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.

Emma Brophy is a Financial Advisor at Merrill Lynch Wealth Management. She works one-on-one with clients to define their financial goals and develop portfolio strategies tailored to help them achieve those objectives. Emma provides ongoing advice, adapting investment portfolios as clients' situations change. Her expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Emma holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Kansas and is affiliated with professional organizations such as the Chi Omega Fraternity and the KU Women in Finance Club. Raised in a family of cattle ranchers, Emma learned values of trust, hard work, and relationship-building that continue to guide her approach in financial services. When not working with clients, she enjoys golfing, horseback riding, swimming, traveling, yoga, and spending time with her family. Emma resides in Kansas City, where she is active in the community and supports local organizations and events.

Arthur Kennedy II is a CFA® charterholder with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2006. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

Joshua Noah is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and educational organizations such as Smart Kids Center and Beijing International Bilingual Academy. Outside of finance, he has experience as a self-employed educator with Free Thought Education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Erica Lubbers is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she owns and manages E.L. Enterprises, which involves business management and leadership activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers algorithm-assisted, tax-efficient retirement income recommendations.

Kurtis Roebuck is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including UMB Bank, N.A. and Prosperity Advisors, LLC. Outside of his advisory role, he provides notarial services through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Benjamin Hadel is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with OSAIC and has previously worked at LPL Financial, Woodbury Financial Services, Inc., and Hadel Financial Solutions, Inc. In addition to his advisory roles, he has been involved in insurance-related business activities, including recommending insurance coverage and consulting services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Alexander Riley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Kentucky Educational Television. Riley is also involved with Renaissance Financial, where he provides financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services across diverse program structures.

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

Todd Osborn is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Osborn Financial Services, Inc. since 2006. Outside of his advisory work, he serves on the advisory board of the Babinger charitable trust, where he helps approve grants for the foundation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs, including municipal advisory services and SIMPLE IRA consulting.

Kaden Macha is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with firms including Renaissance Financial and Minnesota Life Insurance Company. Outside of his advisory roles, he also works part time as a consultant for a family-owned business, Macha Enterprises. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Ivor Vinsant is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Kansas City. With a career spanning over five years at Merrill Lynch, Ivor works with multi-generational client families to provide personalized wealth management strategies. His team collectively brings over five decades of combined experience, offering full-service financial planning tailored to each client's unique needs and long-term goals. Ivor's expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as tax minimization. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Kansas. Outside of his professional pursuits, Ivor enjoys activities including running, rock climbing, skiing, football, golfing, hiking, pickleball, and volleyball.

Dean Shatzer is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through various positions within Fidelity since 2020, gaining experience as an Investment Consultant, Planning Consultant, Sales Strategist, and in multiple planning and associate roles. Throughout his career at Fidelity Investments, Dean has been involved in diverse aspects of financial planning and consulting, supporting clients in developing strategies tailored to their unique financial goals and challenges. His professional approach focuses on simplifying and streamlining financial plans, placing clients' family goals, concerns, and passions as a central priority. Outside of his professional work, Dean has personal interests that include family activities, fitness, football, pets, skiing, and tennis.

Christopher Constant is a financial advisor at LPL Financial with Series 66 credentials and no prior industry experience as of 2025. Before joining LPL Financial and Haddad Financial Services in 2025, he worked at the Federal Reserve Bank of Kansas City from 2011 to 2025. He is also the owner of RICE Family Group, LLC, a business entity used for tax and investment purposes. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Paul Neslage is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Aaa. Outside his advisory role, he is involved with Neslage's Investments, focusing on insurance and benefits, and operates under the DBA Corenorth as an investment adviser representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through independent financial professionals and maintains both proprietary and third-party model strategies.

Shane Clarke is a financial advisor with Edward Jones in Leawood, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Edward Jones since 2017, with prior roles including work at E-Solutions, Crown Automotive, and Johnson County Community College. Clarke is also a co-owner of Hard Fish Farm LLC, an agricultural business in Shawnee, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and alternative investments.

Kirk Schildgen is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2024. His prior experience includes positions at Arvest Wealth Management and Arvest Bank. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Gerrad Maxwell is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation. Prior to joining RBC Capital Markets in 2022, he worked for Wilshire at Lakewood Care Center from 2010 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Evan Yost is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining the firm, he held roles at the Federal Highway Administration, University of Nebraska Lincoln, and Werner Enterprises. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer. The firm utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.