Troy Rust is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is actively involved in community and nonprofit boards, including serving as president of the Hardin MO 150 Inc. board and holding trustee responsibilities for family trusts and a farm he operates. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match them with suitable advisory programs, utilizing both proprietary and third-party asset management solutions.

Joseph Neal is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Vanguard Group and Country Club Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Mark Glass is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior firms include Cetera Advisors LLC, Voya Financial Advisors, Inc., and Directed Services LLC. Glass is also involved in managing and soliciting client relationships through Financial Services Resource Group, LLC, operating as Cohen Financial Services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct portfolios across multiple asset classes for discretionary and non-discretionary management.

Lance Turpin is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has worked in various capacities at Fidelity Investments since 2019, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Lance held several positions in the financial industry dating back to 1994, with experience as a Professional Trader, President and Head Trader of Starpoint Securities, Senior Equity Trader at Tradebot Systems, and Equity Trader roles at multiple firms. With three decades of experience in financial services, Lance partners with clients to develop financial plans and educate them on making informed decisions. His approach focuses on helping clients grow and protect their investments through tailored planning and investment strategies. He emphasizes the importance of working with a trusted advisor to develop, implement, and monitor long-term investment and retirement plans. Lance holds an AR Insurance License.

David Holstein is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Infinex Investments, First State Bank & Trust, and Edward Jones. Outside of finance, Holstein serves as a firefighter with the Kansas City Kansas Fire Department and owns a residential cleaning business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

Amy Carr is a financial advisor with Edward Jones in Overland Park, Kansas. She holds a Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she works as a summer softball umpire with the United States Specialty Sports Association and has served as adjunct faculty at Independence Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

Derick Oakley is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer of Sagacious Capital. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brett Wacha is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. He previously worked at Edward Jones for six years and has a background that includes roles at First Tek and Clickfarm Interactive Inc. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

David Neihart is a CFP® with 41 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2017. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He serves as Treasurer on the Board of Directors for Crossing Cultures Ministry and is involved with Neihart Farms LLC and Neihart Limited Partnership, which holds shares in a privately held community bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement-income planning that combines proprietary research and third-party data to provide ongoing, tax-aware advice.

Ted Chartier is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding CFP® and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services from 2013 to 2020. He is involved in early childhood education through an ownership interest in an early learning center. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides specialized planning in areas such as retirement, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Kelli Smith is a CFP® and holds a Series 65 license with 11 years of industry experience. She has worked with Edelman Financial Engines and its predecessor entities since 2015, currently serving at Edelman Financial Engines since 2025. 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 modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advisory services with an emphasis on diversified portfolios, periodic rebalancing, and long-term investment orientation.

Michael Homuth is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on high net worth individuals and families. He specializes in helping clients navigate wealth management complexities through various life stages, including pre-retirement, retirement, and multi-generational wealth planning. Michael works closely with clients to develop personalized financial strategies, emphasizing long-term relationships and comprehensive guidance tailored to their unique circumstances. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Colorado-Boulder. Michael and the Homuth Lore Wealth Management Group provide integrated wealth management solutions that include asset management, retirement planning, risk management, and wealth transfer strategies. Their investment approach is collaborative and thematic, aligning portfolios with clients' objectives, risk tolerance, and time horizons using Merrill Lynch's research and technology. Michael is fluent in English and Spanish. Outside of work, he enjoys fishing, football, golfing, reading, skiing, and spending time with his family.

Scott Mcmillen is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Emma Brophy is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Emma provides ongoing advice and adapts portfolios as clients' situations change. Her areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Emma holds a Bachelor's Degree from the University of Kansas and is involved with professional organizations such as the Chi Omega Fraternity and KU Women in Finance Club. Raised in a family of cattle ranchers, she values trust, hard work, and long-term relationships. Outside of work, she enjoys golfing, horseback riding, spending time with family, swimming, traveling, and yoga. Emma is based in Kansas City, where she participates in community activities and supports local organizations.

Chance Vanausdall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at 1st Choice Property Preservation and served in the Kansas Air National Guard for multiple years. Outside of his advisory work, he is the sole proprietor of VanAusdall LLC, a homestead operation involving general farm chores, animal transport, canning, and baking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios used across intermediary platforms.

Joshua Noah is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and educational organizations such as Smart Kids Center and Beijing International Bilingual Academy. Outside of finance, he has experience as a self-employed educator with Free Thought Education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Erica Lubbers is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she owns and manages E.L. Enterprises, which involves business management and leadership activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers algorithm-assisted, tax-efficient retirement income recommendations.

Kurtis Roebuck is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including UMB Bank, N.A. and Prosperity Advisors, LLC. Outside of his advisory role, he provides notarial services through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. 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.

Andrew Ottavianelli is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles across construction firms and educational institutions, including DCI Group Inc. and JE Dunn Construction. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-based financial planning agreements.

Benjamin Hadel is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with OSAIC and has previously worked at LPL Financial, Woodbury Financial Services, Inc., and Hadel Financial Solutions, Inc. In addition to his advisory roles, he has been involved in insurance-related business activities, including recommending insurance coverage and consulting services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.