Ned Mehmeti is a financial advisor with LPL Financial and holds the Series 66 designation. He has professional experience at Morgan Stanley and has worked in various roles outside finance, including positions at the University of Missouri Columbia Financial Aid Office and Gateway YMCA. He has also been involved in Better Homes Alternative since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors and integrates a variety of investment strategies with institutional platforms.

Marcia Daniel Baron is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. 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 strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.

Christopher Longly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with Merrill and Bank of America specialists to provide his clients with financial advice and wealth management services. His role focuses on helping investors make informed decisions with their wealth today, tomorrow, and for future generations. Christopher advises a broad and diverse client base across the country, including young and old, rural and urban, married and single individuals. He specializes in areas such as college education planning, family wealth management strategies, retirement income, ESG investing, and individual and corporate investment strategy. One specific area of focus is advising physicians and their families, drawing on his personal experience as the spouse of a Kansas City physician to address their unique financial challenges and opportunities. He holds a Bachelor's Degree from the University of Nebraska and a Master's Degree from the University of Missouri System. Christopher has earned the Personal Investment Advisor (PIA) designation. His professional affiliations include past leadership roles as President and Trustee within University of Missouri - Kansas City (UMKC) organizations. In his community, he serves as Cubmaster for Pack 3381 at Corinth Elementary and as a Stroke & Turn Official for USA Swimming. His personal interests include biking, camping, cooking, gardening, gymnastics, running, spending time with family, swimming, and traveling.

Jeffrey Meyers is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at multiple firms including Cetera Advisor Networks and Summit Financial Group. Outside of advisory work, he owns and operates Meyers Wealth Management, LLC, a marketing entity. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory, and retirement plan consulting services. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios across a range of investment types.

Christopher Youngers is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2013. His prior experience includes positions at Merrill, Banc of America Investment Services, Inc., and Equitable Advisors. Outside of his advisory work, he serves as an advocate for the Knights of Columbus in Gardner, Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Tara Ysquierdo Krouse is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Nathan Mize is a Certified Financial Planner (CFP®) and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Overland Park, KS. 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Colin Flathman is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with firms including Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of his advisory role, he is a referrer for Prosperity Tax Center, LLC, a tax and accounting business. Cetera is a nationwide SEC-registered investment adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Daniel Berman is a financial advisor at Fidelity with Series 63 and Series 66 designations and 29 years of industry experience. His prior roles include positions at Charles Schwab and New York Life Insurance Co. He is based in Overland Park, KS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Kolby Harris is a Series 66-registered financial advisor with Equitable Advisors, based in Overland Park, KS, and has four years of industry experience. Prior to joining Equitable Advisors, he held positions in educational institutions and athletic organizations. Outside of his advisory role, he works as a play-by-play broadcaster with Harris Media Services. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Lewis is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. In this role, he focuses on wealth planning and assisting clients in achieving their financial goals. Prior to his current position, he held roles at Fidelity as Account Executive and Investment Representative, gaining experience in client service and investment management. Before joining Fidelity, Michael worked as a Registered Representative at Transamerica Financial Advisors from 2006 to 2010 and at New England Financial from 2004 to 2006. His professional background encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. He is also involved in volunteering activities.

Brooke Miller is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Prior to joining RBC in 2022, she worked at Merrill and Raymond James & Associates. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ specific risk profiles and utilizing both in-house and third-party investment resources.

William Christie is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2014. Outside of his advisory work, he is a part-time tennis instructor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Merchant is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Securities America Advisors and Mass Mutual Investors Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary portfolio management strategies.

Luke Harding is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to understand their financial goals and develop tailored investment strategies. He has extensive experience within Fidelity Investments, having served in various capacities including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These roles have provided him with a broad perspective on financial planning and client relationship management. Outside of his professional work, Luke enjoys activities such as comedy, spending time with family, fitness, football, movies, and traveling.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Wells Fargo in 2025, Nandawin held roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of finance, Nandawin has experience working in the restaurant industry at Mr Cao Japanese Steak House. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Feiden is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at Frederick Funke, Waddell & Reed, and other organizations. Feiden previously operated a lawn mowing business for seven years and contributed to a collegiate newspaper. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Vogt is a CFP® and ChFC® with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and Morgan Stanley. Outside of his advisory role, he is also active as a Dasher for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Kaddie Bybee is a financial advisor at Edward Jones with a Series 66 designation and experience beginning in 2024. Prior to her current role, she held positions in the healthcare and hospitality industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.