Mitchel Cox is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Charles Schwab and related entities since 2010, including positions at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Outside of his advisory role, he has periodically worked as a delivery driver for Door Dash. Charles Schwab & Co., Inc. serves a large client base consisting primarily of 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 discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

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 with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he worked at the Federal Highway Administration and the University of Nebraska Lincoln. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and asset managers.

Dana Schnelle is a financial advisor with Raymond James Financial in Blue Springs, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Raymond James Financial since 2009 and has worked within the firm and its affiliate since 2006. Schnelle is also associated with KC Wealth Partners LLC, where she provides investment advice and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools and tailored planning to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

William Mendel is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Cetera. He has held positions at Cetera Wealth Services, Mendel Wealth Management LLC, and Summit Financial Group over the past 15 years. Outside of advising, he is involved in running Mendel Wealth Management LLC for tax reporting and works as a licensed insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with various program options, including model portfolios, third-party money managers, and custom strategies.

Sean Lenz is a financial advisor with Fisher Investments, holding Series 65 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Pacer Financial, American Century Investment Services, and Wells Fargo Advisors. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended strategies. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management techniques in its services.

Jacob Quint is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing Services, MML Investors Services, and Highpointe Financial Group. Outside of his advisory work, he has managed a family farm since 2008. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various specialized investment strategies.

Leah Booth is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2017 and previously worked in education and with Briarcliff Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.

Wiebke Rupard is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at Waddell & Reed, Inc., SAB Homes, and Martin Tax & Financial Services. She is also a notary through Life Goals Strategies Group, an entity associated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Ryan Ellis is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. He serves as a successor co-trustee to his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized advice through a variety of third-party and firm-offered advisory programs and offers a broad range of investment options including mutual funds, ETFs, and select alternative investments.

Kathryn Alexander is a Financial Consultant currently working at Fidelity Investments since 2019. She has held previous roles as a Financial Planner at Community America Financial Solutions from 2018 to 2019, and as a Financial Advisor at Bank of America and Merrill Lynch from 2016 to 2018. Kathryn focuses on building strong client relationships and tailoring financial strategies to meet individual client needs. She emphasizes creating financial plans that align with the goals of clients and their families at every stage of life. Throughout her career, Kathryn has gained experience in financial consulting and planning by working with diverse clients to develop customized financial strategies. Her professional experience encompasses financial advising and planning in various financial institutions. Outside of her professional work, Kathryn's interests include family activities, football, social events with friends, parenthood, pets, and Pilates.

Adam Schwery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Country Capital Management Co, and COUNTRY insurance affiliates. Outside of his advisory work, he serves as treasurer for the Gladstone Kiwanis and holds board memberships with the Briarcliff Business Partner Alliance and Heart of the Redeemer Covenant Community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jordan Rider is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2010 and worked at WCG Wealth Advisors, LLC from 2023 to present, as well as V Wealth Management, LLC between 2010 and 2023. Outside of advisory roles, he owns a home-based business called Alpha Services. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with various discretionary and non-discretionary management options, supported by research and model portfolios.

Tin Kyaw is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank, Bank of America, Merrill, Sage Point Advisors, and Intero Real Estate Services. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Michael Zanders is a financial advisor with Ameriprise in Leawood, KS, holding Series 63 and Series 65 designations and over 53 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves on the Board of Directors for Band of Angels and is chairman of the endowment committee at Temple Congregation B'nai Jehudah. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Benninghoff is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients at Group One Wealth Management since 1994. As the senior member of the team, he oversees the direction and implementation of their investment philosophy and the management of client assets. Dan specializes in delivering client-centered investment solutions through a holistic and sustainable approach, taking into account clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. With over 30 years of experience, Dan provides customized investment strategies to high net worth families, corporate executives, and business owners. He manages discretionary investment portfolios using personalized or defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. His areas of focus include college education planning, family wealth management, endowments and foundations, legacy and philanthropic planning, personal retirement strategies, tax minimization, and services for women, sports, and entertainment professionals. Dan is a native of Newton, Kansas, and holds a bachelor's degree from the University of Kansas. He earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™, in partnership with the Wharton School of Business at the University of Pennsylvania, and also holds the Personal Investment Advisor (PIA) credential. Outside of his professional work, Dan is a former collegiate baseball player and enjoys baseball, golf, fishing, travel, and spending time with his family. He and his wife, Janelle, reside in Overland Park, Kansas, and have four adult children. Dan also serves on the Philanthropic Committee for Starlight Theatre.