Robert Renz II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to implement strategies that produce measurable results, utilizing processes refined over a long career at Merrill Lynch. Robert and his team, who collectively bring extensive tenure and expertise within Merrill, focus on delivering client-centered outcomes through straightforward and cost-effective investment plans supported by advanced technology. His areas of focus include college education planning, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. Robert holds a Bachelor's degree from the University of Kansas and a Master's degree from Rockhurst University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as Chairman of the Multiple Sclerosis Society's Dinner of Champions event and has been a board member of Bike Walk / Bike Share KC. Outside of work, Robert enjoys cycling, cooking, fishing, and spending time with his family.

David Schmidt is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Schmidt also serves as a director of Promillennial Wealth Guidance LLC, an entity used for personal tax and banking purposes. OSAIC Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and platforms to construct portfolios that include multiple asset classes and supports both discretionary and non-discretionary account management.

Zach Frisch is a Wealth Management Advisor at Merrill Lynch Wealth Management and a leader at Teahan Frisch Wealth Management. He partners with clients to provide full-service wealth management, focusing on helping individuals and families achieve financial security throughout their lives. Zach emphasizes a disciplined process characterized by simplicity and transparency to guide clients toward their financial goals while minimizing risk. Zach's expertise includes family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He offers customized wealth strategies covering portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services, 401(k) retirement plans, and long-term care. He holds the CERTIFIED FINANCIAL PLANNER® professional designation, the Chartered Retirement Planning Counselor credential, and is registered with FINRA Series 7 and 66, as well as being a registered insurance agent. He earned a Bachelor's Degree from Western Illinois University, as well as a Master of Business Administration and a Master of Science in Finance from the University of Missouri – Kansas City. Outside of his professional work, Zach is involved with the Rockhurst High School Hurtado Scholars Program. His personal interests include cooking, golfing, spending time with his family, tennis, traveling, and yoga.

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

Timothy Laughlin is a financial advisor at UBS Financial Services in Kansas City, MO, with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at First National Bank of Kansas since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client solutions.

Mitchel Cox is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Charles Schwab and related entities since 2010, including positions at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Outside of his advisory role, he has periodically worked as a delivery driver for Door Dash. Charles Schwab & Co., Inc. serves a large client base consisting primarily 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 discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Paul Neslage is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Aaa. Outside his advisory role, he is involved with Neslage's Investments, focusing on insurance and benefits, and operates under the DBA Corenorth as an investment adviser representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through independent financial professionals and maintains both proprietary and third-party model strategies.

Shane Clarke is a financial advisor with Edward Jones in Leawood, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Edward Jones since 2017, with prior roles including work at E-Solutions, Crown Automotive, and Johnson County Community College. Clarke is also a co-owner of Hard Fish Farm LLC, an agricultural business in Shawnee, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and alternative investments.

Dana Schnelle is a financial advisor with Raymond James Financial in Blue Springs, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Raymond James Financial since 2009 and has worked within the firm and its affiliate since 2006. Schnelle is also associated with KC Wealth Partners LLC, where she provides investment advice and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools and tailored planning to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Sean Lenz is a financial advisor with Fisher Investments, holding Series 65 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Pacer Financial, American Century Investment Services, and Wells Fargo Advisors. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended strategies. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management techniques in its services.

Jacob Quint is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing Services, MML Investors Services, and Highpointe Financial Group. Outside of his advisory work, he has managed a family farm since 2008. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various specialized investment strategies.

Leah Booth is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2017 and previously worked in education and with Briarcliff Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 models in its advisory process.

Wiebke Rupard is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at Waddell & Reed, Inc., SAB Homes, and Martin Tax & Financial Services. She is also a notary through Life Goals Strategies Group, an entity associated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Jordan Rider is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2010 and worked at WCG Wealth Advisors, LLC from 2023 to present, as well as V Wealth Management, LLC between 2010 and 2023. Outside of advisory roles, he owns a home-based business called Alpha Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with various discretionary and non-discretionary management options, supported by research and model portfolios.

Tin Kyaw is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank, Bank of America, Merrill, Sage Point Advisors, and Intero Real Estate Services. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Kevin Leduff is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He focuses on delivering personalized financial strategies that simplify complex decisions and aim to help clients enjoy the present while managing future concerns. Kevin emphasizes one-on-one planning and open communication to facilitate discussions about clients' envisioned futures, helping them avoid hasty or emotional financial decisions. With expertise in areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, portfolio management, tax minimization, and retirement income, Kevin takes a data-driven approach to managing clients' financial goals. He supports advanced planning and financial education, explaining concepts in a clear manner to design wealth strategies that align with clients’ risk tolerance and objectives. Kevin holds a Bachelor's degree in hotel and restaurant management from Georgia Southern University. Prior to joining Merrill in 2010, he spent eight years working in the restaurant industry with positions of increasing responsibility. A member of the United Schutzhund Clubs of America, Kevin competes locally with his German Shepherd, Artoo. He lives in Brookside, Missouri, with his wife Ferryl and their two sons, and they often attend their children's sporting events together.

Jason Wood is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

B Martin is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He previously worked for SagePoint for 12 years before joining Osaic in 2023. Outside of his advisory role, he works part-time in various positions with the Kansas City Police Department, including call taker and desk clerk. Martin also owns an insurance agency that provides life and health insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio management that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Martin is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Locali Automotive and UPS. Martin has also been involved in education through his work at the University of Missouri-Kansas City and Lee's Summit North High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that incorporates firm-approved tools and market simulations.

Ryan Holmes is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Kansas City, Missouri. Since 2004, he has served clients by developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. As a qualified Portfolio Advisor, Ryan provides a range of investment services, including recommendations of Merrill Lynch and approved third-party investment managers' strategies, funds, and portfolios. He employs a goals-based wealth management process that integrates time-tested investment principles with flexibility to respond to evolving economic environments. Ryan is dedicated to understanding the priorities of high net-worth individuals, their families, and businesses, crafting customized strategies to help them pursue their long-term objectives. His approach emphasizes a service-focused philosophy that supports clients at every life stage. In addition to his financial advisory role, Ryan follows the Merrill tradition of community involvement by volunteering with local organizations. Ryan holds a High School Diploma from Rockhurst High School and has earned the Personal Investment Advisor (PIA) designation.