Joseph Pelle is a financial advisor with Cetera in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has held roles at several firms including Prosperity Advisors, LLC, where he is Vice President and a board member, and Prosperity Network of Advisors, where he serves as Senior Vice President. Pelle also participates in related business activities including ownership positions and a referral role to a CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and integrates third-party managers and proprietary model portfolios.

Lana Ibrahimi is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at Bank of America, J.P. Morgan Securities LLC, and BMO Financial Group. Lana also has an academic background with roles at Wilmington University and the University of Jordan. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Scanlon is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equitable Advisors, Jack held roles at KeyBank Real Estate Capital, Crown MedReality Partners, and Prime Capital Investment Advisors. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.

Kristina Strickland is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Commonwealth Financial Network and Trinity Planning Group. Outside of finance, she serves as the children's director at Faith Vineyard Church and owns a horseback riding lesson and training facility. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, including proprietary and third-party model portfolios, discretionary and non-discretionary management, and a broad range of investment solutions.

Joel Alderson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at multiple firms including Comprehensive Retirement Solutions, AGH Wealth Management, and Flint Hills National Golf Course. Joel is also involved with Prosperity Tax Center, LLC, where he refers clients to a CPA for tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Bradley See is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has a combined tenure at affiliated firms spanning over two decades. Outside of advisory services, he also works as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Stephen Deprisco is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fidelity Brokerage Services LLC since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI-driven research tools.

Jeffrey Meyers is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. He is the owner of Meyers Wealth Management, LLC, a marketing entity serving clients. 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 managed-account solutions.

Christopher Youngers is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 designations and has 20 years of industry experience. He has been with Edward Jones since 2013. Youngers serves as an Advocate for the Knights of Columbus #10407, attending officer meetings and assisting the Grand Knight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jeremiah Wright is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Nathan Mize is a Certified Financial Planner (CFP®) and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Overland Park, KS. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Colin Flathman is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with firms including Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of his advisory role, he is a referrer for Prosperity Tax Center, LLC, a tax and accounting business. Cetera is a nationwide SEC-registered investment adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Kolby Harris is a Series 66-registered financial advisor with Equitable Advisors, based in Overland Park, KS, and has four years of industry experience. Prior to joining Equitable Advisors, he held positions in educational institutions and athletic organizations. Outside of his advisory role, he works as a play-by-play broadcaster with Harris Media Services. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

William Christie is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2014. Outside of his advisory work, he is a part-time tennis instructor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Merchant is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Securities America Advisors and Mass Mutual Investors Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary portfolio management strategies.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with two years of industry experience. Prior to joining Wells Fargo, Nwe worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, Nwe has experience in the restaurant industry, having worked at Mr Cao Japanese Steak House. 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 employs a large network of financial advisors and uses research and analytics to support investment decision-making across brokerage and advisory solutions.

Michael Vogt is a CFP® and ChFC® with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and Morgan Stanley. Outside of his advisory role, he is also active as a Dasher for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Kaddie Bybee is a financial advisor at Edward Jones with a Series 66 designation and experience beginning in 2024. Prior to her current role, she held positions in the healthcare and hospitality industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Carter Ewing is a CFP® with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Comprehensive Retirement Solutions and Prosperity Advisors, LLC, where he also serves as a planning team associate. Additionally, he refers clients to a tax and accounting firm, Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a broad range of program structures and third-party managers.