David Neihart is a CFP®-credentialed financial advisor with 40 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entities, and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Crossing Cultures Ministry and is involved in private business ventures including farmland ownership and a partnership holding shares in a community bank. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security strategies, and tax-efficient withdrawals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ted Chartier is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding CFP® and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services from 2013 to 2020. He is involved in early childhood education through an ownership interest in an early learning center. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides specialized planning in areas such as retirement, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Kelli Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Financial Engines Advisors L.L.C. for nine years and Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Michael Homuth is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on high net worth individuals and families. He specializes in helping clients navigate wealth management complexities through various life stages, including pre-retirement, retirement, and multi-generational wealth planning. Michael works closely with clients to develop personalized financial strategies, emphasizing long-term relationships and comprehensive guidance tailored to their unique circumstances. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Colorado-Boulder. Michael and the Homuth Lore Wealth Management Group provide integrated wealth management solutions that include asset management, retirement planning, risk management, and wealth transfer strategies. Their investment approach is collaborative and thematic, aligning portfolios with clients' objectives, risk tolerance, and time horizons using Merrill Lynch's research and technology. Michael is fluent in English and Spanish. Outside of work, he enjoys fishing, football, golfing, reading, skiing, and spending time with his family.

Scott Pfeifer is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2021 and previously worked at CommunityAmerica Financial Solutions, LLC for seven years. Pfeifer is based in Kansas City, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and a proprietary money market fund, supported by a large network of financial advisors and branch offices nationwide.

Scott Mcmillen is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Emma Brophy is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with individuals and families to develop personalized financial strategies that align with their goals and values. Emma emphasizes building long-term relationships through thoughtful planning and ongoing guidance to help clients adapt their portfolios as their situations evolve. Raised in a family of cattle ranchers, Emma's early experiences instilled in her the importance of trust, hard work, and relationship-building. Her areas of expertise include education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Emma earned her bachelor's degree from the University of Kansas, where she was involved with the Chi Omega Fraternity and the KU Women in Finance Club. She resides in Kansas City, where she engages with the community and supports local organizations. In her free time, she enjoys golfing, horseback riding, swimming, traveling, yoga, and spending time with her family.

Jared Schelp is a financial advisor at Thrivent Investment Management based in Kansas City, MO, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and in public education with Olathe Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics, with planning services delivered separately from managed-account programs.

Matthew Perschon is a financial advisor with Fidelity in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2006. Outside of his advisory role, he owns and manages a small family farm, Silver Cannon Bison Ranch, in Missouri. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction, including delegated sub-adviser management and algorithmic methodologies.

Thomas Losby is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Investment Services LLC and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven approaches.

Robert Renz II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to implement strategies that produce measurable results, utilizing processes refined over a long career at Merrill Lynch. Robert and his team, who collectively bring extensive tenure and expertise within Merrill, focus on delivering client-centered outcomes through straightforward and cost-effective investment plans supported by advanced technology. His areas of focus include college education planning, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. Robert holds a Bachelor's degree from the University of Kansas and a Master's degree from Rockhurst University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as Chairman of the Multiple Sclerosis Society's Dinner of Champions event and has been a board member of Bike Walk / Bike Share KC. Outside of work, Robert enjoys cycling, cooking, fishing, and spending time with his family.

Kurtis Roebuck is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including UMB Bank, N.A. and Prosperity Advisors, LLC. Outside of his advisory role, he provides notarial services through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. 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.

David Schmidt is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Schmidt also serves as a director of Promillennial Wealth Guidance LLC, an entity used for personal tax and banking purposes. OSAIC Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and platforms to construct portfolios that include multiple asset classes and supports both discretionary and non-discretionary account management.

Benjamin Hadel is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with OSAIC and has previously worked at LPL Financial, Woodbury Financial Services, Inc., and Hadel Financial Solutions, Inc. In addition to his advisory roles, he has been involved in insurance-related business activities, including recommending insurance coverage and consulting services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Zach Frisch is a Wealth Management Advisor at Merrill Lynch Wealth Management and a leader at Teahan Frisch Wealth Management. He partners with clients to provide full-service wealth management, focusing on helping individuals and families achieve financial security throughout their lives. Zach emphasizes a disciplined process characterized by simplicity and transparency to guide clients toward their financial goals while minimizing risk. Zach's expertise includes family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He offers customized wealth strategies covering portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services, 401(k) retirement plans, and long-term care. He holds the CERTIFIED FINANCIAL PLANNER® professional designation, the Chartered Retirement Planning Counselor credential, and is registered with FINRA Series 7 and 66, as well as being a registered insurance agent. He earned a Bachelor's Degree from Western Illinois University, as well as a Master of Business Administration and a Master of Science in Finance from the University of Missouri – Kansas City. Outside of his professional work, Zach is involved with the Rockhurst High School Hurtado Scholars Program. His personal interests include cooking, golfing, spending time with his family, tennis, traveling, and yoga.

Alexander Riley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Kentucky Educational Television. Riley is also involved with Renaissance Financial, where he provides financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services across diverse program structures.

Myron Schelp is a financial advisor with Thrivent Investment Management in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a farm property that is cash rented for agricultural use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach centers on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under an integrated billing option.

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

Timothy Laughlin is a financial advisor at UBS Financial Services in Kansas City, MO, with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at First National Bank of Kansas since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client solutions.

Todd Osborn is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Osborn Financial Services, Inc. since 2006. Outside of his advisory work, he serves on the advisory board of the Babinger charitable trust, where he helps approve grants for the foundation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs, including municipal advisory services and SIMPLE IRA consulting.