Jeffrey Schoenekase is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, ProActive Financial Partners, Fountain City Financial Group, and Boulevard Wealth Advisors. Outside of advisory services, he is involved in group health insurance brokerage and works with fixed annuities, life insurance, disability income, and group benefits. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes customized advisory solutions through third-party asset managers and LPL-sponsored programs, providing a range of investment options and ERISA fiduciary services to qualified plans.

Athanie Leeviraphan is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Athanie worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Athanie began their career as a Financial Service Representative at Mutual of Omaha from 2022 to 2023. Throughout their career, Athanie has focused on providing clients with clear information and support to help them make confident financial decisions. They emphasize aligning financial plans with clients' individual goals and fostering a collaborative approach to investment consulting. No additional educational background or personal interests have been provided.

Morgan Jones is a financial advisor at Fidelity with 18 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. He serves as a subcommittee member of the Missouri State University Foundation, contributing to scholarship fundraising efforts in an advisory capacity. Morgan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios used by intermediary platforms.

Jeffrey Nessel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and offering 45 years of industry experience. He has worked at LPL Financial since 2014 and operates the Personal Financial Group. Outside of advising, he is also involved in writing sitcoms. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, and retirement plan consulting services. The firm employs both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Kota Gottfried is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at Mike Brown Contractors, Centimark Roofing, and Taylor Made Catering. He holds a Series 66 designation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Kiersten Wynn is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with Cetera. She has previously worked at Edward Jones and LPL Financial. Outside of her advisory role, she works as a cashier at a donut shop she is involved with in Kansas City and provides notary public services as needed. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and third-party managers.

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Hoy is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience in wealth management and financial solutions, having previously served as a Wealth Management Advisor at US Bancorp Investments from 2021 to 2022 and as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. Prior to his financial services career, he was the owner of T&G Commercial from 2006 to 2014. Thomas focuses on developing individualized financial plans tailored to his clients' specific short-term and long-term goals. He aims to provide peace of mind by managing his clients' financial lives so they can concentrate on what they value most. Outside of his professional work, Thomas has interests in beach activities, comedy, cooking and baking, fitness, lakes, and museums.

Bryan De Coursey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at firms including MassMutual, LPL Financial, and Waddell & Reed. Outside of his advisory role, De Coursey serves as a stage hand for the Kansas City Chiefs, assisting with the setup and takedown of equipment for on-field pregame activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining a separation between the two services.

Gary Nagel is a financial advisor at Cambridge Investment Research Advisors with 55 years of industry experience. He holds a Series 63 designation and has worked previously at Geneos Wealth Management Inc. and Wealth Management of KC, Inc., where he continues as president. Nagel serves on the boards of Wycliffe USA, the Servant Foundation (The Signaty), Deerbrook Community Association, and Colonial Presbyterian Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions tailored to client objectives.

Meghan Piere is a financial advisor at Edward Jones with a Series 66 credential and prior experience at Ernst & Young, LLP and PricewaterhouseCoopers, LLP. She has one year of industry experience and is based in Overland Park, KS. Outside of her advisory role, Meghan manages rental properties in Shawnee, KS. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Byron Blaine is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 23 years of industry experience. He previously worked at TIAA-CREF and TIAA/Transamerica for a combined 11 years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and integrates ESG criteria when recommending investment strategies.

Kyle Rizi is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2008, accumulating 15 years of industry experience. He holds the Series 66 license and is based in Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Spencer Christiansen is a CFP® with 18 years of industry experience. He currently works at Fisher Investments, where he has been since 2017. Prior to that, he spent five years at USAA Financial Planning Services and USAA Financial Advisors Inc. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative methods and employs tax-aware strategies and risk management techniques.

Graham Harvey is a financial advisor with MassMutual Investors Services, holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in various roles across different industries, including service and valuation positions. MassMutual 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 structures financial planning engagements as ongoing, collaborative relationships that utilize firm-approved tools to analyze client goals and deliver written recommendations.

Charles Mc Glinn is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of financial services, such as at Sunlighten and McGlinn Bros Landscaping, as well as involvement with Benedictine College and local country clubs. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Howard is a Series 66 licensed financial advisor with Merrill, based in Overland Park, KS. He has nine years of industry experience and has worked at Merrill since 2014. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and an extensive selection of manager-constructed strategies, supported by oversight from its Chief Investment Officer and integrated with Bank of America affiliates.

Kent Rains is a financial advisor with OSAIC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Prosperity Advisors, and Cetera Advisors. Outside of his advisory work, he owns a fixed insurance agency offering life, long-term care, disability, and fixed annuity products, and he is involved with cattle investment through a separate LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage, advisory, and financial planning services. The firm employs a range of asset-allocation tools and supports multiple advisory platforms and third-party investment solutions.

Ronald Castor is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates his own accounting firm, Ronald Castor LC, where he serves as a Certified Public Accountant. Outside of his advisory role, he is a board member and treasurer for Sleepyhead Beds, a nonprofit organization. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Blake Pierce is a financial advisor at Cetera with a Series 66 credential and approximately one year of industry experience. Prior to joining Cetera, Blake provided advice to clients at Renaissance Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering model portfolios, third-party manager selections, and bespoke strategies across various program structures.