William Gist is a financial advisor with Osaic and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including 19 years at Lincoln Financial Advisors prior to joining Osaic in 2025. In addition to his advisory role, he sells fixed annuities, fixed life insurance, and individual health insurance plans through outside carriers. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services along with access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Steven Stewart is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 credential and has prior work experience including roles at Bass Pro Shop and Five Iron Golf, where he worked as a golf associate and bartender. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Dirk Lebar is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameritas Investment Company, LLC, among other firms. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Ronald Adrian is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LexAurum Advisors, LLC and Summit Financial Group Inc. Since 2024, he has also been associated with Werth Wealth Management in a non-investment related support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Ashley Gardonia is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she focuses on enhancing the client experience by supporting advisors through strategic partnerships and continuous improvement initiatives. Prior to this, she served as Market Leader for the Advisor Development Program and Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. Her professional background includes roles at Bank of America as a Relationship Manager and Relationship Banker between 2016 and 2018, as well as experience as a Product Support Assistant at First State Bank of St. Charles, MO from 2010 to 2016. Ashley's career reflects a progression through various positions in financial services, emphasizing advisor support and client relationship management. Outside of her professional endeavors, Ashley has interests in cooking and baking, fitness, and running.

Michael Paulson is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. His prior work includes roles in political campaigns and public service, including the Iowa State House of Representatives and educational institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.

Lance Harshbarger is a financial advisor with OSAIC based in Overland Park, KS. He holds the CFP® designation along with Series 63 and 65 licenses and has 28 years of industry experience. Prior to joining OSAIC in 2024, he spent ten years with Securities America Advisors, Inc. Harshbarger serves as president of his neighborhood homeowners association. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Christopher Allred is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Regional Investment Consultant, and Investment Consultant. His professional experience centers on collaborating with clients to identify financial strategies that align with their individual needs and profiles. Christopher holds an Arkansas Insurance License, which supports his work in providing financial consultation. Outside of his professional duties, Christopher has personal interests that include attending concerts, fishing, following football, watching movies, and traveling.

Kevin Sanford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed from 2009 to 2010. Kevin is a Certified Financial Planner (CFP4) with over 15 years of experience specializing in comprehensive wealth planning. His expertise focuses on tax-efficient investment strategies and legacy planning considerations, leveraging Fidelity's tools and resources to help clients work toward their financial goals. Outside of his professional responsibilities, Kevin's personal interests include baseball, family activities, hiking, music, parenthood, and traveling.

Timothy Helfer is a financial advisor with RBC Capital Markets and holds a Series 63 designation. He has 39 years of industry experience and has previously worked at firms including Lincoln Financial Advisors Corporation, Sanctuary Wealth, Midwest Trust Holding Co., and The Leaders Group Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers customized investment strategies through various advisory programs, combining in-house and third-party managers to align portfolios with clients’ risk profiles.

Bradley Seib is a financial advisor with MassMutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 18 years at MetLife Securities. Seib is a board member and committee chair for the No Stone Unturned Foundation, a therapy center for children with disabilities. MassMutual Investors Services is 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 uses technology-driven analysis tools to support annual financial planning engagements and offers a range of investment programs and educational seminars.

Patrick Mccarthy is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining RBC Capital Markets in 2023. He serves on the University of Kansas School of Business Dean's Advisory Board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

John Mcclain is a CFP® credentialed financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at OSAIC, Securities America Advisors, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Lenny Lippert is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with several financial institutions, including Wells Fargo Bank, Bank of the West, and Wells Fargo & Co. Outside of his advisory role, Lippert serves as chairman and president of the Friends of Recovery Association Board of Directors, a community organization focused on guidance and financial oversight. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Amy Theisen is a Certified Financial Planner (CFP®) with 12 years of industry experience. She has worked at Edward Jones since 2021 and previously spent 21 years at Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tanner Coble is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Minnesota Life Insurance Company and Securian Financial Services, Inc. Outside of his advisory role, Coble serves as the Audit & Finance Chairman on the Kansas City Area Development Council advisory board and coaches youth boys basketball in Olathe, Kansas. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supporting a large network of advisors and managing over $256 billion in assets.

Jeffrey Kroenlein is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Austin Hoag is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He joined Fidelity in 2022 as a Financial Consultant before advancing to his current role. Prior to joining Fidelity, Austin worked as a Wealth Management Advisor at The Roth Companies, Inc. from 2017 to 2022. In his role, Austin focuses on building relationships centered around trust, transparency, and integrity. He collaborates with clients to develop financial plans tailored to their specific goals and values, aiming to support the lifestyles they strive for. Outside of his professional work, Austin enjoys fitness, football, golf, hiking, and outdoor adventures.

Chance Berry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles including consultant and business engineer for Monsees Technologies Inc., where he handled payroll, tax preparation, and financial reporting. He also has experience in education and entrepreneurship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Joel Morrison is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Comprehensive Retirement Solutions and various ventures such as Prosperity Advisors, LLC and Archer Financial Consulting, LLC. Outside of advising, he is involved with a tax and accounting referral business and owns a tax shelter LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.