Bryan De Coursey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at firms including MassMutual, LPL Financial, and Waddell & Reed. Outside of his advisory role, De Coursey serves as a stage hand for the Kansas City Chiefs, assisting with the setup and takedown of equipment for on-field pregame activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining a separation between the two services.

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Gary Nagel is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 designation. He has 56 years of industry experience, including roles at Geneos Wealth Management Inc., Wealth Management of KC, Inc., and OSAIC. Outside of his advisory work, he serves as board chair of the Servant Foundation and holds board positions with Wycliffe USA, Deerbrook Community Association, and Colonial Presbyterian Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes 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 both proprietary and third-party strategies across various platform arrangements.

Grant Ewing is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience, including a brief tenure at Capital Electric Construction Co. Inc. before joining Edward Jones. The firm serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Meghan Piere is a financial advisor at Edward Jones with a Series 66 credential and prior experience at Ernst & Young, LLP and PricewaterhouseCoopers, LLP. She has one year of industry experience and is based in Overland Park, KS. Outside of her advisory role, Meghan manages rental properties in Shawnee, KS. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Byron Blaine is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TIAA-CREF, TIAA/Transamerica, and Ameriprise. J.P. Morgan Securities LLC 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.

Kyle Rizi is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2008, accumulating 15 years of industry experience. He holds the Series 66 license and is based in Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Graham Harvey is a financial advisor with MassMutual Investors Services, holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in various roles across different industries, including service and valuation positions. MassMutual Investors Services operates as 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 structures financial planning engagements as ongoing, collaborative relationships that utilize firm-approved tools to analyze client goals and deliver written recommendations.

Charles Mc Glinn is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of financial services, such as at Sunlighten and McGlinn Bros Landscaping, as well as involvement with Benedictine College and local country clubs. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Howard is a Series 66 licensed financial advisor with Merrill, based in Overland Park, KS. He has nine years of industry experience and has worked at Merrill since 2014. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and an extensive selection of manager-constructed strategies, supported by oversight from its Chief Investment Officer and integrated with Bank of America affiliates.

Kent Rains is a financial advisor with OSAIC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Prosperity Advisors, and Cetera Advisors. Outside of his advisory work, he owns a fixed insurance agency offering life, long-term care, disability, and fixed annuity products, and he is involved with cattle investment through a separate LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage, advisory, and financial planning services. The firm employs a range of asset-allocation tools and supports multiple advisory platforms and third-party investment solutions.

Ronald Castor is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Cetera and has worked within the Cetera network since 2013. In addition to his advisory role, he is a certified public accountant providing accounting, payroll, and tax preparation services. He also serves as board member and treasurer for Sleepyhead Beds, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chad King is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at Fantastic Memories Travel and Midwest Professional Insurance Company, as well as operating the Chad King Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Pierce is a Series 66-registered financial advisor at Cetera with one year of industry experience. He has previously worked with Renaissance Financial and held various roles at The University of Kansas and other organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with a broad network of over 10,000 advisors and approximately $256 billion in assets under management.

Frank Agron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 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.

Clinton Anderson is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience. He has worked previously at Bank of America and Merrill. Outside of his advisory role, he volunteers as a Direct Service Advisor for Trail Life USA and serves as Troop Committee Chair for a local Trail Life troop. Stifel serves a broad client base including individuals, institutions, and municipalities, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market and asset allocation guidance.

Tyson Bryant is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Bankers Life & Casualty, Inc. from 2021 to 2024. Outside of his financial advisory role, he creates social media content promoting apparel brands. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brett Banks is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at firms such as The Prudential Insurance Company of America, Wells Fargo Advisors, and Edward Jones. Banks receives profit share from a former real estate investment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Nicole Caravella is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she was not employed in the financial sector for nine years. Outside of her advisory role, she owns and operates Nicole Fiammetta Photography, focusing on client photography and digital image delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.