James Wyllie is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has held roles at Cetera Advisors LLC, Purpose Planning, and Spencer Financial Services, LLC. Outside of finance, Wyllie is involved in community and nonprofit activities, including ownership of Liberty United Soccer Club and Reclaim Functional Rehab, as well as serving on the leadership board of the nonprofit Man Up and Go and as an elder at Liberty Christian Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Thompson is a financial advisor with Ameriprise, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in managing real estate properties through Thompson Real Estate LLC. Ameriprise provides retirement-income planning services focused on clients near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Meridith Bihuniak is a financial advisor with LPL Financial in Kansas City, MO, holding Series 65 and Series 63 licenses and having one year of industry experience. She previously worked at O'Flynn & Bihuniak Chartered for 17 years and is currently involved with Hood Professional Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 with a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jack Donovan is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and previously worked at American Century Investment Services, Inc. Outside of his advisory role, he is involved with Embrace the Grape, a business he has been affiliated with since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at Motorola Solutions and Northern Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor portfolio management and financial planning. The firm operates with institutional trading capabilities alongside wealth management services, providing a broad range of financial solutions.

Bryan De Coursey is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including MassMutual, LPL Financial, and Waddell & Reed. Outside of finance, he has worked as a stagehand for the Kansas City Chiefs, assisting with on-field pregame equipment setups. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without discretionary trading authority.

John Cheng is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked at Franklin Templeton Investments and Franklin Templeton/Granite Solutions. Outside of his advisory role, he operates a video blog company reviewing collectibles and is involved with a nonprofit organization supporting single parents and those in financial need. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 financial advisors. The firm offers a range of investment advisory programs and affiliated services, including tax-efficient strategies and discretionary and non-discretionary wrap fee offerings.

Julio Cerda is a financial advisor at J.P. Morgan Securities with four years of industry experience. He has previously worked at Wells Fargo, Merrill, Bank of America, and Uber Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ashley Matthews is a financial advisor with Edward Jones in Leawood, KS, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branches.

Jason Foust is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Summit Financial Group and Frazier DeCamp Financial, where he also operates an affiliated advisory business, FDF Wealth Strategies. Outside of advisory services, Foust is the owner of JFMB Enterprises LLC, a business focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual clients, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers a multi-manager platform with access to third-party money managers and various portfolio management programs across discretionary and non-discretionary structures.

Byron Blaine is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 23 years of industry experience. He previously worked at TIAA-CREF and TIAA/Transamerica for a combined 11 years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and integrates ESG criteria when recommending investment strategies.

Hayden Mitchell is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he held roles at United Parcel Service, Hy-Vee, Texas Roadhouse, and Lees Summit North High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Spencer Christiansen is a CFP® with 18 years of industry experience. He currently works at Fisher Investments, where he has been since 2017. Prior to that, he spent five years at USAA Financial Planning Services and USAA Financial Advisors Inc. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative methods and employs tax-aware strategies and risk management techniques.

Brenda Gooderl is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Andrea Uptegrove is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. She has worked at UBS since 2006 and has a concurrent affiliation with U.S. Bancorp Piper Jaffray Inc. since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Matthew Howard is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on delivering personalized wealth management strategies tailored to each client's unique goals. His approach emphasizes a goals-based planning process that aligns financial plans with what matters most to individuals and families. Matthew holds dual bachelor's degrees in Finance and Management Information Systems from Butler University, where he was a three-time Academic All-American basketball player from 2009 to 2011. Following graduation, he played professional basketball in Europe and Israel for seven years before returning to Merrill Lynch. He holds Series 7 and 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Matthew is married with three young sons and is actively involved in coaching youth sports in the Northern Indianapolis and Westfield communities. He participates in community organizations including A Kid Again, Butler University, First Baptist Athletics, Genesis Church, and WYSI Youth Sports. His personal interests also include basketball, cooking, football, running, traveling, table tennis, and volleyball.

Juan Ortiz Cadena is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 credential and three years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2022. Outside of his advisory role, he is the managing member of a home remodeling and rehab business. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

George Koepp is a Series 66-licensed financial advisor with Edward Jones, based in Raytown, Missouri. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains a personal rental property for a family member. 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, including discretionary and non-discretionary wrap fee strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Isaac Mitchell is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at BE Wealth, Yale University, Commerce Bank, and UPS, alongside extensive experience in public education from 2001 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.