Spencer Cope is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Waddell & Reed Inc and various insurance carriers associated with W&R Insurance Agencies. Outside of his advisory work, he is involved with SCOPE VENTURES, LLC, a home-based business entity focused on tax and investment purposes, and he also works with Associates of Clifton Park in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Roger Wilkie is a financial advisor at Stifel with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

Megan Arzillo is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Green is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 16 years in education with the Shawnee Mission School District and was involved with Behavioral Health Allies and his own educational consulting firm. Outside of finance, he has roles in the hair salon industry, serving as secretary of Primp, LLC and vice president of Nicky Green, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Connor Callahan is a Series 66–licensed financial advisor with 12 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and spent eight years at UBS Financial Services prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory programs.

Stephen Peel is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Blooom, Inc. and Empower Retirement before joining Morgan Stanley in 2022. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Allison Howes is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Yardhouse, Buffalo Wild Wings, and Courtyard by Marriott. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Donald Wratchford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill and Bank of America prior to joining Raymond James & Associates in 2025. 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 a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Joseph Pribula is a CFP® designated financial advisor with Wells Fargo Advisors, bringing 21 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, Pribula owns and operates businesses related to home decor and woodworking. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

Jacob Hill is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Manhattan Country Club and Wenger Manufacturing Inc., as well as teaching positions at Kansas State University and Louisburg Middle/High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the United States.

Michael Brun Jr. is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brayden Rethman is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2022. Prior to his advisory roles, he was a full-time student for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets across more than 10,000 advisors.

Payton Jenkins is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Jenkins worked for Missouri State University for five years and the Blue Springs School District for thirteen years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Davis Harrison is a financial advisor with Cetera and holds a Series 66 designation. He has five years of industry experience, including roles at Renaissance Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he coaches youth lacrosse for middle school students and serves on the board of a nonprofit organization that awards scholarships. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program structures and investment options.

Brian Wall is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bruce Glenn is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network and Trinity Planning Group. Outside of his advisory role, he co-owns Independence Business Edge, which facilitates collaboration and charity events among professionals in mortgage banking, insurance, estate planning, and accounting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers under various discretionary and non-discretionary arrangements.

Dale Raymond is a financial advisor with Primerica Advisors in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1987. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Chad Davis is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is involved with D&K Realestate Holdings, Inc. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources.

Eric Taylor is a financial advisor with RBC Capital Markets, holding a Series 66 credential and 20 years of industry experience. He worked at UBS Financial Services Inc. from 2006 to 2023 before joining RBC Capital Markets. Outside of advisory work, he owns an LLC that holds rental properties, with daily management handled by a third-party company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Luke Bernard is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has four years of industry experience, including roles at City National Bank and RBC Wealth Management. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers.