Carter Ewing is a CFP® with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Comprehensive Retirement Solutions and Prosperity Advisors, LLC, where he also serves as a planning team associate. Additionally, he refers clients to a tax and accounting firm, Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a broad range of program structures and third-party managers.

Deidra Hunn is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2011, following eight years at Ameriprise. Outside of her advisory role, she serves on the board of the Shawnee Mission West Soccer Booster Club, assisting with communications and fundraising for the team. Merrill, along 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 designed for individuals, high-net-worth clients, and institutional investors.

Deborah Doss is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James since 2020 and previously spent 11 years with UBS Financial Services Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Ryan Peck is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Osaic. He previously worked at FSC Securities Corporation for 13 years before joining Osaic in 2023. Peck is involved in several business ventures including co-owning 3GenWealth LLC, a financial planning firm, and serves as a member-at-large for his local homeowners association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing advanced asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Idonna Bragg is a financial advisor at Ameriprise with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2009. Bragg also serves on the Board of Directors for Parvin Estates in Kansas City, Missouri. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through a centralized consulting team that delivers written, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis.

Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Arthur Davis is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Central Trust Bank, INVEST Financial Corp., Copper Financial, CUSO Financial Services, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional services.

Barry Nelson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including U.S. Bancorp Investments, Raymond James Financial Services, and Seligman Advisors. Outside of his advisory role, Nelson serves as Vice Commodore of the Lake Stockton Yacht Club, where he organizes sailboat races and maintains the club website, and he is an advisory board member of the charity Braden's Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering clients the option to combine planning with managed-account services under a consolidated billing structure.

Jack Hansen is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sharon Hirschler is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2018, following a 23-year tenure at George K. Baum & Company. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes internal research and technology such as artificial intelligence in delivering advice.

Gary Jankowitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Sandy Stewart is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Sandy gained experience within Fidelity Investments as a Planning Consultant from 2024 to 2025, and as a Relationship Manager and Financial Representative during 2023. Sandy's earlier career includes positions as a Private Client Banker from 2020 to 2023 and Relationship Banker from 2018 to 2020, both at JP Morgan Chase. In Sandy's work, partnering with clients to understand their goals and build customized financial plans is a central focus. Providing education and quality service to clients and their families is emphasized as an important aspect of their professional approach. Outside of work, Sandy has personal interests that include cooking and baking, hiking, caring for pets, reading, and running.

Hung Chieh Huang is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at Primerica Advisors since 2019, Primerica Financial Services since 2018, People Ready from 2015 to 2018, and Mastercard since 2012. Outside of financial advising, he works as an independent contractor for Amazon Flex. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap fee structure while maintaining oversight of its investment models and manager selection.

Halle Christensen is a financial professional with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera and Prosperity Advisors in various capacities since 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.

Travis Barzee is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist clients in achieving their personal financial goals. He focuses on empowering clients through financial planning by building positive relationships and understanding their unique needs, situations, and objectives. Barzee has been with Fidelity Investments since 2024, holding positions as Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to joining Fidelity, he was a Financial Advisor at Thrivent from 2024 to 2025. Outside of his professional role, Barzee's interests include family activities, golf, playing instruments, movies, pets, and running.

Darrin Debok is a Series 66 licensed financial advisor with Wells Fargo Advisors in Overland Park, KS, bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent five years at Wells Fargo Clearing. Outside of his advisory role, Debok owns and operates several retail businesses, including a retail store and a liquor store, as well as a pizzeria. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Merry Mingle is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory role, she manages Northern Nights, LLC, a commercial property in Michigan that includes plans for both Airbnb rentals and office space. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive advisor network and additional affiliated capabilities.

Greg Harvey is a financial advisor with Mass Mutual Investors Services in Overland Park, Kansas, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Mass Mutual and its affiliated firms since 1998. Outside of his advisory role, he is involved in individual and group life and health insurance sales and owns Savage Cabbage, LLC, an entity established for potential property resale activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools and provides specialized planning programs, including estate settlement and employer-sponsored plans.

Kyle Niehues is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and four years of industry experience. His work history includes multiple terms at Morgan Stanley Smith Barney LLC and prior roles in retail and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

John Andrew is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.