Kevin White is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2019. Outside of his advisory role, he is also employed as a radiologic technologist at an urgent care medical facility, providing x-ray services and patient care. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning on topics such as retirement, taxes, and estate planning without managing investments directly. The firm combines goal-based analyses with managed-account options while maintaining separate planning and investment services.

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.

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.

Brad Beier is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has diverse work experience including roles at Amazon, Maryville University, Home Depot, and involvement with local businesses such as Ozark Boat Rentals and Paradise Tropical Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to model financial outcomes.

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.

Janice Brandt is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America Inc for nearly a decade each. She is also Vice President and Chief Compliance Officer of Sunset Financial Services, Inc., where she oversees compliance requirements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions and utilizes various tools and third-party platforms to construct and manage portfolios.

Seth Bower is a financial advisor with LPL Financial in Blue Springs, MO. He holds a Series 66 designation and has been in the financial services industry since 2022. His prior work includes roles at PCG Wealth Management, Blue Ridge Bank & Trust, and teaching positions at Rockhurst University and Truman High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from internal and external sources.

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.

Dennis Bacon is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2015. Prior to this, he was with Broker Source from 2016 to 2018. Outside of his advisory role, Bacon is involved in coaching and facilitating mastermind groups, and he operates a business focused on accounting and operational consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and charitable clients. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling to support client decision-making.

Tyler Bret is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with approximately one year of industry experience. His background includes roles at UBS Financial Services and The University of Missouri Office of Investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Mark Morash is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 and has been with OSAIC since 2018. Outside of his advisory role, he is involved as an agent selling fixed insurance through a separate licensed business. OSAIC serves a diverse client base including retail, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of asset types.

Kimberly Hayes is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Her previous roles include positions at Waddell & Reed, Inc. and the CFP Board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Riley Griffin is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and T. Loft. Outside of his advisory work, he owns and operates Griffinator Tree Services and Books By Ri LLC, and is a partner in Tanlines KC, a spray tanning business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and a broad range of investment offerings.

Christopher Beaubien is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to that, he was employed at Staley Farms Golf Club for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Gage Krieger is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following nine years at Waddell & Reed Financial. Outside of his advisory role, he is involved in two partnerships: Krieger Investments LLC, focused on real estate financial decision-making, and Advantage Billboards LLC, which owns and operates advertising billboard structures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and market-making services.

Christopher Funke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Funke Companies Inc, various insurance carriers, and Waddell & Reed Inc. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Dalen is a Series 66 licensed advisor with 11 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at UBS Financial Services from 2015 to 2019. Outside of his advisory role, he serves as chair-elect of the board for the Metropolitan Community College Foundation and is a member of the KU Endowment Advancement Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored investment strategies implemented through in-house and third-party managers. The firm offers a range of discretionary and non-discretionary portfolio management and financial planning services, supported by its capital markets capabilities and integrated lending options.

Brandon Botts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously attended the University of Kansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.