Mason Clark is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019 and has a background that includes teaching positions at The University of Kansas, De Soto High School, and Lexington Trails Middle School. Outside of his advisory role, he assists with a family oil business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools but with investment decisions made by advisors.

Martin Krebs is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1993. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

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.

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 41 years of industry experience. He previously worked at Woodbury Financial Services for 27 years and has operated Hadel Insurance Agency since 1981. Outside of his advisory work, he hosts a weekly radio show focused on general financial education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.