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.

Kelli Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Financial Engines Advisors L.L.C. for nine years and Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

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 with Merrill Lynch Wealth Management. She works closely with individuals and families to develop personalized financial strategies that align with their goals and values. Emma emphasizes building long-term relationships through thoughtful planning and ongoing guidance to help clients adapt their portfolios as their situations evolve. Raised in a family of cattle ranchers, Emma's early experiences instilled in her the importance of trust, hard work, and relationship-building. Her areas of expertise include education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Emma earned her bachelor's degree from the University of Kansas, where she was involved with the Chi Omega Fraternity and the KU Women in Finance Club. She resides in Kansas City, where she engages with the community and supports local organizations. In her free time, she enjoys golfing, horseback riding, swimming, traveling, yoga, and spending time with her family.

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.

James Feret is a financial advisor at Thrivent Investment Management in Olathe, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing while keeping the services separate.

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.