Tiffany Brand is a Series 66 licensed financial advisor with five years of industry experience. She currently works with Edward Jones and has previously held roles at LPL Financial, BMO Bank NA, Bank of America, and Merrill Lynch. 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 solutions supported by a nationwide network of more than 23,700 advisors and a fiduciary standard of care.

David Schmidt is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Schmidt also serves as a director of Promillennial Wealth Guidance LLC, an entity used for personal tax and banking purposes. OSAIC Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and platforms to construct portfolios that include multiple asset classes and supports both discretionary and non-discretionary account management.

Zach Frisch is a Wealth Management Advisor at Merrill Lynch Wealth Management and a leader at Teahan Frisch Wealth Management. He partners with clients to provide full-service wealth management, focusing on helping individuals and families achieve financial security throughout their lives. Zach emphasizes a disciplined process characterized by simplicity and transparency to guide clients toward their financial goals while minimizing risk. Zach's expertise includes family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He offers customized wealth strategies covering portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services, 401(k) retirement plans, and long-term care. He holds the CERTIFIED FINANCIAL PLANNER® professional designation, the Chartered Retirement Planning Counselor credential, and is registered with FINRA Series 7 and 66, as well as being a registered insurance agent. He earned a Bachelor's Degree from Western Illinois University, as well as a Master of Business Administration and a Master of Science in Finance from the University of Missouri – Kansas City. Outside of his professional work, Zach is involved with the Rockhurst High School Hurtado Scholars Program. His personal interests include cooking, golfing, spending time with his family, tennis, traveling, and yoga.

Myron Schelp is a financial advisor with Thrivent Investment Management in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a farm property that is cash rented for agricultural use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach centers on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under an integrated billing option.

Timothy Laughlin is a financial advisor at UBS Financial Services in Kansas City, MO, with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at First National Bank of Kansas since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client solutions.

Joseph Tarpey is a Series 66-licensed financial advisor at OSAIC with 8 years of industry experience. His prior roles include positions at Athene Annuity & Life Company, American Equity Insurance Company, LPL Financial, Peoples Bank, Sammons Financial Network, and Midland National Life Insurance Company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Leah Booth is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2017 and previously worked in education and with Briarcliff Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.

Crosby Coats is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2022 and previously spent eight years at American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Schwery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Country Capital Management Co, and COUNTRY insurance affiliates. Outside of his advisory work, he serves as treasurer for the Gladstone Kiwanis and holds board memberships with the Briarcliff Business Partner Alliance and Heart of the Redeemer Covenant Community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Kevin Leduff is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He focuses on delivering personalized financial strategies that simplify complex decisions and aim to help clients enjoy the present while managing future concerns. Kevin emphasizes one-on-one planning and open communication to facilitate discussions about clients' envisioned futures, helping them avoid hasty or emotional financial decisions. With expertise in areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, portfolio management, tax minimization, and retirement income, Kevin takes a data-driven approach to managing clients' financial goals. He supports advanced planning and financial education, explaining concepts in a clear manner to design wealth strategies that align with clients’ risk tolerance and objectives. Kevin holds a Bachelor's degree in hotel and restaurant management from Georgia Southern University. Prior to joining Merrill in 2010, he spent eight years working in the restaurant industry with positions of increasing responsibility. A member of the United Schutzhund Clubs of America, Kevin competes locally with his German Shepherd, Artoo. He lives in Brookside, Missouri, with his wife Ferryl and their two sons, and they often attend their children's sporting events together.

Clayton Minnick is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he operated Clayton's Lawn Service, LLC for 13 years and worked at Vanit Delivery for a year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

B Martin is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He previously worked for SagePoint for 12 years before joining Osaic in 2023. Outside of his advisory role, he works part-time in various positions with the Kansas City Police Department, including call taker and desk clerk. Martin also owns an insurance agency that provides life and health insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio management that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Martin is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Locali Automotive and UPS. Martin has also been involved in education through his work at the University of Missouri-Kansas City and Lee's Summit North High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Seth Keethler is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Commerce Brokerage Services, Inc. and Edward Jones. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from in-house and third-party sources.

Ryan Holmes is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Kansas City, Missouri. Since 2004, he has served clients by developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. As a qualified Portfolio Advisor, Ryan provides a range of investment services, including recommendations of Merrill Lynch and approved third-party investment managers' strategies, funds, and portfolios. He employs a goals-based wealth management process that integrates time-tested investment principles with flexibility to respond to evolving economic environments. Ryan is dedicated to understanding the priorities of high net-worth individuals, their families, and businesses, crafting customized strategies to help them pursue their long-term objectives. His approach emphasizes a service-focused philosophy that supports clients at every life stage. In addition to his financial advisory role, Ryan follows the Merrill tradition of community involvement by volunteering with local organizations. Ryan holds a High School Diploma from Rockhurst High School and has earned the Personal Investment Advisor (PIA) designation.

John Gutierrez is a financial advisor affiliated with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2024 with Cetera Advisor Networks and joined LPL Enterprise in 2025. Outside of finance, he has a long tenure at United Parcel Service since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

Joseph Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles, including positions at Power Home Remodeling Group and Goosehead Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Kyle Hummer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Kansas City, MO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and does not offer individual security recommendations as part of its standalone planning program.

Jacob Ames is a financial advisor at Charles Schwab in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he was involved in entrepreneurial ventures including Premier Homes LLC and held roles in various businesses such as Valoa Solar and Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Landon Casey is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Cody Askins LLC for three years and held various positions in retail and service industries. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.