David Burson II is a financial advisor with LPL Financial holding the PFS™ designation and Series 66 license. He has two years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services Inc., and has managed his own firm, DSB Services, LLC dba Padgett Advisors, since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.

John Barry is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2007. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Williams is a financial advisor with RBC Capital Markets in Leawood, KS. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining RBC, his work experience includes roles in education and small business operations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management and financial planning services tailored to clients’ risk profiles.

Teri Salach is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2009. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies in its financial planning process.

Adam Crews is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. His role includes providing client service support, analysis, and recommendations related to financial planning and managed accounts. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Chadick is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

Laurie Martin is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 credential and has worked at Woodbury Financial Services, National Planning Corporation, and Rains and Spiegel, LLC. In addition to her advisory role, she is a licensed attorney in Missouri providing legal representation for indigent defendants and volunteer legal services. Laurie is also the owner and officer of Martin Tax & Financial Services, a corporation offering tax and financial guidance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed solutions across multiple account types.

Ryan Widrig is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including his current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Christopher Cusack is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2015, with additional experience at several law firms including Hinkle Shanor LLP and LOGS Legal Group LLP. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Robert Drumwright is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked for five years in the District Court Trustee's Office for Johnson County Government. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

De Nesha Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple financial institutions including Wells Fargo and U.S. Bank prior to her current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Laura Carman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, she worked at Darden Restaurants for 11 years. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Ganote is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2020, he worked at Waddell & Reed, Inc. and Bankers & Investors Co. Ganote operates an independent contracting business under the name Beyond Wealth Advisors and is president of JCKG Enterprises LLC, which supports his financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals.

Corbin Knollman is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. He previously worked at BOKF, NA and Edward Jones. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.

Kevin Clifford is a financial advisor with Raymond James Financial in Leawood, KS, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. His career includes long tenures at Country Club Bank and Money Concepts Capital Corp prior to joining Raymond James Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Ferguson is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Ferguson is involved in equestrian businesses as a partner in Cozi Ranch LLC and Cozi II LLC, focusing on horse buying, selling, training, leasing, and boarding, and he also participates in recreational filmmaking through House of Husband LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Britton Jones is a financial advisor with Merrill based in Leawood, Kansas. He holds a Series 66 designation and has 25 years of industry experience. Jones has been with Merrill since 2000 and associated with Bank of America, N.A. since 2011. 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 institutional investors.

Tristan White is a financial advisor at Ameriprise with Series 63 and Series 65 credentials. He began his advisory career in 2024 after prior roles in education and retail, including positions at Blue Valley School District and Dick's Sporting Goods. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports alongside a broad range of advisory, brokerage, and insurance solutions.

Mikaela Blocher is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has prior experience at First National Bank of Omaha, where she worked for 20 years. Outside of her primary advisory role, Blocher is also associated with First Investments and Planning in a financial advisor capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and has unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Cheryl Beard is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 credentials and over 41 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.