Linda Maclean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jose Munoz Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with several firms, including Transamerica Financial Advisors and Ameriprise Financial, and currently serves as an adjunct professor of finance at Donnelly College. He is also the sole owner of Legacy Planning Group, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing flexible program options to advisors and their clients.

William Davis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2022. He is also an associate at Davis Financial Partners, where he serves as a financial planner. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alicea Konieczka is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. She previously worked with Wells Fargo Advisors, RT Specialty, RTS Financial / RTS International, and Clay Platte Family Medicine. Konieczka has ownership interests in two investment-related LLCs, Emerald Legacy Advisors LLC and AVK Advisory Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary research, model portfolios, and various technological tools.

Tyler Lane is a financial advisor with LPL Financial based in Olathe, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Securities America Advisors and other firms, and also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios, third-party subadvisors, and research resources.

Tylor McDonald is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and Northstar Group. Outside of his advisory work, he also works as a DoorDash driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Tammy Borchers is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has held roles at several firms including Wells Fargo Clearing, Waddell & Reed, Cadaret Grant & Co., and Grove Point Investments prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Ashley Decker is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., where she spent nine years before joining her current firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Tedd Maxfield is a CFP®-credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously was affiliated with the YMCA of Austin, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brian Watts is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at firms including Securities America, Commonwealth Financial Network, and Infinitas Coordinated Wealth Council. Outside of his advisory role, he is associated with Paragon Wealth Strategies, LLC and Ethics LLC for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various institutional and participant advice programs.

Benjamin Purnell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Cerner Corporation for five years. Outside of his advisory role, he manages a real estate LLC and oversees several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest networks of advisors and branch offices in the industry.

Nolan Lasiter is a Series 66-licensed financial advisor with Edward Jones, based in Shawnee, KS, and has two years of industry experience. His prior work includes roles at Northrup Grumman, Amazon LLC, and 17 years of service in the United States Army. Outside of advising, he owns UnityEdge LLC and co-owns a crafting retail business called Le Crafty Loft; he also serves on the finance board of Westside Leavenworth Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm’s extensive network and affiliated capabilities provide diverse offerings, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Erica King is a CFP®-certified financial advisor with Edward Jones in Kansas City, MO, where she has worked since 2002. She holds a Series 63 license and has 23 years of industry experience. Edward Jones is a full-service wealth management firm serving over 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, supported by a large network of financial advisors and branch offices nationwide.

Michael Emmick is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is involved with MRE Holdings LLC, a rental property business in Parkville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Maclain Petri is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held roles at Royalty Renewables and StoneX and has been involved with multiple organizations including Big Biscuit LLC and the Jewish Community Center. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Robert Sniezek Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Noah Taylor is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 designations. He has one year of industry experience and previously served in the United States Army and the Wyoming Army National Guard for a combined total of 10 years. Mass Mutual 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 emphasizes collaborative, goal-based planning using firm-approved analytic tools and offers specialized programs such as divorce planning and employer-sponsored planning.

John Gantzer is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the United States Army Reserve. Outside of his advisory role, he serves on the Board of Directors for the Dyspraxia Awareness Association and is Secretary of the Psychological Operations Veterans Association – Gateway Chapter. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

William Gist is a financial advisor with Osaic and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including 19 years at Lincoln Financial Advisors prior to joining Osaic in 2025. In addition to his advisory role, he sells fixed annuities, fixed life insurance, and individual health insurance plans through outside carriers. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services along with access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Steven Stewart is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 credential and has prior work experience including roles at Bass Pro Shop and Five Iron Golf, where he worked as a golf associate and bartender. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.