Alex De Marea is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior work experience at Deloitte Consulting and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zahin Muqsit is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at BRAC Bank Limited and engaged in academic roles at Wichita State University and Bangladesh University of Professionals. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporations, charitable organizations, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and a variety of endorsed third-party managers to deliver advisory and brokerage solutions.

Jacqueline Mc Ginnis is a Series 66-licensed financial advisor with Ameriprise in Overland Park, Kansas, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. In addition to her role at Ameriprise, she is an Associate Financial Advisor at Juno Moneta, LLC, where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kristi Young is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2015. Kristi is also a licensed notary public in Kansas, primarily notarizing work-related documents for branch clients. 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 strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeremy Mctaggart is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2013, with prior experience at House and Renner Construction. Outside of financial advising, he serves as Children's Ministry Director at Restoration Church. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Easley is a financial advisor with Cetera, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has served in various roles at Prosperity Advisors LLC and related entities, including as Vice President and member of the board of directors. Easley is involved in multiple financial services and investment-related businesses and also participates as a referrer for a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Andriea Nie is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and 19 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved as a contractor with Juice Plus+, a wholesale distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved methodologies and tools.

Blake Limbaugh is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience as a Financial Advisor at Engage Wealth Advisors from 2022 to 2023 and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. In his role, Blake focuses on partnering with clients to understand their financial goals and aims to deliver a unique and world-class experience. His career reflects a progression through various positions within the financial services industry, providing him with a broad perspective on client financial planning and advisory services. Outside of his professional work, Blake's personal interests include baseball, golf, music, soccer, social events with friends, and parenthood.

Eric Vochatzer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Shamrock Trading Company for nine years before joining Edward Jones in 2022. 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 with a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Daniel Schneider is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones from 2019 to 2026 and held positions at Lowe's and Luxottica earlier in his career. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Angela Brill is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. She has held leadership roles including CEO and manager of Prosperity Advisors, LLC, and is involved in related business activities such as serving as chairman and CEO of Prosperity Shared and referring clients to a tax and accounting firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various investment strategies and third-party managers, overseeing more than $256 billion in assets and supported by a network of over 10,000 advisors.

Robert Falck is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 66 credentials. He has two years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase bank N.A., as well as military service in the Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services, delivered through a large network of financial advisors.

Philip Verhaeghe serves as a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he founded The Verhaeghe Group. He leads a team of ten professionals who manage over $1 billion in client assets as of June 2025. Philip specializes in working with affluent families, primarily those with $5 million or more in net worth, assisting them in navigating the complexities of significant wealth. His approach focuses on integrated planning, clarity, and stewardship, addressing interconnected aspects such as investments, legacy planning, liquidity events, business transitions, and philanthropy. Philip's expertise includes preserving purchasing power across generations and coordinating closely with estate and tax professionals. He builds tailored frameworks to simplify complexity and clarify outcomes for his clients. His work has been recognized by Forbes, listing him among the Best-in-State Wealth Advisors from 2018 to 2020 and 2022 to 2025, and by Barron's in 2018 as one of the Top 1,200 Financial Advisors. He holds a Bachelor's Degree from Kansas State University and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. In his personal life, Philip enjoys mountain biking, fly fishing, and spending time with his family.

James Connelly is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and was previously with Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Stephen Coburn is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Cohen is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.

Riley Landuyt is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp since 2018, alongside his current role at Cetera. Outside of advising, Landuyt is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a large network of advisors and over $256 billion in assets under management.

Brian Palmeter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Bank of America, Merrill, Lendor Corp, Concrete Design Inc, and Gerstner Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Kimberly Pieper is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 18 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets. She is involved with two investment-related business ventures based in Leawood and Overland, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, offering tailored recommendations through Wells Fargo’s research and planning tools.

Chadwick Thomas is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera and Cetera Advisors LLC since 2022, as well as at Prosperity Advisors, LLC, where he serves as a financial professional. His prior work includes roles at Copaken Brooks and Lawrence Country Club. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple third-party managers through a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.