Carter Ewing is a CFP® with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Comprehensive Retirement Solutions and Prosperity Advisors, LLC, where he also serves as a planning team associate. Additionally, he refers clients to a tax and accounting firm, Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a broad range of program structures and third-party managers.

Deidra Hunn is a financial advisor with Merrill, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Bank of America and Merrill since 2011. Outside of her advisory role, she serves as a board member of the Shawnee Mission West Soccer Booster Club, assisting with communication and fundraising efforts. Merrill, together 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, and institutional investors.

Deborah Doss is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James since 2020 and previously spent 11 years with UBS Financial Services Inc. Raymond James & Associates 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Nicholas Marlo is a financial advisor at Edward Jones in Kansas City, MO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior roles include positions at Copper Financial Network, American Century Investment Services, and BFDS/DST, as well as a five-year tenure at R bar & Patio. 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 and investment solutions supported by a nationwide network of roughly 23,701 advisors and 15,121 branch offices.

Ryan Peck is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Osaic. He previously worked at FSC Securities Corporation for 13 years before joining Osaic in 2023. Peck is involved in several business ventures including co-owning 3GenWealth LLC, a financial planning firm, and serves as a member-at-large for his local homeowners association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing advanced asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Brad Shaw is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and possessing 47 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing a rental property in Tahoe Vista, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

Idonna Bragg is a financial advisor at Ameriprise with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2009. Bragg also serves on the Board of Directors for Parvin Estates in Kansas City, Missouri. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through a centralized consulting team that delivers written, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis.

Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Barry Nelson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including U.S. Bancorp Investments, Raymond James Financial Services, and Seligman Advisors. Outside of his advisory role, Nelson serves as Vice Commodore of the Lake Stockton Yacht Club, where he organizes sailboat races and maintains the club website, and he is an advisory board member of the charity Braden's Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering clients the option to combine planning with managed-account services under a consolidated billing structure.

John Brown is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years. Brown serves on the board of directors for Catholic Charities of Northeast Kansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies and access to a broad range of investment managers and solutions.

Jack Hansen is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Sharon Hirschler is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Robert Baird in 2018, she worked for George K. Baum & Company for 23 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Gary Jankowitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Sandy Stewart is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Sandy gained experience within Fidelity Investments as a Planning Consultant from 2024 to 2025, and as a Relationship Manager and Financial Representative during 2023. Sandy's earlier career includes positions as a Private Client Banker from 2020 to 2023 and Relationship Banker from 2018 to 2020, both at JP Morgan Chase. In Sandy's work, partnering with clients to understand their goals and build customized financial plans is a central focus. Providing education and quality service to clients and their families is emphasized as an important aspect of their professional approach. Outside of work, Sandy has personal interests that include cooking and baking, hiking, caring for pets, reading, and running.

Hung Chieh Huang is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at Primerica Advisors since 2019, Primerica Financial Services since 2018, People Ready from 2015 to 2018, and Mastercard since 2012. Outside of financial advising, he works as an independent contractor for Amazon Flex. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap fee structure while maintaining oversight of its investment models and manager selection.

Halle Christensen is a financial professional with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera and Prosperity Advisors in various capacities since 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.

Travis Barzee is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist clients in achieving their personal financial goals. He focuses on empowering clients through financial planning by building positive relationships and understanding their unique needs, situations, and objectives. Barzee has been with Fidelity Investments since 2024, holding positions as Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to joining Fidelity, he was a Financial Advisor at Thrivent from 2024 to 2025. Outside of his professional role, Barzee's interests include family activities, golf, playing instruments, movies, pets, and running.

Thomas Wood Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Wood operates in Lees Summit, MO. 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 provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

Darrin Debok is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he owns and operates several retail businesses, including a liquor store and a pizzeria. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Merry Mingle is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory role, she manages Northern Nights, LLC, a commercial property in Michigan that includes plans for both Airbnb rentals and office space. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive advisor network and additional affiliated capabilities.