Derek Neubauer is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked at Royal Alliance since 2020 and has experience at several other firms and roles prior to that. Neubauer is also involved as an advisor with Vantage Pointe Financial Group, an LLC engaged in sales of securities and insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Colin Campbell is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets functions.

David Allen is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in public speaking engagements at Kansas City Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Lisa Shaw is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 36 years of experience in investment and financial services, beginning her career as an investments trader for a large bank trust department before becoming a financial advisor in 1995. Lisa joined Merrill Lynch Wealth Management in 2006 and focuses on serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, charitable and estate planning, and planning for closely held business owners and executives. Lisa holds several professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor (CPFA). She is also registered for Series 6, 7, 63, 65, and 66 FINRA registrations and is a registered insurance agent. Lisa earned a Bachelor of Business Administration in finance from Iowa State University and completed CPWA® coursework at the University of Chicago Booth School of Business, along with international business studies at the London School of Economics and the University of London. In addition to her work with clients, Lisa volunteers for her church, St. Peter's Church, and various community organizations including Literacy KC and the Central Exchange. She has also been involved with the Bayer Community Advisory Panel and served on the Greater Kansas City Chamber of Commerce Centurions Alumni Board and the ISU Alumni Organization. Lisa spends personal time with her family and pursues interests such as boating, gardening, interior decorating, music, running, skiing, swimming, and traveling.

Kenneth Walton is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Walton also conducts business under the DBA name Reflection Financial Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models and third-party managers, focusing on personalized client assessments and offering both proprietary and third-party investment solutions.

Geoffrey Gembala is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is a co-author of a book and involved with Appreciate The World, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee structure rather than fixed fees.

Dara Truax is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed, Inc. from 2014 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Arthur Perry is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Based in Kansas City, MO, Perry’s career has been entirely within the Morgan Stanley organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its process.

Nathan Smith is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 24 years. Outside of his advisory role, he serves as Treasurer for the Papua New Guinea Mission Society, managing the organization’s financial records. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management or discretionary trading authority. The firm integrates planning with managed accounts through its WealthPlan option while maintaining separate services.

Joseph Pelle is a financial advisor with Cetera in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has held roles at several firms including Prosperity Advisors, LLC, where he is Vice President and a board member, and Prosperity Network of Advisors, where he serves as Senior Vice President. Pelle also participates in related business activities including ownership positions and a referral role to a CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and integrates third-party managers and proprietary model portfolios.

Richard Gibbs is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. He serves as trustee for a personal family trust, handling bill payments and estate settlement matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management, financial planning, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Jack Scanlon is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equitable Advisors, Jack held roles at KeyBank Real Estate Capital, Crown MedReality Partners, and Prime Capital Investment Advisors. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.

Brett Brennan is a CFP® professional with 15 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, National Planning Corporation, and Mike Martin Financial Group. Outside of financial advising, he owns a real estate brokerage and operates a tax preparation service, as well as an online shipping business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Luke Eide is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird & Co. for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Kristina Strickland is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Commonwealth Financial Network and Trinity Planning Group. Outside of finance, she serves as the children's director at Faith Vineyard Church and owns a horseback riding lesson and training facility. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, including proprietary and third-party model portfolios, discretionary and non-discretionary management, and a broad range of investment solutions.

Kailey Bozarth is a Series 66 licensed financial advisor with LPL Financial in Kansas City, MO, where she has worked since 2021. She has five years of industry experience, including two years at Edward Jones Investments and five years as a homemaker and stay-at-home mother prior to entering the financial services field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides diverse advisory programs, financial planning, and brokerage services, utilizing research, model portfolios, and technology-driven strategies.

James Redwine is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is a retired Army Lieutenant Colonel and has authored a finance book aimed at soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Joel Alderson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at multiple firms including Comprehensive Retirement Solutions, AGH Wealth Management, and Flint Hills National Golf Course. Joel is also involved with Prosperity Tax Center, LLC, where he refers clients to a CPA for tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Lauri Gray is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo’s research and tools to develop customized recommendations.

Robert Van Cleave is a financial advisor with Cetera who holds the Series 63, 65, and 66 credentials and has 12 years of industry experience. He has worked with several firms, including Avantax Investment Services and Keller Williams Realty Partners, and currently serves as president of Van Cleave Wealth Management Chartered, providing tax preparation, payroll, and other accounting services. In addition to his advisory work, he is a police officer for the City of Basehor and is involved in charitable activities as trustee of the Bob Van Cleave Charitable Trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.