Kyle Hummer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Kansas City, MO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and does not offer individual security recommendations as part of its standalone planning program.

Jacob Ames is a financial advisor at Charles Schwab in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he was involved in entrepreneurial ventures including Premier Homes LLC and held roles in various businesses such as Valoa Solar and Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Landon Casey is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Cody Askins LLC for three years and held various positions in retail and service industries. Edward Jones serves more than 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, supported by a large national network of financial advisors and branch offices.

Mark Goede is a financial advisor at Merrill in Kansas City, MO, with 12 years at the firm and 10 years of industry experience. He holds Series 63 and Series 66 licenses. 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 for individuals, high-net-worth clients, and institutions.

Philip Forbes is a Series 66 licensed financial advisor with 12 years of industry experience, currently practicing at Merrill in Kansas City, MO since 2015. Outside of his advisory role, he works part-time as a driver for Uber Technologies Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Loyd is a Senior Resident Director with Merrill, specializing in wealth management strategies tailored to the needs of affluent families, accomplished professionals, and successful business owners. Since beginning his career in the financial services industry in 1994, he has worked alongside a team of specialists to deliver goals-based wealth management through personalized advice and a disciplined investment approach. Steven holds the Personal Investment Advisor (PIA) designation and has a High School Diploma from Billings Missouri. He emphasizes one-on-one collaboration with clients to develop financial strategies aligned with their long-term goals. In addition to his professional responsibilities, Steven is engaged in community service, dedicating time to volunteer with local organizations consistent with Merrill’s tradition of community involvement.

Susan Mccourt is a financial advisor at Stifel with 31 years of industry experience. She holds a Series 63 designation and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Stifel utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kevin White is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2019. Outside of his advisory role, he is also employed as a radiologic technologist at an urgent care medical facility, providing x-ray services and patient care. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning on topics such as retirement, taxes, and estate planning without managing investments directly. The firm combines goal-based analyses with managed-account options while maintaining separate planning and investment services.

James Witkowski is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a board member for the Dad & Daughter 5K Run/Walk charity event, assisting with event planning and coordination. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

David Poskin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Hill & Mitchell Group LLC and Waddell & Reed, Inc. He also serves as a precinct committeeman in Johnson County, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of investment strategies and operational support tools.

Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services through its WealthPlan billing program.

Gina Snearly is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017, following seven years at Men's Wearhouse. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 financial advisors.

Brad Beier is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has diverse work experience including roles at Amazon, Maryville University, Home Depot, and involvement with local businesses such as Ozark Boat Rentals and Paradise Tropical Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to model financial outcomes.

Olivia Cross is a Series 66–licensed financial advisor with four years of industry experience. She currently works at Edward Jones in Kansas City, MO, and previously held positions at Copper Financial Network and North American Savings Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Janice Brandt is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America Inc for nearly a decade each. She is also Vice President and Chief Compliance Officer of Sunset Financial Services, Inc., where she oversees compliance requirements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions and utilizes various tools and third-party platforms to construct and manage portfolios.

Tyler Bret is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with approximately one year of industry experience. His background includes roles at UBS Financial Services and The University of Missouri Office of Investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Mark Morash is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 and has been with OSAIC since 2018. Outside of his advisory role, he is involved as an agent selling fixed insurance through a separate licensed business. OSAIC serves a diverse client base including retail, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of asset types.

Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.

Gage Krieger is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following nine years at Waddell & Reed Financial. Outside of his advisory role, he is involved in two partnerships: Krieger Investments LLC, focused on real estate financial decision-making, and Advantage Billboards LLC, which owns and operates advertising billboard structures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and market-making services.

Kenneth Hamada is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Avantax and LPL Financial and has managed his own practice, Hamada Wealth Management Group, LLC, since 2012. Outside of his advisory work, he serves on the board of the Northern AZ Foundation for Catholic Education and manages a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform that includes model portfolios, third-party managers, and customized strategies across various program structures.