Jeffrey Bird is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Oppenheimer for 18 years before joining LPL Financial in 2021. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to provide both discretionary and non-discretionary management.

Paula Johnston is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. She has worked with several firms over her career, including Voya Financial Advisors and Prosperity Network of Advisors, where she currently serves as president. Additionally, she holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with extensive program options and affiliations.

Brooke Behrens is a CFA® charterholder and holds a Series 66 license. She has 12 years of experience in the financial industry, with the past 10 years spent at Edward Jones in Olathe, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Rust is a financial advisor with Equitable Advisors in Richmond, Missouri, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Rust serves on multiple local boards, including Missouri Farm & Home Mutual Insurance Company and Tri-County Mental Health Services, and is involved in agricultural operations as a farm owner and operator. Equitable Advisors serves a broad client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support alongside access to asset management through LPL and third-party managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Joseph Neal is a Series 66-licensed financial advisor currently with Wells Fargo Clearing and has eight years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Country Club Bank, and Wells Fargo Advisors, LLC. 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 offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Mark Glass is a financial advisor with OSAIC based in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining OSAIC, he worked at Cetera Advisors LLC for nine years and Voya Financial Advisors, Inc. for one year. Outside of his role at OSAIC, he is the managing partner of Cohen Financial Services, where he provides financial and investment management services and also sells life, disability, annuities, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessment, and automated rebalancing, with portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Bailey Closser is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, Bailey worked for eight years at VMLY&R. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their financial planning engagements are structured as annual, collaborative relationships that use firm-approved analytical tools to deliver written recommendations across diversified investment categories.

Wendy Mayfield is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining her current firm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Lance Turpin is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has worked in various capacities at Fidelity Investments since 2019, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Lance held several positions in the financial industry dating back to 1994, with experience as a Professional Trader, President and Head Trader of Starpoint Securities, Senior Equity Trader at Tradebot Systems, and Equity Trader roles at multiple firms. With three decades of experience in financial services, Lance partners with clients to develop financial plans and educate them on making informed decisions. His approach focuses on helping clients grow and protect their investments through tailored planning and investment strategies. He emphasizes the importance of working with a trusted advisor to develop, implement, and monitor long-term investment and retirement plans. Lance holds an AR Insurance License.

David Holstein is a financial advisor with LPL Enterprise LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Infinex Investments, First State Bank & Trust, Enterprise Bank & Trust, Cetera, and Edward Jones. Outside of finance, he serves as a firefighter for the Kansas City Kansas Fire Department and owns a residential cleaning business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by model portfolios, third-party asset management, and an integrated platform that includes insurance products and lending programs.

Amy Carr is a financial advisor with Edward Jones in Overland Park, Kansas. She holds a Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she works as a summer softball umpire with the United States Specialty Sports Association and has served as adjunct faculty at Independence Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

Devin Ceperley is a financial advisor with Edward Jones in Pleasant Hill, MO, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with First Baptist Church Grain Valley, the Kansas City Chorale, and the Blue Springs R-IV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Derick Oakley is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer of Sagacious Capital. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brett Wacha is a CFP® and Series 66-registered financial advisor with six years of industry experience. He currently works at LPL Financial and previously spent six years at Edward Jones. Before transitioning to financial services, he worked over a decade at Clickfarm Interactive Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by in-house and third-party research and a variety of portfolio management options.

David Neihart is a CFP®-credentialed financial advisor with 40 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entities, and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Crossing Cultures Ministry and is involved in private business ventures including farmland ownership and a partnership holding shares in a community bank. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security strategies, and tax-efficient withdrawals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kelley Edwards is a financial advisor with UBS Financial Services in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, Edwards serves as treasurer for Midwest Adaptive Sports, a charity focused on coordinating youth athletic programming, and assists with invoicing and inventory for W H Edwards Company, a wholesale snack food distributor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor investment solutions.

Ted Chartier is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding CFP® and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services from 2013 to 2020. He is involved in early childhood education through an ownership interest in an early learning center. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides specialized planning in areas such as retirement, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Kelli Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Financial Engines Advisors L.L.C. for nine years and Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Michael Homuth is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on high net worth individuals and families. He specializes in helping clients navigate wealth management complexities through various life stages, including pre-retirement, retirement, and multi-generational wealth planning. Michael works closely with clients to develop personalized financial strategies, emphasizing long-term relationships and comprehensive guidance tailored to their unique circumstances. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Colorado-Boulder. Michael and the Homuth Lore Wealth Management Group provide integrated wealth management solutions that include asset management, retirement planning, risk management, and wealth transfer strategies. Their investment approach is collaborative and thematic, aligning portfolios with clients' objectives, risk tolerance, and time horizons using Merrill Lynch's research and technology. Michael is fluent in English and Spanish. Outside of work, he enjoys fishing, football, golfing, reading, skiing, and spending time with his family.

Scott Mcmillen is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.