Kevin Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since 2007 and joined Group One Wealth Management in 2017. Kevin works primarily with business owners and corporate executives to build personalized financial strategies and guide important financial decisions. As a Senior Portfolio Advisor, he assists clients with investment management, retirement planning, and complex financial situations such as selling a business, managing concentrated stock positions, and estate planning for multi-generational wealth transfers. Kevin's expertise centers on executive compensation and stock option planning, small business owner and retirement planning, as well as goals-based planning. His client focus includes college education planning, divorce transition planning, family wealth management strategies, socially responsible investing, and services for endowments, foundations, and non-profits. He holds a bachelor's degree from Newman University and a high school diploma from Kapaun Mt Carmel. Kevin has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of work, Kevin enjoys basketball, biking, boating, golfing, swimming, and spending time with his wife Elizabeth and their two daughters, Emerson and Madelyn. He is involved in community organizations such as Harvesters and volunteers with groups including Special Olympics.

Hannah Mc Spadden is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to her clients' unique financial goals. Hannah specializes in areas including family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and ESG investing, and retirement income planning. Hannah holds a Bachelor's Degree from Kansas State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She draws upon her experiences growing up in Spring Hill, Kansas, where she was involved in 4-H, FFA, and community volunteering, to inform her professional approach. Beyond her advisory role, Hannah actively participates in her community through involvement with organizations such as the Junior League of Kansas City, the Cystic Fibrosis Foundation, the Leawood Chamber Ambassador program, and the Spring Hill FFA Alumni Association. In her free time, she enjoys adventure sports including boating, fishing, golfing, horseback riding, scuba diving, and traveling, often spending summers at the lake with her family and her husky, Max.

Janet Lakanen is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Ausdal Financial Partners and Northwest Bank and Trust prior to joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across areas such as retirement, tax, estate, and special needs without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Michael Stompoly is a financial advisor with Ameriprise in Olathe, KS, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved with the Knights of Columbus, participating in charitable giving and service projects. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Allen is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in public speaking engagements at Kansas City Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Thomas Bales is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 34 years of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for approximately 30 years. In addition to his advisory work, he operates a part-time tax practice and is involved in a tax preparation and accounting business in Lee’s Summit, MO. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Richard Gibbs is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. He serves as trustee for a personal family trust, handling bill payments and estate settlement matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management, financial planning, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Bradley Williams is a financial advisor at Edward Jones with Series 66 credentials and four years of experience at the firm. Prior to joining Edward Jones, he worked at Beumer Corporation for twelve years. 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 options, supported by a large network of advisors and branch offices across the country.

Brett Brennan is a CFP® professional with 15 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, National Planning Corporation, and Mike Martin Financial Group. Outside of financial advising, he owns a real estate brokerage and operates a tax preparation service, as well as an online shipping business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Joseph Hyde is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves over 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. Edward Jones manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Scott Robison is a financial advisor at Ameriprise with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera, CBIZ, Bank of America, and Merrill. Robison also provides client service support, financial planning, and investment advisory services through an associate financial advisor role. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-efficient withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.

Lauri Gray is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo’s research and tools to develop customized recommendations.

Hardeep Kaur is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry. With over 30 years of professional background, she combines a deep understanding of market cycles with first-hand knowledge of family business operations to deliver tailored financial guidance and strategic solutions. Her practice focuses on a planning-based approach to help accomplished clients pursue their long-term goals, including corporate executives, business owners, physicians, attorneys, and individuals managing complex wealth situations such as concentrated stock positions and executive compensation. Before joining Merrill, Hardeep worked in institutional finance for 15 years, holding director-level positions at multiple firms. She holds a Bachelor's degree in International Business from Hofstra University and an MBA with a specialization in Finance from Baruch College. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English, Hindi, and Punjabi, she is equipped to serve a diverse client base. Outside of her advisory role, Hardeep and her husband are actively involved in community service. She serves on the board of TAARA, an organization dedicated to rescuing and empowering survivors of sex trafficking, while her husband participates with Bonnie Brae, a New Jersey school and residential community for at-risk boys and families in crisis. Her personal interests include hiking, pickleball, reading, table tennis, tennis, and traveling.

Marcia Daniel Baron is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. 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 offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Longly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with Merrill and Bank of America specialists to provide his clients with financial advice and wealth management services. His role focuses on helping investors make informed decisions with their wealth today, tomorrow, and for future generations. Christopher advises a broad and diverse client base across the country, including young and old, rural and urban, married and single individuals. He specializes in areas such as college education planning, family wealth management strategies, retirement income, ESG investing, and individual and corporate investment strategy. One specific area of focus is advising physicians and their families, drawing on his personal experience as the spouse of a Kansas City physician to address their unique financial challenges and opportunities. He holds a Bachelor's Degree from the University of Nebraska and a Master's Degree from the University of Missouri System. Christopher has earned the Personal Investment Advisor (PIA) designation. His professional affiliations include past leadership roles as President and Trustee within University of Missouri - Kansas City (UMKC) organizations. In his community, he serves as Cubmaster for Pack 3381 at Corinth Elementary and as a Stroke & Turn Official for USA Swimming. His personal interests include biking, camping, cooking, gardening, gymnastics, running, spending time with family, swimming, and traveling.

John Mackay III is a CFA® charterholder with 17 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2025. Prior to this, he spent 15 years at American Century Investment Services, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Tara Ysquierdo Krouse is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Kevin Wood is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His prior roles include work with Waddell & Reed Inc. and involvement with multiple community organizations such as the Cass County Historical Society and the Harrisonville Chamber of Commerce. Wood has also managed a consulting business and participated in local foundations and initiatives related to health and heritage. 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 range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation techniques.

Brooke Miller is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Prior to joining RBC in 2022, she worked at Merrill and Raymond James & Associates. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ specific risk profiles and utilizing both in-house and third-party investment resources.

Deidra Hunn is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2011, following eight years at Ameriprise. Outside of her advisory role, she serves on the board of the Shawnee Mission West Soccer Booster Club, assisting with communications and fundraising for the team. 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, offering model-based and discretionary strategies designed for individuals, high-net-worth clients, and institutional investors.