Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 23 years of industry experience. She has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc from 2004 to 2016. Outside of her advisory work, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, an equine activities private club. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Carra Sprague is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 supported by firm-approved tools and investment modeling techniques.

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 at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. He is based in Kansas City, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including 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 modeling techniques.

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.

Justin Moore is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing rental properties in Harrisonville, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

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 designations and has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves on the marketing and investment committee of the Boys and Girls Club of Greater Kansas City. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.

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.

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.

Erin Pierson is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and previously worked at Ameritrade Inc. from 2005 to 2020 before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andriea Nie is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and 19 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved as a contractor with Juice Plus+, a wholesale distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved methodologies and tools.

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.

Patrick Cohen is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.

Shawn Perkins is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has been with Thrivent and its related firms since 2022. Perkins previously served in the Kansas Army National Guard from 2000 to 2022. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without handling implementation. The firm emphasizes holistic, goal-based analyses and offers a consolidated billing option combining planning with managed accounts, while maintaining separate services.

Christopher Williams is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLife Securities LLC, and OWLFI RIA LLC. Outside of his advisory work, Williams is involved as a business owner and operates a wine bar and kitchen in Kansas City. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Eric Savio is a financial advisor at Merrill with Series 66 and Series 65 licenses and four years of industry experience. He previously worked at U.S. Bank for five years and Keen Wealth Advisors for three years. He is based in Kansas City, MO. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Sarah Day is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience and has previously worked at several firms including Waddell and Reed LPL Financial and Commerce Trust Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management strategies delivered through a network of independent Financial Professionals, with access to both proprietary and third-party investment models.