Charles Miller is a CFP®-designated financial advisor with Ameriprise in Olathe, KS, with 29 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as president and office manager of The Advisor Group, LLC, an office expense-sharing entity. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, supported by algorithmic automation overseen by a dedicated committee.

Ashley Wilson is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Archibald Leavitt Insurance Agency and Brigham Young University-Idaho. Equitable Advisors serves individual, institutional, and retirement plan clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to advisory program models or discretionary managers, utilizing a variety of investment vehicles and third-party program sponsors.

Miranda Serna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles in education at The University of Tampa, Keiser University, and Jersey College, as well as positions with the Tampa Bay Buccaneers and the South Tampa Center for the Arts. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes third-party asset managers and proprietary advisory programs, emphasizing personalized risk assessment and model matching without sponsoring its own wrap fee program.

Christopher Whitehead is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Accenture, and Lodging Hospitality Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs through its integrated advisory and brokerage platform.

William Tracy Jr. is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Edelman Financial Engines since 2016 and previously worked at The Mutual Fund Store, LLC, and TMFS Advisors, LLC from 2008 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online offerings.

Marcus Davis is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Union Pacific Railroad for nine years. Outside of his advisory role, he is the owner of ME Davis Lawncare LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Scott Neer is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2001. Outside of advisory work, Neer is involved in the sale of loan products and home-related services 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 separately managed account options. The firm utilizes third-party asset managers and provides a tiered wrap fee structure, focusing on curated portfolio models rather than institutional pension or profit-sharing plan management.

Andrew Mitchell is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved as a partner in managing a rental property in Dodge City, KS. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Dylan Wilkinson is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017, following a year at Guardian Life Insurance. Outside of his advisory role, he owns a rental property managed by a third-party company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management, retirement income services, and online advice, utilizing diversified model portfolios and a proprietary committee-driven investment process.

Jack Johnson is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes various roles at Kansas State University, the City of Branson, and the Blue Springs School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Louis Stein is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory and brokerage services.

Matthew Gelsheimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Grant Tolman is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Osaic since 2018, following two years at Signator Investors, Inc. Outside of his advisory work, he serves as president of G.E. Tolman & Co. and co-manages an investment partnership with his sister. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services using firm-provided tools and third-party platforms to construct portfolios that may include a range of asset classes managed on discretionary or non-discretionary bases.

Kevin Murphy is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all spent at the firm since 2012. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gregory Greenberg is a CFP® professional with 29 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an advisory board member for the Children’s Mercy Hospital Patient Family Advisory Council focused on inflammatory bowel disease. Stifel serves a broad range of clients, including individuals and institutional investors, providing brokerage and investment advisory services supported by proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Mark Jacobs is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously associated with Axa Advisors, LLC. Jacobs also has sales associate roles with Realty Benefit Services and Dergalis Associates, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Thomas Wheeler is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Chase Newell is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2018 and previously held roles with various insurance carriers and firms including W & R Insurance Agencies and RK Bahe & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, employing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Kurt Hill is a financial advisor with Edward Jones in Lenexa, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 27 years, starting in 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Kevin Coronado is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance, as well as work with Subsplash and local churches. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach to client goals.