Lance Harshbarger is a financial advisor with OSAIC based in Overland Park, KS. He holds the CFP® designation along with Series 63 and 65 licenses and has 28 years of industry experience. Prior to joining OSAIC in 2024, he spent ten years with Securities America Advisors, Inc. Harshbarger serves as president of his neighborhood homeowners association. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Kevin Sanford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed from 2009 to 2010. Kevin is a Certified Financial Planner (CFP4) with over 15 years of experience specializing in comprehensive wealth planning. His expertise focuses on tax-efficient investment strategies and legacy planning considerations, leveraging Fidelity's tools and resources to help clients work toward their financial goals. Outside of his professional responsibilities, Kevin's personal interests include baseball, family activities, hiking, music, parenthood, and traveling.

Timothy Helfer is a financial advisor with RBC Capital Markets and holds a Series 63 designation. He has 39 years of industry experience and has previously worked at firms including Lincoln Financial Advisors Corporation, Sanctuary Wealth, Midwest Trust Holding Co., and The Leaders Group Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers customized investment strategies through various advisory programs, combining in-house and third-party managers to align portfolios with clients’ risk profiles.

Bradley Seib is a financial advisor with MassMutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 18 years at MetLife Securities. Seib is a board member and committee chair for the No Stone Unturned Foundation, a therapy center for children with disabilities. MassMutual Investors Services is 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 uses technology-driven analysis tools to support annual financial planning engagements and offers a range of investment programs and educational seminars.

Patrick Mccarthy is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining RBC Capital Markets in 2023. He serves on the University of Kansas School of Business Dean's Advisory Board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

John McClain is a CFP® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has held prior roles at OSAIC, Securities America Advisors, and Voya Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Lenny Lippert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Wells Fargo Bank, AT&T, Bank of the West, Traders Insurance, and Wells Fargo & Co. Outside of his advisory work, Lippert serves as chairman and president of the Friends of Recovery Association board of directors, where he provides organizational guidance and participates in community relations activities. 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 combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Tanner Coble is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Minnesota Life Insurance Company and Securian Financial Services, Inc. Outside of his advisory role, Coble serves as the Audit & Finance Chairman on the Kansas City Area Development Council advisory board and coaches youth boys basketball in Olathe, Kansas. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supporting a large network of advisors and managing over $256 billion in assets.

Austin Hoag is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He joined Fidelity in 2022 as a Financial Consultant before advancing to his current role. Prior to joining Fidelity, Austin worked as a Wealth Management Advisor at The Roth Companies, Inc. from 2017 to 2022. In his role, Austin focuses on building relationships centered around trust, transparency, and integrity. He collaborates with clients to develop financial plans tailored to their specific goals and values, aiming to support the lifestyles they strive for. Outside of his professional work, Austin enjoys fitness, football, golf, hiking, and outdoor adventures.

Chance Berry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles including consultant and business engineer for Monsees Technologies Inc., where he handled payroll, tax preparation, and financial reporting. He also has experience in education and entrepreneurship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Joel Morrison is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Comprehensive Retirement Solutions and various ventures such as Prosperity Advisors, LLC and Archer Financial Consulting, LLC. Outside of advising, he is involved with a tax and accounting referral business and owns a tax shelter LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Katherine Bennett is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including eight years with Mass Mutual Investors Services and Mass Mutual Financial Group. Outside of her advisory role, she operates as an independent insurance agent and is a partner at Financial Designs Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management solutions and access to both proprietary and third-party investment strategies.

David Meinzenbach is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Edelman Financial Engines since 2010, initially at Financial Engines Advisor Center, LLC, and continued after its integration into Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Daniel Frank is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Blackrock Investments, Blackrock Financial Management, Rademacher Financial, and Raymond James Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Cole King is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of Group One Wealth Management based in Leawood, Kansas. With experience dating back to 2012, Cole specializes in helping clients and their families simplify complex financial lives by developing personalized strategies aligned with their goals and priorities. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Cole works closely with clients to identify and prioritize objectives such as estate planning, investments, tax efficiency, wealth transfer, and retirement income, transforming these into clear, actionable plans while building trust and fostering long-term relationships. Cole holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. He is also actively involved in community organizations such as Ducks Unlimited, Knights of Columbus, and Pheasants Forever. Cole resides in Overland Park, Kansas, with his wife, Emily, and their four children, and enjoys spending time outdoors, coaching his children's teams, and engaging in activities like hunting and fishing.

Jay Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Agia and VALIC Financial Advisors. He is also the owner of Simpson Wealth Management, LLC in Kansas City, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and portfolio management options.

Randy Long is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and has been associated with Primerica Financial Services since 2012. Additionally, Long has been involved in Phase III Marketing for over three decades. His activities include sales of investment-related products and referral services related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery investment strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Robert Goodwin is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2012. Outside of his advisory role, he owns and operates an internet guitar sales business and serves as an arbitrator for FINRA dispute resolution. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with customized portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate both in-house and third-party investment managers and provides features such as tax management and responsible investing options.

Stephanie Hutchison is a Series 66 licensed financial advisor with Edward Jones, based in Leawood, KS. She has 18 years of industry experience, all of which she has spent with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Canyon Miller is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Raridon & Associates for three years. Canyon holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.