Samuel Wheeler is a financial advisor at Robert W. Baird & Co. in Kansas City, MO, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior experience includes roles at American Century Investment Services and Senior Plus Advisors. Outside of finance, he worked at Willies Sports Bar from 2016 to 2017. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Thomas Prichard is a financial advisor at Edward Jones in Liberty, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages several farms in Central Missouri through Prichard's LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Erin Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Raymond James Financial and Waddell & Reed. Murphy serves as a board member for the Kearney Quarterback Club, a community organization in Kearney, Missouri. 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 financial planning services, managing approximately $2.74 trillion in client assets.

Patrick Stobaugh is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, and Edward Jones. He serves as Treasurer for the English Landing PTA, managing budget reports and financial statements for the organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies.

Susanna Denney is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc for a decade and has held leadership roles at Sunset Financial Services, including Chief Operating Officer of its wholesale broker-dealer. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services supported by a range of advisory platforms and third-party solutions.

Marchelle Alexander is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Todd Acuff is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2012, following a 17-year tenure at UBS Financial Services. He is based in Kansas City, MO. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market simulations.

Jeffrey Tipton is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and Charles Schwab entities since 1998. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and a centralized operational platform.

Aaron Froehlich is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 10 years of industry experience. His work history includes roles at Cetera, Healthy Foundations Financial, and Alcon. Froehlich has also operated a sole proprietorship, Aaron's Reffing, for 11 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven approach to investment implementation, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

Jennifer Dunklin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked previously at Liam Porter Insurance Agency and State Farm Vp Management Corp. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad range of services such as proprietary research, market-making, and securities-backed lending programs.

Mary Swanson is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Swanson serves on the Marketing and Investment Committee of the Boys and Girls Club of Greater Kansas City. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Dolan is a financial advisor at Edward Jones in North Kansas City, MO, holding a Series 66 designation with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Grant Thornton LLP for four years. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Tucker is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services Inc. from 2015 to 2017. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Paige Fowler is a CFP®-certified financial advisor with 19 years of industry experience. She has been with Edward Jones since 2013 and is based in Kansas City, 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chris Athey is a financial advisor with Edelman Financial Engines in Kansas City, MO, holding a Series 65 credential and 14 years of industry experience. He previously worked at Tmfs Advisors, LLC from 2008 to 2016 before joining Edelman Financial Engines in 2016. Outside of his advisory role, he owns rental property but does not actively manage it. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Gianfranco Timotei is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in financial services in 2026. Prior to joining LPL Enterprise, his work experience includes roles outside the financial industry and time as a student. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Scott Eastman is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Edward Jones and Security Bank of Kansas City. He also has experience outside of finance, having worked at Uptown Theater for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jason Berve is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Edward Jones, Independent Financial Group, LPL Financial, and CUSO Financial Services. He is also affiliated with Mazuma Wealth Management as a financial advisor. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Glenda Fiegl is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and economic modeling techniques.

Katharine Eck is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where she has worked since 2018. She has seven years of industry experience and is also a partner in an event management company, Fifteen Zero One, LLC. Prior to joining Edward Jones, she was involved with Hope Faith Ministries and Wildtree. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.