Angela Mc Andrews is a financial advisor at Merrill with a Series 66 credential and 17 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she serves as the power of attorney for her husband. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Darla Haines Mills is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Waddell & Reed, Thrivent Investment Management, and Merrill. Outside of her advisory work, she also serves as an agent for non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and integrates technology tools to assist advisors while managing over $819 billion in discretionary assets.

Jonathan Klassen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, Klassen is involved as Vice President of his family's commercial printing business, Klassen Enterprises, and serves as a co-trustee for family property holdings in Claremore, Oklahoma. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Nicholas Walters is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Kansas State University, Hallbrook Country Club, and within several parks and recreation departments. 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.

Eli Ward is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Trevor Graham is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. 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 broad range of advisory and brokerage services, utilizing various model portfolios and third-party management while supporting advisors with advanced operational and research tools.

Michael Gauldin is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Keith Winterhalter is a financial advisor with Edward Jones in Lenexa, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is pursuing book sales through self-publishing. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Shepard is a financial advisor at Wells Fargo Advisors in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. Shepard owns AES1 LLC, which operates as Shepard Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Paula Porsch is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with several firms including Nations Financial Group and Summit Financial Group, and has maintained her own wealth management and financial consulting businesses since 2009. Additionally, she is a Certified Divorce Financial Analyst, providing financial analysis for divorce settlements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Ryan is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Amy Martin is a financial advisor with Cetera in Independence, Missouri, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Waddell & Reed and Grove Point Investments. She is also a financial professional with Prosperity Network of Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party managers, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Nicholas Weber is a financial advisor at Raymond James Financial Services, Inc. with CFP® and Series 63 credentials. He has worked in the financial industry since 2026 and has previous experience at Country Club Trust Company and Cerner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor planning and consulting to client goals and supports a wide advisor network with specialized programs and consulting services.

Renee Fields is a financial advisor with OSAIC in Kansas City, MO, holding a Series 66 designation and bringing 28 years of industry experience. Her prior firms include SagePoint Financial, Inc. and Ameriprise. Outside of her advisory role, she serves as President of Community Christian Cyclist, a nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Thomas Koppinger is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he consults for Instacart and serves as a parade coordinator for the Mustang Club of Greater Kansas City. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Hayden is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1984. In addition to his advisory role, Hayden is involved in the sale of loan products and home security and automation 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 selected separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio management with a focus on percentage-based, tiered fees.

Robin Neal is a CFP® professional with 28 years of industry experience, currently advising clients through LPL Financial in Bonner Springs, KS. He has been with LPL Financial and its predecessor firms since 1998. Outside of his advisory work, Neal is a commissioned notary public for the state of Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing both in-house research and third-party strategies, supported by advanced operational tools.

Steven Evans is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public education for over a decade, including roles at Kansas City Kansas Public Schools, Omaha Public Schools, and Kansas City Public Schools. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Darren Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Cetera since 2014 and also manages Garrison & Associates / The Tax Shoppe, a tax and accounting service where he is an enrolled agent. In addition to his advisory work, he is a partner at Collective Wealth Management LLC, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Joelle Morris is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Morris has worked at Financial Engines Advisors L.L.C. since 2018 and previously at Smart 401 K, LLC from 2014 to 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and managing approximately $326 billion for roughly 477,000 clients.