Brad Richardson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2023, he worked at LPL Financial and V Wealth Advisors LLC from 2017 to 2023 and at Oracle Corporation from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and specialized services such as tax-efficient investing and proxy voting.

Matthew Faubion is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2022, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2008 to 2022. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that integrates quantitative and qualitative research with tax-aware and risk management strategies.

Michael Choate is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2018, following three years at Smart 401 K, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Logan Tillmon is a Series 66 licensed financial advisor with Cetera, based in Overland Park, KS, and has three years of industry experience. He has also held roles at Renaissance Financial and Minnesota Life Insurance Company. Outside of his advisory duties, he is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Ford is a financial advisor at LPL Financial in Olathe, KS, holding a Series 66 designation. He has no prior industry experience but previously worked at Kindeva Drug Delivery, Thermo Fisher Scientific, Veracyte, and CardioDx. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and advanced portfolio management technologies.

Gage Shirley is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. His prior work includes roles at SIFTED, UPS, and St. Thomas Aquinas Catholic Center, among others. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Briley Burrow is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual, Go Local Interactive, and Real Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Max Huebner is a CFP® professional affiliated with Cetera who has five years of industry experience. He has held roles at multiple firms including Scott Private Wealth and Comprehensive Retirement Solutions. In addition to his advisory work, he is involved with Prosperity Tax Center, LLC, referring clients to CPA services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors and $256 billion in assets under management.

Evan Ryan is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual in various capacities from 2018 to 2025. He serves on the board of the Church of the Ascension, a nonprofit organization in Overland Park. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Matthew Blessing is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at CRC Insurance Group, RT Specialty, PFS Investments, Inc., Primerica Financial Services, and S. A. Freerks & Associates. He also receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees, with portfolio implementation delegated to BNY Mellon Advisors.

Michael Clark is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 38 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at VOYA Financial Advisors. Clark is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to multiple program platforms and third-party money managers.

Mark Rabin is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with LPL Financial since 2009 and previously operated Personal Financial Group until 2018. Rabin also serves as president of Rabin Financial Services, a corporation used for tax and investment advisory purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Edward Hadel Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, Hadel Financial Solutions, and Woodbury Financial Services. In addition to his advisory work, he serves as a notary. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated financial services and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes using both discretionary and non-discretionary approaches.

Frances Moley is a Series 66-licensed financial advisor with Equitable Advisors in Overland Park, KS, bringing 24 years of industry experience. She has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she holds power of attorney responsibilities for a family member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various firm-offered and third-party programs. The firm emphasizes risk assessment and personalized program matching, utilizing a range of investment vehicles and ERISA fiduciary services.

Kyle Gabrielson is a Series 66-credentialed financial advisor at Equitable Advisors with six years of experience in the industry. His prior work includes roles at Paws & Co, the University of Arkansas, Nicklaus Golf Club, and Olathe East High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Joanne Hoffman is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2018. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

William Eckert II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Minnesota Life Insurance Co, Securian Financial Services, and Strategic Financial Partners. Outside of his advisory work, he serves as an officer for Kamo Adventures Inc and volunteers as a trainer and teacher at the University of Kansas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to implement various model portfolios and customized strategies.

Sean Devlin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He has over 20 years of experience in the financial services industry in Kansas City. Sean has held various roles including Vice President of Client Relations at Change Path, Client Relations Supervisor at ClientOne Securities, Annuity Sales Consultant at CreativeOne, Priority Investor Client Specialist at American Century Investments, Loan Consultant at Capital One Home Loans, and Financial Advisor at Ameriprise Financial. Sean's experience spans client relations, annuity sales, loan consultation, and financial advising, focusing on educating clients to work toward their financial goals. He is committed to assisting clients in selecting wealth strategies that benefit them and their families both now and in the future. Sean holds an Arkansas Insurance License. Outside of his professional work, Sean enjoys cooking and baking, participating in family activities, and engaging in fitness-related pursuits including football, golf, and softball.

Steve Lawrence is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following nine years at Oppenheimer & Co. Lawrence is also a partner in a real estate rental business based in Ocean City, Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

John Johnson is a Series 66 licensed financial advisor with three years of industry experience, currently working at Edward Jones in Lenexa, KS. Prior to joining Edward Jones, he held positions in the USD 453 and USD 512 school districts from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.