Joelle Morris is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Morris has worked at Financial Engines Advisors L.L.C. since 2018 and previously at Smart 401 K, LLC from 2014 to 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and managing approximately $326 billion for roughly 477,000 clients.

Aaron Stubblefield is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with Townsend Design and Home Advisor. Outside of his advisory role, he coaches high school football in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, overseen by a large network of advisors and branch offices nationwide.

Robert Follmer is a financial advisor at Edward Jones in Gladstone, MO, with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his financial advisory career, he worked at Staples Inc/Staples Premedia Services from 2013 to 2019. Outside of advising, he has worked as a rideshare driver for Uber on a supplemental basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices, offering a variety of advisory programs, tax-efficient services, and affiliated investment options.

Richard Briscoe is a financial advisor with Merrill in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Merrill in 2019, he worked at firms including Kavar Capital Partners, Foreside Fund Services, Palmer Square Capital Management, UMB Distribution Services, and Scout Distributors. He serves as a committee member for KVC Health Systems Inc., a charitable organization focused on supporting children and families. 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 individuals, high-net-worth clients, and various institutional investors.

Francis Duff is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W Baird & Company for 22 years before joining Stifel in 2022. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kay Eckart is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with nine years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. 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 provides access to proprietary research and capital markets solutions.

Jeffrey Andra is a financial advisor at Edward Jones in Riverside, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a pitching instructor at Complete Game Baseball LLC, a youth baseball academy in Olathe, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michele Deroin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with UBS Financial Services since 1998. UBS Financial Services Inc. 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 provides access to proprietary research and capital markets services.

Christopher Goodwin is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Century Investment Services Inc for 23 years. Outside of his advisory role, he is involved in maintaining rental properties alongside his wife. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches, as well as its comprehensive investment and fiduciary services.

Amy Elledge is a financial advisor at Edward Jones with a Series 66 designation. She has experience at Edward Jones spanning from 2018 to 2023 and again beginning in 2026, along with prior work in education and healthcare-related roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Teahan is a Series 66-licensed financial advisor with Merrill, based in Kansas City, MO, and has three years of industry experience. His background includes roles at Bank of America, N.A., Merrill, and George J Shaw Site Rite, as well as time spent at the University of Kansas and Rockhurst High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Gassen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at CrossFirst Bank, BOK Financial, and US Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Armahn Hadjian is a CFP® professional with 10 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at Edward Jones from 2016 to 2019. Outside of his advisory role, he is a program director and instructor at Kansas State University’s Olathe campus and owns a vending business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Mark Hall is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

David Voysey is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over three decades at the same firm, having joined in January 1992. He is a founding member of the VFC Group and focuses on helping clients develop and implement strategies to achieve their personal financial goals. Alongside his partner Scott, David holds the Retirement Benefits Consultant title, providing specialized services to business owners and corporate professionals involving Qualified Retirement Benefit Plans, Non-Qualified Executive Plans, and Health Savings Plans. David’s expertise includes Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Personal Retirement Planning, and Tax Minimization, among other areas. Supported by his team, he integrates various aspects of an individual’s financial profile into comprehensive wealth management plans. His professional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. David earned a Bachelor’s Degree from Washburn University. He has been recognized in the Financial Times 401 Retirement Advisors list in 2015 and Forbes "Best-in-State Wealth Advisors" list in 2019. Outside of work, David enjoys adventure sports, golfing, music, and skiing.

Bryan Smith is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. He has worked with firms including Good Life Advisors, LLC, U.S. Bancorp Investments, Inc., and Edward Jones. Smith also operates Good Life Advisors, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolios, third-party asset management, and institutional platforms.

Thomas Pittala is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UMB Bank, UMB Insurance Inc, UMB Financial Services Inc, Commerce Brokerage Services, Inc., and Waddell & Reed. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Katherine Daughtrey is a financial advisor with Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and began her advisory career in 2025. Prior to entering the financial industry, she worked at Jack Cooper Transport and was involved with several Catholic Church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Kelley Horigan is a financial advisor at Morgan Stanley in Kansas City, MO, with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Prior to that, she was associated with Citigroup Global Markets Inc. Horigan also serves as a trustee and co-trustee for several investment-related trusts. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Ellen Booth is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she is a passive partner in a family farm business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on 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 through Financial Advisors and specialized planning groups.