Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Kroenke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Advisors LLC and over two decades with RW Baird & Co Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is grounded in modern portfolio theory and includes investment policy statement development, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Seth Gartland is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. Seth specializes in wealth planning and building financial plans tailored to meet clients' unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional role, Seth's personal interests include camping, family activities, hiking, outdoor adventures, scuba diving, and enjoying food-related experiences.

Suzann Dorjath is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill, GCG Financial Group, Triad Advisors, Wells Fargo Clearing, Merrill Lynch PBIG, and Mesirow Financial. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Amy Patton is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously operated a family farm business and was self-employed for several years. Outside of her advisory role, she is involved in agricultural ventures, including land leasing and pasture rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Nora Borrowman is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Renaissance Financial, Bank of Springfield, and Hy-Vee, Inc. She has also been involved with the University of Kansas in multiple capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and assets exceeding $256 billion.

Max Detwiler is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, with prior roles at Axa Advisors, Foresters Financial, and Kansas State University. Outside of his advisory work, he also works as a delivery driver for DoorDash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Curtis Morrison is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2003. Outside of his advisory role, he is involved in owning and operating Madison Global Holdings, Inc. and Overland Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services using both discretionary and non-discretionary management supported by internal and third-party research.

Andrew Sigler is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2017, he worked at UBS Financial Services from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Easley is a CFP® with 26 years of industry experience and has been with Edward Jones since 1999. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeremiah Young is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Hawthorn Bank, Bank of America, and Simmons Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Brandon Zalesky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Financial Services. Outside of his advisory role, he volunteers as a mentor for Youth Emergency Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Ahmad Al Gibaly is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, following a year at Gwfs Equities, Inc. prior to that. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by centralized custody and operational structures.

Scott Hocker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Raymond James, he worked with MassMutual and American Family Insurance. He is also the owner of Hocker Financial Services, LLC, a company established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large network of advisors.

Stephen Rodewald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Waddell & Reed, Ram & Associates LLC, and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides comprehensive financial planning and advisory services, utilizing both discretionary and non-discretionary management and access to research, model portfolios, and advanced technology solutions.

Michael Petri is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 1993. Outside of his advisory role, he is the owner of M2P Capital Ventures, LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Alexander Barrett is a financial advisor with Cetera based in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Prior to his current role, he was involved with Nivo Solar LLC and worked in various positions across multiple industries. He is also a financial advisor at Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a nationwide network of independent advisors.

James Stathis is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018, following three years at Smith, Moore & Co. He also works as a Certified Financial Planner and Wealth Manager with Signature Retirement Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Hayden Watts is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Blue Ridge Bank and Trust Co. He also served four years in the U.S. Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including fund-of-funds and model portfolios, with distinctive features such as CFTC registration and the use of AI-driven research methods.

Casey Ventrillo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations. Ventrillo has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.