Lenny Lippert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Wells Fargo Bank, AT&T, Bank of the West, Traders Insurance, and Wells Fargo & Co. Outside of his advisory work, Lippert serves as chairman and president of the Friends of Recovery Association board of directors, where he provides organizational guidance and participates in community relations activities. 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 combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

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.

Katherine Bennett is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including eight years with Mass Mutual Investors Services and Mass Mutual Financial Group. Outside of her advisory role, she operates as an independent insurance agent and is a partner at Financial Designs Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management solutions and access to both proprietary and third-party investment strategies.

Jordan Raffety is a financial advisor with Edward Jones in Harrisonville, MO, holding a Series 66 designation and with 10 years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Matthew Sibbing is a financial advisor with Edward Jones in Lees Summit, MO, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Meinzenbach is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously held roles at The Mutual Fund Store, LLC and TMFS Advisors, LLC from 2008 to 2016. He is based in Overland Park, Kansas. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Jeffrey Shore is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Frank is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Blackrock Investments, Blackrock Financial Management, Rademacher Financial, and Raymond James Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Cole King is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of Group One Wealth Management based in Leawood, Kansas. With experience dating back to 2012, Cole specializes in helping clients and their families simplify complex financial lives by developing personalized strategies aligned with their goals and priorities. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Cole works closely with clients to identify and prioritize objectives such as estate planning, investments, tax efficiency, wealth transfer, and retirement income, transforming these into clear, actionable plans while building trust and fostering long-term relationships. Cole holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. He is also actively involved in community organizations such as Ducks Unlimited, Knights of Columbus, and Pheasants Forever. Cole resides in Overland Park, Kansas, with his wife, Emily, and their four children, and enjoys spending time outdoors, coaching his children's teams, and engaging in activities like hunting and fishing.

Jay Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at VALIC Financial Advisors for 19 years and spent three years with Agia. He is also the business owner of Simpson Wealth Management, LLC in Kansas City, 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 nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Randy Long is a financial advisor with Primerica Advisors based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. He also has a long tenure at Phase III Marketing, spanning nearly four decades. In addition to his advisory role, he receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to home security, automation, and loan products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies created by third-party asset managers and supports trade execution and custody through Pershing with oversight by BNY Mellon Advisors.

Robert Goodwin is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2012. Outside of his advisory role, he owns and operates an internet guitar sales business and serves as an arbitrator for FINRA dispute resolution. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with customized portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate both in-house and third-party investment managers and provides features such as tax management and responsible investing options.

Stephanie Hutchison is a Series 66 licensed financial advisor with Edward Jones, based in Leawood, KS. She has 18 years of industry experience, all of which she has spent with Edward Jones since 2008. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Tonya Lore is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She has been active in the financial services industry since 2004, providing investment guidance and developing potential solutions to meet the financial objectives of individuals, families, and businesses. Tonya's areas of focus include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, portfolio management services, small business strategies, and tax minimization. Tonya holds a bachelor's degree in Economics with a minor in Business from the University of Colorado at Boulder and earned a Master's in Business Administration from Rockhurst University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She approaches financial advising with a commitment to acting as a fiduciary and aims to tailor personalized financial strategies considering clients' risk tolerance, time horizon, and liquidity needs. Residing in Overland Park, Kansas, Tonya lives with her husband Brian and their two daughters. The family is active in the community, supporting organizations such as the Steps of Faith Foundation and the Kansas City Zoo. Tonya enjoys boating, gardening, music, reading, spending time with her family, and traveling.

Dara Robb is a financial advisor with Edward Jones in Overland Park, Kansas, holding a Series 66 designation and over eight years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Robb is a partner in a handyman services business and also works as a health and fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.