Kyle Branine is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nathan Ney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Primerica Financial Services since 2004 and PFS Investments, Inc. since 2007. Outside of his advisory role, Ney is Co-CEO of Nano Supply, LLC, a construction supplies business, and serves as a board member and partner at Pen Pals, LLC, a real estate investment company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining authority over its model offerings.

Daniel Mayer is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Waddell & Reed, Inc. and served on the Wilshire Farms Home Owners Association board. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Benson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2006 and holds Series 63, Series 65, and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Popp is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 34 years. Outside of his advisory role, he has business activities involving insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Michael Douglas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Primerica since 1992 and previously held roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Outside of advisory work, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by third parties and offers a range of tactical and strategic investment approaches.

Anthony Cox is a financial advisor with Raymond James Financial in Olathe, KS, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at LPL Financial, Bank of Blue Valley, and INVEST Financial Corporation. He is also the owner of two LLCs established for payroll purposes affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the industry.

John Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Oracle (Netsuite) and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Dustin Kueser is a financial advisor at Edward Jones in Olathe, KS, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Brigham Young University Idaho from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brent Forck is a CFP® with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Joerns Healthcare. Outside of his advisory role, he is associated with Tollos, a medical equipment manufacturing and sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Christopher Alpers is a CFP®-designated financial advisor with ten years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Linda Werner is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Tonya Jones is a financial advisor with Wells Fargo Advisors who holds a Series 63 designation and has 19 years of industry experience. She has worked within various divisions of Wells Fargo since 2009, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that address cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Carter Dye is a CFP® with seven years of industry experience, currently serving as an associate advisor at Cetera. He has held roles at several firms, including Comprehensive Retirement Solutions and Prosperity Advisors, LLC. In addition to his advisory work, he refers clients to tax professionals and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, and reports over $256 billion in assets under management.

Devan Mc Ewen is a financial advisor at Stifel with Series 65 and Series 66 licenses and no prior industry experience. His work history includes multiple roles at Stifel and a position at CGN Advisors. Prior to entering the financial industry, he spent time as a student and worked at Berry College Elementary and Middle School. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and capital market assumptions.

Tanner Owen is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2023, he worked with White Iron Ridge and Renaissance Financial, where he continues to serve clients. Outside of advising, he volunteers as a coach for a youth development golf program and mentors through Big Brothers Big Sisters. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to affiliated and unaffiliated investment managers.

Brandon Botts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously attended the University of Kansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Equitable Advisors since 2018, previously affiliated with AXA Advisors and has held volunteer leadership roles including Vice President and board member of the NAIFA Kansas City Wichita chapter. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Jason Gragg is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at GWFS Equities, Inc. and JP Morgan Institutional Investments Inc. from 2014 to 2023 before joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and advisory platforms alongside its own strategies.

Charles Earnest is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.