Christopher Constant is a financial advisor at LPL Financial with Series 66 credentials and no prior industry experience as of 2025. Before joining LPL Financial and Haddad Financial Services in 2025, he worked at the Federal Reserve Bank of Kansas City from 2011 to 2025. He is also the owner of RICE Family Group, LLC, a business entity used for tax and investment purposes. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Joseph Tarpey is a Series 66-licensed financial advisor at OSAIC with 8 years of industry experience. His prior roles include positions at Athene Annuity & Life Company, American Equity Insurance Company, LPL Financial, Peoples Bank, Sammons Financial Network, and Midland National Life Insurance Company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Leah Booth is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2017 and previously worked in education and with Briarcliff Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.

Crosby Coats is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2022 and previously spent eight years at American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Schwery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Country Capital Management Co, and COUNTRY insurance affiliates. Outside of his advisory work, he serves as treasurer for the Gladstone Kiwanis and holds board memberships with the Briarcliff Business Partner Alliance and Heart of the Redeemer Covenant Community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Kevin Leduff is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He focuses on delivering personalized financial strategies that simplify complex decisions and aim to help clients enjoy the present while managing future concerns. Kevin emphasizes one-on-one planning and open communication to facilitate discussions about clients' envisioned futures, helping them avoid hasty or emotional financial decisions. With expertise in areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, portfolio management, tax minimization, and retirement income, Kevin takes a data-driven approach to managing clients' financial goals. He supports advanced planning and financial education, explaining concepts in a clear manner to design wealth strategies that align with clients’ risk tolerance and objectives. Kevin holds a Bachelor's degree in hotel and restaurant management from Georgia Southern University. Prior to joining Merrill in 2010, he spent eight years working in the restaurant industry with positions of increasing responsibility. A member of the United Schutzhund Clubs of America, Kevin competes locally with his German Shepherd, Artoo. He lives in Brookside, Missouri, with his wife Ferryl and their two sons, and they often attend their children's sporting events together.

Clayton Minnick is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he operated Clayton's Lawn Service, LLC for 13 years and worked at Vanit Delivery for a year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

B Martin is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He previously worked for SagePoint for 12 years before joining Osaic in 2023. Outside of his advisory role, he works part-time in various positions with the Kansas City Police Department, including call taker and desk clerk. Martin also owns an insurance agency that provides life and health insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio management that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Martin is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Locali Automotive and UPS. Martin has also been involved in education through his work at the University of Missouri-Kansas City and Lee's Summit North High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Natasha Monzyk is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. In addition to her advisory role, she is affiliated with Maryville University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and a proprietary money market fund.

Seth Keethler is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Commerce Brokerage Services, Inc. and Edward Jones. 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 range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from in-house and third-party sources.

Ryan Holmes is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Kansas City, Missouri. Since 2004, he has served clients by developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. As a qualified Portfolio Advisor, Ryan provides a range of investment services, including recommendations of Merrill Lynch and approved third-party investment managers' strategies, funds, and portfolios. He employs a goals-based wealth management process that integrates time-tested investment principles with flexibility to respond to evolving economic environments. Ryan is dedicated to understanding the priorities of high net-worth individuals, their families, and businesses, crafting customized strategies to help them pursue their long-term objectives. His approach emphasizes a service-focused philosophy that supports clients at every life stage. In addition to his financial advisory role, Ryan follows the Merrill tradition of community involvement by volunteering with local organizations. Ryan holds a High School Diploma from Rockhurst High School and has earned the Personal Investment Advisor (PIA) designation.

John Gutierrez is a financial advisor affiliated with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2024 with Cetera Advisor Networks and joined LPL Enterprise in 2025. Outside of finance, he has a long tenure at United Parcel Service since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

Joseph Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles, including positions at Power Home Remodeling Group and Goosehead Insurance Agency. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Kyle Hummer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Kansas City, MO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and does not offer individual security recommendations as part of its standalone planning program.

Antwane Maborn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Pasadena, California. In his role, he advises clients on a broad range of financial strategies, including concentrated stock management, asset and liability management, trust and estate planning services through Bank of America Private Bank, retirement planning, and access to banking and lending services provided by Bank of America, N.A. His client base includes entrepreneurs, C-level executives, entertainers, and foundations. Antwane is also a Senior Portfolio Advisor, offering customized investment strategies and managing portfolios within the firm's Investment Advisory Program on a discretionary basis. Antwane joined Merrill Lynch Wealth Management in 2015, bringing prior experience as a Financial Advisor at Morgan Stanley and JP Morgan. Before transitioning to wealth management, he served as Director of Underwriting for a Southern California NPR and PBS affiliate. He holds several professional designations including Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®). His educational background includes studies at Long Island University and an accredited certificate program from Capella University. Antwane lives in Claremont, California, with his wife Kisha and their children. He is committed to his family and philanthropic causes. His personal interests include baseball, basketball, boating, hiking, reading, skiing, swimming, tennis, traveling, and spending time with his family.

John Bichelmeyer is a CFA® charterholder and holds a Series 66 license. He is currently with Edward Jones and has 10 years of industry experience, having previously worked at Glaxis Capital Management and Ivy Investment Management, a subsidiary of Waddell and Reed Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates a large nationwide network of financial advisors and branch offices.

William Henks is a ChFC® credentialed financial advisor with 49 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of his advisory work, Henks is an author of fiction and non-fiction, as well as a board member and officer of the Independence Symphony Orchestra Inc. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charities, and trusts, by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, proprietary and third-party model strategies, and implements investment solutions across various custody platforms to tailor strategies to client objectives.

Jacob Ames is a financial advisor at Charles Schwab in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he was involved in entrepreneurial ventures including Premier Homes LLC and held roles in various businesses such as Valoa Solar and Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Landon Casey is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Cody Askins LLC for three years and held various positions in retail and service industries. Edward Jones serves more than 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, supported by a large national network of financial advisors and branch offices.