Patrick Aubry is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to model financial outcomes.

Rita Borchers is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors. 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 variety of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Julia Bartak is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Cerner Corporation for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Jessica Bacon is a Series 66-credentialed financial advisor with Merrill in Leawood, KS, bringing six years of industry experience. She worked at Aflac from 2016 to 2018 before joining Merrill in 2018. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danielle Yonker is a financial advisor with Edward Jones in Belton, Missouri. She holds the Series 66 designation and has three years of industry experience, including six years at Church & Dwight Inc. Outside of finance, Yonker teaches dance at a studio in Raymore, instructing students from age 3 to adult. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daniel Esselman is a financial advisor with LPL Financial based in Lee's Summit, MO. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Commerce Brokerage Services, Inc. for six years and Woodbury Financial Services INC for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions, supported by a large network of over 22,800 advisors and extensive operational and research tools.

Jo Anna Prince is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Caliber Wealth Management, Compass Planning Group, Raymond James Financial Services Advisors Inc., and Spectrum Wealth Advisors. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Carter is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Debra Pedersen is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

Skylar Wine is a financial advisor at Merrill with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, Skylar held positions at Act Wealth Management, Northwestern Mutual, and was involved with the Triangle Volleyball Club and UNC Volleyball Camp. 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.

Jacob Simonton is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Prior to his financial services career, he was employed at The Lost Cajun and The Keller Pointe. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 a structured planning process supported by firm-approved tools and Global Investment Committee resources.

Jason Kurz is a financial advisor at Edward Jones in Pleasant Hill, MO, holding a Series 66 designation with 10 years of industry experience, all of which has been with Edward Jones since 2016. 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 and investment solutions through a nationwide network of financial advisors.

Scott Befort is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent nine years with Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs that combine in-house and third-party investment management resources.

Sam Sabaugh is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Renters Warehouse and Better Homes and Gardens. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and research from its Chief Investment Office.

Kimani Rice is a Series 66-licensed financial advisor with Merrill based in Belton, MO, and has one year of industry experience. Prior to joining Merrill, Kimani held roles at Bank of America, US Bank, and other firms. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Jones is a financial advisor with Osaic Wealth, Inc. based in Lee's Summit, Missouri. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Jones has previously worked at Pentrust Wealth Management, LLC and FSC Securities Corporation. Outside of advising, he owns a law practice focused on document drafting, entity formation, and corporate legal services. Osaic Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm uses asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios across various asset classes, offering both discretionary and non-discretionary account management alongside third-party investment solutions.

Trevor Graham is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. 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, utilizing various model portfolios and third-party management while supporting advisors with advanced operational and research tools.

Nicolas Koparanyan is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation. Prior to joining RBC in 2025, he worked at the University of Tampa and operated a car detailing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Sandra Fahlstrom is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models to support its financial advisory services.

Abigail Lowrimore is a financial advisor with Edward Jones in Harrisonville, MO. She holds a Series 66 license and has one year of industry experience. Prior to joining Edward Jones, she has operated Abby Lowrimore Creative LLC, a videography and photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive advisor network and affiliated financial services.