Chad Hamatto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Hannah Mc Spadden is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to her clients' unique financial goals. Hannah specializes in areas including family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and ESG investing, and retirement income planning. Hannah holds a Bachelor's Degree from Kansas State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She draws upon her experiences growing up in Spring Hill, Kansas, where she was involved in 4-H, FFA, and community volunteering, to inform her professional approach. Beyond her advisory role, Hannah actively participates in her community through involvement with organizations such as the Junior League of Kansas City, the Cystic Fibrosis Foundation, the Leawood Chamber Ambassador program, and the Spring Hill FFA Alumni Association. In her free time, she enjoys adventure sports including boating, fishing, golfing, horseback riding, scuba diving, and traveling, often spending summers at the lake with her family and her husky, Max.

Derek Neubauer is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked at Royal Alliance since 2020 and has experience at several other firms and roles prior to that. Neubauer is also involved as an advisor with Vantage Pointe Financial Group, an LLC engaged in sales of securities and insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Ada Sanabria Flores is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Wells Fargo Bank since 2020 and previously held positions at Waterway Car Wash, MVP Law Firm, Donnelly College, Applebee's, and McDonald’s. 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 brokerage and advisory solutions while utilizing research and analytics to support diversified investment approaches.

Janet Lakanen is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Ausdal Financial Partners and Northwest Bank and Trust prior to joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across areas such as retirement, tax, estate, and special needs without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Michael Stompoly is a financial advisor with Ameriprise in Olathe, KS, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved with the Knights of Columbus, participating in charitable giving and service projects. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Isaac Patterson is a Series 66 licensed financial advisor with Edward Jones in Overland Park, KS. He has been with Edward Jones since 2024. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Paul is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory work, he serves as a soccer coach for the Union KC Soccer Club and is president of the Summit Station Property Owners Association. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Allen is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in public speaking engagements at Kansas City Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Geoffrey Gembala is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is a co-author of a book and involved with Appreciate The World, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee structure rather than fixed fees.

Jack Fitori is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials. He has been with Ameriprise since 2024 and has prior experience working at Ace Pallet and Home Depot. Jack was also a full-time student for several years before beginning his advisory career. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using research and algorithmic tools to provide recommendations on income sources, asset allocation, and Social Security claiming strategies.

Joseph Pelle is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held roles with several related firms, including Prosperity Advisors, LLC and Prosperity Network of Advisors, where he serves as senior vice president and member of the board of directors. Outside of his advisory work, he is involved in business ownership and governance activities, including positions with Prosperity Shared Inc. and Prosperity Holdings, LLC, as well as referring clients to a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement plan services through a multi-manager platform featuring both affiliated and third-party managers.

Richard Gibbs is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. He serves as trustee for a personal family trust, handling bill payments and estate settlement matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management, financial planning, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Samantha Mcdaniel is a financial advisor at Osaic Wealth, Inc. with Series 63 and Series 65 credentials. She has one year of industry experience and previously held positions at Cornerstone Wealth Management and Beacon Wealth Advisory. Prior to entering the financial sector, she worked at Chick-fil-A and Spot On Nutrition. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct portfolios across asset classes.

Lana Ibrahimi is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at Bank of America, J.P. Morgan Securities LLC, and BMO Financial Group. Lana also has an academic background with roles at Wilmington University and the University of Jordan. 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, pension plans, corporations, and charitable organizations.

Jack Scanlon is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equitable Advisors, Jack held roles at KeyBank Real Estate Capital, Crown MedReality Partners, and Prime Capital Investment Advisors. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.

Kristina Strickland is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Trinity Planning Group. Outside of financial advising, she serves as Children’s Director at Faith Vineyard Church and owns Red Trail Farm and Stables, a horseback riding lesson and training facility. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning options.

Scott Robison is a financial advisor at Ameriprise with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera, CBIZ, Bank of America, and Merrill. Robison also provides client service support, financial planning, and investment advisory services through an associate financial advisor role. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-efficient withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.

Joel Alderson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at multiple firms including Comprehensive Retirement Solutions, AGH Wealth Management, and Flint Hills National Golf Course. Joel is also involved with Prosperity Tax Center, LLC, where he refers clients to a CPA for tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Lauri Gray is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2020, following seven years at UBS Financial Services Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.