Kevin McMahon is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company and Northwestern Mutual. He also engages in the sale and service of non-proprietary insurance products through Crump/PPN. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and partnerships with third-party managers and sponsored advisory programs.

Ahmad Al Gibaly is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, following a year at Gwfs Equities, Inc. prior to that. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by centralized custody and operational structures.

Jill Wood is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2019. 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 plans, corporations, and charitable organizations.

Steven Wilcox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for ten years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Petri is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 1993. Outside of his advisory role, he is the owner of M2P Capital Ventures, LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Alexander Barrett is a financial advisor with Cetera based in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Prior to his current role, he was involved with Nivo Solar LLC and worked in various positions across multiple industries. He is also a financial advisor at Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a nationwide network of independent advisors.

James Stathis is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018, following three years at Smith, Moore & Co. He also works as a Certified Financial Planner and Wealth Manager with Signature Retirement Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Hayden Watts is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. He previously held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Blue Ridge Bank and Trust Co, and Strategos International. Watts served four years in the US Marine Corps. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Casey Ventrillo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations. Ventrillo has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Natalie Lambrecht is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s approach includes model-based asset allocations informed by proprietary research and provides both fee-based planning and discretionary portfolio management.

Chad Burt serves as Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been employed since 2000. He has held various roles within the company, including Wealth Management Advisor since 2016, Vice President Financial Planning Consultant from 2007 to 2016, and Financial Planning Consultant from 2000 to 2007. Prior to joining Fidelity Investments, he worked as an Investment Representative at American Century from 1997 to 2000. In his role as a Wealth Management Advisor, Chad Burt assists families in developing comprehensive and personalized wealth plans aimed at the growth, preservation, and transfer of their wealth across generations. He holds an insurance license in Arkansas. Outside of his professional responsibilities, Chad Burt coaches baseball and softball teams for his three children and spends time with his family both locally and on their farm. His personal interests include baseball, football, softball, outdoor adventures, family activities, and social events with friends.

Paul Shores is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by the firm’s capital-markets capabilities.

Karen Newcomb is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and is based in Olathe, Kansas, having worked with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Amie Nees is a financial advisor with UBS Financial Services in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at UBS since 2019 and previously spent four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Kathleen Leith is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She has been with Robert W. Baird & Co. Inc since 2008. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Robin Harney is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel since 1995. Harney holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, typically delivered through episodic, fee-based financial plans.

Patrick Haase is a Financial Consultant at Fidelity Investments, where he is involved in developing, implementing, and refining financial plans and investment strategies. He focuses on aligning financial plans with the realities of clients' lives to support their financial goals. He has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining experience across various aspects of financial consulting and client relationship management from 2021 to the present. Outside of his professional responsibilities, Patrick engages in family activities, fishing, hiking, outdoor adventures, and values his experiences related to military service and parenthood.

Blake Campbell is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and JB Hunt Transport, as well as involvement with Arkansas Athletes Outreach. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Ragan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Swiss Re America Holding Co. and Edward Jones. Outside of advising, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

Jeffrey Bird is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Oppenheimer for 18 years before joining LPL Financial in 2021. Based in Overland Park, KS, Bird operates a personal financial group affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.