Patrick Aubry is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to model financial outcomes.

Rita Borchers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Equitable Advisors. 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, and institutional platforms, supported by research tools and a broad network of more than 22,800 advisors.

Danielle Yonker is a financial advisor with Edward Jones in Belton, Missouri. She holds the Series 66 designation and has three years of industry experience, including six years at Church & Dwight Inc. Outside of finance, Yonker teaches dance at a studio in Raymore, instructing students from age 3 to adult. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daniel Esselman is a financial advisor with LPL Financial based in Lee's Summit, MO. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Commerce Brokerage Services, Inc. for six years and Woodbury Financial Services INC for three years. 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 other institutions. The firm provides a range of financial planning and investment solutions, supported by a large network of over 22,800 advisors and extensive operational and research tools.

Jo Anna Prince is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Caliber Wealth Management, Compass Planning Group, Raymond James Financial Services Advisors Inc., and Spectrum Wealth Advisors. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Debra Pedersen is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

Jacob Simonton is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Prior to his financial services career, he was employed at The Lost Cajun and The Keller Pointe. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 a structured planning process supported by firm-approved tools and Global Investment Committee resources.

Jason Kurz is a financial advisor at Edward Jones in Pleasant Hill, MO, holding a Series 66 designation with 10 years of industry experience, all of which has been with Edward Jones since 2016. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Todd Hawkins is a financial advisor with Thrivent Investment Management in Blue Springs, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior business experience includes ownership of Hawk Auto Sales LLC from 2011 to 2017. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Sam Sabaugh is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Renters Warehouse and Better Homes and Gardens. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and research from its Chief Investment Office.

Kimani Rice is a Series 66-licensed financial advisor with Merrill based in Belton, MO, and has one year of industry experience. Prior to joining Merrill, Kimani held roles at Bank of America, US Bank, and other firms. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Jones is a financial advisor with Osaic Wealth, Inc. based in Lee's Summit, Missouri. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Jones has previously worked at Pentrust Wealth Management, LLC and FSC Securities Corporation. Outside of advising, he owns a law practice focused on document drafting, entity formation, and corporate legal services. Osaic Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm uses asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios across various asset classes, offering both discretionary and non-discretionary account management alongside third-party investment solutions.

Jonathan Klassen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, Klassen is involved as Vice President of his family's commercial printing business, Klassen Enterprises, and serves as a co-trustee for family property holdings in Claremore, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Trevor Graham is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. 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 broad range of advisory and brokerage services, utilizing various model portfolios and third-party management while supporting advisors with advanced operational and research tools.

Sandra Fahlstrom is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models to support its financial advisory services.

Joel Wilson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Outside of his advisory role, he is involved with the Military Order of the Devil Dogs as a Pack Leader and participates in activities related to an advertising business, Talent Unlimited. 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 provides a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jaylin Williams is a financial advisor at Merrill with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, Community America Credit Union, US Bank, Sprint/T Mobile, and Best Buy. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelley Manning is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Raymond James in 2020, he spent 10 years at Waddell & Reed, Inc. Manning serves as Treasurer and Director of the Lee's Summit Chamber of Commerce Board, where he participates in budget and fiscal policy discussions and represents the Chamber at community events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and supports municipal and public finance work through a unique advisory affiliation.

Darren Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Cetera since 2014 and also manages Garrison & Associates / The Tax Shoppe, a tax and accounting service where he is an enrolled agent. In addition to his advisory work, he is a partner at Collective Wealth Management LLC, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Julie Buckner is a Series 66 credentialed financial advisor with Edward Jones in Raytown, Missouri, with over 15 years of experience at the firm. She has transitioned within Edward Jones from its investments division to its wealth management arm. Outside of her advisory role, she has been a consultant for Young Living Essential Oils since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.