Amy Patton is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously operated a family farm business and was self-employed for several years. Outside of her advisory role, she is involved in agricultural ventures, including land leasing and pasture rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Nora Borrowman is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Renaissance Financial, Bank of Springfield, and Hy-Vee, Inc. She has also been involved with the University of Kansas in multiple capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and assets exceeding $256 billion.

Max Detwiler is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. His prior roles include work at Axa Advisors, Foresters Financial, and multiple positions at Kansas State University. Outside of finance, he works part-time as a delivery driver for DoorDash. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, retirement plan consulting, and various asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers, offering a range of advisory models that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Curtis Morrison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at LPL Financial since 2003 and was previously employed at Merrill from 1999 to 2003. Outside of his advisory work, Curtis is involved in business ventures including ownership of Madison Global Holdings, Inc. 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 a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational technology and research tools.

Andrew Sigler is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2017, he worked at UBS Financial Services from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Easley is a CFP® with 26 years of industry experience and has been with Edward Jones since 1999. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeremiah Young is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Hawthorn Bank, Bank of America, and Simmons Bank. 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, including managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Brandon Zalesky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Financial Services. Outside of his advisory role, he volunteers as a mentor for Youth Emergency Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Kevin McMahon is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company and Northwestern Mutual. He also engages in the sale and service of non-proprietary insurance products through Crump/PPN. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and partnerships with third-party managers and sponsored advisory programs.

Ahmad Al Gibaly is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, following a year at Gwfs Equities, Inc. prior to that. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by centralized custody and operational structures.

Scott Hocker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Raymond James, he worked with MassMutual and American Family Insurance. He is also the owner of Hocker Financial Services, LLC, a company established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large network of advisors.

Stephen Rodewald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Ram & Associates LLC, Waddell & Reed, Inc., and Arvest Wealth Management. 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 services including financial planning, model portfolio programs, and institutional platforms, combining a broad network of investment adviser representatives with extensive non-advisory financial activities.

Jill Wood is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2019. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Wilcox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for ten years before joining LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Petri is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 1993. Outside of his advisory role, he is the owner of M2P Capital Ventures, LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Alexander Barrett is a financial advisor with Cetera based in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Prior to his current role, he was involved with Nivo Solar LLC and worked in various positions across multiple industries. He is also a financial advisor at Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a nationwide network of independent advisors.

James Stathis is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018, following three years at Smith, Moore & Co. He also works as a Certified Financial Planner and Wealth Manager with Signature Retirement Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Hayden Watts is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. He previously held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Blue Ridge Bank and Trust Co, and Strategos International. Watts served four years in the US Marine Corps. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Casey Ventrillo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations. Ventrillo has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Natalie Lambrecht is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s approach includes model-based asset allocations informed by proprietary research and provides both fee-based planning and discretionary portfolio management.