John Cuddy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School in Lees Summit, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Dolan is a financial advisor at Edward Jones in North Kansas City, MO, holding a Series 66 designation with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Grant Thornton LLP for four years. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Zschoche is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. Her career includes roles at Cetera Advisors LLC, Bank of Blue Valley, Invest Financial Corp, MSI Financial Services, and Waddell & Reed. She is the owner of Zschoche Financial Planning and also serves as owner, president, and treasurer of Zschoche Farms, Inc., where she manages financial records. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes proprietary and third-party model portfolios, automated allocations, and bespoke strategies.

Jordan Tucker is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services Inc. from 2015 to 2017. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Brad Mock is a Financial Consultant at Fidelity, where he assists clients with retirement planning and investment strategy. He collaborates with clients to create plans aimed at meeting their reasonable goals and improving their family's financial future. Prior to joining Fidelity in 2022, Brad held positions as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2022, a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and a Financial Center Manager at Bank of America from 2017 to 2019. He holds an Arkansas Insurance License.

Paige Fowler is a CFP®-certified financial advisor with 19 years of industry experience. She has been with Edward Jones since 2013 and is based in Kansas City, MO. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chris Athey is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds a Series 65 credential and has worked at Financial Engines Advisors L.L.C. since 2016, following prior experience with Tmfs Advisors, LLC from 2008 to 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing diversified model portfolios and both discretionary and non-discretionary investment management.

Julia Hyde is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Leawood, Kansas office. She originally worked for Merrill Lynch Wealth Management while residing in Omaha, Nebraska, and rejoined the firm in 1998. Julia has been part of the Helbert Hyde team for over 15 years, focusing on holistic wealth management to serve clients and their families by determining long-term financial goals and implementing customized investment strategies. Julia's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, special needs planning strategies, women and wealth, and retirement income. She collaborates closely with clients, gathering information, assessing time horizons and risk tolerance, and maintaining continual dialogue to adjust portfolios as situations evolve. An Iowa native, Julia graduated from Morningside College in Sioux City, Iowa. She has lived in the Kansas City area for over 35 years and resides there with her husband Doug and their rescue dog Millie. They have four adult children and nine grandchildren. Julia holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She supports several charitable organizations in the Kansas City area, including Harvester's, CASA, Susan G Komen, and Great Plains SPCA, and enjoys spending her time away from the office with family and friends at the lake.

Gianfranco Timotei is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in financial services in 2026. Prior to joining LPL Enterprise, his work experience includes roles outside the financial industry and time as a student. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Maren Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Saint Ann YCC and held positions in educational institutions including Fisher Island Day School and Pembroke Hill School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Sean Tucker is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Cetera and previously worked at firms including Valic Financial Advisors and Voya Financial Advisors. Outside of his advisory role, he is involved in operating a rental property business through Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, 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 with various program options and custodial relationships.

Kyle Doege is a financial advisor with RBC Capital Markets, holding a Series 66 designation and possessing 16 years of industry experience. He has worked at RBC Capital Markets since 2014 and also serves at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, alongside a range of integrated financial services.

Jonathan Helbert is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals and families to develop customized financial strategies aimed at meeting their personalized goals. He also leads the ongoing development and assessment of his team's financial strategy and economic outlook. Jonathan joined the Homuth, Hyde and Luby Group at Merrill Lynch Wealth Management in 2011. He focuses on various client areas including corporate executive services, family wealth management strategies, LGBT wealth planning, managing new wealth, portfolio management services, small business strategies, sports and entertainment, and individual and corporate investment strategy. He graduated from the University of Kansas with a Bachelor's Degree in Finance and holds the Chartered Financial Analyst® (CFA®) designation from the CFA® Institute. He is a member of the CFA® Society of Kansas City and involved with professional organizations such as the University of Kansas Sigma Phi Epsilon Fraternity. Jonathan is also involved in community organizations including the Boys & Girls Clubs of Greater Kansas City and the HappyBottoms Organization. Born and raised in Kansas City, he grew up working in a small, family-owned commercial printing company handling client relations for six years. Outside of work, he enjoys golfing, woodworking, and spending time with his family.

Erin Pierson is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Charles Schwab since 2020 and previously spent 15 years at Ameritrade Inc. Charles Schwab & Co., Inc. serves a very large client base—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 discretionary separately managed accounts and a formal alternative-investment onboarding process.

Keaton George is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Strategic Partners Financial Group and Mitchell Capital Management. Outside of his advisory work, he has experience with DoorDash, Inc. and held academic and community roles related to Kansas State University and Baldwin City Recreation Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Alex De Marea is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior work experience at Deloitte Consulting and Bank of America. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zahin Muqsit is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at BRAC Bank Limited and teaching positions at Wichita State University and Bangladesh University of Professionals. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kristi Young is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2015. Kristi is also a licensed notary public in Kansas, primarily notarizing work-related documents for branch clients. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeremy Mctaggart is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2013, with prior experience at House and Renner Construction. Outside of financial advising, he serves as Children's Ministry Director at Restoration Church. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Easley is a financial advisor with Cetera, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has served in various roles at Prosperity Advisors LLC and related entities, including as Vice President and member of the board of directors. Easley is involved in multiple financial services and investment-related businesses and also participates as a referrer for a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.