Courtney Rhoden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning services. The firm offers tailored investment recommendations supported by its research and planning tools, with services that include cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis.

Fred Yonker is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in crop yield activities in Freeman, 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Connie Lohr is a financial advisor at Edward Jones in Olathe, KS, with 14 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Richard March is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at US Bank, BMO Harris Bank, BOKF, and currently Gilbertson Restaurants, where he serves as a shift manager. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucas Harris is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he spent one year at UBS Financial Services and seven years at Cerner Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

Margaret Swords is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. Outside of advising, she is involved as a sales associate at a local lawn and garden business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s investment implementation is typically model-driven, offering access to third-party asset managers and various financial planning services.

Kyle Younger is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he is employed by the Kansas City Chiefs Football Club in a sport and fitness capacity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party strategies across multiple custody platforms.

Aaron Aubry is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Dentsply Sirona and Spencer Medical Sales. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Steven Adamson is a financial advisor with LPL Financial based in Olathe, Kansas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Adamson also operates Compass Financial Resources, LLC, an ongoing business he has been involved with since 2000. 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 a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Davis is a Financial Advisor based in Leawood, Kansas, working with Merrill Lynch Wealth Management. He specializes in helping successful families and business owners simplify financial complexity and achieve clarity in their financial lives. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Paul's approach to financial advising is centered around a clear, disciplined planning process that prioritizes clients' goals. He emphasizes education before action to ensure clients understand the rationale behind each decision, and he takes ownership in following through on recommendations. His work often involves coordinating with specialists in banking, lending, tax, and estate planning to provide integrated wealth management. Paul holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2023 and is a Personal Investment Advisor (PIA). He holds a Bachelor's degree from Utah State University. Paul is involved with several professional organizations including the Leawood Chamber of Commerce, Mid-America Association of Real Estate Investors (MAREI), and The Connection KC. He also participates in community involvement with the Band of Angels. Outside of his professional work, Paul enjoys activities such as chess, hiking, music, reading, running, writing, yoga, and spending time with his family.

Joseph Hogan is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Century Investments from 1999 to 2025. 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 offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Dylan Roach is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has been affiliated with Cambridge Investment Research entities since 2024. Roach has also worked at Emporia State University and other local organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms and custody arrangements.

Alyssa Engelman is a Series 66 licensed financial advisor at Ameriprise Financial Services with four years of industry experience. She has held roles at Ameriprise since 2020 and has previous experience at Commerce Bank and DoorDash. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Ricky Kuhlman is a financial advisor with Primerica Advisors in Olathe, KS, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns Kuhlman International, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Tera Jobbins is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise Financial Services since 2017, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Stover is a Series 66-licensed financial advisor with 15 years of industry experience, currently with UBS Financial Services in Leawood, KS. He has been with UBS since 2016. Outside of his advisory role, he works part-time in bicycle sales and service at Elite Cycling. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets offerings.

Amy Palmer is a CFP® with 12 years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Reinhardt Financial Services Inc, Cambridge Investment Research, Inc., and operated her own advisory practice. Outside of financial advising, she is the owner of Highland Waters LLC, a real estate management business. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kyle Mc Guffey is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, LLC, Kestra Investment Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He also serves as Director of Planning and Investment Operations at Gardner Wallace Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory, and managed account solutions.

Devan Savner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Service Representative from 2023 to 2024. In his career, Devan focuses on building strong, lasting relationships with clients and their families, emphasizing trust and reliability. He works collaboratively with clients to develop financial plans tailored to their unique near and long-term goals. Outside of his professional responsibilities, Devan engages in family activities and maintains an active lifestyle through fitness and running. He also enjoys puzzles and reading.

John Ye is a financial advisor with Robert Baird & Co. in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.