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 at Merrill Lynch Wealth Management and a member of Group One Wealth Management based in Leawood, Kansas. He has been in the financial services industry since 2012, working with individuals and families to align their financial goals with actionable plans. Cole's services encompass 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 holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. His approach is centered on building long-term relationships, earning clients' trust, and helping them simplify complex financial lives by developing personalized strategies around what matters most to them. He works collaboratively with his team to provide institutional investment processes and comprehensive wealth management guidance to individual clients. Outside of his professional role, Cole is actively involved in community organizations including Ducks Unlimited, Knights of Columbus, and Pheasants Forever. He resides in Overland Park, Kansas, with his wife Emily and their four children. His personal interests include coaching his children's teams, hunting, fishing, and spending time outdoors.

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, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors is a large institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program utilizing model-delivery strategies and discretionary separately managed accounts, supported by third-party custodians and overlay managers.

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, bringing over two decades of experience in the financial services industry. She specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, and tax minimization. Tonya focuses on working with business founders and owners planning exits of $10 million or more through venture capital, private equity funding, or direct sales. She holds a Bachelor's degree in Economics with a minor in Business from the University of Colorado at Boulder and a Master of Business Administration from Rockhurst University. Tonya is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA), committing to act as a fiduciary when providing financial advice to clients. Outside of her professional work, Tonya lives in Overland Park, Kansas with her husband and two daughters. She is involved with community organizations such as the Kansas City Zoo and the Steps of Faith Foundation. Her personal interests include boating, gardening, music, reading, spending time with 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.

Tate Thornburg is an Associate Financial Advisor at Ameriprise with three years of industry experience. He previously worked with Creative Collaboration LLC and has experience in various roles including positions outside the financial industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice based on in-depth analysis and proprietary tools.

Thomas Wons is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has been affiliated with multiple entities within the Cetera network since 2020 and also serves in a registered staff role at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a large nationwide network of independent advisors.

Park Ulrich is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kansas Golf Foundation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, 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 tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Brandon Williams is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Bank of America, Merrill, Arvest Wealth Management, and Commerce Bank. Outside of his advisory work, he has been involved with Raintree Community Church in a non-investment capacity. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and corporations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Athanie Leeviraphan is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Athanie worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Athanie began their career as a Financial Service Representative at Mutual of Omaha from 2022 to 2023. Throughout their career, Athanie has focused on providing clients with clear information and support to help them make confident financial decisions. They emphasize aligning financial plans with clients' individual goals and fostering a collaborative approach to investment consulting. No additional educational background or personal interests have been provided.

Morgan Jones is a financial advisor at Fidelity with 18 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. He serves as a subcommittee member of the Missouri State University Foundation, contributing to scholarship fundraising efforts in an advisory capacity. Morgan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios used by intermediary platforms.

Jeffrey Nessel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and offering 45 years of industry experience. He has worked at LPL Financial since 2014 and operates the Personal Financial Group. Outside of advising, he is also involved in writing sitcoms. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, and retirement plan consulting services. The firm employs both discretionary and non-discretionary management strategies supported by in-house and third-party research.