Joel Wilson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Outside of his advisory role, he is involved with the Military Order of the Devil Dogs as a Pack Leader and participates in activities related to an advertising business, Talent Unlimited. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jaylin Williams is a financial advisor at Merrill with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, Community America Credit Union, US Bank, Sprint/T Mobile, and Best Buy. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Fancher is a financial advisor at RBC Capital Markets with 19 years of industry experience. His prior work includes positions at City of National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved in several nonprofit events benefiting children’s health and mentorship programs, and he owns a golf business that supports introducing underprivileged youth to the game. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers and flexible program structures.

Kelley Manning is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Raymond James in 2020, he spent 10 years at Waddell & Reed, Inc. Manning serves as Treasurer and Director of the Lee's Summit Chamber of Commerce Board, where he participates in budget and fiscal policy discussions and represents the Chamber at community events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and supports municipal and public finance work through a unique advisory affiliation.

Charles Fernandes is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2024. Outside of advising, he serves as co-trustee of a revocable trust established for estate planning purposes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Julie Buckner is a Series 66 credentialed financial advisor with Edward Jones in Raytown, Missouri, with over 15 years of experience at the firm. She has transitioned within Edward Jones from its investments division to its wealth management arm. Outside of her advisory role, she has been a consultant for Young Living Essential Oils since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

Grant Messner is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for five years. In addition to his advisory role, he provides tax and servicing assistance through Martin Tax & Financial Services and works in food service in a back-of-house capacity. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include multiple asset classes and accommodate client-imposed restrictions.

Brian Orr is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Orr has worked at several firms throughout his career, including Equity Bank and Securities America. He serves on the investment committee for Lees Summit Community Church, providing oversight of the church’s finances. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michelle Hutton is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corporation and Central Trust Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Marshall Darby is a financial advisor with LPL Financial in Lee's Summit, Missouri, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with LPL Financial since 2011. Darby is also involved with Darby & Associates Financial Group, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools.

Brian Sandy is a financial advisor at Edward Jones in Lees Summit, MO, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

Ronald Vinsant is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Merrill since 1989 and also has worked at Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using internal and third-party investment managers.

Joshua Carlson is a financial advisor with UBS Financial Services in Leawood, KS, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bank of America, Merrill, Home State Bank, and Great Western Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial plans based on proprietary research and model-based asset allocations.

Matt Tucker is a CFP® with 31 years of experience in the financial services industry. He has worked at Robert W. Baird & Co. since 2024 and previously spent 26 years with UBS Financial Services as well as three years with Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Matt is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing internal research, model-traded strategies, and tax-management techniques.

Debbie Landon is a Certified Financial Planner® with 20 years of industry experience. She has worked at UBS Financial Services since 2013, with a brief tenure at Merrill from 2016 to 2018. Outside of financial services, she works part-time as a banquet server at weddings and charitable events. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

John Jacoby is a CFP®-designated financial advisor with Edward Jones, based in Prairie Village, KS. He has seven years of industry experience, including seven years at FreightQuote.com prior to joining Edward Jones in 2018. In addition to his advisory role, he works with Zebra Technologies tracking sensors and chips during Kansas City Chiefs games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Michael Underwood is a financial advisor at Morgan Stanley with 35 years of industry experience. He has served at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct engagements and corporate financial planning agreements.

Taylor Schmidt is a financial advisor at Edward Jones in Leawood, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Schmidt worked at TForce and held various roles in the banking and lending sectors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kevin Casey is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work history includes roles at Edward Jones and Central States Capital Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various registered investment companies and fund-of-funds, employing systematic methodologies and oversight to address potential conflicts of interest.

Leigh Patterson is a financial advisor with Morgan Stanley based in Leawood, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Patterson has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.