George Sherman III is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2022. Prior to that, he was with Mazuma Credit Union for 20 years and Cuna Brokerage Services, Inc. for 31 years. He serves on the Board of Directors for Missouri Valley Masters Swimming. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Cory Terrell is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GEO Group and spent over two decades with Immigration and Customs Enforcement. He also holds a real estate license. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Murphy is a CFP® credentialed financial advisor with 14 years of industry experience. He currently works at Fisher Investments, where he has been since 2021. His prior experience includes roles at Beacon Pointe Advisors and Ivy Funds Distributor Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach led by a five-member Investment Policy Committee, integrating quantitative and qualitative research to construct diversified portfolios.

Leslie Darrington is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. Leslie has worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2013. Outside of the firm, Leslie is involved in the management of investment-related business activities through ownership and partnership roles in private LLCs based in Leawood, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas including retirement, education, and niche services, with tailored recommendations developed using proprietary research and tools.

Andrew Gustafson is a financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and has been involved in community activities including serving on the board of a charitable welfare fund and coaching youth lacrosse. He is currently vice president of the Lacrosse Association of Kansas City, promoting youth and high school lacrosse initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment management with various portfolio management and financial planning services.

Richard Homuth is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1986, also working at Bank of America, N.A. since 2011. Outside of his advisory role, he is a General Partner of Canterbury Circle Family, a family estate planning LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Austin Gates is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services supported by structured planning tools and investment modeling.

Lisa May is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Commerce Brokerage Services Inc for 12 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Christopher Alpers is a CFP®-designated financial advisor with ten years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Thomas Knox is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Waddell & Reed Inc and involvement with youth soccer organizations such as Sporting Blue Valley Soccer Club and the Kansas Youth Soccer Association. He currently coaches youth soccer, an activity outside his financial advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a large national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Kyle Baker is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of the Baker Munsen team since 2016. In his role, he focuses on creating personalized wealth management strategies tailored to each client's financial goals and market conditions, leveraging the investment insights of Merrill along with banking and lending solutions from Bank of America. Kyle's expertise includes areas such as college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, and retirement income. He holds a Bachelor's degree from the University of Alabama System and has earned the Chartered Financial Consultant (ChFC) designation along with FINRA Series 7 and 66 registrations. Outside of his professional work, Kyle is involved in community organizations including the Church of the Resurrection, Leukemia Lymphoma Society, and Shawnee Community Services. His personal interests include basketball, cooking, football, golfing, music, spending time with his family, and traveling.

Tonya Jones is a financial advisor with Wells Fargo Advisors who holds a Series 63 designation and has 19 years of industry experience. She has worked within various divisions of Wells Fargo since 2009, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that address cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Dennis Bacon is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2015. Prior to this, he was with Broker Source from 2016 to 2018. Outside of his advisory role, Bacon is involved in coaching and facilitating mastermind groups, and he operates a business focused on accounting and operational consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and charitable clients. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling to support client decision-making.

Kimberly Hayes is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Her previous roles include positions at Waddell & Reed, Inc. and the CFP Board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Riley Griffin is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and T. Loft. Outside of his advisory work, he owns and operates Griffinator Tree Services and Books By Ri LLC, and is a partner in Tanlines KC, a spray tanning business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and a broad range of investment offerings.

Carter Dye is a CFP® with seven years of industry experience, currently serving as an associate advisor at Cetera. He has held roles at several firms, including Comprehensive Retirement Solutions and Prosperity Advisors, LLC. In addition to his advisory work, he refers clients to tax professionals and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, and reports over $256 billion in assets under management.

Christopher Beaubien is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to that, he was employed at Staley Farms Golf Club for six years. 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 with customizable investment strategies implemented through a combination of in-house and third-party managers.

Devan Mc Ewen is a financial advisor at Stifel with Series 65 and Series 66 licenses and no prior industry experience. His work history includes multiple roles at Stifel since 2023 and a year at CGN Advisors. He also worked at Berry College Elementary and Middle School before entering the financial industry. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with guidance intended as a basis for decision-making rather than guarantees.

Christopher Funke is a CFP® with 15 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019. Prior to joining LPL, he was involved with Funke Companies Inc. and held various roles at Waddell & Reed Inc. He has also been associated with insurance agencies during his career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Dalen is a Series 66 licensed advisor with 11 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at UBS Financial Services from 2015 to 2019. Outside of his advisory role, he serves as chair-elect of the board for the Metropolitan Community College Foundation and is a member of the KU Endowment Advancement Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored investment strategies implemented through in-house and third-party managers. The firm offers a range of discretionary and non-discretionary portfolio management and financial planning services, supported by its capital markets capabilities and integrated lending options.