Joseph Ganote is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2020, he worked at Waddell & Reed, Inc. and Bankers & Investors Co. Ganote operates an independent contracting business under the name Beyond Wealth Advisors and is president of JCKG Enterprises LLC, which supports his financial planning practice. 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 employs tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals.

Scott Ferguson is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Ferguson is involved in equestrian businesses as a partner in Cozi Ranch LLC and Cozi II LLC, focusing on horse buying, selling, training, leasing, and boarding, and he also participates in recreational filmmaking through House of Husband LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Rebecca Knepper is a financial advisor at Edward Jones in Blue Springs, MO, holding the ChFC®, Series 63, and Series 65 designations with 19 years of industry experience. She has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kevin Carpenter is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Kelsey Cope is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She worked at Waddell & Reed, Inc for nine years before joining LPL Financial, where she has been since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Derek Sabaugh is a financial advisor at UBS Financial Services in Leawood, KS, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Midwest Builders Casualty Group and US Bank, as well as community work at Tomahawk Ridge Community Center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers additional features such as underwriting, custody, and securities-backed lending programs.

Jack Treas is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, among others. Outside of advisory work, he serves as general manager of Holliday Properties LLC, a real estate business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive client assets.

John Spangler is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 registrations and having 41 years of industry experience. He has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Whitney Poettgen is a financial advisor at Edward Jones with 4 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, she worked at Salesforce and Cerner Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Julie Naji is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of her advisory work, she is involved with a farm in Kingsville, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sheila Davis is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Morgan Stanley and its affiliated Private Bank since 2011. Outside of her advisory role, she is involved in direct sales of nutritional supplements. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Jason Bailey is a financial advisor with Ameriprise in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to advising clients, he coaches other Ameriprise financial advisors on practice growth through his outside business, eXtraordinary Coaching, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ashley Struzick is a financial advisor with Primerica Advisors in Pleasant Hill, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of investment advisory activities, she engages in part-time speaking engagements and is involved in the sale of non-investment related products such as home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

John Skinner is a financial advisor at Edward Jones in Blue Springs, MO, holding Series 63 and Series 66 designations with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Peter R. Carmack is a CFA® charterholder with 33 years of industry experience. He is currently an advisor at LPL Financial and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, Carmack serves as a board member for Keen Technologies, a technology company. 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 wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jasmine Boyden is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo Bank for two years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Bennett Ward is a financial advisor with LPL Financial based in Lees Summit, MO. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he held positions at RTS Inc., Worldwide Express, and Nestel Insurance Agency. 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 access to third-party asset management.

Gloria Lane is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Corie English is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory work, Corie owns and operates Corie English Photography, a business she has run since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages substantial client assets and utilizes a structured planning process supported by proprietary tools and market modeling to assist clients in financial decision-making.

Christopher Madden is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2007. Outside of his advisory role, he maintains and repairs a rental home in Independence, MO. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.