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.

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.

Jose Munoz Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with several firms, including Transamerica Financial Advisors and Ameriprise Financial, and currently serves as an adjunct professor of finance at Donnelly College. He is also the sole owner of Legacy Planning Group, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing flexible program options to advisors and their clients.

Samuel Heggs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, Inc., Earl Enterprises, and Kansas City Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor relationship and specialized SIMPLE IRA consulting services.

William Davis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2022. He is also an associate at Davis Financial Partners, where he serves as a financial planner. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alicea Konieczka is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. She previously worked with Wells Fargo Advisors, RT Specialty, RTS Financial / RTS International, and Clay Platte Family Medicine. Konieczka has ownership interests in two investment-related LLCs, Emerald Legacy Advisors LLC and AVK Advisory Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary research, model portfolios, and various technological tools.

Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and began his career at Citigroup Global Markets in 2000. Outside of his advisory role, he owns Maasai Investments, LLC, which involves property management and business development, and he is also associated with Mosquito Squad, a pesticide control advisory business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm uses a structured financial planning process with firm-approved tools and offers diverse investment and planning services, managing approximately $2.74 trillion in client assets.

Mark Jones is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1992. Outside of his advisory role, Jones is involved in selling loan products and home security services through affiliated companies and owns a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Amber Griffis is a Wealth Management Advisor at Merrill Lynch Wealth Management with experience dating back to 2002. She works with high net worth individuals and their families, developing personalized financial strategies to help clients pursue their long-term goals. Her focus areas include college education planning, corporate benefits, executive compensation, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and women and wealth. Amber holds a Bachelor's Degree from Bradley University and maintains several professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She has served as the Kansas City alumni ambassador for Bradley University, served on the board of the Financial Planning Association of Greater Kansas City for four years, and served on the finance committee of the Shadow Glen Golf Club. In addition to her professional commitments, Amber participates in community activities including the American Cancer Society-Relay for Life in Olathe, KS, City Union Mission, Harvesters, and Life Mission Church. She enjoys golfing, music, running, spending time with her family, and traveling.

Braden Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and Ryan Transportation for three years. Wilson is based in Kansas City, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management.

Tammy Borchers is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has held roles at several firms including Wells Fargo Clearing, Waddell & Reed, Cadaret Grant & Co., and Grove Point Investments prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Todd Le Sage is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill, CFD Investments/TKL Wealth Strategies, and DST Securities prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Christine Malmgren is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 22 years of industry experience. She has been with Morgan Stanley since 2009 and currently works with Morgan Stanley Private Bank, N.A. Since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary market models.

Brian Watts is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at firms including Securities America, Commonwealth Financial Network, and Infinitas Coordinated Wealth Council. Outside of his advisory role, he is associated with Paragon Wealth Strategies, LLC and Ethics LLC for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various institutional and participant advice programs.

Benjamin Purnell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Cerner Corporation for five years. Outside of his advisory role, he manages a real estate LLC and oversees several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest networks of advisors and branch offices in the industry.

Nolan Lasiter is a Series 66-licensed financial advisor with Edward Jones, based in Shawnee, KS, and has two years of industry experience. His prior work includes roles at Northrup Grumman, Amazon LLC, and 17 years of service in the United States Army. Outside of advising, he owns UnityEdge LLC and co-owns a crafting retail business called Le Crafty Loft; he also serves on the finance board of Westside Leavenworth Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm’s extensive network and affiliated capabilities provide diverse offerings, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.