Kevin Egan is a financial advisor with RBC Capital Markets in Leawood, KS. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining RBC, he has experience in various industries including roles at Monster Energy and involvement with Sigma Nu Fraternity, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Joseph Nastasi is a financial advisor with LPL Financial in Lees Summit, Missouri, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2020. He also operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Megan Arzillo is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Callahan is a Series 66–licensed financial advisor with 12 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and spent eight years at UBS Financial Services prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory programs.

Taylor Morse is a financial advisor at Edward Jones in Harrisonville, MO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Morgan Stanley and American Century Investment Services, Inc., among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Joseph Pribula is a CFP® designated financial advisor with Wells Fargo Advisors, bringing 21 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, Pribula owns and operates businesses related to home decor and woodworking. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

Rodney Loesch is a CFP® professional affiliated with LPL Financial, bringing 43 years of industry experience. He previously operated Loesch & Associates Inc. for 18 years and worked with Waddell & Reed, Inc. for 24 years. Outside of financial advising, he has been involved in professional photography through Loesch Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a variety of portfolio management programs and utilizes both proprietary research and third-party strategies supported by advanced operational tools.

Amar Sayyed is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1995, he has worked with individuals, families, and business owners to understand their financial situations, time horizons, and liquidity needs. Amar assists clients in articulating their short- and long-term goals and recommends financial strategies aligned with these objectives. His approach combines personalized service with the investment insights of Merrill and banking convenience through Bank of America, employing a holistic strategy that utilizes both sides of the balance sheet for wealth and liability management. Prior to his current role, Amar served as a Vice President at BOK Financial. He holds a Bachelor's degree from Jai Hind College and an MBA from the University of Colorado at Denver. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Amar is fluent in Hindi, Punjabi, and English. Outside of his professional responsibilities, Amar participates in community service, including involvement with Second Harvest Food Bank. In his personal time, he enjoys golf, swimming, and outdoor activities with his wife and two children.

Payton Jenkins is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Jenkins worked for Missouri State University for five years and the Blue Springs School District for thirteen years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Gregory Miller is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. for 21 years and Grekar, LLC. Outside of his advisory work, he has involvement with the Greg & Karen Miller Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Addison Degen is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Co, MetLife, American Century Investment Services, Inc., and Spring Venture Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Eric Taylor is a financial advisor with RBC Capital Markets, holding a Series 66 credential and 20 years of industry experience. He worked at UBS Financial Services Inc. from 2006 to 2023 before joining RBC Capital Markets. Outside of advisory work, he owns an LLC that holds rental properties, with daily management handled by a third-party company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Luke Bernard is a financial advisor with RBC Capital Markets, holding a Series 66 designation and three years of industry experience. His work history includes roles at City National Bank and RBC Wealth Management, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Bekah Orendac is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and previously at National General Insurance from 2015 to 2017. Outside of her advisory role, she occasionally donates plasma to supplement her income. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Madelyn Verhaeghe is a financial advisor at Merrill with 46 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill since 1980, also working with Bank of America since 2009. 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 provides model-based and discretionary investment strategies constructed by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholis Cole is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Pacer Advisors, Fisher Investments, Merrill Lynch, and American Century Investment Services. Cole is based in Leawood, KS. 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 wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Stuart Brock Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has served as a Merrill Financial Advisor since 1998 and is the senior member of his team. Stuart and his team work closely with families and small businesses to assist with comprehensive financial planning, focusing on areas such as retirement planning, portfolio management, tax minimization, and estate planning. They develop disciplined plans tailored to clients' most important goals, whether related to wealth accumulation, preservation, or transfer to the next generation. Stuart's expertise spans college education planning, divorce transition planning, legacy planning, personal retirement planning, small business strategies, socially responsible and ESG investing, investment strategy, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned his Bachelor's Degree from the University of Kansas. Outside of work, Stuart enjoys spending time with his wife and five children, pursuing charitable activities, golfing, tennis, and traveling. He values developing close relationships with clients and their families and is committed to positively affecting the lives of those he interacts with.

Jennifer Turner is a financial advisor with Ameriprise in Lees Summit, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, delivering detailed, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines algorithmic automation and personalized review to support its advisory process, with a broad range of advisory, brokerage, and insurance solutions.

Michael Hamilton is a financial advisor with UBS Financial Services in Leawood, Kansas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Matt Knehans Sr. is a financial advisor with Edward Jones in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones for 23 years. Outside of advising, he is involved as a member in commercial rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of managed strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.