Miranda Serna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles in education at The University of Tampa, Keiser University, and Jersey College, as well as positions with the Tampa Bay Buccaneers and the South Tampa Center for the Arts. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes third-party asset managers and proprietary advisory programs, emphasizing personalized risk assessment and model matching without sponsoring its own wrap fee program.

Christopher Whitehead is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Accenture, and Lodging Hospitality Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs through its integrated advisory and brokerage platform.

William Tracy Jr. is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Edelman Financial Engines since 2016 and previously worked at The Mutual Fund Store, LLC, and TMFS Advisors, LLC from 2008 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online offerings.

Scott Neer is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2001. Outside of advisory work, Neer is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and provides a tiered wrap fee structure, focusing on curated portfolio models rather than institutional pension or profit-sharing plan management.

Dylan Wilkinson is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017, following a year at Guardian Life Insurance. Outside of his advisory role, he owns a rental property managed by a third-party company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management, retirement income services, and online advice, utilizing diversified model portfolios and a proprietary committee-driven investment process.

Jack Johnson is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes various roles at Kansas State University, the City of Branson, and the Blue Springs School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Louis Stein is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory and brokerage services.

Matthew Gelsheimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Kevin Murphy is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all spent at the firm since 2012. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gregory Greenberg is a CFP® professional with 29 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an advisory board member for the Children’s Mercy Hospital Patient Family Advisory Council focused on inflammatory bowel disease. Stifel serves a broad range of clients, including individuals and institutional investors, providing brokerage and investment advisory services supported by proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Annette Mcniven is a financial advisor with Morgan Stanley in Olathe, Kansas, holding a Series 66 designation and ten years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she owns a real estate business based in Billings, Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

Mark Jacobs is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously associated with Axa Advisors, LLC. Jacobs also has sales associate roles with Realty Benefit Services and Dergalis Associates, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Thomas Wheeler is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kurt Hill is a financial advisor with Edward Jones in Lenexa, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 27 years, starting in 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Kevin Coronado is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance, as well as work with Subsplash and local churches. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach to client goals.

Scott Babcock is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera and its related entities since 2013 and is also the owner of Rpb Wealth Management, Inc. Outside of his advisory roles, Babcock serves as co-chair of Beyond Celiac, a nonprofit fundraiser, and is a board member for a homeowners association, where he represents residents on maintenance and facility issues. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

William Kenton is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience with Symphonic Financial Advisors and Kenton Financial Services, Inc. He is also the president of Small Business Solutions, a tax services firm based in Olathe, Kansas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of investment options including proprietary and third-party model strategies.

David Martin is a CFP® with 15 years of industry experience and is currently with Cetera. His background includes roles at several firms, including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Outside of finance, he is actively involved in theater, working as a performer, director, and writer with multiple theatrical companies and productions in the Kansas City area. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment solutions, including model portfolios, third-party managers, and bespoke strategies across various program structures and authorities.

Seannessy Axtell is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she is a minority owner of the Axtell Family Limited Partnership, a real estate entity in Olathe, Kansas. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Norman Pishny is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. He also operates Pishny Four, a venture active since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.