Staci Streich is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at John Hancock for 14 years before joining OSAIC in 2018. Outside of her advisory role, she serves on the finance council of St. Gabriel Catholic Church and is also a songwriter with a song in production. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs.

Elliott Hollub is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 61 years of industry experience. He previously worked at Fahnestock & Co., Inc. for 27 years before joining RBC in 2017. He serves on the board of Friends and Family of Life Centers, a charitable foundation focused on community awareness. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Stanton Specker is a CFP® professional with 32 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked for Prudential Equity Group, LLC from 1993 to 2003. Outside of his advisory role, he serves as a trustee for several family trusts. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Dunleavy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at American Century Investment Services Inc. from 2016 to 2021. 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, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

David Crupper is a Series 66-licensed financial advisor based in Olathe, KS, with 18 years of industry experience. He has worked at Fisher Investments since 2021, following roles at Macquarie Investment Management, Delaware Distributors L.P., Ivy Distributors, Inc., and Waddell & Reed Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm employs a centralized Investment Policy Committee that uses quantitative and qualitative research to construct globally diversified portfolios, applying tax-aware strategies and risk management techniques.

Lawson Stroble is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, he worked briefly at Northwestern Mutual and has a diverse background including roles outside finance. He serves as a board member of the Children’s Center for Visually Impaired Children in Kansas City. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a range of clients from individuals to institutions. The firm employs a variety of advisory programs and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Douglas Adams is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Adams is involved in community service through the Make-A-Wish Foundation of Missouri & Kansas, where he serves on the finance committee, and he also owns Stellar Image Studios, a production company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering portfolio solutions supported by firm-approved planning tools and investment research.

Sean Aikmus is a CFP®-credentialed financial advisor with 24 years of industry experience, currently with LPL Financial since 2019. Prior to that, he worked at Woodbury Financial Services for 17 years. Outside of advising, he is involved with Shawnee Mission Duck Club LLC, a non-investment-related venture. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Gregory Power is a Series 66-licensed financial advisor with UBS Financial Services in Leawood, KS, where he has worked since 2000, totaling 25 years of industry experience. He serves as president of the Tennessee Society, a social club based in St. Louis, MO, responsible for planning its biannual events. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Zachary Eckert is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. He has previously worked at Securian Financial Services and Minnesota Life Insurance Company and maintains his role as a financial advisor at Renaissance Financial Corp. In addition to his advisory work, he is active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm services a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers various portfolio management and financial planning solutions through a multi-manager platform.

Darnell Hendricks is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at Fidelity Investments LLC, Foothills Credit Union, Capitol Federal Savings Bank, and other organizations. Outside of finance, he was involved with Al's Radiant Detailing and Paint Correction. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with distinctive expertise in commodity pool operations and algorithm-driven investment strategies.

Ryan Antes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Personal Investment Advisor (PIA) credential. Ryan has been developing goals-based financial strategies for clients since 2002. He specializes in building and managing custom investment strategies, incorporating Merrill Lynch Wealth Management model portfolios and third-party investment options. As a Senior Portfolio Advisor, Ryan may manage client portfolios on a discretionary basis through the firm's Investment Advisory Program. He is a key contributor to the ASA Group's portfolio design team, focusing on enhancing clients’ potential for long-term financial sustainability. Ryan earned a bachelor's degree from the University of Kansas. Outside of work, he enjoys outdoor activities, bass fishing, travel, and cooking. He lives in Olathe with his wife Ashley and values their connections to their large families.

David Felshaw is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he and his wife operate a small business named RYLIND CO, which is managed by his wife. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Lori Tempel is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Keck is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adjusts investment plans as clients' situations evolve. Joseph focuses on areas including managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He emphasizes listening carefully to clients to understand what matters most to them and their families, which informs the personalized strategies he creates. He holds a Bachelor's Degree from Missouri State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Joseph enjoys cooking, football, and hiking.

David Iannetto is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory role, he is active as a musician, playing, writing, and composing music with the band Sirens in the Suburbs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized programs for municipal finance and SIMPLE IRA employer consulting.

Steven Pohle is a CFA® charterholder with 31 years of industry experience. He has worked at Ameriprise Financial Services since 2013 and previously spent 11 years with Kestra Investment Services. He holds a Series 63 license and is based in Leawood, KS. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Jeremy Duane is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Basys and Mylo, a Lockton Company, and spent fifteen years at Freightquote, By CH Robinson. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Stasha Case is a Series 66 licensed financial advisor with 17 years of industry experience, currently with Cetera. She has held roles at Prosperity Advisory Group and its affiliated entities since 1994 and joined Cetera Advisors LLC in 2013. Outside of finance, she is involved in acting and singing on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and third-party manager access.

Loretta Bills is a financial advisor at Cetera with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of her advisory role, she is a notary public and refers clients to a tax and accounting firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.