David Clark is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2017 and Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joanne Mcknight is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Avantax Investment Services, LPL Financial, Waddell & Reed, UBS Financial Services, and Citigroup Global Markets. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of independent advisors. The firm offers multiple portfolio management and consulting services with a multi-manager platform that provides access to affiliated and third-party model portfolios and bespoke strategies.

Sean Harman is a financial advisor with Raymond James Financial in Kansas City, MO, holding the CFP® and Series 63 designations and bringing 25 years of industry experience. His prior work includes seven years with Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2017. He maintains active business entities related to his prior practice names but devotes minimal time to them. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Aaron Hill is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles across education and service sectors prior to joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor since 2007. Outside of her advisory work, Jacobs also works as a guest services representative for the Kansas City Chiefs Football Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Stephanie Green is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera. She is president and co-owner of Spencer Financial Services, Inc., and holds additional roles as a financial professional with Purpose Planning and Mont Wealth. Green is also involved in nonprofit work as president-elect and finance committee member of the Liberty Hospital Foundation and serves on the board of the Earnest Shepherd Memorial Youth Center. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts, offering access to diverse investment strategies and third-party managers.

Rebecca Knepper is a financial advisor at Edward Jones in Blue Springs, MO, holding the ChFC®, Series 63, and Series 65 designations with 19 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Ethan Holloway is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked concurrently at Holloway Harman & Associates since 2018, serving as an employee there. Prior to that, he was employed at Harding University from 2014 to 2018. 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, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

James Mancuso is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edward Jones since 2019, following prior roles at Umb and TCS John Huxley. Based in Kansas City, MO, he currently serves clients through Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Holloway is a CFP®-designated financial advisor with 29 years of industry experience, currently with Raymond James Financial in Kansas City, MO. His work history includes positions at Wells Fargo Advisors Financial Network LLC and multiple roles within Raymond James since 2017. Outside of his advisor role, Holloway is involved in owner and managerial positions at Holloway Harman & Associates and Holloway & Harman Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jason Januska is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and New York Life. Outside of his advisory work, he owns Tall Oak Designs, a custom woodworking business specializing in kitchen products and other wood creations. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, corporations, pension plans, and institutional clients with financial planning and investment consulting. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lindsey Stewart is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

Thomas Riordan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery and approved planning tools, alongside a broad range of investment products and strategies.

Lindsey Burnside is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cetera, she worked at Woodbury Financial Services, Spring Venture Group, and Cerner Corporation. Burnside is also the owner of Burnside & Associates (S-Corp), where she handles banking, taxes, and S-Corp planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Benjamin Panos is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2005. Outside of his advisory work, he is a partner in an agricultural business, Steel Bridge Cattle Company LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Franz Braun is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2026, he worked extensively with UMB Bank and its affiliates for over three decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors various advisory programs, including municipal and SIMPLE IRA plan services.

Keith Cash is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 credential and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. and Commerce Bank for nine years before joining Central Trust Bank and LPL Financial in 2019. Outside of his advisory work, he serves as an ambassador for the Kansas City Chiefs, participating in autograph signings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

Keith Allen is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has a background in pharmaceutical sales, having worked at Alkermes since 2019 and previously at Sunovion Pharmaceuticals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Tiara Harris is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 credential and has previously worked at Sagepoint Financial, INC and TR International LLC. Outside of advising, Harris engages in online resale of clothing and products and creates content and affiliate marketing through her LLC, TR International. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Julia Del Percio is a financial advisor at Merrill with a Series 66 designation. She has experience working at several organizations, including Los Corrals, the Kansas City Chiefs, Maloney's Bar & Grill, and Spring Venture Group. Julia is based in Kansas City, MO. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.