Thomas Higgins is a CFP® professional with 39 years of industry experience. He has been with UBS Financial Services since 2015 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

Ashli Welch is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at RBC Capital Markets since 2009 and also serves at City Nation Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party investment managers and program structures.

Colby Zink is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation. He has one year of industry experience and previously worked in accounting and the restaurant business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without portfolio management or discretionary trading authority.

Angela Ford is a ChFC®-designated financial advisor with over 32 years of industry experience. She is currently with LPL Financial and has prior experience at Securities America Advisors and National Planning Corporation. Ford is also involved with Ameritime, LLC and Compass Financial Resources, LLC in advisory roles outside her primary firm. 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 wide range of financial planning and asset management services, utilizing both proprietary and third-party strategies, supported by technology tools and a broad network of over 22,800 advisors.

Lauren Moran is a CFA® charterholder with 14 years of industry experience. She is currently a financial advisor at Wells Fargo Advisors Financial Network and previously worked for 11 years at William Blair & Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Tracy Kunkel is a CFP® and registered Series 66 advisor with Edward Jones, where she has worked for nine years. Prior to joining Edward Jones, she spent five years at GlynnDevins Advertising Agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Nathan Goertzen is a financial advisor with Cetera who holds the Series 66 designation and has five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Co, among others. Outside of his advisory work, he is involved with Fresh Prints and has experience teaching at the University of Kansas. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party model portfolios with various program structures.

Justin Shelman is a Series 66-licensed advisor with Morgan Stanley, based in Leawood, KS, and has five years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following a five-year tenure at U.S. Bank. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools, supporting clients with a range of investment and financial strategies.

Brian Moran is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Stifel, and Robert Baird & Co. Raymond James & Associates, Inc. is a large SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors and a range of investment strategies.

Dylan Hurt is a financial advisor at Charles Schwab with nine years of industry experience. He holds the CFP® designation along with Series 65 and 63 licenses. Prior to joining Schwab in 2023, he worked at American Century Investments LLC for six years and U.S. Bank for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, combining centralized custody, brokerage, and advisory services with access to multi-asset model portfolios and alternative investments.

David Salach is a financial advisor at Morgan Stanley with Series 66 credentials and three years of industry experience. His prior work includes roles at Farmers Bank of Kansas City, Worldwide Express, and Washburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its advisory process.

Reggie Kemna is a Series 66-credentialed financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages several private businesses, including agricultural operations and real estate ventures. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, leveraging proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations.

Taylor Bell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Taylor worked at MD Anderson Cancer Center for three years and spent time in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Samuel Glass is a financial advisor with OSAIC holding a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Cetera Advisors LLC and Cohen Financial Services. Outside of finance, he has involvement with several community and business activities, including work with Manhattan Soccer Club and Oak Beverages. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Tatum Schuler is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera, Schuler worked at Charles Schwab Bank and Charles Schwab for 13 years, as well as American Century Advisory Services and earlier roles at Cetera. In addition to work at Cetera, Schuler is involved with Rally Wealth and Benefits as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services across multiple program structures and investment options.

Courtney Rhoden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning services. The firm offers tailored investment recommendations supported by its research and planning tools, with services that include cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis.

Fred Yonker is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in crop yield activities in Freeman, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Bryan Clark is a financial advisor with Edelman Financial Engines in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and has prior experience at The Mutual Fund Store dating back to 2008. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, managing diversified portfolios with a long-term focus and operating as a fiduciary for retirement accounts under ERISA.

Jesse Snow is a financial advisor with LPL Financial in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., and operating his own firms, Jesse Snow, LLC and Mid-Missouri Group LLC. He has also been involved with the Divorce Care Center and insurance-related activities during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard March is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at US Bank, BMO Harris Bank, BOKF, and currently Gilbertson Restaurants, where he serves as a shift manager. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.