Jeremiah Wright is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Colin Flathman is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with firms including Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of his advisory role, he is a referrer for Prosperity Tax Center, LLC, a tax and accounting business. Cetera is a nationwide SEC-registered investment adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Daniel Berman is a financial advisor at Fidelity with Series 63 and Series 66 designations and 29 years of industry experience. His prior roles include positions at Charles Schwab and New York Life Insurance Co. He is based in Overland Park, KS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Kolby Harris is a Series 66-registered financial advisor with Equitable Advisors, based in Overland Park, KS, and has four years of industry experience. Prior to joining Equitable Advisors, he held positions in educational institutions and athletic organizations. Outside of his advisory role, he works as a play-by-play broadcaster with Harris Media Services. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Lewis is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. In this role, he focuses on wealth planning and assisting clients in achieving their financial goals. Prior to his current position, he held roles at Fidelity as Account Executive and Investment Representative, gaining experience in client service and investment management. Before joining Fidelity, Michael worked as a Registered Representative at Transamerica Financial Advisors from 2006 to 2010 and at New England Financial from 2004 to 2006. His professional background encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. He is also involved in volunteering activities.

William Christie is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2014. Outside of his advisory work, he is a part-time tennis instructor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Merchant is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Securities America Advisors and Mass Mutual Investors Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary portfolio management strategies.

Kelly Goodburn is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Bankers & Investors Co. Goodburn is also an insurance agent specializing in fixed annuities and life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options to construct customized portfolios.

Luke Harding is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to understand their financial goals and develop tailored investment strategies. He has extensive experience within Fidelity Investments, having served in various capacities including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These roles have provided him with a broad perspective on financial planning and client relationship management. Outside of his professional work, Luke enjoys activities such as comedy, spending time with family, fitness, football, movies, and traveling.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with two years of industry experience. Prior to joining Wells Fargo, Nwe worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, Nwe has experience in the restaurant industry, having worked at Mr Cao Japanese Steak House. 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 employs a large network of financial advisors and uses research and analytics to support investment decision-making across brokerage and advisory solutions.

Daniel Feiden is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Frederick Funke and Waddell & Reed, Inc. Outside of advisory work, he has experience in diverse fields including legal services and newspaper work. LPL Financial serves individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Vogt is a CFP® and ChFC® with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and Morgan Stanley. Outside of his advisory role, he is also active as a Dasher for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Kaddie Bybee is a financial advisor at Edward Jones with a Series 66 designation and experience beginning in 2024. Prior to her current role, she held positions in the healthcare and hospitality industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Carter Ewing is a CFP® with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Comprehensive Retirement Solutions and Prosperity Advisors, LLC, where he also serves as a planning team associate. Additionally, he refers clients to a tax and accounting firm, Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a broad range of program structures and third-party managers.

Deborah Doss is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James since 2020 and previously spent 11 years with UBS Financial Services Inc. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Ryan Peck is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Osaic. He previously worked at FSC Securities Corporation for 13 years before joining Osaic in 2023. Peck is involved in several business ventures including co-owning 3GenWealth LLC, a financial planning firm, and serves as a member-at-large for his local homeowners association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing advanced asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Idonna Bragg is a financial advisor at Ameriprise with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2009. Bragg also serves on the Board of Directors for Parvin Estates in Kansas City, Missouri. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through a centralized consulting team that delivers written, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis.

Mary Van Sickle is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Her prior experience includes roles at Beautycounter, where she also serves as a consultant for beauty products, Allstate Financial Services, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Barry Nelson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including U.S. Bancorp Investments, Raymond James Financial Services, and Seligman Advisors. Outside of his advisory role, Nelson serves as Vice Commodore of the Lake Stockton Yacht Club, where he organizes sailboat races and maintains the club website, and he is an advisory board member of the charity Braden's Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering clients the option to combine planning with managed-account services under a consolidated billing structure.