Robert Overton is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also works as an independent insurance agent specializing in fixed life, disability, and long-term care insurance. Outside of finance, he performs as an accordion player at occasional non-solicited events and serves on the personnel committee at Leawood Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Eric Hale is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Prairie Band Casino & Resort, BNSF Railway, PFS Investments Inc., and Primerica Financial Services. He is also involved in sales of loan products and home security referrals through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors, utilizing model-driven strategies supported by third-party asset managers and custodians.

Brent Pryor is a financial advisor with OSAIC based in Olathe, KS, holding a Series 66 designation and possessing 20 years of industry experience. His prior work includes roles at Royal Alliance Associates, AE Financial Services, AE Wealth Management, Ivy Distributors, Waddell & Reed, and Edward Jones. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types on both discretionary and non-discretionary bases.

Patrick Mc Anulty is a financial advisor with Equitable Advisors holding a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Principal Securities, Inc., working on the private staff for Jeff Schoenekase, and nearly a decade with Charlie Hustle USA LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and works with third-party asset managers and advisory programs to implement tailored investment solutions.

Christopher Smiley is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and Valic Financial Advisors. Smiley also served 20 years in the United States Army Reserve as an Engineer Officer. 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 planning across a range of topics, with planning services separate from managed-account programs.

Chase O Dell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked with Truhome Solutions and held positions at several companies including Allegion and Spectrum Brands. He has also been involved with Bridgeway Ministries and Urich Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions. The firm manages over $1 trillion in assets, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors.

Drew Charbonneau is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Johnny's Tavern and LightDoc Ai, and he studied at the University of Kansas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kevin Emmendorfer is a financial advisor with RBC Capital Markets in Leawood, Kansas, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with RBC Capital Markets since 2008 and also serves at City National Bank. Emmendorfer participates on the Catholic Diocese of Kansas City-St. Joseph’s Diocesan Investment Committee and is a member of the Board of Trustees for St. Michael the Archangel Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to client risk profiles and employs a variety of in-house and third-party investment managers alongside capital-markets capabilities.

Joanna Bramlett is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience and is based in Overland Park, 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Hupp is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Waddell & Reed, Inc. Outside of advisory work, he has been involved with Hupp Kitchen Corp and R & L Company, LLC, a truck repair business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.

Jacob Grauberger is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and MassMutual Life Insurance Co., as well as teaching positions at several educational institutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options and conducts educational seminars.

Justin Oldham is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Principal Financial Services, Valic Financial Advisors, and Wells Fargo Clearing. Outside of his advisory work, he owns JOEF LLC, an entity established to support the expenses and growth of his financial advisory practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Clark Hoff is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, and Fidelity. Hoff is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory products and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Corey Bierl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Valic Financial Advisors. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies delivered through a large network of advisors.

Nathan Ney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Primerica Financial Services since 2004 and PFS Investments, Inc. since 2007. Outside of his advisory role, Ney is Co-CEO of Nano Supply, LLC, a construction supplies business, and serves as a board member and partner at Pen Pals, LLC, a real estate investment company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining authority over its model offerings.

Daniel Mayer is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Waddell & Reed, Inc. and served on the Wilshire Farms Home Owners Association board. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Adam Hawley is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and having 17 years of industry experience. His prior roles include positions at Buford Malone Group LLC, Urban League of Kansas City, and Waddell & Reed Inc. He is a co-founder of LIFT KC, a community-focused organization active in the Kansas City area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Popp is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 34 years. Outside of his advisory role, he has business activities involving insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Ryan Wiens is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this position, Ryan has held various roles at Fidelity Investments, including Financial Consultant and Investment Representative, demonstrating a progressive career within the firm. Ryan's professional experience in financial advisory spans over two decades, beginning as a Financial Representative at Thrivent Financial in 2002. He has also served as a Financial Advisor at Smith Barney and Waddell and Reed before joining Fidelity Investments. This extensive background reflects his expertise in wealth planning and financial consulting. Outside of his professional responsibilities, Ryan enjoys boating, family activities, golf, spending time at the lake, soccer, and traveling.

Cory Terrell is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GEO Group and spent over two decades with Immigration and Customs Enforcement. He also holds a real estate license. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.