Kevin Carpenter is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Charles Schorgl is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His previous roles include positions at Morgan Stanley and Citigroup Global Markets. He has ownership interests in investment-related businesses CLS23 LLC and Intellego Investment Partners LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Brynn Morris is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses and having 17 years of industry experience. Prior to RBC, Brynn worked at Oppenheimer from 2009 to 2013. She serves on the boards of several nonprofit organizations, including the Kansas City Securities Association, A Chance for Children, and Phoenix Family. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers.

Kelsey Cope is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She worked at Waddell & Reed, Inc for nine years before joining LPL Financial, where she has been since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Derek Sabaugh is a financial advisor at UBS Financial Services in Leawood, KS, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Midwest Builders Casualty Group and US Bank, as well as community work at Tomahawk Ridge Community Center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers additional features such as underwriting, custody, and securities-backed lending programs.

Jack Treas is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, among others. Outside of advisory work, he serves as general manager of Holliday Properties LLC, a real estate business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive client assets.

John Spangler is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 registrations and having 41 years of industry experience. He has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Whitney Poettgen is a financial advisor at Edward Jones with 4 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, she worked at Salesforce and Cerner Corp. 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 offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Sheila Davis is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Morgan Stanley and its affiliated Private Bank since 2011. Outside of her advisory role, she is involved in direct sales of nutritional supplements. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Jason Bailey is a financial advisor with Ameriprise in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to advising clients, he coaches other Ameriprise financial advisors on practice growth through his outside business, eXtraordinary Coaching, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ashley Struzick is a financial advisor with Primerica Advisors in Pleasant Hill, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of investment advisory activities, she engages in part-time speaking engagements and is involved in the sale of non-investment related products such as home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Peter R. Carmack is a CFA® charterholder with 33 years of industry experience, currently affiliated with LPL Financial. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he serves on the board of Keen Technologies, a non-investment-related company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with a range of investment tools and services.

Michael Mancuso is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America since 2011 and Merrill since 2008. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-focused capabilities, and a variety of program strategy types.

Jasmine Boyden is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo Bank for two years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Bennett Ward is a financial advisor with LPL Financial based in Lees Summit, MO. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he held positions at RTS Inc., Worldwide Express, and Nestel Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

Gloria Lane is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Corie English is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory work, Corie owns and operates Corie English Photography, a business she has run since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages substantial client assets and utilizes a structured planning process supported by proprietary tools and market modeling to assist clients in financial decision-making.

Marc Beelman is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Prairie Village, KS, he holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Brian Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving high-net-worth families throughout the Kansas City area. He began his financial services career at Merrill Lynch in 2014 and has dedicated his practice to goals-based wealth management strategies and retirement planning services. Brian helps clients develop clear visions for their retirement plans and provides ongoing updates to keep those plans aligned with their objectives. He focuses on tailoring financial strategies to fit the unique goals and investment objectives of individuals, families, and businesses. Brian earned his bachelor's degree in marketing and economics from Kansas State University and holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brian resides in Overland Park, Kansas with his wife, Ashley, and their three children. He enjoys spending time with his family and participates actively in his community, including volunteering for Habitat for Humanity. In his leisure time, Brian enjoys golfing and swimming.

Alan Reser is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.