John Hesser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies that address a comprehensive range of client needs, including college education planning, divorce transition planning, retirement income, portfolio management, tax minimization, and services for defined benefit and contribution plans. Leveraging the resources of Merrill and Bank of America, he aims to provide clients with flexible, goal-oriented financial solutions tailored to their unique circumstances. John holds a Bachelor's Degree from Concordia University - Texas and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes transparent communication and takes pride in developing a deep understanding of each client’s financial goals to design clear and personalized strategies. Outside of his professional work, John is active in his community as a parishioner of St. Michael the Archangel in Leawood, Kansas. He enjoys spending time with his wife Jennifer, their four daughters, and engaging in personal interests such as boating, cooking, football, gardening, golfing, hiking, music, swimming, and traveling.

Jaimie Morrison is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2022, Morrison worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Morrison operates a DBA for their LPL business under Carmack Capital Management. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supported by technology tools and a broad network of investment adviser representatives.

Brian Stone is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at CitiFinancial from 2010 to 2016 before joining Edward Jones in 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lori Watson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Harrisonville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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 specialized services.

Dennis Wolf is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a committee and council member for John Knox Presbyterian Kirk, where he participates in grant reviews and governance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and manages portfolios through a combination of in-house and third-party investment managers, tailored to clients’ Advisory Risk Profiles.

Mindy Kim is a Series 66-credentialed financial advisor with Morgan Stanley in Leawood, KS, with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009, totaling 17 years at the firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Lagina Nicholas is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at UBS Financial Services Inc from 2012 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Kristina Svejda is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer & Co and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, along with notable capital-markets and affiliated asset management capabilities.

Laura Hudson is a financial advisor with Edward Jones in Lee's Summit, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

William Haas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Great Plains Capital Partners, Edward Jones, and Bank of America. Haas has also been involved with the Overland Park Golf Association and worked at Yaya's Euro Bistro. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Thompson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. Its financial planning approach uses structured tools and firm-approved methodologies, providing advisory services without individual security recommendations as part of standalone plans.

Allen Stiegemeyer is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience, including roles at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, he is the managing partner of Luca Taxes LLC, which provides CPA, bookkeeping, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and third-party managers.

Kristine Roberts is a financial advisor with Merrill in Leawood, Kansas, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Merrill Lynch since 1993. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Scott Holder is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at RBC Capital Markets since 2012 and City National Bank since 2020. Outside of his advisory work, he is the owner of a real estate property in Illinois. 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 with customizable portfolio management and financial planning services tailored to clients’ risk profiles.

Jay Long is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Ironhorse Golf Club and Another Broken Egg. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

R Marshall Douthat is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Melookaran is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2002. Outside of his advisory work, he has published a memoir. 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, third-party asset management, and institutional platforms.

Brian Meyer is a Series 66-licensed financial advisor with Ameriprise in Olathe, KS, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Meyer also owns Creative Collaboration LLC, through which he provides client service support, financial planning analysis, and managed account recommendations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stephen Dumsky is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is part of the Group One Wealth Management team. He began his career in the financial services industry in 1996 at Merrill Lynch and joined Group One in 2009. Stephen specializes in providing customized financial strategies, drawing from extensive knowledge and resources to support clients nationwide. He holds the CERTIFIED FINANCIAL PLANNER® certification and is skilled in asset allocation, manager selection and oversight, and portfolio construction. Stephen values advising multiple generations of clients and emphasizes listening to clients to communicate financial concepts in an understandable way. Stephen earned a bachelor's degree from the University of Missouri System. He lives in Lee's Summit, Missouri with his wife, Rocio, and their two children. Outside of his professional role, he enjoys baseball, chess, fishing, reading, spending time with his family, and traveling.

Ryan Mcqueary is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Mcqueary has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning service.