Edward Kuklenski is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses. He has recently entered the industry, beginning his advisory career in 2024. Prior to Wells Fargo Advisors, he held positions at FCS Private Wealth Management and Country Club Bank. Outside of his financial roles, he has experience with Kilroys Sports and has been involved with Indiana University Bloomington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services and investment solutions tailored to clients meeting certain net-worth thresholds.

Stephen Mouse is a financial advisor with RBC Capital Markets based in Leawood, KS. He holds a Series 66 designation and has 29 years of industry experience, including 18 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, and custody services.

Landon Menees is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his advisory career in 2026. Before joining Ameriprise, he worked at Dogwood Wealth Management and Instrumental Advisors. Outside of finance, his work history includes roles at Raising Caines and Yogurtini. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice centered on income reliability and tax-aware withdrawal strategies.

Trevor Howard is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for nine years before joining Raymond James in 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Eduardo Avendano is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ares Management LLC and Foreside Fund Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm delivers written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Michael Henning is a financial advisor with Robert W. Baird & Co. in Leawood, KS, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird since 2014. Henning serves as a board member on the Finance Council of the Archdiocese of Kansas City in Kansas. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of portfolio and consulting services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ezekiel Reazin is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education for eight years at Ottawa University Kansas and local schools in Eudora, KS. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and related brokerage and insurance services.

Jeffry Curry is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Summit Retirement Solutions and operates Expedition Financial Services, providing financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment strategies and offers access to third-party asset managers, with additional services including trust custody, insurance products, and collateralized lending programs.

Maguire Copeland is a Planning Consultant at Fidelity Investments, where they provide personalized financial planning services tailored to clients' goals, needs, and priorities. In this role, Maguire collaborates with the Wealth Management Team to offer guidance and strategies aimed at helping clients build confidence and maintain progress toward their financial objectives. Maguire has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to Relationship Manager before assuming the current position of Planning Consultant. This experience has contributed to a broad understanding of client needs and relationship management within the financial services industry. Outside of their professional role, Maguire has interests in bowling, comedy, food, football, and golf.

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and operating Compass Financial Resources since 1998. Outside of his LPL role, he provides financial planning and consulting services through Ameritime, LLC, an independent investment advisory firm he started in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and institutional platforms, delivering advice through a large network of investment adviser representatives using various strategies and technology tools.

Joshua Nickle is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2003, progressing through various roles including Financial Consultant, Investment Solutions Consultant, Annuity Specialist, and Investments Representative. Prior to joining Fidelity, he worked as a Relationship Manager at H&R Block Financial Advisors, Inc., a Product and Service Specialist at American Century Investment Services Inc., and in customer service roles at IDS Life Insurance and American Express Financial Advisors. With 22 years of experience in the financial industry, Joshua applies his knowledge to develop personalized financial plans and investment strategies tailored to different styles of investors. He holds an Arkansas Insurance License and works closely with families to guide them through financial decisions across various stages of life, offering consultations in person, by phone, or via Zoom. Outside of his professional work, Joshua has interests in baseball, football, pets, reading, and traveling.

Kevin Egan is a financial advisor with RBC Capital Markets in Leawood, KS. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining RBC, he has experience in various industries including roles at Monster Energy and involvement with Sigma Nu Fraternity, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Susan Davis is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2020, following nine years at Edward Jones. In addition to her advisory role, she owns Davis Financial Partners and serves as a trustee managing trusts related to her family. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes analytical and risk-profiling tools to deliver tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Andrew Melliger is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Outside of his advisory work, he is owner and president of Seniors Only, Inc., a private corporate entity used for managing operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including third-party asset management and institutional platforms.

Jake Verwers is a financial advisor with Cetera, holding a Series 66 designation and having one year of industry experience. His career includes roles at Cetera Wealth Services, Renaissance Financial, and various educational institutions. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.

Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

Nick Kendall is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge since 2015. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, using a range of strategies across multiple custody platforms.

Dennis Spratt is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including prior roles at Geneos Wealth Management Inc. and Wealth Management Group of KC, Inc. He serves on the board of Junior Achievement of Lawrence. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions and maintains proprietary and third-party model strategies, with both discretionary and non-discretionary portfolio management options.

Cooper Kaemmer is a financial advisor with Fidelity Investments in Overland Park, KS, holding a Series 66 designation and two years of industry experience. He has worked within Fidelity since 2023 and has prior experience that includes roles at Fry-Wagner and Kansas State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Steven Hatesohl is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Hatesohl serves as a board member of the Northwest Johnson County Republicans and is chairman of the board for the Washington County Creamery Museum. He is also a partial owner of a family farming operation in Kansas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”