Bekah Orendac is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and previously at National General Insurance from 2015 to 2017. Outside of her advisory role, she occasionally donates plasma to supplement her income. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Samira Hadi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, NA dating back to 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Madelyn Verhaeghe is a financial advisor at Merrill with 46 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill since 1980, also working with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies constructed by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucas Segal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that help individuals and families achieve their long-term goals, including retirement planning, education funding, legacy planning, and tax minimization. His approach involves collaborative goal setting and creating plans that reflect each client’s values and aspirations. Lucas holds a Bachelor's Degree from the University of Central Arkansas and a Master of Business Administration from the University of Arkansas. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes managing new wealth, liquidity management, and providing guidance to diverse communities, including women and the LGBT population. Outside of his professional role, Lucas is active in several organizations such as the Alpha Sigma Phi Alumni Association, Cornerstones of Care Foundation, and the Mid America LGBTQ Chamber of Commerce. He is also involved with the Boys and Girls Club of Faulkner County, the Human Rights Campaign, and the United Way of Central Arkansas. His personal interests include adventure sports, basketball, bowling, football, pickleball, spending time with his family, and traveling.

Anna Foreman is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience, including prior roles at Five Key Capital Management and several other companies outside the financial sector. Equitable Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and fiduciary services for qualified plans.

Angela Hudson is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 11 years of industry experience. She has worked with Cetera and its affiliated entities since 2015 and owns Hudson Planning Services, LLC, a financial services firm. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various program structures and third-party managers.

Elane Mullins is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has worked at Primerica since 2000 and previously held positions at USDA Risk Management Agency and CVS Health. Outside of her advisory role, Mullins is involved as a range aide for motorcycle riding classes and coach training at Gail's Harley Davidson in Grandview, MO. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Cameron Simmons is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Cameron focuses on understanding clients' financial situations and advocates for their short and long term financial goals by identifying and modifying strategies tailored to individual plans. Prior to this, Cameron served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020, and as a Retirement Solutions Representative at Fidelity Investments from 2013 to 2018. This experience reflects a background in financial consulting and retirement planning. Outside of professional responsibilities, Cameron has interests in art, family activities, parenthood, and writing.

Justin Churchill is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at The Redwood Group (Risk Canopy) for five years and has experience at Gaillardia Country Club and Southwestern College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Stuart Brock Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has served as a Merrill Financial Advisor since 1998 and is the senior member of his team. Stuart and his team work closely with families and small businesses to assist with comprehensive financial planning, focusing on areas such as retirement planning, portfolio management, tax minimization, and estate planning. They develop disciplined plans tailored to clients' most important goals, whether related to wealth accumulation, preservation, or transfer to the next generation. Stuart's expertise spans college education planning, divorce transition planning, legacy planning, personal retirement planning, small business strategies, socially responsible and ESG investing, investment strategy, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned his Bachelor's Degree from the University of Kansas. Outside of work, Stuart enjoys spending time with his wife and five children, pursuing charitable activities, golfing, tennis, and traveling. He values developing close relationships with clients and their families and is committed to positively affecting the lives of those he interacts with.

Benjamin Wheeler is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in singing, participating in rehearsals and concerts in the Kansas City area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kayla Moore is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2024. She joined Fidelity in 2021 as a Financial Consultant and has prior experience as a Financial Advisor at MML Investor Services - Twin Financial from 2020 to 2021, as well as an Associate Wealth Advisor at Mariner Wealth Advisors between 2018 and 2020. Her professional background includes expertise in tax efficient investing and financial planning, utilizing Fidelity's resources to develop strategies tailored to clients' preferences and goals. She holds an Arkansas Insurance License. Outside of her professional work, Kayla enjoys attending concerts, visiting museums, practicing yoga, and spending time with her pets.

Stephen Spangler is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ross Halsey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked with The Keepers Legacy, Inc, Rjjj Group Company, and Waddell & Reed, Inc. Outside of his advisory work, he volunteers with the Overland Park Mayor’s Prayer Breakfast and has been involved in brand promotion for Team Head Racquetball since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brooke Willis is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, GEHA, Inc., State Street Corporation, and Keen Wealth Advisors. Willis also serves as a registered representative at Willis Financial Solutions, where she supports branch activities and sells fixed life insurance and annuities. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage portfolios across various asset classes.

Craig Holtzen is a financial advisor with Edward Jones in Louisburg, Kansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of the Louisburg Endowment Association, where he organizes meetings, participates in scholarship selections, and explains the endowment's functions to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

David Mehrer is a financial advisor with Ameriprise in Leawood, KS, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns a consulting business and serves on the board of directors for the nonprofit If U Love Me. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Aaron Schmeltz is a Planning Consultant at Fidelity Investments, where he partners with clients and Financial Consultants to develop strategies tailored to each client's unique personal needs. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before his current position starting in 2024. Prior to joining Fidelity, Aaron worked as a Personal Banker at Commerce Bank from 2021 to 2022. Outside of his professional responsibilities, Aaron enjoys outdoor activities such as camping, fishing, golf, hiking, and other adventures. He also has an interest in pets.

Michael Hamilton is a financial advisor with UBS Financial Services in Leawood, Kansas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has held prior roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns and manages a recreational-use property through Kucera Farms LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research.