Connor Callahan is a Series 66–licensed financial advisor with 12 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and spent eight years at UBS Financial Services prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory programs.

Rodney Loesch is a CFP®-designated financial advisor with 43 years of industry experience, currently with LPL Financial since 2021. His prior career includes long-term roles at Waddell & Reed and ownership of Loesch & Associates Inc. He has also been involved in professional photography organizations and operated Loesch Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Jeffrey Coleman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has prior experience with State Life of Indianapolis. In addition to his advisory role, he serves as a Missouri State Representative and is a member of the Grain Valley School District Board of Education. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a variety of portfolio management options and model-based solutions tailored to client objectives.

Payton Jenkins is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Jenkins worked for Missouri State University for five years and the Blue Springs School District for thirteen years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Gregory Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include over two decades at Waddell & Reed, Inc., as well as leadership at Grekar, LLC and Miller Tax Services. He is also involved in fiduciary duties through the Greg & Karen Miller Trust. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by various portfolio management and research resources.

Addison Degen is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Co, MetLife, American Century Investment Services, Inc., and Spring Venture Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Jeb Newman Jr. is a financial advisor at Stifel with six years of industry experience, including four years as a self-employed advisor before joining Stifel in 2019. He holds a Series 66 designation and is based in Kansas City, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Bekah Orendac is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and previously at National General Insurance from 2015 to 2017. Outside of her advisory role, she occasionally donates plasma to supplement her income. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Madelyn Verhaeghe is a financial advisor at Merrill with 46 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill since 1980, also working with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies constructed by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mimick is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with UBS since 2014. Located in Kansas City, MO, Mimick provides advisory services within a large institutional firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Steffen is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and has taught saxophone lessons for over two decades through the Palen Music Center in Liberty, MO. He currently instructs 12 to 15 students weekly in saxophone. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Nicholis Cole is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Pacer Advisors, Fisher Investments, Merrill Lynch, and American Century Investment Services. Cole is based in Leawood, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Stuart Brock Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as the senior member of his team. He has been a Merrill Financial Advisor since 1998, developing close relationships with clients and often serving their extended families. His work focuses on retirement planning, portfolio management, tax minimization, and estate planning. Stuart and his team collaborate with families and small businesses to address all aspects of their financial lives. They take time to understand clients' priorities and develop disciplined plans to help achieve their financial goals. Their services encompass wealth accumulation, preservation, and efficient transfer to the next generation. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He holds a Bachelor's Degree from the University of Kansas. Outside of his professional work, Stuart enjoys spending time with his wife and five children. With his grown children, he has more time to engage in charitable activities and pursue hobbies such as golfing and tennis. He is available for questions related to business, hobbies, or life pursuits.

Jennifer Turner is a financial advisor with Ameriprise in Lees Summit, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, delivering detailed, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines algorithmic automation and personalized review to support its advisory process, with a broad range of advisory, brokerage, and insurance solutions.

Jennifer Brown is a financial advisor with LPL Financial in Westwood, KS, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, she worked at Kansas City's Finest, Blue Rivet, and Technology Solutions Partners. Outside of her advisory role, she owns a jewelry business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Hamilton is a financial advisor with UBS Financial Services in Leawood, Kansas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Matt Knehans Sr. is a financial advisor with Edward Jones in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones for 23 years. Outside of advising, he is involved as a member in commercial rental property ownership. 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 over $1 trillion in assets through a nationwide network of advisors and offers a variety of managed strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.

Nicholas Hennessy is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Raymond James, he worked at Country Club Bank and Money Concepts Capital Corp for four years each, and spent fourteen years at The Pembroke Hill School. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Patrick Aubry is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to model financial outcomes.

Rita Borchers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.