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.

Eric Mc Tye is a financial advisor at Edward Jones in Kansas City, KS, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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.

Timothy Deves is a financial advisor with Edward Jones in Shawnee, KS, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves on the advisory board of the Lee Ann Britain Infant Development Center, where he contributes to program development, marketing, fundraising, and scholarship decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices as well as its affiliated capabilities beyond advisory services.

Daniel Stolper is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves on the Endowment Committee and has held leadership positions on the Board of Trustees at The Temple, Congregation B'nai Jehudah. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Danielle Trabon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds a Series 66 license and is based in Prairie Village, KS. Outside of her advisory role, she is involved as a partner in a rental property business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jason Perez is a financial advisor with Edward Jones in Overland Park, KS. He holds CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Hendrickson is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is a silent partner in Progressive Marketing Group Inc., a promotion and sales business based in Mission, 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shean Fletcher is a financial advisor at LPL Financial in Kansas City, MO, holding a Series 66 designation with 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward Jones for six years. In addition to his advisory role, Fletcher owns Fletcher Tax, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced operational tools and a large network of advisors.

Whitney Duske is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, Duske is involved in fitness instruction through her work with Mojo Cycling Studio. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Paul Bischmann is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the Private Bank at Bank of America, VisionBank, Community National Bank, and Heartland Financial. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Ketchum is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Kornitzer Capital Management, AE Wealth Management, Ivy Investments, and Waddell & Reed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amar Sayyed is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1995, he has worked with individuals, families, and business owners to understand their financial situations, time horizons, and liquidity needs. Amar assists clients in articulating their short- and long-term goals and recommends financial strategies aligned with these objectives. His approach combines personalized service with the investment insights of Merrill and banking convenience through Bank of America, employing a holistic strategy that utilizes both sides of the balance sheet for wealth and liability management. Prior to his current role, Amar served as a Vice President at BOK Financial. He holds a Bachelor's degree from Jai Hind College and an MBA from the University of Colorado at Denver. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Amar is fluent in Hindi, Punjabi, and English. Outside of his professional responsibilities, Amar participates in community service, including involvement with Second Harvest Food Bank. In his personal time, he enjoys golf, swimming, and outdoor activities with his wife and two children.

Kelly Dennis is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive resources and technology 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.

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.