Dennis Wolf is a financial advisor with RBC Capital Markets in Leawood, Kansas, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a committee member and grant reviewer for John Knox Presbyterian Kirk. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Stephanie Clay is a financial advisor with Wells Fargo Clearing based in Overland Park, Kansas, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2016. Outside her advisory role, she is the owner and president of RS Lockling, Inc., a real estate improvement company, and serves as a trustee for her mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tae Chung Kim is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc, Douglas R Peete & Associates, Princor Financial Services Corporation, Principal Life Insurance Company, and Benefits Design Group. Additionally, he is involved with Cornerstone Wealth Management, LLC, where he focuses on developing and maintaining client relationships related to asset management. OSAIC serves a diverse group of retail and institutional clients with a broad range of financial services, including brokerage and investment advisory, financial planning, and retirement plan consulting. The firm utilizes various tools and third-party platforms to construct client portfolios and supports multiple advisory programs and transitions.

Earl Banks is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working with N2L Wealth Management, GLS and Associates, and previously with Home Depot. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Alyssa Jennings is a financial advisor at Edward Jones in Overland Park, KS, holding CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Matthew Pomianek is a financial advisor with Edward Jones in Prairie Village, Kansas, holding the Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the advisory board of St. Thomas More School in Kansas City and is an investor in a private microbrewery, Odd Muse Brewery. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Keith Novak is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been associated with Personal Financial Group and LPL Financial since 2012. Novak is also involved in tax and accounting services through his role at Novak Birks, P.C. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Gregory Barron is a financial advisor with Stifel in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel since 1982. Outside of his advisory role, he is involved in ranch work, including farrier and cattle activities. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Shana Scicluna is a CFP® professional with 10 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Prairie Village, Kansas. Edward Jones is a full-service wealth management firm catering to more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mindy Kim is a Series 66-credentialed financial advisor with Morgan Stanley in Leawood, KS, with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009, totaling 17 years at the firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Nicholas Morreale is a financial advisor at Osaic with a Series 66 designation. He joined Osaic in 2026 and has prior experience in a variety of industries including roles at Elevate Parking, The Brass Onion Restaurant, Nicklaus Golf Club at Lionsgate, Mystique Sound Solutions, and the San Francisco Giants. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, with a complex corporate structure involving multiple mergers and private-equity ownership.

Andrea Dyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2021 and previously held roles at TIAA-CREF and Wells Fargo Advisors. Outside of her advisory work, she is a part-owner of a family estate planning LLC that holds property in Maine. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Carah Berry is a financial advisor at Edward Jones with the CFP® designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked in the Blue Valley School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lagina Nicholas is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at UBS Financial Services Inc from 2012 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Ryan Schrick is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners to assist clients in developing personalized financial plans and strategies aligned with their goals. Since joining Fidelity Investments in 2022, he has held roles including Financial Representative and Relationship Manager, gaining a broad understanding of client financial needs and services. Throughout his tenure at Fidelity, Ryan has focused on providing tailored financial planning services, emphasizing partnership with clients to address their unique planning requirements. His progression within Fidelity reflects his commitment to supporting clients through various stages of their financial journey. Outside of work, Ryan enjoys activities such as football, golf, spending time at the lake, reading, skiing, and soccer.

Kristina Svejda is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer & Co and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, along with notable capital-markets and affiliated asset management capabilities.

Demetra Pace is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Merrill since 1984. Outside of her advisory role, she serves as a medical power of attorney for her parents through a related for-profit entity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients under the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Hudson is a financial advisor with Edward Jones in Lee's Summit, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

William Haas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Great Plains Capital Partners, Edward Jones, and Bank of America. Haas has also been involved with the Overland Park Golf Association and worked at Yaya's Euro Bistro. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Thompson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. Its financial planning approach uses structured tools and firm-approved methodologies, providing advisory services without individual security recommendations as part of standalone plans.