Darrin Wolff is a financial advisor with Edelman Financial Engines in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2022 and Aspen Wealth Management, Inc. since 2009. Outside of his advisory role, he serves as a board member for Fathers Club, a community volunteer organization. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Hannah Cowan is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. She worked at Central National Bank for six years before joining Edward Jones in 2017. Outside of her advisory role, she manages income from a family farm in Gardner, KS. 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 oversees approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Justin Moore is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing rental properties in Harrisonville, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Dunklin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked previously at Liam Porter Insurance Agency and State Farm Vp Management Corp. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad range of services such as proprietary research, market-making, and securities-backed lending programs.

Mary Swanson is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves on the marketing and investment committee of the Boys and Girls Club of Greater Kansas City. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.

Ashley Melton is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Melton worked at Equitable Advisors, Pruco Securities, and has a background that includes positions in various healthcare organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Daniel Dolan is a financial advisor at Edward Jones in North Kansas City, MO, holding a Series 66 designation with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Grant Thornton LLP for four years. 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 under management and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Zschoche is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Cetera and has worked with related firms since 2004. In addition to her advisory role, she owns and operates Zschoche Financial Planning and serves as owner, president, and treasurer of Zschoche Farms, Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, 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 strategies.

Kenneth Marker is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Marker serves as a board member of the Pleasant Valley Farms Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jordan Tucker is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services Inc. from 2015 to 2017. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Brad Mock is a Financial Consultant at Fidelity, where he assists clients with retirement planning and investment strategy. He collaborates with clients to create plans aimed at meeting their reasonable goals and improving their family's financial future. Prior to joining Fidelity in 2022, Brad held positions as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2022, a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and a Financial Center Manager at Bank of America from 2017 to 2019. He holds an Arkansas Insurance License.

Paige Fowler is a CFP®-certified financial advisor with 19 years of industry experience. She has been with Edward Jones since 2013 and is based in Kansas City, MO. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Julia Hyde is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Leawood, Kansas office. She originally worked for Merrill Lynch Wealth Management while residing in Omaha, Nebraska, and rejoined the firm in 1998. Julia has been part of the Helbert Hyde team for over 15 years, focusing on holistic wealth management to serve clients and their families by determining long-term financial goals and implementing customized investment strategies. Julia's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, special needs planning strategies, women and wealth, and retirement income. She collaborates closely with clients, gathering information, assessing time horizons and risk tolerance, and maintaining continual dialogue to adjust portfolios as situations evolve. An Iowa native, Julia graduated from Morningside College in Sioux City, Iowa. She has lived in the Kansas City area for over 35 years and resides there with her husband Doug and their rescue dog Millie. They have four adult children and nine grandchildren. Julia holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She supports several charitable organizations in the Kansas City area, including Harvester's, CASA, Susan G Komen, and Great Plains SPCA, and enjoys spending her time away from the office with family and friends at the lake.

Maren Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Saint Ann YCC and held positions in educational institutions including Fisher Island Day School and Pembroke Hill School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Sean Tucker is a financial advisor with Cetera, holding a CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has held positions at Valic Financial Advisors and Comprehensive Retirement Solutions before joining Cetera. Tucker is also a financial professional at Prosperity Advisors, LLC and refers clients to a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.

Kyle Doege is a financial advisor with RBC Capital Markets, holding a Series 66 designation and possessing 16 years of industry experience. He has worked at RBC Capital Markets since 2014 and also serves at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, alongside a range of integrated financial services.

Jonathan Helbert is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals and families to develop customized financial strategies aimed at meeting their personalized goals. He also leads the ongoing development and assessment of his team's financial strategy and economic outlook. Jonathan joined the Homuth, Hyde and Luby Group at Merrill Lynch Wealth Management in 2011. He focuses on various client areas including corporate executive services, family wealth management strategies, LGBT wealth planning, managing new wealth, portfolio management services, small business strategies, sports and entertainment, and individual and corporate investment strategy. He graduated from the University of Kansas with a Bachelor's Degree in Finance and holds the Chartered Financial Analyst® (CFA®) designation from the CFA® Institute. He is a member of the CFA® Society of Kansas City and involved with professional organizations such as the University of Kansas Sigma Phi Epsilon Fraternity. Jonathan is also involved in community organizations including the Boys & Girls Clubs of Greater Kansas City and the HappyBottoms Organization. Born and raised in Kansas City, he grew up working in a small, family-owned commercial printing company handling client relations for six years. Outside of work, he enjoys golfing, woodworking, and spending time with his family.

Erin Pierson is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and previously worked at Ameritrade Inc. from 2005 to 2020 before joining Charles Schwab in 2020. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Keaton George is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Strategic Partners Financial Group and Mitchell Capital Management. Outside of his advisory work, he has experience with DoorDash, Inc. and held academic and community roles related to Kansas State University and Baldwin City Recreation Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.