Bradley Schmidt is a financial advisor with Edward Jones in Liberty, MO, holding Series 66 and Series 63 designations and 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.

Frank Schudy is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Fidelity Investments and Shamrock Trading Corporation. 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 solutions, supported by a nationwide network of financial advisors and branch offices.

Natalie Welch is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized wealth management strategies that reflect their values and financial goals. Natalie aims to help clients navigate the complexities of today's markets by creating flexible investment approaches and providing access to the insights and resources of both Merrill and Bank of America. With a Bachelor’s Degree from Kansas State University, Natalie holds the Personal Investment Advisor (PIA) designation. Her approach emphasizes one-on-one communication to understand each client's unique circumstances and aspirations. Outside of her professional role, Natalie is involved in community activities, supporting organizations such as the YMCA of Greater Kansas City, Belles of the American Royal, Jewel Ball, and the First Tee of Greater Kansas City through volunteering and fundraising efforts.

Taylor Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Morgan Stanley since 2019, he worked at American Century Investment Services. Outside of his advisory work, Taylor is involved in volleyball coaching, serving as a coach for both the KC Power Volleyball Club and Notre Dame de Sion High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a range of investment programs to support client goals.

John Ludwig is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in real estate as a partner and owner in related businesses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Brian Dolan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He worked for Shamrock Trading Corporation for seven years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Hammer is a Series 66 licensed financial advisor with Edward Jones, based in Independence, MO. He has 13 years of industry experience, all of which has been with Edward Jones since 2013. 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 solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Morgan Stanley and 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, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Justin Larkin is a financial advisor with LPL Financial in Blue Springs, Missouri. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes positions at Waddell & Reed and involvement with a local public school system. Outside of his advisory role, he serves as president of an electrical company and is engaged in tax preparation and accounting services through separate business entities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Nicholas Smith is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including prior roles at Pruco Securities, LLC, and operates his own firms, East Fork Holding LLC and Smith Insurance and Financial Services. Outside of his advisory work, he serves on the board of the Main Street Albany non-profit and manages seasonal maintenance for the Grandview Cemetery Association. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Robert Chapline is a financial advisor with Morgan Stanley in Kansas City, Missouri, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

James Swope is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers both direct and employer-sponsored plans, managing approximately $2.74 trillion in client assets.

Jarod Moran is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he co-manages an investment club organized as TSR Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Butler is a Series 66–licensed financial advisor with Edward Jones, based in Independence, MO. She has three years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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.