Herbert Buchbinder is a financial advisor at Stifel with 48 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Stifel Nicolaus & Co Inc since 2016. He is also a managing partner of a family limited partnership focused on estate planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kelly Ullom is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has held roles at Osaic since 2024 and previously at Securities America Advisors and Securities America Inc from 2014 to 2024. Ullom is also the Assistant Vice President of Kansas City Life Insurance Co. and President of its wholly owned broker-dealer subsidiary, Sunset Financial Services, Inc., where she oversees operations related to the distribution and underwriting of variable insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports various managed-account platforms, leveraging multiple mergers and third-party commercial arrangements.

David Pickett is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, with prior roles at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he has provided consulting on performance improvement projects. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management services.

Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Matthew Flax is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016. He serves as a finance committee member for Holy Spirit Catholic Church in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Gabriel Mccubbin is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and five years of industry experience. He previously worked at Waddell & Reed for seven years before joining LPL Financial in 2018. Gabriel serves as a for-profit board member of Timberhill River Bend Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs and provides access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Carson Burke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at the State Policy Network and the California Policy Center, and was involved with the Jewish Community Center for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Douglas Filipovits is a CFP® with 23 years of experience in financial advisory roles, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and is a co-owner of Focused Asset Management DBA Garrison & Associates/The Tax Shoppe, where he manages a tax and accounting business. Outside of finance, he serves as a middle school football coach and defensive coordinator at Indian Woods Middle School in the Shawnee Mission School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Derrick Evans is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Waddell & Reed, Inc. and Arvest Bank before joining LPL Financial. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various management options.

Ryan Lovill is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY llc, and U.S. Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations in standalone plans.

Cynthia Kennedy is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at KDH Advisors, LLC, Commonwealth Financial Network, and American Tax Advisors of KC, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.

Ann Lang is a financial advisor with MassMutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has worked with MassMutual Life Insurance Company and MassMutual Investors Services since 1986. In addition to her advisory role, she is involved in insurance sales through Twin Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing firm-approved analytical tools to develop collaborative client plans.

Logan Carpenter is a financial advisor at Edward Jones in Lees Summit, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at the University of Central Missouri and Utah Valley University, as well as in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Kierstin Green is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Edward Jones, having joined the firm in 2024. Her prior experience includes roles at Invesco, Riskalyze, Morningstar, and other investment firms. 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 and offers a range of advisory strategies, supported by a nationwide network of more than 23,000 financial advisors.

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.

Adam Newmaster is a Certified Financial Planner (CFP®) with five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed at State Street Bank and Trust from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Michael Martin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc and National Planning Corporation. Outside of advising, Martin also operates a tax preparation and planning business and serves as a trustee on the Jackson County Missouri Pension Board. OSAIC serves a diverse range of retail and institutional clients through a broad network of financial advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment products, managed on both discretionary and non-discretionary bases.

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.