Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 credential and beginning his advisory career in 2024. He has prior experience at Mid American Wealth Advisory Group and Winters & Associates, where he has been involved in tax preparation and accounting services. Winters also has a background that includes work in the funeral home industry and security services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party portfolio strategists.

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She previously worked at SagePoint Financial from 2011 to 2023. In addition to her advisory role, Mills operates a sole proprietorship managing inherited residential rental properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

John Bellau is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a warden for the Knights of Columbus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Matthew Cybulski is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners with various aspects of wealth management, including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Matthew focuses on understanding each client's unique goals and priorities to provide tailored financial guidance. He has extensive experience partnering with clients to develop personalized strategies centered on investing, retirement planning, and wealth accumulation. Matthew is committed to building long-term relationships based on trust and transparency, aiming to help clients navigate financial decisions with confidence. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Arkansas. Outside of his professional work, Matthew enjoys baseball, basketball, boxing, football, golfing, music, and spending time with his family.

Brent Grauberger is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked for Securities America Advisors, Inc. for 20 years and has been involved with PGN Financial Services, LLC since 2003, where he conducts insurance sales. Additionally, he provides investment capital and consulting services to a family-owned investment LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing in portfolio management and supports multiple advisory programs and legacy platforms.

Charles Earnest is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

James Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience, all with UBS since 1986. Outside of his advisory role, he is a one-quarter owner of a limited liability company involved in ownership and maintenance of hunting and fishing property. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Isabel Engelbert is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo Advisors for three years and Rye Plaza for two years. Outside of finance, she has held positions at Radius Brewing Company and has experience in both educational and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Daniel Wohlenhaus is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Sii, and The Ranch House Senior Living Community. Outside of his advisory role, he operates a sole proprietorship focused on the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios, providing both discretionary and non-discretionary account options.

Andrea O'camb is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Central Bank for two years and F&C Bank for five years. Andrea holds the Series 66 designation and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of about 23,701 advisors and 15,121 branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Reed Stark is a Financial Consultant who partners with clients to build financial plans and strategies tailored to their individual needs. He focuses on understanding clients' overall situations to develop customized financial plans for them and their families. His professional experience includes roles at Fidelity Investments, where he worked as an Investment Consultant from 2025 to 2026, Planning Consultant from 2023 to 2025, and Relationship Manager from 2022 to 2023. Prior to that, Reed served as a Client Relationship Manager at Tall Oaks Advisors LLC between 2020 and 2021, and as a Paraplanner at BMG Advisors from 2019 to 2020. He began his career as a Branch Intern at TD Ameritrade from 2017 to 2019. Outside of his professional work, Reed's personal interests include boating, attending concerts, football, spending time by the lake, music, and traveling.

Robert Williams is a financial advisor with Raymond James & Associates in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked for 20 years at Fahnestock & Co., Inc. before joining Raymond James in 2023. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance services.

Brad Welch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm leverages structured planning tools and market modeling techniques and manages approximately $2.74 trillion in client assets.

Scott Limkemann is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He and his wife co-own and operate preschool and childcare businesses in Lenexa and Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Mathew Basham is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Preferred Family Healthcare. He serves as a board member and trustee for The Goss Revocable Qualified Spousal Trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional strategies.

Seth Schumacher is a financial advisor with Ameriprise in Overland Park, KS, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at IHT Wealth Management, NVISION Wealth Group, and LPL Financial. He serves on the Board of Directors and as Board Secretary for Kansas City Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides clients with tailored retirement planning advice through a centralized team using proprietary research and tools.

Erik Stone is a financial advisor with Merrill in Overland Park, KS, holding a Series 66 credential and seven years of experience at Merrill. His prior work includes roles at Bank of America and Mortgage Lenders of America, as well as over a decade at Hendrick Automotive Group. He is the owner of Inside the Box LLC, a non-investment-related business based in Olathe, Kansas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Anna Licata is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc., as well as self-employment in financial services. She is based in Kansas City, MO. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management and over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, delivering planning and recommendations on a non-discretionary basis.

Bradley Burditt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2014 and also serves as president and agent at Associated Services in Insurance since 1992. Burditt is a board member of both the State Bank of Missouri and the Grain Valley Chamber of Commerce, and he holds general partner roles in Heartland Waterfowl, LLC and Heartland Bowhunter, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

Lauren Maxwell is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Reese Nichols and Johnny’s Tavern. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies and uses a mix of internal and third-party investment managers to implement client portfolios.