Alexander Riley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Kentucky Educational Television. Riley is also involved with Renaissance Financial, where he provides financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services across diverse program structures.

James Feret is a financial advisor at Thrivent Investment Management in Olathe, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing while keeping the services separate.

Kaden Macha is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with firms including Renaissance Financial and Minnesota Life Insurance Company. Outside of his advisory roles, he also works part time as a consultant for a family-owned business, Macha Enterprises. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Ivor Vinsant is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Kansas City. With a career spanning over five years at Merrill Lynch, Ivor works with multi-generational client families to provide personalized wealth management strategies. His team collectively brings over five decades of combined experience, offering full-service financial planning tailored to each client's unique needs and long-term goals. Ivor's expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as tax minimization. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Kansas. Outside of his professional pursuits, Ivor enjoys activities including running, rock climbing, skiing, football, golfing, hiking, pickleball, and volleyball.

Dean Shatzer is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through various positions within Fidelity since 2020, gaining experience as an Investment Consultant, Planning Consultant, Sales Strategist, and in multiple planning and associate roles. Throughout his career at Fidelity Investments, Dean has been involved in diverse aspects of financial planning and consulting, supporting clients in developing strategies tailored to their unique financial goals and challenges. His professional approach focuses on simplifying and streamlining financial plans, placing clients' family goals, concerns, and passions as a central priority. Outside of his professional work, Dean has personal interests that include family activities, fitness, football, pets, skiing, and tennis.

Kirk Schildgen is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2024. His prior experience includes positions at Arvest Wealth Management and Arvest Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Gerrad Maxwell is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation. Prior to joining RBC Capital Markets in 2022, he worked for Wilshire at Lakewood Care Center from 2010 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Evan Yost is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he worked at the Federal Highway Administration and the University of Nebraska Lincoln. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and asset managers.

William Mendel is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Cetera. He has held positions at Cetera Wealth Services, Mendel Wealth Management LLC, and Summit Financial Group over the past 15 years. Outside of advising, he is involved in running Mendel Wealth Management LLC for tax reporting and works as a licensed insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with various program options, including model portfolios, third-party money managers, and custom strategies.

Amy Lingner is a financial advisor with Wells Fargo Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory role, Amy serves as a notary public in Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and planning tools.

Ryan Ellis is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. He serves as a successor co-trustee to his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized advice through a variety of third-party and firm-offered advisory programs and offers a broad range of investment options including mutual funds, ETFs, and select alternative investments.

Kathryn Alexander is a Financial Consultant currently working at Fidelity Investments since 2019. She has held previous roles as a Financial Planner at Community America Financial Solutions from 2018 to 2019, and as a Financial Advisor at Bank of America and Merrill Lynch from 2016 to 2018. Kathryn focuses on building strong client relationships and tailoring financial strategies to meet individual client needs. She emphasizes creating financial plans that align with the goals of clients and their families at every stage of life. Throughout her career, Kathryn has gained experience in financial consulting and planning by working with diverse clients to develop customized financial strategies. Her professional experience encompasses financial advising and planning in various financial institutions. Outside of her professional work, Kathryn's interests include family activities, football, social events with friends, parenthood, pets, and Pilates.

Scott Lawrence is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he is involved with agricultural and hunting-related enterprises, including family farms and duck hunting clubs in Missouri and Kansas. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Tin Kyaw is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank, Bank of America, Merrill, Sage Point Advisors, and Intero Real Estate Services. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Michael Zanders is a financial advisor with Ameriprise in Leawood, KS, holding Series 63 and Series 65 designations and over 53 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves on the Board of Directors for Band of Angels and is chairman of the endowment committee at Temple Congregation B'nai Jehudah. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Benninghoff is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients at Group One Wealth Management since 1994. As the senior member of the team, he oversees the direction and implementation of their investment philosophy and the management of client assets. Dan specializes in delivering client-centered investment solutions through a holistic and sustainable approach, taking into account clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. With over 30 years of experience, Dan provides customized investment strategies to high net worth families, corporate executives, and business owners. He manages discretionary investment portfolios using personalized or defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. His areas of focus include college education planning, family wealth management, endowments and foundations, legacy and philanthropic planning, personal retirement strategies, tax minimization, and services for women, sports, and entertainment professionals. Dan is a native of Newton, Kansas, and holds a bachelor's degree from the University of Kansas. He earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™, in partnership with the Wharton School of Business at the University of Pennsylvania, and also holds the Personal Investment Advisor (PIA) credential. Outside of his professional work, Dan is a former collegiate baseball player and enjoys baseball, golf, fishing, travel, and spending time with his family. He and his wife, Janelle, reside in Overland Park, Kansas, and have four adult children. Dan also serves on the Philanthropic Committee for Starlight Theatre.

Tayler Rector is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and having 9 years of experience in the industry. He has been with RBC Capital Markets since 2017 following a one-year period of unemployment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors across wealth levels, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with personalized portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jason Wood is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Brett Flood is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Bank of Blue Valley, and Invest Financial Corp. In addition to his advisory role, he owns Flood & Cox Financial, a support company based in Olathe, Kansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer services.

David Caudill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent 13 years at UBS Financial Services. Caudill serves as president of a local homeowners association in Overland Park, Kansas. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.