Samuel Wheeler is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Century Investment Services and Senior Plus Advisors prior to joining Baird. Outside of finance, he has experience working in the hospitality industry at Willies Sports Bar. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Matthew Hovey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Creative Planning and Waddell & Reed Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Kara Miller is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She previously worked for The Prudential Insurance Company of America for a decade and held positions at Symetra Life Insurance Company and Symetra Securities, Inc. Outside of her advisory role, she is involved with Bestmark Express in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research and model portfolios.

Thomas Prichard is a financial advisor at Edward Jones in Liberty, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages several farms in Central Missouri through Prichard's LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Schuyler Gregory is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation. He has been in the industry since 2023, with prior experience including roles at Falletti Financial and teaching at Pittsburg State University. His background also includes involvement with Pittsburg State University’s Men’s Basketball program and work in retail management. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans through a centralized consulting team.

Erin Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Raymond James Financial and Waddell & Reed. Murphy serves as a board member for the Kearney Quarterback Club, a community organization in Kearney, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 23 years of industry experience. She has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc from 2004 to 2016. Outside of her advisory work, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, an equine activities private club. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Patrick Stobaugh is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at AGIA and VALIC Financial Advisors. He serves as Treasurer for his daughter's PTA, managing budget reports and financial statements. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management across its offerings.

Susanna Denney is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc for a decade and has held leadership roles at Sunset Financial Services, including Chief Operating Officer of its wholesale broker-dealer. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services supported by a range of advisory platforms and third-party solutions.

Jennie Chappell is a financial advisor with Edward Jones in Prairie Village, KS, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at Lenexa Baptist Church from 2012 to 2017. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Marchelle Alexander is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Todd Acuff is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Jeffrey Tipton is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and Charles Schwab entities since 1998. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and a centralized operational platform.

Melissa Zitter is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2021. Prior to her advisory career, she spent nine years as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Aaron Froehlich is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at Cetera, Healthy Foundations Financial, and Alcon. Outside of advisory work, he operated a sole proprietorship called Aaron's Reffing for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to third-party asset managers, combining advisory services with brokerage and insurance products.

Jennifer Dunklin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked previously at Liam Porter Insurance Agency and State Farm Vp Management Corp. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad range of services such as proprietary research, market-making, and securities-backed lending programs.

Mary Swanson is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves on the marketing and investment committee of the Boys and Girls Club of Greater Kansas City. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.

Ashley Melton is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Melton worked at Equitable Advisors, Pruco Securities, and has a background that includes positions in various healthcare organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Daniel Dolan is a financial advisor at Edward Jones in North Kansas City, MO, holding a Series 66 designation with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Grant Thornton LLP for four years. 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 under management and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.