Charles Dierks II is a financial advisor at OSAIC with 36 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is also involved in the marketing and sales of various insurance products and owns a legal entity created for payroll administration. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad array of financial services and utilizes multiple advisory platforms and advanced asset-allocation tools to manage portfolios across various asset classes.

Andrew Switzer is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial since 2014. Outside of his advisory role, Switzer contributes as a freelance meteorologist for WIBW-TV, assisting during severe weather events and providing related media content. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various topics without providing discretionary portfolio management or institutional advisory services.

Frank Palma is a financial advisor with Cetera based in Overland Park, KS. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining Cetera, Palma has held various roles across education and retail sectors, including positions at Kansas State University and Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports both discretionary and non-discretionary approaches.

Alexandra Acock is a Series 66-licensed financial advisor with Edward Jones, based in Lenexa, KS, with one year of industry experience. She has been with Edward Jones since 2015 in various roles before her current position. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across different wealth segments, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 advisors.

Christina Livecchi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, The Woody Financial Group, and Bard Davol. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Noel Roach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of his advisory role, he owns a tax services business providing accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple custody platforms.

Toby Theel is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with GWFS Equities, Ivy Distributors, and Waddell & Reed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Matthew Dieker is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2021. Prior to joining Mass Mutual, Dieker worked in education at the University of Kansas and Anderson County High School. In addition to his advisory role, he is registered as an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance outside of MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements that typically recommend investment categories and strategies without discretionary authority.

Amber Stoll is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Bank of America, Merrill, Edward Jones, and KeyBank Real Estate Capital. Outside of financial advising, she owned an online clothing business for several years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

Leigh Frith is a financial advisor with Wells Fargo Advisors in Overland Park, KS, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash‑flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and special‑needs planning.

Wyatt Hoffman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. Outside of his advisory role, he has been involved with Renaissance Financial as a financial advisor providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

Gregory Hadel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Woodbury Financial Services for 27 years and has operated his own insurance agency since 1981. Outside of advising, he hosts a weekly radio show focused on general financial education. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

John Davis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that support their individual goals. He emphasizes understanding clients' priorities to create meaningful and effective strategies. John's career in financial services includes roles as Vice President and Branch Leader at Fidelity Investments from 2023 to 2026, Vice President and Market Leader at Charles Schwab from 2022 to 2023, and Vice President and Branch Manager at TD Ameritrade from 2017 to 2022. His experience spans leadership and client-focused financial consulting. Outside of his professional work, John has interests in art, beach activities, golf, outdoor adventures, skiing, and traveling.

Arthur Riley Jr. is a CFP® professional with 35 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Mass Mutual and MetLife Resources. Outside of financial advising, he owns a consulting and exit planning firm implementing business owner value acceleration, operates a company holding intellectual property for a proprietary cash flow assessment tool, and works occasionally as a freelance guitarist. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using advanced analytical tools and delivers written recommendations across investment categories without discretionary authority.

Janelle O'Brien is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and LPL Financial. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Brandon Gehle is a financial advisor with Edward Jones in Overland Park, KS, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, all of which has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and proprietary funds, and operates under a fiduciary standard.

Maya Dahab is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Mark Mahon is a CFP® with 22 years of industry experience, currently with Wells Fargo Clearing since 2026. Prior to this, he worked at UBS Financial Services Inc. and has held roles at Ivy Distributors, Inc. and Braden's Hope for Childhood Cancer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Seth Faulkner is a financial advisor with Cetera, holding a Series 66 designation and based in Overland Park, KS. He has been with Cetera and its affiliate Cetera Wealth Services, LLC, since 2025. Outside of advising, he has entrepreneurial experience with MOSports Authentics & Apparel from 2020 to 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting a wide range of investment strategies and custodial relationships.

Katherine Badertscher is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc and First Heartland Capital Inc. Outside of her advisory role, she is involved in several collaborative divorce organizations and works as a Divorce Transitionist, helping clients navigate divorce processes in Kansas and Missouri. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by advanced portfolio construction tools and multiple third-party platforms.