David Caudill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as president of the Deer Creek Park Homeowners Association in Overland Park, Kansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven process grounded in modern portfolio theory and offers both non-discretionary and discretionary fiduciary services, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Robert Overton is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also works as an independent insurance agent specializing in fixed life, disability, and long-term care insurance. Outside of finance, he performs as an accordion player at occasional non-solicited events and serves on the personnel committee at Leawood Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Eric Hale is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at BNSF Railway and the Prairie Band Casino & Resort. He is involved in the sale of investment-related products and also receives non-investment compensation tied to mortgage loan products and home security and automation referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third parties and supports client accounts through BNY Mellon Advisors and Pershing, with approximately $15.5 billion in assets under management.

Christopher Smiley is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and Valic Financial Advisors. Smiley also served 20 years in the United States Army Reserve as an Engineer Officer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with planning services separate from managed-account programs.

Chase O Dell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked with Truhome Solutions and held positions at several companies including Allegion and Spectrum Brands. He has also been involved with Bridgeway Ministries and Urich Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions. The firm manages over $1 trillion in assets, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors.

Drew Charbonneau is a financial advisor with Equitable Advisors based in Overland Park, KS. He holds a Series 66 designation and began his career with the firm in 2026. Prior to joining Equitable Advisors, he worked at Johnny's Tavern and LightDoc Ai, and attended the University of Kansas. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that includes LPL-sponsored programs and a range of endorsed third-party managers.

Kevin Emmendorfer is a financial advisor with RBC Capital Markets in Leawood, Kansas, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with RBC Capital Markets since 2008 and also serves at City National Bank. Emmendorfer participates on the Catholic Diocese of Kansas City-St. Joseph’s Diocesan Investment Committee and is a member of the Board of Trustees for St. Michael the Archangel Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to client risk profiles and employs a variety of in-house and third-party investment managers alongside capital-markets capabilities.

Joanna Bramlett is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience and is based in Overland Park, Kansas. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Hupp is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 credential and bringing 17 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., RJJJ Group, and ownership involvement in R & L Company, LLC, a truck repair business. He also briefly operated a kitchen company. LPL Financial is an SEC-registered investment adviser and broker-dealer that 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 brokerage services, employing both discretionary and non-discretionary management with model portfolios and research support.

Jacob Grauberger is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and MassMutual Life Insurance Co., as well as teaching positions at several educational institutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options and conducts educational seminars.

Justin Oldham is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Principal Financial Services, Principal Life Insurance Company, AGIA, and VALIC Financial Advisors. Outside of his advisory work, he owns JOEF LLC, an entity established to support the expenses and growth of his financial advisory practice. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizons.

Clark Hoff is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, and Fidelity. Hoff is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory products and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Corey Bierl is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Osaic, Inc, Lincoln Financial Advisors Corporation, and Valic Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Nathan Ney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Primerica Financial Services since 2004 and PFS Investments, Inc. since 2007. Outside of his advisory role, Ney is Co-CEO of Nano Supply, LLC, a construction supplies business, and serves as a board member and partner at Pen Pals, LLC, a real estate investment company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining authority over its model offerings.

Daniel Mayer is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Waddell & Reed, Inc. and served on the Wilshire Farms Home Owners Association board. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cole Welhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2023. His prior roles include positions at Northwestern Mutual, American Century Investments, and Metropolitan Environmental Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Adam Hawley is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Waddell & Reed Inc. and involvement with the Urban League of Kansas City. He is also a co-founder of LIFT KC, a community-focused organization in Kansas City. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Popp is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 34 years. Outside of his advisory role, he has business activities involving insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Ryan Wiens is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this position, Ryan has held various roles at Fidelity Investments, including Financial Consultant and Investment Representative, demonstrating a progressive career within the firm. Ryan's professional experience in financial advisory spans over two decades, beginning as a Financial Representative at Thrivent Financial in 2002. He has also served as a Financial Advisor at Smith Barney and Waddell and Reed before joining Fidelity Investments. This extensive background reflects his expertise in wealth planning and financial consulting. Outside of his professional responsibilities, Ryan enjoys boating, family activities, golf, spending time at the lake, soccer, and traveling.

Kyla Wilcox is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses. She has over 16 years of experience in financial services, including roles at Pfs Investments Inc and Primerica Financial Services. Outside of finance, she has been involved with Shiloh Children's Ranch and operates Nolands Catering. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets with a team of nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.