Lucas Harris is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he spent one year at UBS Financial Services and seven years at Cerner Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

Margaret Swords is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. Outside of advising, she is involved as a sales associate at a local lawn and garden business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s investment implementation is typically model-driven, offering access to third-party asset managers and various financial planning services.

Cole Hart is a CFP® professional with 10 years of experience at Edward Jones in Kansas City, MO. He has been with Edward Jones since 2016 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Kyle Younger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Securities America Advisors and MML Investor Services, Inc. In addition to his advisory work, he is employed by the Kansas City Chiefs Football Club in a sport and fitness capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and utilizes multiple platforms and proprietary model strategies.

Aaron Aubry is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Dentsply Sirona and Spencer Medical Sales. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Steven Adamson is a financial advisor with LPL Financial based in Olathe, Kansas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Adamson also operates Compass Financial Resources, LLC, an ongoing business he has been involved with since 2000. 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, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Davis is a Financial Advisor based in Leawood, Kansas, working with Merrill Lynch Wealth Management. He specializes in helping successful families and business owners simplify financial complexity and achieve clarity in their financial lives. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Paul's approach to financial advising is centered around a clear, disciplined planning process that prioritizes clients' goals. He emphasizes education before action to ensure clients understand the rationale behind each decision, and he takes ownership in following through on recommendations. His work often involves coordinating with specialists in banking, lending, tax, and estate planning to provide integrated wealth management. Paul holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2023 and is a Personal Investment Advisor (PIA). He holds a Bachelor's degree from Utah State University. Paul is involved with several professional organizations including the Leawood Chamber of Commerce, Mid-America Association of Real Estate Investors (MAREI), and The Connection KC. He also participates in community involvement with the Band of Angels. Outside of his professional work, Paul enjoys activities such as chess, hiking, music, reading, running, writing, yoga, and spending time with his family.

William Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2017 and previously at Wells Fargo Advisors and Wells Fargo Clearing. Ellwood is also the owner of Ellwood Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Joe Valiquette is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple roles at Fidelity Investments as well as positions with GWFS Equities, Transamerica Retirement Solutions, Charles Schwab, TD Ameritrade, TIAA-CREF, and USAA Financial Planning Services. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies with a registered commodity pool operator status and formal proxy-voting procedures.

Joseph Hogan is a financial advisor at Charles Schwab with 26 years of industry experience. His prior experience includes a 26-year tenure at American Century Investments. Hogan holds Series 65 and Series 63 licenses. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Milind Vaidya is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2006, he worked at MSI Financial Services, Inc. from 1999 to 2006. Outside of his advisory role, he serves as president of Strategic Financial Solutions, a non-investment-related business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Dylan Roach is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research since 2024. Outside of advising, he has professional experience linked to insurance and human resources. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Brian Ross is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with the National Association of Insurance Commissioners from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Alyssa Engelman is a Series 66 licensed financial advisor at Ameriprise Financial Services with four years of industry experience. She has held roles at Ameriprise since 2020 and has previous experience at Commerce Bank and DoorDash. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Curtis Patterson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 55 years of industry experience. His prior experience includes roles at Oppenheimer and UBS Financial Services. 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 portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research tools and a large network of over 22,800 advisors.

Ricky Kuhlman is a financial advisor with Primerica Advisors in Olathe, KS, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns Kuhlman International, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Tera Jobbins is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise Financial Services since 2017, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Stover is a Series 66-licensed financial advisor with 15 years of industry experience, currently with UBS Financial Services in Leawood, KS. He has been with UBS since 2016. Outside of his advisory role, he works part-time in bicycle sales and service at Elite Cycling. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets offerings.

Andrey Kulikov is a Series 66-licensed financial advisor with Edward Jones in Leawood, KS, where he has worked for 14 years. He has maintained his career solely with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services with approximately $1.01 trillion in assets under management.

Daniel Dornan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is currently involved in business development at The Bank of Missouri. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.