Bruce Cramer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has previously worked with Commonwealth Financial Network and leads Cramer Capital Management LLC as its president. Outside of advising, he holds leadership roles in several nonprofit and community organizations, including serving as treasurer for Tri County Mental Health Services and vice chair of the Northland Community Foundation. Cetera Investment Advisers LLC provides services through a national network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party managers with various program structures and supervisory frameworks.

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 with a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jack Donovan is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and previously worked at American Century Investment Services, Inc. Outside of his advisory role, he is involved with Embrace the Grape, a business he has been affiliated with since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at Motorola Solutions and Northern Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor portfolio management and financial planning. The firm operates with institutional trading capabilities alongside wealth management services, providing a broad range of financial solutions.

John Cheng is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked at Franklin Templeton Investments and Franklin Templeton/Granite Solutions. Outside of his advisory role, he operates a video blog company reviewing collectibles and is involved with a nonprofit organization supporting single parents and those in financial need. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 financial advisors. The firm offers a range of investment advisory programs and affiliated services, including tax-efficient strategies and discretionary and non-discretionary wrap fee offerings.

Julio Cerda is a financial advisor at J.P. Morgan Securities with four years of industry experience. He has previously worked at Wells Fargo, Merrill, Bank of America, and Uber Inc. 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 an ESG eligibility framework.

David Tipple is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. His background includes roles at Bank of the West and LPL Financial. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services with access to various third-party money managers and multiple program structures.

Hayden Mitchell is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he held roles at United Parcel Service, Hy-Vee, Texas Roadhouse, and Lees Summit North High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Brenda Gooderl is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Andrea Uptegrove is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. She has worked at UBS since 2006 and has a concurrent affiliation with U.S. Bancorp Piper Jaffray Inc. since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Juan Ortiz Cadena is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Alliance Data Systems and Bank of America. Outside of his advisory work, he serves as a managing member of a home remodeling and rehab business. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Isaac Mitchell is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at BE Wealth, Yale University, Commerce Bank, and UPS, alongside extensive experience in public education from 2001 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Cynthia Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she is involved in a family business that operates a local gift basket company, assisting with marketing, assembling baskets, and managing billing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging research and technology to provide both discretionary and non-discretionary portfolio management.

Teri Craig is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she serves as the treasurer for Brookwood Elementary's PTA. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

Teresa Turner is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at TD Ameritrade and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tiffany Owens is a financial advisor with Merrill based in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2011 and spent a year at the University of Missouri - Kansas City. Outside of her advisory role, Owens is active in multiple charitable organizations, serving on the boards of Harvesters – The Community Food Network, The First Tee Greater Kansas City, the J. L. and E. C. L. Foundation, and the Lake Quivira Foundation, among others. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gabriel Harrington is a Financial Advisor with Merrill, serving on The Plaza Team in Kansas City, MO. He works with clients to plan for their futures by understanding their current circumstances and goals. Clients seek his advice and guidance for practical, meaningful financial strategies, and he focuses on providing long-lasting solutions tailored to individual situations. Gabriel specializes in areas including education planning, employee benefits planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and tax minimization. He and his team assist busy professionals by offering customized portfolios, tax-efficient planning for individuals and business owners, asset titling consultation, and access to banking and lending services through Bank of America, N.A. He holds a Bachelor's Degree from the University of Missouri-Columbia and has earned professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel is involved in community organizations including Cultivate KC and Lead to Read. In his personal time, he enjoys baseball, golfing, music, and watching movies.

Frederick Prewitt is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

Gary Smith is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved in local hunting clubs, serving as president of Onanole West Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Gregory Brummitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns a business focused on buying pallets and reselling items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.