Max Huebner is a CFP® professional affiliated with Cetera who has five years of industry experience. He has held roles at multiple firms including Scott Private Wealth and Comprehensive Retirement Solutions. In addition to his advisory work, he is involved with Prosperity Tax Center, LLC, referring clients to CPA services. Cetera Investment Advisers LLC is an SEC-registered 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 third-party money managers, supporting a network of over 10,000 advisors and $256 billion in assets under management.

Evan Ryan is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual in various capacities from 2018 to 2025. He serves on the board of the Church of the Ascension, a nonprofit organization in Overland Park. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Michael Clark is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 38 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at VOYA Financial Advisors. Clark is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to multiple program platforms and third-party money managers.

Edward Hadel Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, Hadel Financial Solutions, and Woodbury Financial Services. In addition to his advisory work, he serves as a notary. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated financial services and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes using both discretionary and non-discretionary approaches.

Frances Moley is a Series 66-licensed financial advisor with Equitable Advisors in Overland Park, KS, bringing 24 years of industry experience. She has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she holds power of attorney responsibilities for a family member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various firm-offered and third-party programs. The firm emphasizes risk assessment and personalized program matching, utilizing a range of investment vehicles and ERISA fiduciary services.

Kyle Gabrielson is a Series 66-credentialed financial advisor at Equitable Advisors with six years of experience in the industry. His prior work includes roles at Paws & Co, the University of Arkansas, Nicklaus Golf Club, and Olathe East High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Joanne Hoffman is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2018. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

William Eckert II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Minnesota Life Insurance Co, Securian Financial Services, and Strategic Financial Partners. Outside of his advisory work, he serves as an officer for Kamo Adventures Inc and volunteers as a trainer and teacher at the University of Kansas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to implement various model portfolios and customized strategies.

Theresa Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at LPL Financial since 2018 and concurrently with Invest Financial Corporation since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research to support diverse investment strategies.

John Johnson is a Series 66 licensed financial advisor with three years of industry experience, currently working at Edward Jones in Lenexa, KS. Prior to joining Edward Jones, he held positions in the USD 453 and USD 512 school districts from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Sarah Mayerle is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Lockton Companies and Textron Aviation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies via multiple custody platforms and a combination of proprietary and third-party model solutions.

Kevin Ille is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior roles include Securities America Advisors and National Planning Corporation. He also operates Ameritime, LLC, an independent investment advisory firm providing financial planning and consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Ross Bauer is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and seven years of industry experience. He has worked at LPL Financial since 2024 and previously at Securities America Advisors and other financial firms. Bauer also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor firm he founded in 2019. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Courtney Loehr is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Deloitte and the University of Missouri. Courtney maintains a CPA license through the National Association of State Boards of Accountancy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jeremy Shook is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Waddell & Reed, New York Life, Primerica Advisors, and Mutual of Omaha. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, goal-focused planning process using firm-approved software and offers specialized programs such as divorce planning and estate settlement.

Daniel Asikainen is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and emphasizes a fiduciary standard in its advisory services.

Matthew Priest is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related entities since 2018 and previously at Smith Moore & Co from 2011 to 2018. He is also the owner of Signature Retirement Group, a support company based in Overland Park, KS. 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, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports its recommendations through various advisory programs.

Mattia O'connor is a financial advisor at Edward Jones with 10 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Myers is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Myers serves on the Board of Directors for the American Theatre Guild. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joshua Baker is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various positions in retail and service industries. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its affiliated entities.