Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. 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 applying an ESG eligibility framework when recommending strategies.

Jonathan Morton is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2026 after roles at Prairie Ridge Logistics and C.H. Robinson, and previously worked at Whole Foods Market. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

James Wyllie is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has held roles at Cetera Advisors LLC, Purpose Planning, and Spencer Financial Services, LLC. Outside of finance, Wyllie is involved in community and nonprofit activities, including ownership of Liberty United Soccer Club and Reclaim Functional Rehab, as well as serving on the leadership board of the nonprofit Man Up and Go and as an elder at Liberty Christian Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Pope is a financial advisor with Morgan Stanley in Kansas City, MO. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Commerce Bank before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

Jason Foust is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked at firms including Summit Financial Group and operates Frazier DeCamp Financial DBA FDF Wealth Strategies, providing investment and insurance services. Additionally, he owns JFMB Enterprises LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

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.

George Koepp is a Series 66-licensed financial advisor with Edward Jones, based in Raytown, Missouri. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains a personal rental property for a family member. 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, including discretionary and non-discretionary wrap fee strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Gregory Guemmer is a CFP® with 35 years of industry experience. He is currently with LPL Financial and previously worked at Money Concepts Capital Corp. and Benefit Planning, where he has been involved since 1987. He also conducts seminars through Benefit Planning Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various management approaches.

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.

Jaimie Morrison is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Between LPL Financial and his other business activities, he is involved with Carmack Capital Management in Lees Summit, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

Brian Stone is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at CitiFinancial from 2010 to 2016 before joining Edward Jones in 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.