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.

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.

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.

Clyde Wells II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has been retired since 2011. His other business activities include part-time sales of loan products and home security and automation services referrals through affiliates of Primerica. Primerica Advisors provides 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 uses a tiered wrap-fee structure for its investment services.

Caleb Banegas is a financial advisor at Edward Jones in Overland Park, KS, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and DoorDash. He has also been affiliated with the University of Colorado Denver for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kelly Krebs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Krebs held roles at JE Dunn Construction Company, Benedictine College, and Country Club Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of wealth levels. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alex De Marea is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior work experience at Deloitte Consulting and Bank of America. 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.

Zahin Muqsit is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at BRAC Bank Limited and teaching positions at Wichita State University and Bangladesh University of Professionals. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jacqueline Mc Ginnis is a Series 66-licensed financial advisor with Ameriprise in Overland Park, Kansas, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. In addition to her role at Ameriprise, she is an Associate Financial Advisor at Juno Moneta, LLC, where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kristi Young is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2015. Kristi is also a licensed notary public in Kansas, primarily notarizing work-related documents for branch clients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeremy Mctaggart is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2013, with prior experience at House and Renner Construction. Outside of financial advising, he serves as Children's Ministry Director at Restoration Church. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Easley is a financial advisor with Cetera, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has served in various roles at Prosperity Advisors LLC and related entities, including as Vice President and member of the board of directors. Easley is involved in multiple financial services and investment-related businesses and also participates as a referrer for a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Andriea Nie is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and 19 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved as a contractor with Juice Plus+, a wholesale distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved methodologies and tools.

Blake Limbaugh is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience as a Financial Advisor at Engage Wealth Advisors from 2022 to 2023 and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. In his role, Blake focuses on partnering with clients to understand their financial goals and aims to deliver a unique and world-class experience. His career reflects a progression through various positions within the financial services industry, providing him with a broad perspective on client financial planning and advisory services. Outside of his professional work, Blake's personal interests include baseball, golf, music, soccer, social events with friends, and parenthood.