Ryan Dansby is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked at American Eagle Outfitters and attended Missouri State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Jennifer Denning is a financial advisor with Morgan Stanley in Leawood, Kansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Deloitte from 2017 to 2020 and spent four years in full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Connor Plattner is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior experience includes roles at Prime Capital and work outside finance at Milburn Country Club and Kansas State University. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Jeremy Collins is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on improving clients' financial outlooks by providing guidance on retirement planning and investments, and developing tailored financial plans. He has been with Fidelity Investments since 2018, progressing from Investment Solutions Representative to Investment Consultant, and currently serving as a Financial Consultant since 2022. Jeremy holds an Arkansas Insurance License.

Steven Seiler is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following five years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Cynthia Van Cleve is a Series 66-licensed financial advisor with Merrill, where she has worked since 1999. She has 25 years of industry experience. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Parke is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in Raymore, MO. Outside of his advisory role, he owns and operates an 80-acre farm in Fort Scott, KS, sharing crop revenue and expenses, and manages a farm house rental in the same area. 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 is notable for its extensive advisor network and offers additional services such as overlay strategies, tax-efficient services, and securities-based lending.

Andy Croucher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Croucher Title, LLC and held positions at Kansas State University and Ottawa High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers its services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Kraig Emmendorfer is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2021, following a brief tenure at RBC Wealth Management in 2020. Before entering finance, he was employed at Cosentino's Price Chopper and attended the University of Missouri. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Robert Goldfarb is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Darin Shank is a Senior Financial Advisor at Merrill Lynch Wealth Management and a holder of multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He began his financial advisory career in 2006 and co-founded The ASA Group in 2014, combining his practice with two trusted colleagues to better serve clients. Before entering financial services, Darin spent 15 years in Corporate Finance and Accounting Management and served eight years in the United States Air Force. His expertise covers areas such as retirement planning, family wealth management, tax minimization, liquidity management, college education planning, small business strategies, and investment strategy. Darin believes in providing clients with a clear understanding of their financial trajectory to enable informed decisions and long-term sustainability. Darin holds an Associate's Degree from the Community College of the Air Force, a Bachelor's Degree from the University of Illinois, and a Master's Degree from Keller Graduate School of Management. He is involved in his community through activities with Sacred Heart Catholic Church, the Metropolitan Community Colleges Foundation Board, and the National Eagle Scout Association. Darin and his family are active members of their parish, and he has served in various leadership roles including as District Chairman for the Shawnee Trails District of the Boy Scouts of America.

Jennifer Sigler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Infinity Wealth Partners, Inc, Unilever, and Financial Designs Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches and platform options.

Mechelle Frazier is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity in 2020 and has progressed through positions including Financial Representative and Financial Consultant. Prior to her tenure at Fidelity, Mechelle worked as a Learning and Organizational Advisor at JP Morgan Retirement Plan Services from 2002 to 2005 and as a Mutual Fund Representative at American Century Investments from 1999 to 2002. Mechelle's approach to financial consulting focuses on understanding her clients' priorities and co-creating financial plans that align with their present circumstances and future goals. She provides personalized recommendations, tools, and resources tailored to meet the unique needs of each client. Outside of her professional work, Mechelle's personal interests include attending concerts, participating in family activities, gardening, visiting museums, and parenthood.

James Brown is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2012. Brown is also involved with Ascend Learning Examfx. In addition to his advisory role, he receives compensation for sales and referrals related to mortgage, home security, and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Adam Thies is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Adam worked as a Financial Professional at AXA Advisors in 2019 and 2020. Adam focuses on collaborating with families to develop financial plans tailored to their goals, needs, and family dynamics. His approach involves guiding clients toward wealth planning strategies that may provide benefits to them and future generations. Outside of his professional work, Adam has interests in baseball, family activities, food, football, golf, and movies.

Victoria Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to simplify complex financial decisions and create strategies that support lasting financial well-being. Her areas of focus include retirement planning, investment management, wealth accumulation strategies, and helping clients navigate important financial decisions throughout every stage of life. Before entering financial advising, Victoria spent over 25 years building trusted client relationships in the Healthcare IT industry. Her transition into financial advising was influenced by personal experiences with financial uncertainty and caring for her father during his illness, which underscored the importance of clear planning and trusted guidance. Victoria holds a Bachelor's Degree from the University of Oklahoma and the Personal Investment Advisor (PIA) designation. She is a wife and mother of five, actively involved in her community through organizations such as Hillcrest Hope, Missouri PTA, and Pleasant Valley Baptist Church. Outside of work, her personal interests include baseball, football, reading, traveling, spending time with family, and watching movies.

Cory Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Niagara Bottling, Collins Aerospace, and Exide Technologies. His role includes assisting a financial advisor at RPB Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of investment management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Dustin Spears is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Sandler Financial Solutions LLC, a business focused on the sales and service of insurance and investment products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers and specialized programs.

Simona Anschutz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2013 and 2016, respectively. 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 combines research and analytics with diversified investment approaches and offers both brokerage and advisory solutions across a broad platform.

Jeremy Sandler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and transitioned within affiliated firms to LPL Enterprise in 2024. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers and financial planning services, and operates affiliated insurance and trust services.