Chris Athey is a financial advisor with Edelman Financial Engines in Kansas City, MO, holding a Series 65 credential and 14 years of industry experience. He previously worked at Tmfs Advisors, LLC from 2008 to 2016 before joining Edelman Financial Engines in 2016. Outside of his advisory role, he owns rental property but does not actively manage it. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Gianfranco Timotei is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of industry experience. His prior work history includes positions outside the financial sector, including at Chick-Fil-A and Acre. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, brokerage, and insurance products through a platform that integrates multiple adviser programs and third-party asset managers.

Scott Eastman is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Edward Jones, Mammoth Inc., and Security Bank of Kansas City, as well as non-financial experience with Uptown Theater. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized advice on asset allocation, investment manager searches, and performance reporting through a select group of Wealth Advisors.

Jason Berve is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Edward Jones, Independent Financial Group, LPL Financial, and CUSO Financial Services. He is also affiliated with Mazuma Wealth Management as a financial advisor. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Glenda Fiegl is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and economic modeling techniques.

Katharine Eck is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where she has worked since 2018. She has seven years of industry experience and is also a partner in an event management company, Fifteen Zero One, LLC. Prior to joining Edward Jones, she was involved with Hope Faith Ministries and Wildtree. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Williams is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLife Securities LLC, and OWLFI RIA LLC. Outside of his advisory work, Williams is involved as a business owner and operates a wine bar and kitchen in Kansas City. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Eric Savio is a financial advisor at Merrill with Series 66 and Series 65 licenses and four years of industry experience. He previously worked at U.S. Bank for five years and Keen Wealth Advisors for three years. He is based in Kansas City, MO. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Mcmurtry is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. He has a 50% ownership stake in Emerald Legacy Advisors, LLC, an investment-related business based in Kansas City, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

David Sims is a financial advisor with Ameriprise in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, Sims serves on the boards of St. Mark's United Methodist Church and the Johnson County Library, and is a member of the Shawnee Mission School District Finance and Facilities Committee. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Logan Barnard is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2024, he worked with PRUCO Securities, LLC and The Opus Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with other financial product sales.

Robert Phillips is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and has previously worked at Commerce Brokerage, Commerce Bank, and UPS. Phillips is based in Kansas City, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and third-party subadvisors.

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.

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.

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.

Steven Hughes is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, he serves as a successor trustee for family estates. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

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.

Scott Pfeifer is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2021 and previously worked at CommunityAmerica Financial Solutions, LLC for seven years. Pfeifer is based in Kansas City, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and a proprietary money market fund, supported by a large network of financial advisors and branch offices nationwide.

Jared Schelp is a financial advisor at Thrivent Investment Management based in Kansas City, MO, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and in public education with Olathe Public Schools. 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 financial planning focused on a broad range of topics, with planning services delivered separately from managed-account programs.

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.