Alyssa Engelman is a Series 66 licensed financial advisor at Ameriprise Financial Services with four years of industry experience. She has held roles at Ameriprise since 2020 and has previous experience at Commerce Bank and DoorDash. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Ricky Kuhlman is a financial advisor with Primerica Advisors in Olathe, KS, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns Kuhlman International, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Tera Jobbins is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Paul Stover is a Series 66-licensed financial advisor with 15 years of industry experience, currently with UBS Financial Services in Leawood, KS. He has been with UBS since 2016. Outside of his advisory role, he works part-time in bicycle sales and service at Elite Cycling. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets offerings.

Daniel Dornan is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His career includes roles at The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is also involved in business development at The Bank of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a variety of investment strategies.

Kyle Mc Guffey is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, LLC, Kestra Investment Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He also serves as Director of Planning and Investment Operations at Gardner Wallace Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory, and managed account solutions.

Devan Savner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Service Representative from 2023 to 2024. In his career, Devan focuses on building strong, lasting relationships with clients and their families, emphasizing trust and reliability. He works collaboratively with clients to develop financial plans tailored to their unique near and long-term goals. Outside of his professional responsibilities, Devan engages in family activities and maintains an active lifestyle through fitness and running. He also enjoys puzzles and reading.

John Ye is a financial advisor with Robert Baird & Co. in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 2014. He 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Staci Streich is a financial advisor with Osaic Wealth, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and 21 years of industry experience. She worked at John Hancock from 2004 to 2018 before joining Osaic in 2018. Outside of her advisory role, she serves on the finance council of St. Gabriel Catholic Church and has written a song that is being produced and released. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Elliott Hollub is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 61 years of industry experience. He previously worked at Fahnestock & Co., Inc. for 27 years before joining RBC in 2017. He serves on the board of Friends and Family of Life Centers, a charitable foundation focused on community awareness. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Stanton Specker is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stephen Dunleavy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at American Century Investment Services Inc. from 2016 to 2021. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Anthony Domenella is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of the West, Scottrade, and other financial firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and distribution capabilities.

David Crupper is a Series 66-licensed financial advisor based in Olathe, KS, with 18 years of industry experience. He has worked at Fisher Investments since 2021, following roles at Macquarie Investment Management, Delaware Distributors L.P., Ivy Distributors, Inc., and Waddell & Reed Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm employs a centralized Investment Policy Committee that uses quantitative and qualitative research to construct globally diversified portfolios, applying tax-aware strategies and risk management techniques.

Lawson Stroble is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, he worked briefly at Northwestern Mutual and has a diverse background including roles outside finance. He serves as a board member of the Children’s Center for Visually Impaired Children in Kansas City. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a range of clients from individuals to institutions. The firm employs a variety of advisory programs and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Douglas Adams is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Adams is involved in community service through the Make-A-Wish Foundation of Missouri & Kansas, where he serves on the finance committee, and he also owns Stellar Image Studios, a production company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering portfolio solutions supported by firm-approved planning tools and investment research.

Sean Aikmus is a CFP® professional with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and was previously with Woodbury Financial Services for 17 years. Outside of his advisory work, he is involved in a hunting club, Shawnee Mission Duck Club LLC, which is not investment related. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Gregory Power is a Series 66-licensed financial advisor with UBS Financial Services in Leawood, KS, where he has worked since 2000, totaling 25 years of industry experience. He serves as president of the Tennessee Society, a social club based in St. Louis, MO, responsible for planning its biannual events. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Zachary Eckert is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. He has previously worked at Securian Financial Services and Minnesota Life Insurance Company and maintains his role as a financial advisor at Renaissance Financial Corp. In addition to his advisory work, he is active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm services a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers various portfolio management and financial planning solutions through a multi-manager platform.

Darnell Hendricks is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at Fidelity Investments LLC, Foothills Credit Union, Capitol Federal Savings Bank, and other organizations. Outside of finance, he was involved with Al's Radiant Detailing and Paint Correction. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with distinctive expertise in commodity pool operations and algorithm-driven investment strategies.