Timothy Hacker is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Paul Debey is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at UBS Financial Services Inc. and Piper Sandler & Co. He serves on the Board of Directors for Morningside College, an educational institution. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Alessandra Graber Brown is a ChFC® credentialed financial advisor with Edward Jones in Prairie Village, KS, where she has worked since 2012, accumulating 14 years of industry experience. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products through a nationwide network of financial advisors and branch offices.

Thomas Wilson is a financial advisor with Edward Jones in Lee's Summit, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Wilson writes and publishes action adventure novels as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Austin Buck is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Waddell & Reed, Inc., Jesse Snow, and the Truman State University Health Center. He is also involved with LifeGoals Strategies Group, an investment-related business associated with his LPL practice. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Lucas Watson is a financial advisor at Edward Jones in Grain Valley, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in design services and staffing roles at Staples Design Services and Robert Half. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Steven Stringberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior career includes long tenure at Waddell & Reed Inc and leadership roles at Mid-Missouri Group, LLC, Celtic Wolf LLC, and Stick This In Your Ear LLC. He is also involved as a non-variable insurance agent with Associates of Clifton Park, Crump. 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 portfolios, and institutional platforms, supported by a large network of advisors and a broad suite of financial products.

Terri Roberts Munsell is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UMB Financial Services Inc. and UMB Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and scenario modeling.

Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 23 years of industry experience. She has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc from 2004 to 2016. Outside of her advisory work, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, an equine activities private club. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Carra Sprague is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016 and previously spent 15 years at Merrill. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

James Fitzgerald is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for Angel Flight Central, a nonprofit organization that provides volunteer long-distance air transportation for individuals in crisis. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by deep integration with Bank of America affiliates and a comprehensive capital-markets platform.

Jennie Chappell is a financial advisor with Edward Jones in Prairie Village, KS, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at Lenexa Baptist Church from 2012 to 2017. 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 nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Matthew Sayers is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at UBS Financial Services Inc for seven years. Outside of his advisory work, he is the sole owner of SAYERS, INC. and serves as co-trustee of a private wealth management 401(k) plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

David Turner is a financial advisor at Wells Fargo Advisors with 24 years of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services and Jackson Hewitt. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose if and how to implement those recommendations through various brokerage or advisory programs.

Justin Moore is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing rental properties in Harrisonville, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

John Cuddy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School in Lees Summit, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Julia Hyde is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Leawood, Kansas office. She originally worked for Merrill Lynch Wealth Management while residing in Omaha, Nebraska, and rejoined the firm in 1998. Julia has been part of the Helbert Hyde team for over 15 years, focusing on holistic wealth management to serve clients and their families by determining long-term financial goals and implementing customized investment strategies. Julia's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, special needs planning strategies, women and wealth, and retirement income. She collaborates closely with clients, gathering information, assessing time horizons and risk tolerance, and maintaining continual dialogue to adjust portfolios as situations evolve. An Iowa native, Julia graduated from Morningside College in Sioux City, Iowa. She has lived in the Kansas City area for over 35 years and resides there with her husband Doug and their rescue dog Millie. They have four adult children and nine grandchildren. Julia holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She supports several charitable organizations in the Kansas City area, including Harvester's, CASA, Susan G Komen, and Great Plains SPCA, and enjoys spending her time away from the office with family and friends at the lake.

Kyle Doege is a financial advisor with RBC Capital Markets, holding a Series 66 designation and possessing 16 years of industry experience. He has worked at RBC Capital Markets since 2014 and also serves at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, alongside a range of integrated financial services.

Jonathan Helbert is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals and families to develop customized financial strategies aimed at meeting their personalized goals. He also leads the ongoing development and assessment of his team's financial strategy and economic outlook. Jonathan joined the Homuth, Hyde and Luby Group at Merrill Lynch Wealth Management in 2011. He focuses on various client areas including corporate executive services, family wealth management strategies, LGBT wealth planning, managing new wealth, portfolio management services, small business strategies, sports and entertainment, and individual and corporate investment strategy. He graduated from the University of Kansas with a Bachelor's Degree in Finance and holds the Chartered Financial Analyst® (CFA®) designation from the CFA® Institute. He is a member of the CFA® Society of Kansas City and involved with professional organizations such as the University of Kansas Sigma Phi Epsilon Fraternity. Jonathan is also involved in community organizations including the Boys & Girls Clubs of Greater Kansas City and the HappyBottoms Organization. Born and raised in Kansas City, he grew up working in a small, family-owned commercial printing company handling client relations for six years. Outside of work, he enjoys golfing, woodworking, and spending time with his family.

Alex De Marea is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior work experience at Deloitte Consulting and Bank of America. 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.