Peyton Arana is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc and Bank of America, N.A. He is currently based in Leawood, KS. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Maclean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Brandon Stuewe is a financial advisor with Ameriprise in Shawnee, KS, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Jose Munoz Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with several firms, including Transamerica Financial Advisors and Ameriprise Financial, and currently serves as an adjunct professor of finance at Donnelly College. He is also the sole owner of Legacy Planning Group, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing flexible program options to advisors and their clients.

William Davis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2022. He is also an associate at Davis Financial Partners, where he serves as a financial planner. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mark Jones is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns 4M Financial Group, LLC, a legal entity established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Amber Griffis is a Wealth Management Advisor at Merrill Lynch Wealth Management with experience dating back to 2002. She works with high net worth individuals and their families, developing personalized financial strategies to help clients pursue their long-term goals. Her focus areas include college education planning, corporate benefits, executive compensation, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and women and wealth. Amber holds a Bachelor's Degree from Bradley University and maintains several professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She has served as the Kansas City alumni ambassador for Bradley University, served on the board of the Financial Planning Association of Greater Kansas City for four years, and served on the finance committee of the Shadow Glen Golf Club. In addition to her professional commitments, Amber participates in community activities including the American Cancer Society-Relay for Life in Olathe, KS, City Union Mission, Harvesters, and Life Mission Church. She enjoys golfing, music, running, spending time with her family, and traveling.

Tylor McDonald is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and Northstar Group. Outside of his advisory work, he also works as a DoorDash driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Ashley Decker is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., where she spent nine years before joining her current firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Isabelle Holtzen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has prior work experience at John Deere and First Option Bank. Outside of finance, she has worked with the Louisburg Aquatic Center and Louisburg High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Malmgren is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 22 years of industry experience. She has been with Morgan Stanley since 2009 and currently works with Morgan Stanley Private Bank, N.A. Since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary market models.

Tedd Maxfield is a CFP®-credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously was affiliated with the YMCA of Austin, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brian Watts is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at firms including Securities America, Commonwealth Financial Network, and Infinitas Coordinated Wealth Council. Outside of his advisory role, he is associated with Paragon Wealth Strategies, LLC and Ethics LLC for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various institutional and participant advice programs.

Bryan Flanagan is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He holds the Series 66 designation and is based in Prairie Village, KS. Outside of advisory work, he is involved with Sunset Lodge LLC, an entity related to personal recreational hunting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Tim Wendt is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisor Inc. from 2002 to 2020 before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Maclain Petri is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held roles at Royalty Renewables and StoneX and has been involved with multiple organizations including Big Biscuit LLC and the Jewish Community Center. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Robert Sniezek Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Noah Taylor is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 designations. He has one year of industry experience and previously served in the United States Army and the Wyoming Army National Guard for a combined total of 10 years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytic tools and offers specialized programs such as divorce planning and employer-sponsored planning.

John Gantzer is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the United States Army Reserve. Outside of his advisory role, he serves on the Board of Directors for the Dyspraxia Awareness Association and is Secretary of the Psychological Operations Veterans Association – Gateway Chapter. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

Jeffrey Akright is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Allstate and BOK Financial Securities. Outside of financial advising, he works in logistics as a package handler for United Parcel Service. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing advice focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.