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.

Thomas Bales is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for a combined 30 years. In addition to his advisory work, he operates a part-time tax practice and is involved with Bales & Associates Inc., a tax preparation and accounting firm. 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 offers a broad range of advisory programs, financial planning services, and investment strategies supported by research and technology.

Richard Gibbs is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. He serves as trustee for a personal family trust, handling bill payments and estate settlement matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management, financial planning, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Kevin Mc Clelland is a financial advisor with Edward Jones in Blue Springs, MO. He holds the ChFC® designation and the Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Bradley Williams is a financial advisor at Edward Jones with Series 66 credentials and four years of experience at the firm. Prior to joining Edward Jones, he worked at Beumer Corporation for twelve years. 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 options, supported by a large network of advisors and branch offices across the country.

Brett Brennan is a CFP® professional with 15 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, National Planning Corporation, and Mike Martin Financial Group. Outside of financial advising, he owns a real estate brokerage and operates a tax preparation service, as well as an online shipping business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Joseph Hyde is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Scott Robison is a financial advisor at Ameriprise with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera, CBIZ, Bank of America, and Merrill. Robison also provides client service support, financial planning, and investment advisory services through an associate financial advisor role. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-efficient withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.

Lauri Gray is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo’s research and tools to develop customized recommendations.

Robert Van Cleave is a financial advisor with Cetera who holds the Series 63, 65, and 66 credentials and has 12 years of industry experience. He has worked with several firms, including Avantax Investment Services and Keller Williams Realty Partners, and currently serves as president of Van Cleave Wealth Management Chartered, providing tax preparation, payroll, and other accounting services. In addition to his advisory work, he is a police officer for the City of Basehor and is involved in charitable activities as trustee of the Bob Van Cleave Charitable Trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ryan Kliethermes is a financial advisor at Edward Jones in Independence, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for KE2 Therm Solutions, INC. from 2010 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Benjamin Sweatt is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and professionals to help them make informed financial decisions aligned with their personal goals and values. His areas of expertise include executive and equity compensation services, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Through a personalized planning process, Benjamin assists clients in navigating financial questions related to wealth accumulation, retirement, investment management, and concentrated stock positions. He provides ongoing guidance to help clients adjust their strategies as their circumstances evolve. Benjamin holds a Bachelor's Degree from the University of Kansas and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his approach, he emphasizes building trust and understanding each client's unique motivations to offer tailored financial advice.

Skyler Wheeler is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, US Bank, Servpro, Farmers Insurance, the University of Kansas School of Business, and The Vitamin Shoppe. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Marcia Daniel Baron is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America N.A., Merrill, and Wells Fargo in various capacities 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 a range of clients including individuals, high-net-worth clients, and organizations.

Christopher Longly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with Merrill and Bank of America specialists to provide his clients with financial advice and wealth management services. His role focuses on helping investors make informed decisions with their wealth today, tomorrow, and for future generations. Christopher advises a broad and diverse client base across the country, including young and old, rural and urban, married and single individuals. He specializes in areas such as college education planning, family wealth management strategies, retirement income, ESG investing, and individual and corporate investment strategy. One specific area of focus is advising physicians and their families, drawing on his personal experience as the spouse of a Kansas City physician to address their unique financial challenges and opportunities. He holds a Bachelor's Degree from the University of Nebraska and a Master's Degree from the University of Missouri System. Christopher has earned the Personal Investment Advisor (PIA) designation. His professional affiliations include past leadership roles as President and Trustee within University of Missouri - Kansas City (UMKC) organizations. In his community, he serves as Cubmaster for Pack 3381 at Corinth Elementary and as a Stroke & Turn Official for USA Swimming. His personal interests include biking, camping, cooking, gardening, gymnastics, running, spending time with family, swimming, and traveling.

Steven Hellon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His career includes long-term engagements with Waddell & Reed, Inc. and various insurance carriers, alongside his current affiliation with LPL Financial since 2021. He is also involved with RDSH, LLC, a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to various model portfolios and research from both internal and third-party sources.

John Mackay III is a CFA® charterholder with 17 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2025. Prior to this, he spent 15 years at American Century Investment Services, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Curtis Hubbell is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2015 and 2016, respectively. 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 operates a large-scale, integrated model combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investments.

Christy Yager is a financial advisor at Edward Jones in Blue Springs, MO, with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at RBC Capital Markets, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Jason Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, Forgy operates an accounting practice and provides bookkeeping services through two separate businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm uses a variety of investment platforms and strategies, including proprietary and third-party models, tailored to client objectives.