Markus Bigbee is a financial advisor at Thrivent Investment Management in Olathe, KS, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Bass Pro. Outside of his advisory role, Markus is also a performing musician and plays bass. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on topics such as retirement, tax, estate, and business continuation, delivered as either one-time or ongoing engagements.

Christopher Whitehead is a financial advisor with LPL Enterprise in Overland Park, KS, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Accenture, and Lodging Hospitality Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance products.

Matthew Gelsheimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at BANK of AMERICA, N.A., Merrill, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Cassaday is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 12 years and has been with RBC Capital Markets since 2017. Outside of his advisory role, he is an active owner of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors and institutions. The firm offers multiple advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by comprehensive financial planning and custody services.

Annette Mcniven is a financial advisor with Morgan Stanley in Olathe, Kansas, holding a Series 66 designation and ten years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she owns a real estate business based in Billings, Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

Brandon Turner is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Turner serves on the board of directors for The Mail Center in Kansas City, Missouri. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Thomas Wheeler is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 1997 to 2009. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Chase Newell is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he held roles at various insurance carriers and other financial services firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and account management through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering access to model portfolios, third-party asset managers, and various advisory strategies.

Terrance Wood is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent five years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

William Kenton is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience with Symphonic Financial Advisors and Kenton Financial Services, Inc. He is also the president of Small Business Solutions, a tax services firm based in Olathe, Kansas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of investment options including proprietary and third-party model strategies.

Martin Krebs is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1993. 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, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Seannessy Axtell is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she is a minority owner of the Axtell Family Limited Partnership, a real estate entity in Olathe, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Norman Pishny is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. He also operates Pishny Four, a venture active since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Mitchell Black is a financial advisor with Ameriprise in Raymore, MO, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of advising, he serves on the board of Mason's Give A Heart Foundation and is a certified NRA instructor. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized team in partnership with advisors.

Erin O'Brien is a financial advisor with Ameriprise in Leawood, KS, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Waterfront Wealth Inc., Wells Fargo Advisors Financial Network, Commonwealth Financial Network, JHS Capital Advisors, and RBC Capital Markets. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement-income planning through a structured Recommendation Report and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and collaborates closely with clients and advisors within a defined investment framework.

Christina Livecchi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, The Woody Financial Group, and Bard Davol. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nickolas Motto is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with J.P. Morgan in various capacities since 2012. Outside of his advisory role, he is involved with Five Ocean Travels LLC, where he conducts research on travel destinations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of services.

Jared Stricklin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He worked at UBS Financial Services Inc. for 10 years before joining Raymond James in 2020. Raymond James & Associates, Inc. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Amber Stoll is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Bank of America, Merrill, Edward Jones, and KeyBank Real Estate Capital. Outside of financial advising, she owned an online clothing business for several years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

Leigh Frith is a financial advisor with Wells Fargo Advisors in Overland Park, KS, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash‑flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and special‑needs planning.