Michael Popp is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 34 years. Outside of his advisory role, he has business activities involving insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Ryan Wiens is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this position, Ryan has held various roles at Fidelity Investments, including Financial Consultant and Investment Representative, demonstrating a progressive career within the firm. Ryan's professional experience in financial advisory spans over two decades, beginning as a Financial Representative at Thrivent Financial in 2002. He has also served as a Financial Advisor at Smith Barney and Waddell and Reed before joining Fidelity Investments. This extensive background reflects his expertise in wealth planning and financial consulting. Outside of his professional responsibilities, Ryan enjoys boating, family activities, golf, spending time at the lake, soccer, and traveling.

Kyla Wilcox is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses. She has over 16 years of experience in financial services, including roles at Pfs Investments Inc and Primerica Financial Services. Outside of finance, she has been involved with Shiloh Children's Ranch and operates Nolands Catering. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets with a team of nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.

George Sherman III is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2022. Prior to that, he was with Mazuma Credit Union for 20 years and Cuna Brokerage Services, Inc. for 31 years. He serves on the Board of Directors for Missouri Valley Masters Swimming. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Cory Terrell is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GEO Group and spent over two decades with Immigration and Customs Enforcement. He also holds a real estate license. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Murphy is a CFP® credentialed financial advisor with 14 years of industry experience. He currently works at Fisher Investments, where he has been since 2021. His prior experience includes roles at Beacon Pointe Advisors and Ivy Funds Distributor Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach led by a five-member Investment Policy Committee, integrating quantitative and qualitative research to construct diversified portfolios.

Anthony Cox is a financial advisor with Raymond James Financial in Olathe, KS, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at LPL Financial, Bank of Blue Valley, and INVEST Financial Corporation. He is also the owner of two LLCs established for payroll purposes affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the industry.

John Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Oracle (Netsuite) and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Leslie Darrington is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. Leslie has worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2013. Outside of the firm, Leslie is involved in the management of investment-related business activities through ownership and partnership roles in private LLCs based in Leawood, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas including retirement, education, and niche services, with tailored recommendations developed using proprietary research and tools.

Andrew Gustafson is a financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and has been involved in community activities including serving on the board of a charitable welfare fund and coaching youth lacrosse. He is currently vice president of the Lacrosse Association of Kansas City, promoting youth and high school lacrosse initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment management with various portfolio management and financial planning services.

Richard Homuth is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1986, also working at Bank of America, N.A. since 2011. Outside of his advisory role, he is a General Partner of Canterbury Circle Family, a family estate planning LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Austin Gates is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services supported by structured planning tools and investment modeling.

Dustin Kueser is a financial advisor at Edward Jones in Olathe, KS, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Brigham Young University Idaho from 2013 to 2016. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brent Forck is a CFP® with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Joerns Healthcare. Outside of his advisory role, he is associated with Tollos, a medical equipment manufacturing and sales business. 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, and operates under a fiduciary standard.

Lisa May is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Commerce Brokerage Services Inc for 12 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Christopher Alpers is a CFP®-designated financial advisor with ten years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for nine years. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Linda Werner is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Thomas Knox is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Waddell & Reed Inc and involvement with youth soccer organizations such as Sporting Blue Valley Soccer Club and the Kansas Youth Soccer Association. He currently coaches youth soccer, an activity outside his financial advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a large national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Kyle Baker is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tonya Jones is a financial advisor with Wells Fargo Advisors who holds a Series 63 designation and has 19 years of industry experience. She has worked within various divisions of Wells Fargo since 2009, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that address cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.