Shawn Creger is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he is the owner of JLO Investments LLC, a real estate business based in Fairway, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendy Jennings is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James & Associates Inc., UBS Financial Services Inc., and Global Industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning and investment services.

James Widman is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2013. Outside of his advisory work, he is involved with the Riverside Duck Club, a recreational duck hunting club in Missouri. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, among others. The firm combines advisory services with various financial product sales and referral channels.

Christopher Schumm is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Schumm serves on the board of The Kansas City Symphony Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and offers access to various investment programs.

Paul Nunes is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Nunes is a 50% owner of PGN Financial Services LLC, which supports business operations including office leasing and marketing. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm utilizes a range of asset allocation tools and provides access to various investment platforms and third-party money managers.

Steven Anderson is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has a long tenure with UMB-affiliated firms, including UMB Bank, UMB Financial Services Inc., and UMB Insurance Inc., where she worked for over two decades before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Marsha Clark is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. Her career includes positions at Money Concepts Capital Corp and Ameriprise Financial Services, Inc. In addition to her advisory work, she prepares taxes for family and friends on a part-time basis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, offering tailored, non-discretionary advice supported by analytical tools and a large advisor network.

Austin Turner is a Financial Consultant currently working with Fidelity Investments since 2022. He partners with individuals and families to understand their unique situations and goals, collaborating to develop sound financial strategies. His approach emphasizes long-term, collaborative relationships built around a shared vision of success. Prior to his current role, Austin held positions as a Financial Plan Manager at LPL from 2021 to 2022, a Financial Planning Consultant at Waddell & Reed from 2020 to 2021, and a Regional Sales Consultant at Ivy Investments from 2011 to 2019. He holds an Arkansas Insurance License. Outside of his professional work, Austin has interests in camping, cooking and baking, gardening, military service, music, and parenthood.

Noah Nemiccolo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Community America Credit Union and Morgan Hunter. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Robert Freeman is a CFP®-certified financial advisor at Wells Fargo Advisors with four years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked in various roles including at the University of Kansas and local country clubs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that address cash flow, retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Michele Giles is a financial advisor at Ameriprise Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, with recommendations based on proprietary research and third-party data.

Margo Shepard is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Shepard serves on the investment committee and finance council for the Catholic Diocese of Kansas City St. Joseph. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines proprietary research and tools with multiple service and product channels.

Kyle Moore is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and 12 years of industry experience. He has worked at Ameriprise since 2022 and previously held advisory roles at Mazuma Credit Union, CUNA Brokerage Services, and Creative Planning. Outside of Ameriprise, he also serves as a financial advisor for Mazuma Credit Union. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Lucas Brandt is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services, Minnesota Life Insurance, A1 Mortgage, and Brady Crawford State Farm. He is also involved with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with access to various portfolio management options and third-party money managers.

Peyton Arana is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc and Bank of America, N.A. He is currently based in Leawood, KS. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joel Mc Ginness is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2022, he worked for various insurance carriers and Waddell & Reed, Inc. from 2008 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Linda Maclean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Brandon Stuewe is a financial advisor with Ameriprise in Shawnee, KS, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.