Amie Nees is a financial advisor with UBS Financial Services in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at UBS since 2019 and previously spent four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Kathleen Leith is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She has been with Robert W. Baird & Co. Inc since 2008. She 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 offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Robin Harney is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel since 1995. Harney holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, typically delivered through episodic, fee-based financial plans.

Patrick Haase is a Financial Consultant at Fidelity Investments, where he is involved in developing, implementing, and refining financial plans and investment strategies. He focuses on aligning financial plans with the realities of clients' lives to support their financial goals. He has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining experience across various aspects of financial consulting and client relationship management from 2021 to the present. Outside of his professional responsibilities, Patrick engages in family activities, fishing, hiking, outdoor adventures, and values his experiences related to military service and parenthood.

Christian Ragan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Swiss Re America Holding Co. and Edward Jones. Outside of advising, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

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 Overland Park, KS, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is actively involved in community and nonprofit boards, including serving as president of the Hardin MO 150 Inc. board and holding trustee responsibilities for family trusts and a farm he operates. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match them with suitable advisory programs, utilizing both proprietary and third-party asset management solutions.

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 Wealth, Inc. based in Overland Park, Kansas, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior experience includes positions at Cetera Advisors LLC, Voya Financial Advisors, Inc., and Directed Services LLC. Outside of his role at Osaic, he is managing partner of Cohen Financial Services, a financial services firm providing both commission-based and advisory investment services. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, institutions, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and employs advanced asset-allocation tools and third-party platforms to construct and manage client portfolios.

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.

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.

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.