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.

Tyler Bret is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with approximately one year of industry experience. His background includes roles at UBS Financial Services and The University of Missouri Office of Investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Mark Morash is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 and has been with OSAIC since 2018. Outside of his advisory role, he is involved as an agent selling fixed insurance through a separate licensed business. OSAIC serves a diverse client base including retail, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of asset types.

Kimberly Hayes is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Waddell & Reed, Inc., Cetera Advisors LLC, and Spectrum Wealth Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a wide span of investment strategies.

Riley Griffin is a Series 66-licensed financial advisor with Morgan Stanley in Leawood, Kansas, bringing six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bank of America for one year and T. Loft for five years. Outside of finance, he owns and operates Griffinator Tree Services and Books By Ri LLC, and is also a partner in Tanlines KC, a spray tanning business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, providing structured financial planning supported by firm-approved tools and broad investment resources.

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.

Gage Krieger is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following nine years at Waddell & Reed Financial. Outside of his advisory role, he is involved in two partnerships: Krieger Investments LLC, focused on real estate financial decision-making, and Advantage Billboards LLC, which owns and operates advertising billboard structures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and market-making services.

Christopher Funke is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, he was involved with Funke Companies Inc. and worked with Waddell & Reed Inc. and various insurance carriers over an 11-year period. 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 provides advisory and brokerage services supported by a broad platform of financial planning, asset management, and institutional solutions.

Jason Dalen is a Series 66 licensed advisor with 11 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at UBS Financial Services from 2015 to 2019. Outside of his advisory role, he serves as chair-elect of the board for the Metropolitan Community College Foundation and is a member of the KU Endowment Advancement Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored investment strategies implemented through in-house and third-party managers. The firm offers a range of discretionary and non-discretionary portfolio management and financial planning services, supported by its capital markets capabilities and integrated lending options.

Tanner Owen is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. He has worked with multiple firms including White Iron Ridge and Renaissance Financial, where he also serves as a financial advisor. Outside of his advisory role, Owen volunteers as a coach with the youth development organization First Tee and as a mentor for Big Brothers Big Sisters. He also performs handyman work at a wedding venue. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and consulting services, supporting over 10,000 advisors and managing assets exceeding $256 billion.

Frederick Funke Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes over two decades at Waddell & Reed, Inc., along with experience at various insurance carriers and managing Funke Krapf Properties, LLC. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as vice president and board member of NAIFA Kansas City Wichita Chapter. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management programs, utilizing a range of advisory models and third-party asset managers to deliver investment solutions.

Christopher Kulesa is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He worked at UBS Financial Services for seven years before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles and implementing portfolios using a combination of in-house and third-party 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 based in Kansas City, MO, holding a Series 66 designation and totaling 25 years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Ivy Distributors, and Waddell & Reed. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment options including model portfolio programs and third-party asset management, supported by extensive operational and research tools.

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 spent four years at FEDEX Ground before entering the financial sector. Rogers is also commissioned as a notary in Overland Park, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies, supported by extensive technology and operational resources.