Kristen Haag is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she co-owns two in-home senior care businesses with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Brady Larson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Instacart as well as engaging in independent insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, with various portfolio management options and tailored strategies across multiple custody platforms.

James Goetz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors since 2025, following previous roles at Topstep LLC and Smartsheet Inc., among others. His experience spans various industries, although he has no prior years specifically registered in advisory roles. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions, focusing mainly on individual investors rather than institutional clients.

Kristine Roberts is a financial advisor with Merrill in Leawood, Kansas, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Merrill Lynch since 1993. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Scott Holder is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at RBC Capital Markets since 2012 and City National Bank since 2020. Outside of his advisory work, he is the owner of a real estate property in Illinois. 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 a range of advisory programs with customizable portfolio management and financial planning services tailored to clients’ risk profiles.

Steven Sperry is Vice President and Branch Leader at Fidelity Investments, where he collaborates with his team to grow the Fidelity brand in the Kansas City area. He has held this role since 2022. Prior to joining Fidelity, Steven held several positions at Bank of America Merrill Lynch from 2010 to 2022, including Vice President, Investments Market Leader; Vice President, Financial Solutions Advisor; Vice President, Financial Center Manager; Officer, Assistant Financial Center Manager; and Personal Banker. Earlier in his career, he worked as an Agent at New York Life from 2008 to 2009. Throughout his career, Steven has developed expertise in investment management, financial solutions, and branch leadership. Outside of his professional activities, he enjoys biking, cooking and baking, hiking, outdoor adventures, and traveling.

Jay Long is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Ironhorse Golf Club and Another Broken Egg. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Timothy Zitter is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.

R Marshall Douthat is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Melookaran is a financial advisor with LPL Financial in Prairie Village, KS, holding Series 65 and Series 63 licenses. He has 23 years of industry experience and has been with LPL Financial since 2002. Outside of his advisory role, he has published a memoir. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management strategies.

Joshua West is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 designations and seven years of industry experience. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. West is also involved with a health insurance business through West Financial LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services leveraging LPL’s research, model portfolios, and third-party asset managers, with an integrated platform that includes insurance products and collateralized lending programs.

Brian Meyer is a Series 66-licensed financial advisor with Ameriprise in Olathe, KS, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Meyer also owns Creative Collaboration LLC, through which he provides client service support, financial planning analysis, and managed account recommendations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stephen Dumsky is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is part of the Group One Wealth Management team. He began his career in the financial services industry in 1996 at Merrill Lynch and joined Group One in 2009. Stephen specializes in providing customized financial strategies, drawing from extensive knowledge and resources to support clients nationwide. He holds the CERTIFIED FINANCIAL PLANNER® certification and is skilled in asset allocation, manager selection and oversight, and portfolio construction. Stephen values advising multiple generations of clients and emphasizes listening to clients to communicate financial concepts in an understandable way. Stephen earned a bachelor's degree from the University of Missouri System. He lives in Lee's Summit, Missouri with his wife, Rocio, and their two children. Outside of his professional role, he enjoys baseball, chess, fishing, reading, spending time with his family, and traveling.

Ryan Mcqueary is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Mcqueary has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning service.

Kevin Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since 2007 and joined Group One Wealth Management in 2017. Kevin works primarily with business owners and corporate executives to build personalized financial strategies and guide important financial decisions. As a Senior Portfolio Advisor, he assists clients with investment management, retirement planning, and complex financial situations such as selling a business, managing concentrated stock positions, and estate planning for multi-generational wealth transfers. Kevin's expertise centers on executive compensation and stock option planning, small business owner and retirement planning, as well as goals-based planning. His client focus includes college education planning, divorce transition planning, family wealth management strategies, socially responsible investing, and services for endowments, foundations, and non-profits. He holds a bachelor's degree from Newman University and a high school diploma from Kapaun Mt Carmel. Kevin has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of work, Kevin enjoys basketball, biking, boating, golfing, swimming, and spending time with his wife Elizabeth and their two daughters, Emerson and Madelyn. He is involved in community organizations such as Harvesters and volunteers with groups including Special Olympics.

Gretchen Dervin is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010 in various capacities. Outside of her advisory role, she works as an intake coordinator at St. Luke's Hospital in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Christian Eckert is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms, with additional experience at the University of South Alabama. Eckert is based in Leawood, KS. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines a large client base with integrated brokerage, custody, and advisory services, offering both non-discretionary guidance and access to discretionary separately managed accounts.

Valerie Escobar is a CFP® professional affiliated with LPL Financial, bringing 13 years of industry experience. She previously worked at Mariner Wealth Advisors for 10 years and held roles at Adams Hall and First Point Financial. Outside of her advisory work, she is the owner of Lawn Chicks LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Hannah Mc Spadden is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to her clients' unique financial goals. Hannah specializes in areas including family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and ESG investing, and retirement income planning. Hannah holds a Bachelor's Degree from Kansas State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She draws upon her experiences growing up in Spring Hill, Kansas, where she was involved in 4-H, FFA, and community volunteering, to inform her professional approach. Beyond her advisory role, Hannah actively participates in her community through involvement with organizations such as the Junior League of Kansas City, the Cystic Fibrosis Foundation, the Leawood Chamber Ambassador program, and the Spring Hill FFA Alumni Association. In her free time, she enjoys adventure sports including boating, fishing, golfing, horseback riding, scuba diving, and traveling, often spending summers at the lake with her family and her husky, Max.

Derek Neubauer is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked at Royal Alliance since 2020 and has experience at several other firms and roles prior to that. Neubauer is also involved as an advisor with Vantage Pointe Financial Group, an LLC engaged in sales of securities and insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.