Kota Gottfried is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining Equitable Advisors in 2025, he worked in various roles outside of finance, including at Mike Brown Contractors, Centimark Roofing, and Taylor Made Catering. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to clients’ goals and risk profiles.

Matthew Thompson is a financial advisor with Ameriprise, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in managing real estate properties through Thompson Real Estate LLC. Ameriprise provides retirement-income planning services focused on clients near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kiersten Wynn is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with Cetera. She has previously worked at Edward Jones and LPL Financial. Outside of her advisory role, she works as a cashier at a donut shop she is involved with in Kansas City and provides notary public services as needed. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and third-party managers.

Glenn Bates Jr. is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting clients during pivotal financial transitions. He works with professionals, executives, and business owners to simplify and coordinate their financial strategies, focusing on retirement planning, cash flow management, workplace benefits like 401(k)s, tax efficiency, and transitioning toward disciplined investment approaches. His goal is to help clients build structured plans aligned with their goals, income, and long-term priorities. Mr. Bates holds a Bachelor of Business Administration degree in Marketing and Management from Northwood University and a Master of Business Administration degree from Liberty University. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). He is also involved in professional organizations including the Overland Park Rotary Club and Phi Delta Theta Fraternity. In addition to his professional work, Glenn contributes to his community through volunteering with organizations such as Junior Achievement, Connections to Success, KVC, Blue Valley Southwest Wolfpack, Father's Club, and the Kansas City Youth Hockey Association. He resides in Overland Park, Kansas, with his wife and their two sons.

Thomas Hoy is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience in wealth management and financial solutions, having previously served as a Wealth Management Advisor at US Bancorp Investments from 2021 to 2022 and as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. Prior to his financial services career, he was the owner of T&G Commercial from 2006 to 2014. Thomas focuses on developing individualized financial plans tailored to his clients' specific short-term and long-term goals. He aims to provide peace of mind by managing his clients' financial lives so they can concentrate on what they value most. Outside of his professional work, Thomas has interests in beach activities, comedy, cooking and baking, fitness, lakes, and museums.

Joseph Delargy is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gary Nagel is a financial advisor at Cambridge Investment Research Advisors with 55 years of industry experience. He holds a Series 63 designation and has worked previously at Geneos Wealth Management Inc. and Wealth Management of KC, Inc., where he continues as president. Nagel serves on the boards of Wycliffe USA, the Servant Foundation (The Signaty), Deerbrook Community Association, and Colonial Presbyterian Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions tailored to client objectives.

Jake Juarez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 credentials. His work history includes positions at J.P. Morgan Securities since 2015 and roles in various hospitality and transportation companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its investment process.

Kevin Frevert is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Grant Ewing is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience, including a brief tenure at Capital Electric Construction Co. Inc. before joining Edward Jones. The firm serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Mark Munsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1997 following his graduation from the University of Missouri with a degree in Finance. Mark holds the Chartered Retirement Planning Counselor (CRPC) designation, awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark focuses on the pre- and post-retirement needs of individuals. As a specially qualified Senior Portfolio Advisor, he provides traditional advice and guidance, helps clients pursue their objectives by building and managing custom investment strategies, and selects from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage those strategies on a discretionary basis.

Thomas Freeman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services Inc. for seven years. Outside of his advisory role, he has ownership interests in several private businesses, including restaurants and investment-related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Teresa Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following two years at Commerce Brokerage Services, Inc. Outside of her advisory role, she owns and operates a retail and online store business based in Lenexa, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Katharine Lew is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory role, she is involved with Ability KC, a nonprofit organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Ashley Matthews is a financial advisor with Edward Jones in Leawood, KS, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branches.

Gregory Metz is a financial advisor with Ameriprise in Prairie Village, KS, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he is involved in business ownership and process management activities unrelated to investment services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

Gregory Spears is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he owns and operates Amplify International Education Inc., an education-focused business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, integrating advisory services with banking and other financial products through a national network of advisors.

Scott Jones is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for nine years before joining RBC in 2023. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and a range of customizable portfolio options.

Meghan Piere is a financial advisor at Edward Jones with a Series 66 credential and prior experience at Ernst & Young, LLP and PricewaterhouseCoopers, LLP. She has one year of industry experience and is based in Overland Park, KS. Outside of her advisory role, Meghan manages rental properties in Shawnee, KS. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Byron Blaine is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 23 years of industry experience. He previously worked at TIAA-CREF and TIAA/Transamerica for a combined 11 years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and integrates ESG criteria when recommending investment strategies.