Richard Kaufmann is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he teaches an investment course at Kansas City Community College. 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 a range of financial planning services, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Amy Beery is a financial advisor at LPL Financial in Kansas City, MO, holding a Series 66 credential with 10 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple management approaches.

Johnathan Works is a financial advisor at LPL Financial in Kansas City, MO, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Century Investment Services and Commerce Bank. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Mark Horstmann is a CFP® and PFS™ with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Compass Wealth Management LLC and Geneos Wealth Management Inc. Horstmann is also a founding member of an education services firm, Wealth Management Institute LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary model strategies and access to unaffiliated managers, supported by institutional features such as advisor transition support and formal compliance processes.

Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. 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, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Hayden Ludwig is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and prior experience at DoorDash and Columbia College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 modeling techniques as part of its financial planning process.

David Cannady is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at UBS since 2017 and previously at Waddell & Reed from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Harrison Hill is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Haley Hall is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel in 2026, Haley worked at Fisher Investments, JP Morgan Chase, the Federal Deposit Insurance Corporation, and Starbucks Coffee Company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.

Luke Olthoff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked at Principal Asset Management and has been involved with Iowa State University in various capacities. Olthoff serves as a board member for Hope Faith Ministries in Kansas City, where he participates in event planning and community outreach. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Celeste Foster is a financial advisor with J.P. Morgan Securities in Olathe, Kansas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, U.S. Bancorp Investments, Edward Jones, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kellie Wentz is a Series 66-licensed financial advisor with Merrill in Kansas City, MO, where she has worked since 2008. She has 21 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Lozier is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes ten years at Lord Abbett & Co. LLC and roles at Build Asset Management and Prism Financial Group, LLC. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not individualize security recommendations within standalone planning programs.

Abigail Crain is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amy Dunn is a Series 66-licensed financial advisor at Morgan Stanley in Kansas City, MO, with six years of combined industry and related business experience. She previously worked at Commerce Bank from 2019 to 2024 and owned small cleaning service businesses between 2015 and 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.

Hannah Lantz is a Financial Advisor at Merrill Lynch Wealth Management. She supports individuals, families, and business owners in creating financial plans that align with their values and goals. Her work focuses on areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, and supporting women and wealth. Hannah holds a Bachelor's degree from Truman State University and a Master of Business Administration (MBA) from Avila University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She emphasizes building deep relationships with clients to simplify complex financial decisions and help them stay focused on their priorities throughout every stage of life. In her personal time, Hannah enjoys basketball, golfing, hiking, music, pickleball, skiing, spending time with her family, and watching movies.

Douglas Gentry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation and trade execution handled by BNY Mellon Advisors and Pershing.

Mark Lindsay is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, he worked at JPMorgan Chase and Capital One. He is based in Kansas City, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

James Peavey is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with Raymond James Financial Services, Inc. and has held prior roles at First National Bank of Omaha, UMB Financial Services, RubinBrown Advisors, and Waddell & Reed. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to model potential outcomes and supports its clients through various advisory programs and institutional consulting services.