Tera Jobbins is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Paul Stover is a Series 66-licensed financial advisor with 15 years of industry experience, currently with UBS Financial Services in Leawood, KS. He has been with UBS since 2016. Outside of his advisory role, he works part-time in bicycle sales and service at Elite Cycling. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets offerings.

Daniel Dornan is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His career includes roles at The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is also involved in business development at The Bank of Missouri. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a variety of investment strategies.

Devan Savner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Service Representative from 2023 to 2024. In his career, Devan focuses on building strong, lasting relationships with clients and their families, emphasizing trust and reliability. He works collaboratively with clients to develop financial plans tailored to their unique near and long-term goals. Outside of his professional responsibilities, Devan engages in family activities and maintains an active lifestyle through fitness and running. He also enjoys puzzles and reading.

John Ye is a financial advisor with Robert Baird & Co. in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Staci Streich is a financial advisor with Osaic Wealth, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and 21 years of industry experience. She worked at John Hancock from 2004 to 2018 before joining Osaic in 2018. Outside of her advisory role, she serves on the finance council of St. Gabriel Catholic Church and has written a song that is being produced and released. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Elliott Hollub is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 61 years of industry experience. He previously worked at Fahnestock & Co., Inc. for 27 years before joining RBC in 2017. He serves on the board of Friends and Family of Life Centers, a charitable foundation focused on community awareness. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Stanton Specker is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stephen Dunleavy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at American Century Investment Services Inc. from 2016 to 2021. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Anthony Domenella is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of the West, Scottrade, and other financial firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and distribution capabilities.

Lawson Stroble is a financial advisor with Equitable Advisors in Leawood, KS, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and has a background that includes roles outside of finance. He serves on the board of the Children’s Center for Visually Impaired Children in Kansas City. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering a range of financial planning, brokerage, insurance, and asset management services through various third-party programs and sponsors.

Douglas Adams is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Adams is involved in community service through the Make-A-Wish Foundation of Missouri & Kansas, where he serves on the finance committee, and he also owns Stellar Image Studios, a production company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering portfolio solutions supported by firm-approved planning tools and investment research.

Sean Aikmus is a CFP® professional with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and was previously with Woodbury Financial Services for 17 years. Outside of his advisory work, he is involved in a hunting club, Shawnee Mission Duck Club LLC, which is not investment related. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Gregory Power is a Series 66-licensed financial advisor with UBS Financial Services in Leawood, KS, where he has worked since 2000, totaling 25 years of industry experience. He serves as president of the Tennessee Society, a social club based in St. Louis, MO, responsible for planning its biannual events. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Zachary Eckert is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. He has previously worked at Securian Financial Services and Minnesota Life Insurance Company and maintains his role as a financial advisor at Renaissance Financial Corp. In addition to his advisory work, he is active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm services a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers various portfolio management and financial planning solutions through a multi-manager platform.

Ryan Antes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Personal Investment Advisor (PIA) credential. Ryan has been developing goals-based financial strategies for clients since 2002. He specializes in building and managing custom investment strategies, incorporating Merrill Lynch Wealth Management model portfolios and third-party investment options. As a Senior Portfolio Advisor, Ryan may manage client portfolios on a discretionary basis through the firm's Investment Advisory Program. He is a key contributor to the ASA Group's portfolio design team, focusing on enhancing clients’ potential for long-term financial sustainability. Ryan earned a bachelor's degree from the University of Kansas. Outside of work, he enjoys outdoor activities, bass fishing, travel, and cooking. He lives in Olathe with his wife Ashley and values their connections to their large families.

Lori Tempel is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Keck is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adjusts investment plans as clients' situations evolve. Joseph focuses on areas including managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He emphasizes listening carefully to clients to understand what matters most to them and their families, which informs the personalized strategies he creates. He holds a Bachelor's Degree from Missouri State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Joseph enjoys cooking, football, and hiking.

David Iannetto is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of finance, he plays, writes, and composes music as a member of the band Sirens in the Suburbs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs.

Steven Pohle is a CFA® charterholder with 30 years of industry experience. He has been with Ameriprise since 2013, currently serving at their Lees Summit, MO office. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.