Ronald Adrian is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LexAurum Advisors, LLC and Summit Financial Group Inc. Since 2024, he has also been associated with Werth Wealth Management in a non-investment related support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Ashley Gardonia is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she focuses on enhancing the client experience by supporting advisors through strategic partnerships and continuous improvement initiatives. Prior to this, she served as Market Leader for the Advisor Development Program and Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. Her professional background includes roles at Bank of America as a Relationship Manager and Relationship Banker between 2016 and 2018, as well as experience as a Product Support Assistant at First State Bank of St. Charles, MO from 2010 to 2016. Ashley's career reflects a progression through various positions in financial services, emphasizing advisor support and client relationship management. Outside of her professional endeavors, Ashley has interests in cooking and baking, fitness, and running.

Lance Harshbarger is a financial advisor with OSAIC based in Overland Park, KS. He holds the CFP® designation along with Series 63 and 65 licenses and has 28 years of industry experience. Prior to joining OSAIC in 2024, he spent ten years with Securities America Advisors, Inc. Harshbarger serves as president of his neighborhood homeowners association. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Christopher Allred is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Regional Investment Consultant, and Investment Consultant. His professional experience centers on collaborating with clients to identify financial strategies that align with their individual needs and profiles. Christopher holds an Arkansas Insurance License, which supports his work in providing financial consultation. Outside of his professional duties, Christopher has personal interests that include attending concerts, fishing, following football, watching movies, and traveling.

Kevin Sanford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed from 2009 to 2010. Kevin is a Certified Financial Planner (CFP4) with over 15 years of experience specializing in comprehensive wealth planning. His expertise focuses on tax-efficient investment strategies and legacy planning considerations, leveraging Fidelity's tools and resources to help clients work toward their financial goals. Outside of his professional responsibilities, Kevin's personal interests include baseball, family activities, hiking, music, parenthood, and traveling.

Bradley Seib is a financial advisor with MassMutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 18 years at MetLife Securities. Seib is a board member and committee chair for the No Stone Unturned Foundation, a therapy center for children with disabilities. MassMutual Investors Services is 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 uses technology-driven analysis tools to support annual financial planning engagements and offers a range of investment programs and educational seminars.

John Mcclain is a CFP® credentialed financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at OSAIC, Securities America Advisors, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Lenny Lippert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Wells Fargo Bank, AT&T, Bank of the West, Traders Insurance, and Wells Fargo & Co. Outside of his advisory work, Lippert serves as chairman and president of the Friends of Recovery Association board of directors, where he provides organizational guidance and participates in community relations activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Tanner Coble is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Minnesota Life Insurance Company and Securian Financial Services, Inc. Outside of his advisory role, Coble serves as the Audit & Finance Chairman on the Kansas City Area Development Council advisory board and coaches youth boys basketball in Olathe, Kansas. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supporting a large network of advisors and managing over $256 billion in assets.

Jeffrey Kroenlein is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Austin Hoag is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He joined Fidelity in 2022 as a Financial Consultant before advancing to his current role. Prior to joining Fidelity, Austin worked as a Wealth Management Advisor at The Roth Companies, Inc. from 2017 to 2022. In his role, Austin focuses on building relationships centered around trust, transparency, and integrity. He collaborates with clients to develop financial plans tailored to their specific goals and values, aiming to support the lifestyles they strive for. Outside of his professional work, Austin enjoys fitness, football, golf, hiking, and outdoor adventures.

Joel Morrison is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Comprehensive Retirement Solutions and various ventures such as Prosperity Advisors, LLC and Archer Financial Consulting, LLC. Outside of advising, he is involved with a tax and accounting referral business and owns a tax shelter LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Katherine Bennett is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including eight years with Mass Mutual Investors Services and Mass Mutual Financial Group. Outside of her advisory role, she operates as an independent insurance agent and is a partner at Financial Designs Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management solutions and access to both proprietary and third-party investment strategies.

David Meinzenbach is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously held roles at The Mutual Fund Store, LLC and TMFS Advisors, LLC from 2008 to 2016. He is based in Overland Park, Kansas. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Jesus Hernandez is a financial advisor with LPL Financial in Lenexa, KS, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Fidelity Investments, TD Ameritrade, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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, financial planning, and consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Randy Long is a financial advisor with Primerica Advisors based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. He also has a long tenure at Phase III Marketing, spanning nearly four decades. In addition to his advisory role, he receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to home security, automation, and loan products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies created by third-party asset managers and supports trade execution and custody through Pershing with oversight by BNY Mellon Advisors.

Paula Hoelting is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2016 in various capacities, including Planning Consultant and Senior Relationship Manager. Prior to joining Fidelity, she worked as a Senior Training Consultant at Boston Financial Data Services from 2004 to 2014 and as a Retirement Planning Representative at American Century Investments from 1993 to 2004. With over 30 years of experience in the financial industry, Paula specializes in assisting clients in creating and maintaining investment strategies that align with their long-term needs. She serves as the primary point of contact for clients' Private Wealth Management teams, focusing on providing support for questions and service requirements. Outside of her professional work, Paula enjoys boating, socializing with friends, spending time at the lake, parenthood, reading, and traveling.

Thomas Wons is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has been affiliated with multiple entities within the Cetera network since 2020 and also serves in a registered staff role at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a large nationwide network of independent advisors.

Matthew Winterhalter is a financial advisor with Edward Jones in Lenexa, KS, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones, he was involved with several Catholic churches in music-related roles. Outside of his advisory work, Winterhalter is a freelance church musician and organist, providing music for weddings, funerals, and church services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Brian Hamilton is a financial advisor at Edward Jones with CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was at NIC Inc. from 2012 to 2017. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.