Patrick Cassidy is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He began his industry career in 2026. Prior to joining Prime Capital Financial, he was affiliated with the University of Kansas in various capacities from 2020 to 2025. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

James Popper is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked at H&R Block and has experience with CAPA Global Education Network and Bank of Prairie Village. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

William James is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 43 years of industry experience. His prior work includes nearly four decades at Waddell & Reed, Inc. and involvement with several business entities such as A Thyme for Everything and Stick This In Your Ear LLC, which are outside the investment field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and third-party subadvisors.

John Hungerford is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and Waddell & Reed. Hungerford maintained a service role with Christ Is The Key for two decades. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Allison Lampo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Kansas City Life Insurance for six years and has held positions in various companies including Target, Brown Smith Wallace, and the University of Missouri. 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 with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Robert Long is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is employed as a sales account manager at M&M Mars and manages a youth baseball team. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Todd Haynes is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves on the nominating committee for Foundations for Our Future, participates in a scholarship committee for the Truman Heartland Community Foundation, and acts as Treasurer on the Board of Directors for the Celebration Cove Condo Owner's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Luke Scott is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with Cetera and has held roles at Renaissance Financial since 2010 as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. Scott also serves as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform that includes both discretionary and non-discretionary program options.

Brett Jergens is a financial advisor with Cetera based in Overland Park, KS, holding CFP® and CFA® designations and having seven years of industry experience. He has held roles at firms including Tortoise Capital Advisors and operates several financial services businesses, serving as Chief Investment Officer for Prosperity Advisors LLC and Prosperity Network of Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Timothy Hacker is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Thomas Saunders Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined 18 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Pierre Badertscher is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc. Badertscher is a co-owner of SECURITY FINANCIAL Inc., an S-corp involved in the sale and distribution of insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

Cecil Samson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Primerica Advisors since 1992 and spent 15 years at Rudman International. Samson is also the COO of Rudman & Rudman, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients.

Paul Debey is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at UBS Financial Services Inc. from 2013 to 2017. Debey serves on the Board of Directors for Morningside College. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs serving individual, institutional, and charitable clients with portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Darren Gray is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked with Securities America Advisors and Securities America Inc for nine years. Gray also operates Freedom Peak Financial, where he creates and manages investment and model portfolios. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors. The firm utilizes a variety of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, and managed account services.

John Daley is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 66 designation and has experience in the financial industry including prior roles at HomeVestors of America and Keller Williams Southland Partners LLC. Charles Schwab & Co., Inc. serves primarily 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 separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Thomas Wilson is a financial advisor with Edward Jones in Lee's Summit, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Wilson writes and publishes action adventure novels as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jonathan Carter is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works with clients to help develop strategies that address their short-, mid-, and long-term financial goals, including investing, retirement planning, and saving for unexpected events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Jonathan holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Tavares High School and an Associate's Degree from Lake Sumter State College.