Robert Freeman is a CFP®-certified financial advisor at Wells Fargo Advisors with four years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked in various roles including at the University of Kansas and local country clubs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that address cash flow, retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Michele Giles is a financial advisor at Ameriprise Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, with recommendations based on proprietary research and third-party data.

Kyle Moore is a financial advisor with Ameriprise in Overland Park, KS, holding Series 65 and Series 63 designations and 13 years of industry experience. He has worked at Ameriprise since 2022 and concurrently serves as a financial advisor in wealth management at Mazuma Credit Union since 2019. His prior experience includes roles at CUNA Brokerage Services and Creative Planning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lucas Brandt is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services, Minnesota Life Insurance, A1 Mortgage, and Brady Crawford State Farm. He is also involved with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with access to various portfolio management options and third-party money managers.

Peyton Arana is a financial advisor with Merrill in Leawood, KS, holding a Series 66 designation and nine years of industry experience. His work history includes positions at Charles Schwab & Co., Inc. and Bank of America, N.A. since 2025. 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, and institutional investors.

Joel Mc Ginness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agency, Inc. He has been with LPL Financial since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Linda Maclean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at RBC Capital Markets. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, employing research and analytics guided by diversification principles and modern portfolio theory.

Brandon Stuewe is a financial advisor with Ameriprise in Shawnee, KS, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Jose Munoz Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at firms including Transamerica Financial Advisors and Ameriprise, and has served as an adjunct professor of finance at Donnelly College. Munoz is the sole owner of Legacy Planning Group, a business operating under Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets across over 10,000 advisors.

William Davis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2022. He is also an associate at Davis Financial Partners, where he serves as a financial planner. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tyler Lane is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Ameritime, LLC, an independent investment advisory business he founded. Lane is also involved in nonprofit insurance services through Financial Markets, INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with a range of financial planning, asset management, and institutional platforms.

Mark Jones is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1992. Outside of his advisory role, Jones is involved in selling loan products and home security services through affiliated companies and owns a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Amber Griffis is a Wealth Management Advisor at Merrill Lynch Wealth Management with experience dating back to 2002. She works with high net worth individuals and their families, developing personalized financial strategies to help clients pursue their long-term goals. Her focus areas include college education planning, corporate benefits, executive compensation, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and women and wealth. Amber holds a Bachelor's Degree from Bradley University and maintains several professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She has served as the Kansas City alumni ambassador for Bradley University, served on the board of the Financial Planning Association of Greater Kansas City for four years, and served on the finance committee of the Shadow Glen Golf Club. In addition to her professional commitments, Amber participates in community activities including the American Cancer Society-Relay for Life in Olathe, KS, City Union Mission, Harvesters, and Life Mission Church. She enjoys golfing, music, running, spending time with her family, and traveling.

Tylor McDonald is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and Northstar Group. Outside of his advisory work, he also works as a DoorDash driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Tammy Borchers is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has held roles at several firms including Wells Fargo Clearing, Waddell & Reed, Cadaret Grant & Co., and Grove Point Investments prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, 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 managers.

Ashley Decker is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., where she spent nine years before joining her current firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Christine Malmgren is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 22 years of industry experience. She has been with Morgan Stanley since 2009 and currently works with Morgan Stanley Private Bank, N.A. Since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary market models.

Tedd Maxfield is a CFP®-credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously was affiliated with the YMCA of Austin, MN. 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 supported by a large nationwide network of advisors and branch offices.

Brian Watts is a CFP®-certified financial advisor at LPL Financial with 18 years of industry experience. He has worked at several firms, including Securities America, Commonwealth Financial Network, and Waddell & Reed. Watts operates additional business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Benjamin Purnell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Cerner Corporation for five years. Outside of his advisory role, he manages a real estate LLC and oversees several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest networks of advisors and branch offices in the industry.