Tanner Owen is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2023, he worked with White Iron Ridge and Renaissance Financial, where he continues to serve clients. Outside of advising, he volunteers as a coach for a youth development golf program and mentors through Big Brothers Big Sisters. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to affiliated and unaffiliated investment managers.

Brandon Botts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously attended the University of Kansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederick Funke Jr. is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers over a 23-year span. He was also involved with Funke Krapf Properties, LLC, a business entity associated with tax and investment purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 designations and having seven years of industry experience. He has been with Equitable Advisors since 2018, previously working at AXA Advisors, LLC. Hampton serves as vice president and board member of the NAIFA Kansas City Wichita Chapter. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, managing substantial assets on both discretionary and non-discretionary bases.

Christopher Kulesa is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering multiple wrap fee advisory programs with tailored investment strategies and access to in-house and third-party investment managers.

Joseph Gilgus is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2002 and 2009, respectively. 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. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lance Wade serves as Vice President and Branch Leader at Fidelity Investments, where he partners with a team of financial professionals to enhance and maintain the Fidelity brand in the greater Kansas City area. He has held this leadership role since 2017. Prior to his current position, Lance gained experience within Fidelity Investments as Assistant Branch Office Manager from 2016 to 2017, Regional Planning Consultant from 2013 to 2016, and Account Executive from 2010 to 2013. Throughout his career at Fidelity, Lance has developed expertise in branch management and financial planning, contributing to the firm's operations and client service. Outside of his professional responsibilities, Lance has personal interests that include food, football, golf, soccer, and traveling.

Jason Gragg is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and has 12 years of industry experience. He has worked previously at GWFS Equities, Inc. and JP Morgan Institutional Investments Inc., both affiliated with Empower Financial Services. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions. The firm combines financial planning, brokerage, insurance distribution, and third-party asset management programs, operating through various program sponsors and third-party managers to provide advisory and brokerage solutions.

Bradly Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Waddell & Reed and FedEx Ground. Rogers is also a notary public in Overland Park, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 various institutional client services.

John Degen is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and with MassMutual Life Insurance Co since 1987. Outside of his advisory role, he owns Visioneers, LLC, a consulting business focused on educating business owners about succession and transition opportunities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Brandon Yocum is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Envista Credit Union for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices and offers various advisory programs and investment strategies.

Jane Redmond is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Redmond has been with Edward Jones since 2012. 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, operating under a fiduciary standard.

Matthew Cybulski is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners with various aspects of wealth management, including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Matthew focuses on understanding each client's unique goals and priorities to provide tailored financial guidance. He has extensive experience partnering with clients to develop personalized strategies centered on investing, retirement planning, and wealth accumulation. Matthew is committed to building long-term relationships based on trust and transparency, aiming to help clients navigate financial decisions with confidence. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Arkansas. Outside of his professional work, Matthew enjoys baseball, basketball, boxing, football, golfing, music, and spending time with his family.

Charles Earnest is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Adam Luke is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial from 2009 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of advisors. The firm offers a range of portfolio management, financial planning, and consulting services, and features a multi-manager platform with various program structures and access to both affiliated and third-party managers.

Quinten Mason is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he was involved in education, working at the University of Kansas and several schools in Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on income sources and tax-aware withdrawal strategies.

Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Isabel Engelbert is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo Advisors for three years and Rye Plaza for two years. Outside of finance, she has held positions at Radius Brewing Company and has experience in both educational and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Daniel Wohlenhaus is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Sii, and The Ranch House Senior Living Community. Outside of his advisory role, he operates a sole proprietorship focused on the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios, providing both discretionary and non-discretionary account options.

Andrea O'camb is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Central Bank for two years and F&C Bank for five years. Andrea holds the Series 66 designation and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of about 23,701 advisors and 15,121 branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.