Milind Vaidya is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked with Cambridge since 2006. Outside of his advisory role, he serves as president of Strategic Financial Solutions, a non-investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, using multiple custody platforms and proprietary as well as third-party model strategies.

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 been affiliated with Cambridge Investment Research entities since 2024. Roach has also worked at Emporia State University and other local organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms and custody arrangements.

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. He previously worked at Oppenheimer for seven years before joining LPL Financial in 2019. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

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 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

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.

William Raney is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including Cambridge Investment Research Advisors and First Command Brokerage Services. His background also includes roles outside the financial sector, such as employment at PRG Prototyping and Forterra Pipe and Precast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its research.

Amy Palmer is a CFP®-designated financial advisor with Edward Jones in Olathe, Kansas, and has 11 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Reinhardt Financial Services Inc, Amy Palmer, and Cambridge Investment Research, Inc. Outside of her advisory work, she owns Highland Waters LLC, a real estate management business in Shell Knob, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Eric Schmitt is a financial advisor at Edward Jones in Shawnee, KS, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. 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 offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Mc Guffey is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, LLC, Kestra Investment Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He also serves as Director of Planning and Investment Operations at Gardner Wallace Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory, and managed account solutions.

Devan Savner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Service Representative from 2023 to 2024. In his career, Devan focuses on building strong, lasting relationships with clients and their families, emphasizing trust and reliability. He works collaboratively with clients to develop financial plans tailored to their unique near and long-term goals. Outside of his professional responsibilities, Devan engages in family activities and maintains an active lifestyle through fitness and running. He also enjoys puzzles and reading.

John Ye is a financial advisor with Robert Baird & Co. in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Staci Streich is a financial advisor with Osaic Wealth, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and 21 years of industry experience. She worked at John Hancock from 2004 to 2018 before joining Osaic in 2018. Outside of her advisory role, she serves on the finance council of St. Gabriel Catholic Church and has written a song that is being produced and released. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Elliott Hollub is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 61 years of industry experience. He previously worked at Fahnestock & Co., Inc. for 27 years before joining RBC in 2017. He serves on the board of Friends and Family of Life Centers, a charitable foundation focused on community awareness. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Stanton Specker is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

James Blalock is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Commerce Brokerage Services Inc and Commerce Bank. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephen Dunleavy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at American Century Investment Services Inc. from 2016 to 2021. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Anthony Domenella is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of the West, Scottrade, and other financial firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and distribution capabilities.