Teresa Turner is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at TD Ameritrade and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tiffany Owens is a financial advisor with Merrill based in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2011 and spent a year at the University of Missouri - Kansas City. Outside of her advisory role, Owens is active in multiple charitable organizations, serving on the boards of Harvesters – The Community Food Network, The First Tee Greater Kansas City, the J. L. and E. C. L. Foundation, and the Lake Quivira Foundation, among others. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gabriel Harrington is a Financial Advisor with Merrill, serving on The Plaza Team in Kansas City, MO. He works with clients to plan for their futures by understanding their current circumstances and goals. Clients seek his advice and guidance for practical, meaningful financial strategies, and he focuses on providing long-lasting solutions tailored to individual situations. Gabriel specializes in areas including education planning, employee benefits planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and tax minimization. He and his team assist busy professionals by offering customized portfolios, tax-efficient planning for individuals and business owners, asset titling consultation, and access to banking and lending services through Bank of America, N.A. He holds a Bachelor's Degree from the University of Missouri-Columbia and has earned professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel is involved in community organizations including Cultivate KC and Lead to Read. In his personal time, he enjoys baseball, golfing, music, and watching movies.

Paul Richards is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Phoenix Life. Richards also acts as a life insurance agent outside of his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses technology-driven portfolio construction and supports both discretionary and non-discretionary account management.

James Yanez is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management, based in Overland Park, KS. Prior to joining Thrivent, he worked in property valuation and held positions outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services through a consolidated billing option while maintaining separation between the two.

Gary Smith is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved in local hunting clubs, serving as president of Onanole West Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Laura Hudson is a financial advisor with Edward Jones in Lee's Summit, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Gregory Brummitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns a business focused on buying pallets and reselling items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Kevin Stone is a CFP® with 25 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Country Club Trust Company, Missionsquare Wealth Management, and American Century Investment Services, Inc. He holds Series 65 and Series 63 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Allen Stiegemeyer is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience, including roles at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, he is the managing partner of Luca Taxes LLC, which provides CPA, bookkeeping, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and third-party managers.

Shannon Sundberg is a financial advisor with Edward Jones in Independence, MO, holding the CFP®, ChFC®, and Series 66 designations. She has six years of industry experience, including seven years with Truman Heartland Community Foundation before joining Edward Jones in 2020. 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 offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Andrew Powell is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and has previous experience at Geico, Lowes, Radiant Life Church, YMCA of Colorado Springs, Mexican Villa, and Arc of the Ozarks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds.

Teresa Steele is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Woodbury Financial Services, National Planning Corporation, and OSAIC. Steele is an elected board member of several local organizations in Independence, MO, including the Independence Chamber of Commerce and Truman Heartland Community Foundation, where she contributes to finance and scholarship committees. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gary Eldridge is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017, following a 19-year tenure at Boston Financial Data Services. Outside of his advisory work, he engages in food delivery services through DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients opportunities to combine planning with managed-account programs under a consolidated billing option.

Jessica Hayes is a financial advisor with UBS Financial Services in Kansas City, MO, holding the Series 66 designation and with 20 years of industry experience. She has been with UBS Financial Services Inc. since 2006. Outside of her advisory role, she is involved as an independent consultant for BeautiControl, works as an independent consultant for Arbonne, and is a partner in Yard Love, a business specializing in yard sign rentals for special occasions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad platform that includes custody, underwriting, and capital markets services.

Chad Hamatto is a financial advisor at J.P. Morgan Securities with two years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Colin Campbell is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings that include 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 platform of capital markets functions.

Lisa Shaw is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 36 years of experience in investment and financial services, beginning her career as an investments trader for a large bank trust department before becoming a financial advisor in 1995. Lisa joined Merrill Lynch Wealth Management in 2006 and focuses on serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, charitable and estate planning, and planning for closely held business owners and executives. Lisa holds several professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor (CPFA). She is also registered for Series 6, 7, 63, 65, and 66 FINRA registrations and is a registered insurance agent. Lisa earned a Bachelor of Business Administration in finance from Iowa State University and completed CPWA® coursework at the University of Chicago Booth School of Business, along with international business studies at the London School of Economics and the University of London. In addition to her work with clients, Lisa volunteers for her church, St. Peter's Church, and various community organizations including Literacy KC and the Central Exchange. She has also been involved with the Bayer Community Advisory Panel and served on the Greater Kansas City Chamber of Commerce Centurions Alumni Board and the ISU Alumni Organization. Lisa spends personal time with her family and pursues interests such as boating, gardening, interior decorating, music, running, skiing, swimming, and traveling.

Dara Truax is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed, Inc. from 2014 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Arthur Perry is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Based in Kansas City, MO, Perry’s career has been entirely within the Morgan Stanley organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its process.