Paul Davis is a Financial Advisor based in Leawood, Kansas, working with Merrill Lynch Wealth Management. He specializes in helping successful families and business owners simplify financial complexity and achieve clarity in their financial lives. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Paul's approach to financial advising is centered around a clear, disciplined planning process that prioritizes clients' goals. He emphasizes education before action to ensure clients understand the rationale behind each decision, and he takes ownership in following through on recommendations. His work often involves coordinating with specialists in banking, lending, tax, and estate planning to provide integrated wealth management. Paul holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2023 and is a Personal Investment Advisor (PIA). He holds a Bachelor's degree from Utah State University. Paul is involved with several professional organizations including the Leawood Chamber of Commerce, Mid-America Association of Real Estate Investors (MAREI), and The Connection KC. He also participates in community involvement with the Band of Angels. Outside of his professional work, Paul enjoys activities such as chess, hiking, music, reading, running, writing, yoga, and spending time with his family.

William Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2017 and previously at Wells Fargo Advisors and Wells Fargo Clearing. Ellwood is also the owner of Ellwood Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Brian Ross is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with the National Association of Insurance Commissioners from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Curtis Patterson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 55 years of industry experience. His prior experience includes roles at Oppenheimer and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research tools and a large network of over 22,800 advisors.

Paul Stover is a Series 66-licensed financial advisor with 15 years of industry experience, currently with UBS Financial Services in Leawood, KS. He has been with UBS since 2016. Outside of his advisory role, he works part-time in bicycle sales and service at Elite Cycling. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets offerings.

Andrey Kulikov is a Series 66-licensed financial advisor with Edward Jones in Leawood, KS, where he has worked for 14 years. He has maintained his career solely with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services with approximately $1.01 trillion in assets under management.

Daniel Dornan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is currently involved in business development at The Bank of Missouri. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Ye is a financial advisor with Robert Baird & Co. in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 2014. He 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Elliott Hollub is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 61 years of industry experience. He previously worked at Fahnestock & Co., Inc. for 27 years before joining RBC in 2017. He serves on the board of Friends and Family of Life Centers, a charitable foundation focused on community awareness. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Paxton Taylor is a Series 66 licensed advisor with Raymond James Financial Services Advisors, Inc., based in Blue Springs, MO, with 19 years of industry experience. He has been with Raymond James since 2012 and operates a sole proprietorship as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through its municipal advisor affiliation.

Steven Heggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2003 and owns Kansas City Wealth Partners LLC, an independent contractor relationship supporting his advisory work. He also serves as a committee member for the Blue Springs Education Foundation, attending quarterly meetings to review the nonprofit's financial activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

Douglas Adams is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Adams is involved in community service through the Make-A-Wish Foundation of Missouri & Kansas, where he serves on the finance committee, and he also owns Stellar Image Studios, a production company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering portfolio solutions supported by firm-approved planning tools and investment research.

Gregory Power is a Series 66-licensed financial advisor with UBS Financial Services in Leawood, KS, where he has worked since 2000, totaling 25 years of industry experience. He serves as president of the Tennessee Society, a social club based in St. Louis, MO, responsible for planning its biannual events. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Ryan Antes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Personal Investment Advisor (PIA) credential. Ryan has been developing goals-based financial strategies for clients since 2002. He specializes in building and managing custom investment strategies, incorporating Merrill Lynch Wealth Management model portfolios and third-party investment options. As a Senior Portfolio Advisor, Ryan may manage client portfolios on a discretionary basis through the firm's Investment Advisory Program. He is a key contributor to the ASA Group's portfolio design team, focusing on enhancing clients’ potential for long-term financial sustainability. Ryan earned a bachelor's degree from the University of Kansas. Outside of work, he enjoys outdoor activities, bass fishing, travel, and cooking. He lives in Olathe with his wife Ashley and values their connections to their large families.

Lori Tempel is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Keck is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adjusts investment plans as clients' situations evolve. Joseph focuses on areas including managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He emphasizes listening carefully to clients to understand what matters most to them and their families, which informs the personalized strategies he creates. He holds a Bachelor's Degree from Missouri State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Joseph enjoys cooking, football, and hiking.

Michael Koechner is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies, including Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates, to support its advisory services.

Robert Burks is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets Corporation since 2008, following a one-year tenure at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated portfolio management, financial planning, and custody services.

William Morris III is a Series 66-licensed financial advisor with Morgan Stanley in Leawood, KS, bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Morgan Stanley DW Inc. Outside of his advisory work, he owns and manages rental property in Shawnee, KS. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.

John Kliewer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 31 years of industry experience. His prior work includes roles at Columbus Life, John Hancock Life Insurance Companies, and Waddell & Reed, Inc. Outside of his advisory work, he owns Uncommon Business Enterprises, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.