace Caudill is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Shaw Industries from 2016 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Douglas Royle is a financial advisor at Ameriprise Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following a year at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning through written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Michael Tonga is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and Bank of the West. Outside of his advisory role, he is involved in photography and music production through Tonga Productions LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Mounce is a financial advisor at Cetera with a Series 65 designation and one year of industry experience. He has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and various accounting and nonprofit roles. Outside of advisory work, he serves as comptroller for KidsTLC, a nonprofit providing behavioral health counseling and therapy services for youth, and is a member of Huxe, LLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers.

Emily Menefee is a CFP® professional with 13 years of experience and has been with Edward Jones since 2013. In addition to her advisory work, she owns Menefee Farms, where she is involved in artificially inseminating pigs, and she volunteers as a scorekeeper for home basketball games at USD #368 high school on an as-needed basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large national network of advisors and branch offices.