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.

Justin Starks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent and its affiliates since 2021, following 15 years at Ss&C. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without portfolio management or institutional advisory services, emphasizing written recommendations across a broad range of financial topics.

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.

Blake Campbell is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and JB Hunt Transport, as well as involvement with Arkansas Athletes Outreach. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Hurley is a Series 66 licensed financial advisor with LPL Financial, based in Blue Springs, MO, and has two years of industry experience. Prior to joining LPL Financial, he worked at KeyBank and has experience in financial services and education. He is also involved with Hoot Owl Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Harold Wingo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hawk-Eye Innovations, Inc. and multiple years of involvement with sports organizations such as Sporting Kansas City and the Kansas City Chiefs. Outside of advising, he is engaged as an insurance producer with a financial planning side business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and incorporates both proprietary and third-party investment strategies.

Rachel Howe is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and the Excelsior Springs School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with research and model portfolios.

Erica Goltra is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Adaptation Financial Advisors, Cambridge Investment Research, and PlanMember Securities Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Chase Keeler is a financial advisor at Edward Jones with 11 years of industry experience. He previously worked at American Century Investments, Bank of America NA, and Merrill Lynch. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Thad Blevins is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with six years at Morgan Stanley and a total of four years in the financial industry. Prior to joining Morgan Stanley, he worked at The University of Kansas and The Pembroke Hill School. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Matthew Perschon is a financial advisor with Fidelity in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2006. Outside of his advisory role, he owns and manages a small family farm, Silver Cannon Bison Ranch, in Missouri. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction, including delegated sub-adviser management and algorithmic methodologies.

Robert Renz II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to implement strategies that produce measurable results, utilizing processes refined over a long career at Merrill Lynch. Robert and his team, who collectively bring extensive tenure and expertise within Merrill, focus on delivering client-centered outcomes through straightforward and cost-effective investment plans supported by advanced technology. His areas of focus include college education planning, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. Robert holds a Bachelor's degree from the University of Kansas and a Master's degree from Rockhurst University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as Chairman of the Multiple Sclerosis Society's Dinner of Champions event and has been a board member of Bike Walk / Bike Share KC. Outside of work, Robert enjoys cycling, cooking, fishing, and spending time with his family.

David Schmidt is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Schmidt also serves as a director of Promillennial Wealth Guidance LLC, an entity used for personal tax and banking purposes. OSAIC Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and platforms to construct portfolios that include multiple asset classes and supports both discretionary and non-discretionary account management.

Zach Frisch is a Wealth Management Advisor at Merrill Lynch Wealth Management and a leader at Teahan Frisch Wealth Management. He partners with clients to provide full-service wealth management, focusing on helping individuals and families achieve financial security throughout their lives. Zach emphasizes a disciplined process characterized by simplicity and transparency to guide clients toward their financial goals while minimizing risk. Zach's expertise includes family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He offers customized wealth strategies covering portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services, 401(k) retirement plans, and long-term care. He holds the CERTIFIED FINANCIAL PLANNER® professional designation, the Chartered Retirement Planning Counselor credential, and is registered with FINRA Series 7 and 66, as well as being a registered insurance agent. He earned a Bachelor's Degree from Western Illinois University, as well as a Master of Business Administration and a Master of Science in Finance from the University of Missouri – Kansas City. Outside of his professional work, Zach is involved with the Rockhurst High School Hurtado Scholars Program. His personal interests include cooking, golfing, spending time with his family, tennis, traveling, and yoga.

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

Mitchel Cox is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Charles Schwab and related entities since 2010, including positions at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Outside of his advisory role, he has periodically worked as a delivery driver for Door Dash. Charles Schwab & Co., Inc. serves a large client base consisting primarily 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 discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Joseph Tarpey is a Series 66-licensed financial advisor at OSAIC with 8 years of industry experience. His prior roles include positions at Athene Annuity & Life Company, American Equity Insurance Company, LPL Financial, Peoples Bank, Sammons Financial Network, and Midland National Life Insurance Company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Dana Schnelle is a financial advisor with Raymond James Financial in Blue Springs, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Raymond James Financial since 2009 and has worked within the firm and its affiliate since 2006. Schnelle is also associated with KC Wealth Partners LLC, where she provides investment advice and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools and tailored planning to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Leah Booth is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2017 and previously worked in education and with Briarcliff Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.

Wiebke Rupard is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at Waddell & Reed, Inc., SAB Homes, and Martin Tax & Financial Services. She is also a notary through Life Goals Strategies Group, an entity associated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.