Chad Staatz is a financial advisor with Merrill based in Kansas City, MO. He holds a Series 66 credential and has three years of industry experience. Prior to Merrill, he worked at Bank of America and has held positions outside the financial sector, including roles at Kansas State University and fitness centers. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Buczek is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Alexis worked at Guild Mortgage Company and held positions in education and childcare. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment strategies while operating under a fiduciary standard.

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.

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.

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.

Victoria Luke is a financial advisor at Edward Jones in Parkville, MO, holding a Series 66 designation and starting her advisory career in 2024. Prior to joining Edward Jones, she worked in education and customer service roles, including positions in the North Kansas City School District and at DoorDash. Outside of finance, she previously managed a board game cafe. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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.

Gabriel Mccubbin is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and five years of industry experience. He previously worked at Waddell & Reed for seven years before joining LPL Financial in 2018. Gabriel serves as a for-profit board member of Timberhill River Bend Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs and provides access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Carson Burke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at the State Policy Network and the California Policy Center, and was involved with the Jewish Community Center for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

William Cocking is a financial advisor at LPL Financial in Kansas City, MO, holding the Series 66 designation with four years of industry experience. His career includes roles at Wealth|KC and Boyer Corporon Wealth Management, along with prior positions in education at Kansas State University and Maize High School. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with access to model portfolios, research, and technology-driven investment solutions.

Darren Prather is a financial advisor at Edward Jones in Parkville, MO, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at KOAM-TV for 34 years and has been affiliated with Pittsburg State University since 2010. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Plemons is a financial advisor with Edward Jones in Kansas City, MO. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at IFS North America, Spotlight AR, and Triune Financial Partners, LLC. 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 options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

Adam Newmaster is a Certified Financial Planner (CFP®) with five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed at State Street Bank and Trust from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Joshua Graham is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and related entities since 2019. Prior to his advisory career, he was employed at BankLiberty and served in roles at Northwest Missouri State University and its Police Department. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to various program platforms and third-party money managers through a large nationwide network of independent advisors.

Daniel Raeber is a financial professional at Cetera with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2023, he worked at Edward Jones from 2014 to 2023. Raeber is also involved with Equity Financial Services, operating under a DBA related to his financial services activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates both affiliated and third-party managers.

Krystina Spohn is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she works part-time as a shopper for Instacart. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Sydney Allen is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation. Outside of his advisory work, Sydney is employed as a bartender at Harpo's Bar and Grill. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses.

Joseph Bauer is a Series 66-registered financial advisor with Morgan Stanley in Kansas City, MO, bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model client outcomes.