William Davis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2022. He is also an associate at Davis Financial Partners, where he serves as a financial planner. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tyler Lane is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Ameritime, LLC, an independent investment advisory business he founded. Lane is also involved in nonprofit insurance services through Financial Markets, INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with a range of financial planning, asset management, and institutional platforms.

Amber Griffis is a Wealth Management Advisor at Merrill Lynch Wealth Management with experience dating back to 2002. She works with high net worth individuals and their families, developing personalized financial strategies to help clients pursue their long-term goals. Her focus areas include college education planning, corporate benefits, executive compensation, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and women and wealth. Amber holds a Bachelor's Degree from Bradley University and maintains several professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She has served as the Kansas City alumni ambassador for Bradley University, served on the board of the Financial Planning Association of Greater Kansas City for four years, and served on the finance committee of the Shadow Glen Golf Club. In addition to her professional commitments, Amber participates in community activities including the American Cancer Society-Relay for Life in Olathe, KS, City Union Mission, Harvesters, and Life Mission Church. She enjoys golfing, music, running, spending time with her family, and traveling.

Tylor McDonald is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and Northstar Group. Outside of his advisory work, he also works as a DoorDash driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Ashley Decker is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., where she spent nine years before joining her current firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Isabelle Behal is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at John Deere for five years and First Option Bank for one year. She also has experience in educational and community roles, having worked at the University of Northern Iowa, Louisburg Aquatic Center, and Louisburg High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Christine Malmgren is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 22 years of industry experience. She has been with Morgan Stanley since 2009 and currently works with Morgan Stanley Private Bank, N.A. Since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary market models.

Tedd Maxfield is a CFP®-credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously was affiliated with the YMCA of Austin, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brian Watts is a CFP®-certified financial advisor at LPL Financial with 18 years of industry experience. He has worked at several firms, including Securities America, Commonwealth Financial Network, and Waddell & Reed. Watts operates additional business entities for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Tim Wendt is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisor Inc. from 2002 to 2020 before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Maclain Petri is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held roles at Royalty Renewables and StoneX and has been involved with multiple organizations including Big Biscuit LLC and the Jewish Community Center. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Robert Sniezek Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Noah Taylor is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 designations. He has one year of industry experience and previously served in the United States Army and the Wyoming Army National Guard for a combined total of 10 years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytic tools and offers specialized programs such as divorce planning and employer-sponsored planning.

John Gantzer is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the United States Army Reserve. Outside of his advisory role, he serves on the Board of Directors for the Dyspraxia Awareness Association and is Secretary of the Psychological Operations Veterans Association – Gateway Chapter. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

William Gist is a financial advisor with Osaic and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including 19 years at Lincoln Financial Advisors prior to joining Osaic in 2025. In addition to his advisory role, he sells fixed annuities, fixed life insurance, and individual health insurance plans through outside carriers. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services along with access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Steven Stewart is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 credential and has prior work experience including roles at Bass Pro Shop and Five Iron Golf, where he worked as a golf associate and bartender. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Dirk Lebar is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameritas Investment Company, LLC, among other firms. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Ronald Adrian is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LexAurum Advisors, LLC and Summit Financial Group Inc. Since 2024, he has also been associated with Werth Wealth Management in a non-investment related support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Ashley Gardonia is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she focuses on enhancing the client experience by supporting advisors through strategic partnerships and continuous improvement initiatives. Prior to this, she served as Market Leader for the Advisor Development Program and Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. Her professional background includes roles at Bank of America as a Relationship Manager and Relationship Banker between 2016 and 2018, as well as experience as a Product Support Assistant at First State Bank of St. Charles, MO from 2010 to 2016. Ashley's career reflects a progression through various positions in financial services, emphasizing advisor support and client relationship management. Outside of her professional endeavors, Ashley has interests in cooking and baking, fitness, and running.

Michael Paulson is a financial advisor with LPL Financial in Leawood, KS. He holds a Series 66 designation and has three years of industry experience. Prior to his role at LPL, he was involved in political campaigns and public service, including work with the Iowa State House of Representatives and several congressional campaigns. 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, and supports a large network of advisors with advanced operational and research tools.