Carlos Nino Hernandez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and various other companies in different sectors. Merrill, together 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.

Greg Harvey is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mass Mutual and its affiliate companies since 1998. Outside of his advisory role, he has ownership in an individual and group life and health insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning using firm-approved analytical tools and offers a range of asset management and educational services.

Kyle Niehues is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and four years of industry experience. His work history includes multiple terms at Morgan Stanley Smith Barney LLC and prior roles in retail and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Abigail Hansen is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience as a registered nurse providing medical care in a neonatal intensive care unit. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Starr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained experience within Fidelity in several capacities including Planning Consultant from 2022 to 2026, Relationship Manager in 2022, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. He focuses on collaborating with clients to develop financial plans that align with their individual definitions of success, emphasizing trust and clear communication throughout the process. Throughout his career at Fidelity, Robert has built expertise in investment consulting and financial planning. His approach centers on understanding clients' priorities and providing ongoing support to help them achieve their financial goals. Outside of his professional work, Robert's interests include football, golf, pets, skiing, soccer, and traveling.

Brent Neihart is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the Board of Directors for GN Bankshares. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Minshull is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2018, he worked with Waddell & Reed, various insurance carriers, and several advisory firms. Outside of his advisory role, he was involved with the Kansas City Metro Bicycle Club from 2014 to 2018. 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, offering a range of advisory programs, financial planning, and brokerage services.

Aaliyah Buckner is a Series 66-licensed financial advisor with Morgan Stanley, based in Leawood, Kansas, and has one year of industry experience beginning in 2024. Prior to joining Morgan Stanley, she worked for John Brown University and Maranatha Academy. Outside of her advisory role, she is employed by Helper's Inc., an elder care organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Duncan Laner is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Bank of Prairie Village for ten years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Cameron Pumphrey is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Mid-Missouri Group LLC, Waddell & Reed Inc, and various insurance carriers. Pumphrey is also involved as a general partner with Mid-Missouri Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.

Michael Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Woodbury Financial Services, Cornerstone Companies, and Creative Planning. Outside of advisory work, he has worked as a contracted delivery driver for DoorDash. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Brian Daniel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Raymond James in 2022. Outside of advisory work, he is a member of a real estate investment LLC with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Karen Chaney is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer agreements.

Dillon Blain is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Voya Financial Advisors Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Jeanette Harriman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank from 2004 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Slayd Casey is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career includes experience as a Financial Advisor at Summit Pointe Financial Group from 2021 to 2022, as well as roles as a Personal Banker at PNC Bank in 2021 and BBVA Bank from 2017 to 2021. Throughout his career, Slayd has worked closely with clients to help them navigate their financial and retirement journeys. He focuses on discussing clients' goals and dreams and co-creating solid financial plans tailored to their needs.

Jacob Mc Niel is a financial advisor with Edward Jones in Prairie Village, Kansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He worked at American Century Investments for eight years before joining Edward Jones, where he has been since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Winkler is a financial advisor with Cetera, holding the Series 66 designation and seven years of industry experience. He has been with Cetera and Cetera Wealth Services since 2023 and also serves as a financial advisor at Renaissance Financial Services Inc. since 2018. Prior to his current roles, he worked at Securian Financial and Minnesota Life, and has a background that includes a position in the Kansas State College of Business IT Department. He is also licensed to sell fixed insurance products and works as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and advisory services through multiple program platforms and model portfolios, managing over $256 billion in assets.

Penny Mckinney is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Zachary Felz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked in real estate services, the healthcare industry, education, and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support diversified investment strategies.