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.

Timothy Laughlin is a financial advisor at UBS Financial Services in Kansas City, MO, with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at First National Bank of Kansas since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client solutions.

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.

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 at various Charles Schwab entities since 2010, including Schwab Trust Bank and Schwab Premiere Bank. Outside of his advisory duties, he has worked as a food delivery driver. 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 operates with a mixed model of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large, integrated infrastructure and centralized oversight.

Christopher Constant is a financial advisor with LPL Financial based in Prairie Village, KS. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial and Haddad Financial Services in 2025, he worked at the Federal Reserve Bank of Kansas City for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party management strategies.

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.

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.

Joseph Tarpey is a Series 66-licensed financial advisor at OSAIC with 8 years of industry experience. His prior roles include positions at Athene Annuity & Life Company, American Equity Insurance Company, LPL Financial, Peoples Bank, Sammons Financial Network, and Midland National Life Insurance Company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

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.

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 OSAIC, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior firms include LPL Financial LLC and Waddell & Reed, Inc. She also has notary duties through Life Goals Strategies Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple advisory platforms and third-party solutions.

Amy Lingner is a financial advisor with Wells Fargo Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory role, Amy serves as a notary public in Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and planning tools.

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.

Crosby Coats is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2022 and previously spent eight years at American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.