Peyton Arana is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc and Bank of America, N.A. He is currently based in Leawood, KS. 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.

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.

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.

William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

Samuel Heggs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, Inc., Earl Enterprises, and Kansas City Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor relationship and specialized SIMPLE IRA consulting services.

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.

Alicea Konieczka is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Advisors and RT Specialty. She is also a 50% owner of Emerald Legacy Advisors LLC and fully owns AVK Advisory Management LLC, both investment-related entities. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets from 2000 to 2009. Outside of his advisory role, Kangethe owns Maasai Investments, LLC and is involved with Mosquito Squad, a pesticide control business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by the firm’s structured discovery process and planning tools.

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.

Braden Wilson is a financial advisor at LPL Financial in Kansas City, MO, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Ryan Transportation for three years. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

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.

Todd Le Sage is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill, CFD Investments/TKL Wealth Strategies, and DST Securities prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

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.

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.

Nolan Lasiter is a financial advisor at Edward Jones in Mission, KS, holding a Series 66 designation with three years of industry experience. His prior career includes roles at Northrup Grumman, Amazon LLC, and a 17-year service in the United States Army. Outside of his advisory work, he is involved in business development as owner of UnityEdge LLC, co-owns a crafting retail business, Le Crafty Loft, and serves on the finance board of Westside Leavenworth Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Gabriel Moser is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to LPL Financial, he worked at Northwestern Mutual Investment Services LLC and has experience in diverse roles including at The Onyx Collection and VeraNorth Capital Management LLC. 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 range of financial planning and investment management services, utilizing a variety of strategies including model portfolios and third-party asset management.

Erica King is a CFP®-certified financial advisor with Edward Jones in Kansas City, MO, where she has worked since 2002. She holds a Series 63 license and has 23 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, 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.