Nicholas Marlo is a financial advisor at Edward Jones in Kansas City, MO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior roles include positions at Copper Financial Network, American Century Investment Services, and BFDS/DST, as well as a five-year tenure at R bar & Patio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of roughly 23,701 advisors and 15,121 branch offices.

Brad Shaw is a financial advisor with Morgan Stanley in Lee's Summit, MO, holding Series 63 and Series 65 credentials and has 47 years of industry experience. He previously worked at Citigroup Global Markets from 1997 to 2009 before joining Morgan Stanley, where he has been since 2009, including a role at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and utilizes firm-approved tools and economic modeling to help clients develop financial plans.

Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Brown is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years. Brown serves on the board of directors for Catholic Charities of Northeast Kansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies and access to a broad range of investment managers and solutions.

Sharon Hirschler is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2018, following a 23-year tenure at George K. Baum & Company. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes internal research and technology such as artificial intelligence in delivering advice.

Thomas Wood Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following 11 years at INVEST Financial Corp. and 19 years with Investor Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with over 22,800 advisors and more than $819 billion in discretionary assets under management.

Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. 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 large network of financial advisors and branch offices nationwide.

Bryan Furey is a financial advisor with Edward Jones in Lees Summit, MO, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Shamrock Trading Corporation / RTS Financial before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kyle Niehues is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and four years of industry experience. His work history includes multiple terms at Morgan Stanley Smith Barney LLC and prior roles in retail and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Aaliyah Buckner is a Series 66-licensed financial advisor with Morgan Stanley, based in Leawood, Kansas, and has one year of industry experience beginning in 2024. Prior to joining Morgan Stanley, she worked for John Brown University and Maranatha Academy. Outside of her advisory role, she is employed by Helper's Inc., an elder care organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Duncan Laner is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Bank of Prairie Village for ten years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Cameron Pumphrey is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial since 2021, having previously worked at Mid-Missouri Group LLC and Waddell & Reed Inc. Outside of his advisory role, he is a general partner of Mid-Missouri Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 options including model portfolios, third-party asset management, and institutional platforms.

Karen Chaney is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Jacob Mc Niel is a financial advisor with Edward Jones in Prairie Village, Kansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He worked at American Century Investments for eight years before joining Edward Jones, where he has been since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Penny Mckinney is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Nicholas Crippen is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas including college education planning, family wealth management strategies, personal retirement planning, and retirement income. His approach involves helping clients build personalized financial plans encompassing balance sheets, asset allocation, and income strategies aligned with their specific needs. Nicholas holds a Bachelor's Degree from Kansas State University and holds professional designations such as Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of the Sigma Alpha Epsilon Alumni Association and maintains an ongoing commitment to education and professional development in financial services. Outside of his professional work, Nicholas participates in community involvement through organizations like Big Brothers Big Sisters Kansas City. His personal interests include billiards, cooking, golfing, music, racquetball, table tennis, and tennis.

Ryan Dansby is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked at American Eagle Outfitters and attended Missouri State University. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Jennifer Denning is a financial advisor with Morgan Stanley in Leawood, Kansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Deloitte from 2017 to 2020 and spent four years in full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sam Jordan is a financial advisor with Mass Mutual Investors Services in Leawood, Kansas. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with MassMutual Financial Group and MML Investors Services. In addition to his advisory role, he works as an insurance agent specializing in health, life, dental, disability, long-term care, vision, and annuity products. MML Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented financial planning engagements.

Cynthia Van Cleve is a Series 66-licensed financial advisor with Merrill, where she has worked since 1999. She has 25 years of industry experience. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.