Daniel Frank is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Blackrock Investments, Blackrock Financial Management, Rademacher Financial, and Raymond James Financial Services. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Cole King is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of Group One Wealth Management based in Leawood, Kansas. With experience dating back to 2012, Cole specializes in helping clients and their families simplify complex financial lives by developing personalized strategies aligned with their goals and priorities. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Cole works closely with clients to identify and prioritize objectives such as estate planning, investments, tax efficiency, wealth transfer, and retirement income, transforming these into clear, actionable plans while building trust and fostering long-term relationships. Cole holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. He is also actively involved in community organizations such as Ducks Unlimited, Knights of Columbus, and Pheasants Forever. Cole resides in Overland Park, Kansas, with his wife, Emily, and their four children, and enjoys spending time outdoors, coaching his children's teams, and engaging in activities like hunting and fishing.

Robert Goodwin is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2012. Outside of his advisory role, he owns and operates an internet guitar sales business and serves as an arbitrator for FINRA dispute resolution. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with customized portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate both in-house and third-party investment managers and provides features such as tax management and responsible investing options.

Stephanie Hutchison is a Series 66 licensed financial advisor with Edward Jones, based in Leawood, KS. She has 18 years of industry experience, all of which she has spent with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Tonya Lore is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She has been active in the financial services industry since 2004, providing investment guidance and developing potential solutions to meet the financial objectives of individuals, families, and businesses. Tonya's areas of focus include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, portfolio management services, small business strategies, and tax minimization. Tonya holds a bachelor's degree in Economics with a minor in Business from the University of Colorado at Boulder and earned a Master's in Business Administration from Rockhurst University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She approaches financial advising with a commitment to acting as a fiduciary and aims to tailor personalized financial strategies considering clients' risk tolerance, time horizon, and liquidity needs. Residing in Overland Park, Kansas, Tonya lives with her husband Brian and their two daughters. The family is active in the community, supporting organizations such as the Steps of Faith Foundation and the Kansas City Zoo. Tonya enjoys boating, gardening, music, reading, spending time with her family, and traveling.

Tate Thornburg is an Associate Financial Advisor at Ameriprise with three years of industry experience. He previously worked with Creative Collaboration LLC and has experience in various roles including positions outside the financial industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice based on in-depth analysis and proprietary tools.

Matthew Thompson is a financial advisor with Ameriprise, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in managing real estate properties through Thompson Real Estate LLC. Ameriprise provides retirement-income planning services focused on clients near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Glenn Bates Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works with professionals, executives, and business owners to develop structured financial plans that address complex needs such as retirement strategy, tax efficiency, and coordinated financial decision-making. His approach focuses on creating sustainable income strategies and integrating various aspects of clients' financial lives. With over 20 years of experience in the financial services industry, Glenn specializes in education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. His career has allowed him to assist diverse clients, including business owners, executives, young professionals, and retirees, tailoring financial strategies to their unique goals and circumstances. Glenn holds a Bachelor of Business Administration degree with a major in Marketing and Management from Northwood University and a Master of Business Administration from Liberty University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He is involved in his community through organizations such as Junior Achievement, Connections to Success, KVC, and the Overland Park Rotary Club. Glenn and his wife reside in Overland Park, Kansas, with their two sons.

Kevin Frevert is a financial advisor with Merrill, holding the Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America, N.A. since 2015 and has been with Merrill since 2014. Earlier in his career, he spent a year at Ameriprise. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Munsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1997 following his graduation from the University of Missouri with a degree in Finance. Mark holds the Chartered Retirement Planning Counselor (CRPC) designation, awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark focuses on the pre- and post-retirement needs of individuals. As a specially qualified Senior Portfolio Advisor, he provides traditional advice and guidance, helps clients pursue their objectives by building and managing custom investment strategies, and selects from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage those strategies on a discretionary basis.

Thomas Freeman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services Inc. for seven years. Outside of his advisory role, he has ownership interests in several private businesses, including restaurants and investment-related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Teresa Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following two years at Commerce Brokerage Services, Inc. Outside of her advisory role, she owns and operates a retail and online store business based in Lenexa, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Katharine Lew is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory role, she is involved with Ability KC, a nonprofit organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Ashley Matthews is a Series 66 credentialed financial advisor with 15 years of experience at Edward Jones. She has been with the firm since 2011, based in Leawood, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Metz is a financial advisor with Ameriprise in Prairie Village, KS, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he is involved in business ownership and process management activities unrelated to investment services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

Gregory Spears is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he owns and operates Amplify International Education Inc., an education-focused business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, integrating advisory services with banking and other financial products through a national network of advisors.

Scott Jones is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for nine years before joining RBC in 2023. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and a range of customizable portfolio options.

Jacob Salzman is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and 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, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Taylor Bordman is a financial advisor at Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to Morgan Stanley, Bordman was with Beacon Pointe Advisors, LLC and Cohen Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to model financial outcomes.

George Koepp is a Series 66-licensed financial advisor with Edward Jones, based in Raytown, Missouri. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains a personal rental property for a family member. 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, including discretionary and non-discretionary wrap fee strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.