Vestana Ahlen is a CFP® with over 40 years of experience in financial advising, currently with Ameriprise Financial Service, LLC since 2005. She has held multiple roles within Ameriprise, including 11 years at Ameriprise Financial Services, Inc. Ahlen is involved in community and nonprofit activities, serving as past president and treasurer on the board of the Cottonwood Foundation, where she also participates in the finance and audit committees. Additionally, she is a member of T-Square LC, a family-owned farming business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning focused on reliable income and tax-aware withdrawal strategies, supported by an internal team using proprietary research and data.

Deanna Campbell is a financial advisor at Edward Jones in Lenexa, KS, holding ChFC® and Series 66 designations with 10 years of industry experience. She has been with Edward Jones since 2016. 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.

Brian Zimmerman is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he manages the business affairs of the Zimmerman Family Farm in Kansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment needs.

Stanton Lohrengel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2021 and previously held roles at Enterprise Holdings and the University of Central Missouri. Outside of his advisory work, Stanton is also a licensed insurance agent specializing in life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Meghan Fries is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Her background includes teaching roles at the University of Nebraska-Lincoln and involvement with community organizations such as the United Methodist Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Edward Carroll is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Waddell & Reed, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he is a passive owner and partner in a volleyball gym in Kansas City. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and in-house research.

Eric Vospette is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise in various capacities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Nathan Paulson is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Associated Securities Corp. for one year. He also operates under the DBA Windsor Financial Group, Inc. 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 provides a range of advisory and brokerage services through a large network of advisors, offering financial planning, portfolio management programs, and institutional platforms, supported by various operational and research tools.

Chad Gerdes is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. since 2016, alongside roles at Minnesota Life Insurance Co. and Securian Financial Services. Gerdes serves on the advisory board of Big Brothers Big Sisters in Kansas City. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to over 10,000 advisors nationwide. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

David Fletcher is a CFP® and Series 66-licensed financial advisor with Edward Jones in Olathe, KS, where he has worked since 2019. He has seven years of industry experience, including prior roles at OptumRx and as a pharmacist at the University of Kansas School of Pharmacy. Fletcher contributes to pharmacy student training on an as-needed basis and serves on the finance committee of Grace United Methodist Church in Olathe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm supports over 23,000 financial advisors across 15,000 branch offices and manages more than $1 trillion in assets under management.

William Houston is a financial advisor at Ameriprise Financial Services with 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver written Recommendation Reports using proprietary research and tools, with distinct enrollment criteria and an investment universe influenced by affiliated product relationships.

Amanda Jones is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith Inc. from 2020 to 2026 and at ADT LLC from 2012 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles for multiple registered investment companies and fund‑of‑funds.

Brooke Harvey is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Overland Park, KS, with four years of industry experience. Prior to joining Thrivent, she worked at American Family Insurance and has experience as a homemaker and entrepreneur. Outside of advising, she owns and designs a small retail business, Wander & Waffle, selling original art and graphic tees online and at local events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan program, emphasizing client-focused, holistic financial planning.

Jeremy Johnson is a financial advisor at Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 licenses. He has experience working at several financial institutions, including Thrivent Financial, First Interstate Bank, UMB Bank, Intrust Bank, and Equity Bank. Jeremy was also self-employed with New Creation Financial for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a planning approach that can be combined with managed-account programs under a consolidated billing option called WealthPlan.

Ryan Lovill is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and U.S. Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and approved planning tools to support its financial planning services.

Cynthia Herron is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Liberty Partners Capital Management, as well as operating her own advisory group since 2011. She is involved with Contractor Resource Partners, coordinating resources and managing a website aimed at supporting construction contractors. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio management utilizing various asset classes and supports a range of third-party solutions.

Kevin Lampo is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Eric Johnson is a financial advisor with LPL Financial in Overland Park, Kansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Oppenheimer, and Personal Financial Group. Outside of his advisory work, he contributes as a freelance writer for WIN Magazine, covering youth wrestling in Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Brandon Chandler is a Series 66-licensed financial advisor with RBC Capital Markets, LLC, where he has worked since 2018. He has seven years of industry experience, including roles at City National Bank and Avila University. He serves on the board of the Daryl Cronk Dash Foundation, a charity that provides baseball lessons and camps to underprivileged youth in his community. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating both in-house and third-party investment managers.

Matthew Haverty is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to both in-house and third-party investment managers, alongside alternative investments and integrated lending solutions.