Terence Sharma is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. In addition to his advisory work, he sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Edwin Kerley is a financial advisor with Raymond James Financial Services Advisors Inc. in Kansas City, MO, holding the CFP® and ChFC® designations and possessing 41 years of industry experience. His prior work includes positions at Lincoln Financial Advisors Corporation and Money Concepts Capital Corp. He is also registered as a bank associate with First National Bank of Omaha. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brooke Tarvin is a financial advisor at Merrill with eight years of experience, including six years at Bank of America Private Bank and four years at Phillips McElyea Carpenter & Welcg PC. She holds the Series 66 designation. Outside of her advisory role, she serves as Treasurer and Board Member of the KC Express Network American Business Women’s Association, where she manages and balances the organization’s budget. Merrill, together 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 both model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Hannah Bellau is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Prime Capital Financial, Orange Sky, Aspyre Wealth Partners, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Heather Heron is a financial advisor at Edward Jones in Independence, MO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Envision Eyecare and Waddell & Reed. 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 and investment solutions, operating under a fiduciary standard and supporting its services with a large network of financial advisors and branch offices nationwide.

Austin Kuehl is a financial advisor with LPL Financial in Overland Park, KS, holding the ChFC® designation and a Series 65 license. He has seven years of industry experience, including prior roles at Stepp & Rothwell, Inc., and academic positions at the University of Kansas and Rockhurst University. He is also involved with BMG Advisors, operating as a DBA for his LPL business. 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 services including financial planning, model portfolios, and third-party asset management, supported by research tools and a large network of advisors.

Shawn Creger is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he is the owner of JLO Investments LLC, a real estate business based in Fairway, Kansas. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Decamp is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Cetera Wealth Services, Summit Financial Group, and Fraizer Decamp Financial Services, where he continues to engage in insurance brokerage including group health and life insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Larry Vawter is a financial advisor with LPL Financial based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives using a variety of investment strategies.

Kyle Allain is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His career background also includes roles at Symplr and API Healthcare. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology tools and a broad range of financial products.

Paul Nunes is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Nunes is a 50% owner of PGN Financial Services LLC, which supports business operations including office leasing and marketing. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm utilizes a range of asset allocation tools and provides access to various investment platforms and third-party money managers.

Steven Anderson is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Michael Keeton is a financial advisor at Edward Jones in Kansas City, MO, holding the CFP® and ChFC® designations with 19 years of industry experience. He previously worked at Copper Financial Network LLC for seven years before joining Edward Jones in 2021. Outside of finance, Keeton works as a professional pyrotechnician, shooting fireworks shows several times a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, combining a large retail advisor network with affiliated services such as a trust company and proprietary mutual funds.

Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has a long tenure with UMB-affiliated firms, including UMB Bank, UMB Financial Services Inc., and UMB Insurance Inc., where she worked for over two decades before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Todd Salzman is a financial advisor with Edward Jones in Gladstone, MO, holding CFP® and Series 66 designations and 15 years of industry experience. He previously spent 12 years with Copper Financial Network LLC before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Margo Shepard is a CFP® with 44 years of experience in the financial services industry. She is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Shepard serves on the Investment Committee and Finance Council for the Catholic Diocese of Kansas City St. Joseph. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations across a broad menu of planning areas.

Joel Mc Ginness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agency, Inc. He has been with LPL Financial since 2022. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

Alicea Konieczka is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Advisors and RT Specialty. She is also a 50% owner of Emerald Legacy Advisors LLC and fully owns AVK Advisory Management LLC, both investment-related entities. 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, and institutional platforms.

Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets from 2000 to 2009. Outside of his advisory role, Kangethe owns Maasai Investments, LLC and is involved with Mosquito Squad, a pesticide control business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by the firm’s structured discovery process and planning tools.