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.

Kenneth Orlonzo Hedrington Jr. is a financial advisor with Charles Schwab holding a Series 66 credential and five years of industry experience. His work history includes roles at Fidelity Investments, Bank of America, Merrill Lynch, and J.P. Morgan, among others. Outside of advising, he authored and self-published a children’s book. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.

Kristine Roberts is a financial advisor with Merrill in Leawood, Kansas, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Merrill Lynch since 1993. 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, offering model-based and discretionary investment strategies supported by internal Chief Investment Office teams 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.

Jay Long is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Ironhorse Golf Club and Another Broken Egg. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

R Marshall Douthat is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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.

Brian Meyer is a Series 66-licensed financial advisor with Ameriprise in Olathe, KS, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Meyer also owns Creative Collaboration LLC, through which he provides client service support, financial planning analysis, and managed account recommendations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stephen Dumsky is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is part of the Group One Wealth Management team. He began his career in the financial services industry in 1996 at Merrill Lynch and joined Group One in 2009. Stephen specializes in providing customized financial strategies, drawing from extensive knowledge and resources to support clients nationwide. He holds the CERTIFIED FINANCIAL PLANNER® certification and is skilled in asset allocation, manager selection and oversight, and portfolio construction. Stephen values advising multiple generations of clients and emphasizes listening to clients to communicate financial concepts in an understandable way. Stephen earned a bachelor's degree from the University of Missouri System. He lives in Lee's Summit, Missouri with his wife, Rocio, and their two children. Outside of his professional role, he enjoys baseball, chess, fishing, reading, spending time with his family, and traveling.

Ryan Mcqueary is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Mcqueary has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning service.

Kevin Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since 2007 and joined Group One Wealth Management in 2017. Kevin works primarily with business owners and corporate executives to build personalized financial strategies and guide important financial decisions. As a Senior Portfolio Advisor, he assists clients with investment management, retirement planning, and complex financial situations such as selling a business, managing concentrated stock positions, and estate planning for multi-generational wealth transfers. Kevin's expertise centers on executive compensation and stock option planning, small business owner and retirement planning, as well as goals-based planning. His client focus includes college education planning, divorce transition planning, family wealth management strategies, socially responsible investing, and services for endowments, foundations, and non-profits. He holds a bachelor's degree from Newman University and a high school diploma from Kapaun Mt Carmel. Kevin has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of work, Kevin enjoys basketball, biking, boating, golfing, swimming, and spending time with his wife Elizabeth and their two daughters, Emerson and Madelyn. He is involved in community organizations such as Harvesters and volunteers with groups including Special Olympics.

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.

Dominic Lopez is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Charles Schwab since 2000 and Charles Schwab Bank since 2005. Lopez serves on the advisory board for Park University’s School of Business, contributing to initiatives such as the Summer Business Academy for at-risk high school students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized custody and operational support.

Hannah Mc Spadden is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to her clients' unique financial goals. Hannah specializes in areas including family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and ESG investing, and retirement income planning. Hannah holds a Bachelor's Degree from Kansas State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She draws upon her experiences growing up in Spring Hill, Kansas, where she was involved in 4-H, FFA, and community volunteering, to inform her professional approach. Beyond her advisory role, Hannah actively participates in her community through involvement with organizations such as the Junior League of Kansas City, the Cystic Fibrosis Foundation, the Leawood Chamber Ambassador program, and the Spring Hill FFA Alumni Association. In her free time, she enjoys adventure sports including boating, fishing, golfing, horseback riding, scuba diving, and traveling, often spending summers at the lake with her family and her husky, Max.

Janet Lakanen is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Ausdal Financial Partners and Northwest Bank and Trust prior to joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across areas such as retirement, tax, estate, and special needs without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

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.

Michael Stompoly is a financial advisor with Ameriprise in Olathe, KS, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved with the Knights of Columbus, participating in charitable giving and service projects. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Allen is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in public speaking engagements at Kansas City Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 utilizes structured planning tools and modeling techniques in its financial planning process.

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.