Frederick Funke Jr. is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers over a 23-year span. He was also involved with Funke Krapf Properties, LLC, a business entity associated with tax and investment purposes. 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.

Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Equitable Advisors since 2018, previously affiliated with AXA Advisors and has held volunteer leadership roles including Vice President and board member of the NAIFA Kansas City Wichita chapter. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Christopher Kulesa is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering multiple wrap fee advisory programs with tailored investment strategies and access to in-house and third-party investment managers.

Joseph Gilgus is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2002 and 2009, respectively. 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. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Janssen is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously served 24 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Daniel Contreras is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. His prior firms include Grove Point Investments, LLC, CUSO Financial Services, LP, Ivy Distributors, Inc., and Waddell & Reed, Inc. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Lance Wade serves as Vice President and Branch Leader at Fidelity Investments, where he partners with a team of financial professionals to enhance and maintain the Fidelity brand in the greater Kansas City area. He has held this leadership role since 2017. Prior to his current position, Lance gained experience within Fidelity Investments as Assistant Branch Office Manager from 2016 to 2017, Regional Planning Consultant from 2013 to 2016, and Account Executive from 2010 to 2013. Throughout his career at Fidelity, Lance has developed expertise in branch management and financial planning, contributing to the firm's operations and client service. Outside of his professional responsibilities, Lance has personal interests that include food, football, golf, soccer, and traveling.

Jason Gragg is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at GWFS Equities, Inc. and JP Morgan Institutional Investments Inc. from 2014 to 2023 before joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and advisory platforms alongside its own strategies.

Bradly Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Waddell & Reed and FedEx Ground. Rogers is also a notary public in Overland Park, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 various institutional client services.

John Degen is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and with MassMutual Life Insurance Co since 1987. Outside of his advisory role, he owns Visioneers, LLC, a consulting business focused on educating business owners about succession and transition opportunities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Brandon Yocum is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Envista Credit Union for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices and offers various advisory programs and investment strategies.

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.

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.

Adam Luke is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial from 2009 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of advisors. The firm offers a range of portfolio management, financial planning, and consulting services, and features a multi-manager platform with various program structures and access to both affiliated and third-party managers.

Quinten Mason is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he was involved in education, working at the University of Kansas and several schools in Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on income sources and tax-aware withdrawal strategies.

Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.