Andrey Kulikov is a Series 66-licensed financial advisor with Edward Jones in Leawood, KS, where he has worked for 14 years. He has maintained his career solely with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services with approximately $1.01 trillion in assets under management.

Daniel Dornan is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His career includes roles at The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is also involved in business development at The Bank of Missouri. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a variety of investment strategies.

Kara Miller is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. She has been with Merrill since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paxton Taylor is a Series 66 licensed advisor with Raymond James Financial Services Advisors, Inc., based in Blue Springs, MO, with 19 years of industry experience. He has been with Raymond James since 2012 and operates a sole proprietorship as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through its municipal advisor affiliation.

Steven Heggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2003 and owns Kansas City Wealth Partners LLC, an independent contractor relationship supporting his advisory work. He also serves as a committee member for the Blue Springs Education Foundation, attending quarterly meetings to review the nonprofit's financial activity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

Douglas Adams is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Adams is involved in community service through the Make-A-Wish Foundation of Missouri & Kansas, where he serves on the finance committee, and he also owns Stellar Image Studios, a production company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering portfolio solutions supported by firm-approved planning tools and investment research.

Gregory Power is a Series 66-licensed financial advisor with UBS Financial Services in Leawood, KS, where he has worked since 2000, totaling 25 years of industry experience. He serves as president of the Tennessee Society, a social club based in St. Louis, MO, responsible for planning its biannual events. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Edwin Kerley is a financial advisor with Raymond James Financial Services Advisors Inc. in Kansas City, MO, holding the CFP® and ChFC® designations and possessing 41 years of industry experience. His prior work includes positions at Lincoln Financial Advisors Corporation and Money Concepts Capital Corp. He is also registered as a bank associate with First National Bank of Omaha. 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 institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brooke Tarvin is a financial advisor at Merrill with eight years of experience, including six years at Bank of America Private Bank and four years at Phillips McElyea Carpenter & Welcg PC. She holds the Series 66 designation. Outside of her advisory role, she serves as Treasurer and Board Member of the KC Express Network American Business Women’s Association, where she manages and balances the organization’s budget. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Koechner is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies, including Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates, to support its advisory services.

Heather Heron is a financial advisor at Edward Jones in Independence, MO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Envision Eyecare and Waddell & Reed. 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 solutions, operating under a fiduciary standard and supporting its services with a large network of financial advisors and branch offices nationwide.

William Morris III is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at UBS Financial Services Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he owns residential rental property in Shawnee, Kansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include wealth management, estate planning, and specialized investment strategies.

John Kliewer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 31 years of industry experience. His prior work includes roles at Columbus Life, John Hancock Life Insurance Companies, and Waddell & Reed, Inc. Outside of his advisory work, he owns Uncommon Business Enterprises, LLC. 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 institutions. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wendy Jennings is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James & Associates Inc., UBS Financial Services Inc., and Global Industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning and investment services.

Christopher Schumm is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Schumm serves on the board of The Kansas City Symphony Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and offers access to various investment programs.

Paul Nunes is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Nunes is a 50% owner of PGN Financial Services LLC, which supports business operations including office leasing and marketing. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm utilizes a range of asset allocation tools and provides access to various investment platforms and third-party money managers.

Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has a long tenure with UMB-affiliated firms, including UMB Bank, UMB Financial Services Inc., and UMB Insurance Inc., where she worked for over two decades before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Marsha Clark is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. Her career includes positions at Money Concepts Capital Corp and Ameriprise Financial Services, Inc. In addition to her advisory work, she prepares taxes for family and friends on a part-time basis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, offering tailored, non-discretionary advice supported by analytical tools and a large advisor network.

Sharon Sherbina is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Margo Shepard is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Shepard serves on the investment committee and finance council for the Catholic Diocese of Kansas City St. Joseph. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines proprietary research and tools with multiple service and product channels.