Anthony Cox is a financial advisor with Raymond James Financial in Olathe, KS, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at LPL Financial, Bank of Blue Valley, and INVEST Financial Corporation. He is also the owner of two LLCs established for payroll purposes affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the industry.

John Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Oracle (Netsuite) and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Leslie Darrington is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. Leslie has worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2013. Outside of the firm, Leslie is involved in the management of investment-related business activities through ownership and partnership roles in private LLCs based in Leawood, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas including retirement, education, and niche services, with tailored recommendations developed using proprietary research and tools.

Andrew Gustafson is a financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and has been involved in community activities including serving on the board of a charitable welfare fund and coaching youth lacrosse. He is currently vice president of the Lacrosse Association of Kansas City, promoting youth and high school lacrosse initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment management with various portfolio management and financial planning services.

Richard Homuth is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1986, also working at Bank of America, N.A. since 2011. Outside of his advisory role, he is a General Partner of Canterbury Circle Family, a family estate planning LLC. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

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.

Dustin Kueser is a financial advisor at Edward Jones in Olathe, KS, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Brigham Young University Idaho from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brent Forck is a CFP® with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Joerns Healthcare. Outside of his advisory role, he is associated with Tollos, a medical equipment manufacturing and sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

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.

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.

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.

Tonya Jones is a financial advisor with Wells Fargo Advisors who holds a Series 63 designation and has 19 years of industry experience. She has worked within various divisions of Wells Fargo since 2009, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that address cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Matthew Jorgenson is a financial advisor at J.P. Morgan Securities in Shawnee, KS, holding a Series 66 designation. He has 1 year of experience in the industry, with prior roles at Bank of America/Merrill Lynch, Bank of West, Nationwide Insurance, and Verizon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Carter Dye is a CFP® with seven years of industry experience, currently serving as an associate advisor at Cetera. He has held roles at several firms, including Comprehensive Retirement Solutions and Prosperity Advisors, LLC. In addition to his advisory work, he refers clients to tax professionals and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, and reports over $256 billion in assets under management.

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.

Devan Mc Ewen is a financial advisor at Stifel with Series 65 and Series 66 licenses and no prior industry experience. His work history includes multiple roles at Stifel and a position at CGN Advisors. Prior to entering the financial industry, he spent time as a student and worked at Berry College Elementary and Middle School. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and capital market assumptions.