Andriea Nie is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and 19 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved as a contractor with Juice Plus+, a wholesale distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved methodologies and tools.

Philip Verhaeghe serves as a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he founded The Verhaeghe Group. He leads a team of ten professionals who manage over $1 billion in client assets as of June 2025. Philip specializes in working with affluent families, primarily those with $5 million or more in net worth, assisting them in navigating the complexities of significant wealth. His approach focuses on integrated planning, clarity, and stewardship, addressing interconnected aspects such as investments, legacy planning, liquidity events, business transitions, and philanthropy. Philip's expertise includes preserving purchasing power across generations and coordinating closely with estate and tax professionals. He builds tailored frameworks to simplify complexity and clarify outcomes for his clients. His work has been recognized by Forbes, listing him among the Best-in-State Wealth Advisors from 2018 to 2020 and 2022 to 2025, and by Barron's in 2018 as one of the Top 1,200 Financial Advisors. He holds a Bachelor's Degree from Kansas State University and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. In his personal life, Philip enjoys mountain biking, fly fishing, and spending time with his family.

Patrick Cohen is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.

Sarah Day is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience and has previously worked at several firms including Waddell and Reed LPL Financial and Commerce Trust Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management strategies delivered through a network of independent Financial Professionals, with access to both proprietary and third-party investment models.

Kimberly Pieper is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at major firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Pieper also has ownership interests in two investment-related businesses based in Leawood and Overland, Kansas. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and combines advisory solutions with other financial products across its network.

Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Suzann Dorjath is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill, GCG Financial Group, Triad Advisors, Wells Fargo Clearing, Merrill Lynch PBIG, and Mesirow Financial. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

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.

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.

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.

Paul Shores is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by the firm’s capital-markets capabilities.

Amie Nees is a financial advisor with UBS Financial Services in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at UBS since 2019 and previously spent four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Kathleen Leith is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She has been with Robert W. Baird & Co. Inc since 2008. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

David Barber is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Jericho Home Improvements for six years, Dream Realty for one year, and Ascend Learning/Jones and Bartlett for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary managed solutions, tax-efficient services, and affiliated investment options.

Madelynn Nacke is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held various positions including roles with the City of Pleasant Hill and the City of Independence Water Department. She is also a consultant and direct sales representative for Wineshop at Home. 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, third-party asset management, and institutional platforms.

Joseph Neal is a Series 66-licensed financial advisor currently with Wells Fargo Clearing and has eight years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Country Club Bank, and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Bailey Closser is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, Bailey worked for eight years at VMLY&R. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their financial planning engagements are structured as annual, collaborative relationships that use firm-approved analytical tools to deliver written recommendations across diversified investment categories.

Wendy Mayfield is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining her current firm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Devin Ceperley is a financial advisor with Edward Jones in Pleasant Hill, MO, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with First Baptist Church Grain Valley, the Kansas City Chorale, and the Blue Springs R-IV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.