Karen Chaney is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer agreements.

Christopher Calmer is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following five years of experience at Umb. Outside of his advisory role, Calmer plays keyboard for worship services at Life Church Northland, a nonprofit organization. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Mckayla Stutz is a financial advisor at Charles Schwab with 8 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, she held positions at Landry's Seafood House and Universidad de Belgrano. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 mix of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and access to alternative investments.

Troy Ganson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Thornton Tomasetti from 2013 to 2017. Outside of his advisory role, he is involved in community leadership as Pack Committee Chairman for Cub Scout Pack 391 and performs as a singer in a band based in Lee’s Summit, MO. 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, supported by a large network of financial advisors and branch offices across the country.

Nicholas Crippen is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas including college education planning, family wealth management strategies, personal retirement planning, and retirement income. His approach involves helping clients build personalized financial plans encompassing balance sheets, asset allocation, and income strategies aligned with their specific needs. Nicholas holds a Bachelor's Degree from Kansas State University and holds professional designations such as Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of the Sigma Alpha Epsilon Alumni Association and maintains an ongoing commitment to education and professional development in financial services. Outside of his professional work, Nicholas participates in community involvement through organizations like Big Brothers Big Sisters Kansas City. His personal interests include billiards, cooking, golfing, music, racquetball, table tennis, and tennis.

Ryan Dansby is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked at American Eagle Outfitters and attended Missouri State University. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Jennifer Denning is a financial advisor with Morgan Stanley in Leawood, Kansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Deloitte from 2017 to 2020 and spent four years in full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jacob Bolger is a financial advisor with Edward Jones in Independence, MO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his advisory role, he worked at Oracle for four years and attended Rockhurst University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs under a fiduciary standard.

Benjamin Palacios is a financial advisor at Morgan Stanley with a Series 66 designation. He has one year of industry experience, including prior work at Zozimus Agency and internships during his university studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Catherine Fortier is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Sam Jordan is a financial advisor with Mass Mutual Investors Services in Leawood, Kansas. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with MassMutual Financial Group and MML Investors Services. In addition to his advisory role, he works as an insurance agent specializing in health, life, dental, disability, long-term care, vision, and annuity products. MML Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented financial planning engagements.

Cynthia Van Cleve is a Series 66-licensed financial advisor with Merrill, where she has worked since 1999. She has 25 years of industry experience. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Parke is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in Raymore, MO. Outside of his advisory role, he owns and operates an 80-acre farm in Fort Scott, KS, sharing crop revenue and expenses, and manages a farm house rental in the same area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers additional services such as overlay strategies, tax-efficient services, and securities-based lending.

Herbert Buchbinder is a financial advisor at Stifel with 48 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Stifel Nicolaus & Co Inc since 2016. He is also a managing partner of a family limited partnership focused on estate planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Goldfarb is a financial advisor with Edward Jones in Lake St Louis, MO. He holds a Series 66 designation and has 15 years of industry experience. Goldfarb has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kelly Ullom is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has held roles at Osaic since 2024 and previously at Securities America Advisors and Securities America Inc from 2014 to 2024. Ullom is also the Assistant Vice President of Kansas City Life Insurance Co. and President of its wholly owned broker-dealer subsidiary, Sunset Financial Services, Inc., where she oversees operations related to the distribution and underwriting of variable insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports various managed-account platforms, leveraging multiple mergers and third-party commercial arrangements.

David Pickett is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, with prior roles at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he has provided consulting on performance improvement projects. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management services.

Darin Shank is a Senior Financial Advisor at Merrill Lynch Wealth Management and a holder of multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He began his financial advisory career in 2006 and co-founded The ASA Group in 2014, combining his practice with two trusted colleagues to better serve clients. Before entering financial services, Darin spent 15 years in Corporate Finance and Accounting Management and served eight years in the United States Air Force. His expertise covers areas such as retirement planning, family wealth management, tax minimization, liquidity management, college education planning, small business strategies, and investment strategy. Darin believes in providing clients with a clear understanding of their financial trajectory to enable informed decisions and long-term sustainability. Darin holds an Associate's Degree from the Community College of the Air Force, a Bachelor's Degree from the University of Illinois, and a Master's Degree from Keller Graduate School of Management. He is involved in his community through activities with Sacred Heart Catholic Church, the Metropolitan Community Colleges Foundation Board, and the National Eagle Scout Association. Darin and his family are active members of their parish, and he has served in various leadership roles including as District Chairman for the Shawnee Trails District of the Boy Scouts of America.

Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. 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 investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Matthew Flax is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016. He serves as a finance committee member for Holy Spirit Catholic Church in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.