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.

Larry Toole is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 1988. He holds the Series 65 and Series 63 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Jerry Fuller is a CFP®-certified financial advisor with Ameriprise in Kansas City, MO, and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

James Hise is a Private Wealth Advisor with The Hise Lowry Group at Merrill Private Wealth Management. He provides services to ultra-high-net-worth clients, offering access to Merrill's global investment resources while maintaining a boutique-like personal service approach. His client focus includes family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. James has worked with Merrill since 1993, bringing extensive experience in integrating investment management, estate and tax planning, philanthropic giving, and business succession to create coordinated strategies for preserving and growing wealth across generations. He and his team assist individuals, families, business owners, and executives with personalized wealth management strategies tailored to their unique needs. He holds a Bachelor's Degree from Kansas State University and is a Personal Investment Advisor (PIA). James is active in his community, serving as Chair of the Youth Volunteer Corporation, a member of the Finance Committee for the Village Presbyterian Endowment Trust, and participating in the Greater Kansas City Community Foundation. He has also previously served on the Shawnee Mission East Booster Board. Born and raised in Kansas City, James enjoys biking, boating, fishing, football, golfing, running, skiing, spending time with his family, traveling, and practicing yoga.

Lynn Mader is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020. Her prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Axa Advisors, and Mid Star Lab. Additionally, she was involved with the YMCA for 19 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Thomas Grossman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with busy, successful clients seeking to delegate their financial affairs to simplify their lives and pursue meaningful goals. Thomas specializes in providing forward-thinking financial strategies and customized wealth management solutions tailored to clients’ unique needs and aspirations. His areas of expertise include education planning, equity compensation services, family wealth management strategies, retirement income, tax minimization, and small business strategies, among others. Thomas focuses on practical guidance that addresses issues such as asset titling to mitigate risk, creating consistent retirement cash flow, optimizing professional benefits, and structuring wealth for long-term preservation. He draws on Merrill’s extensive advisory and investment capabilities to support his clients’ financial success. Thomas holds a bachelor’s degree from the University of Saint Mary and has earned professional credentials including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of work, he is involved in community volunteering and spends time with his family, enjoying activities such as football and watching movies.

David Clark is a Private Wealth Advisor within Merrill Private Wealth Management, where he has been working since graduating college in 2014. In his role, he focuses primarily on tax efficient investment management tailored to each client's individual risk framework. He chairs his team's investment committee meetings and provides investment advice to young professionals, clients' children, and recent collegiate graduates, helping them establish a foundation for long-term investing. David holds a Bachelor's Degree from McGill University. He has earned the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

Joanne Mcknight is a financial advisor at Cetera with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Investment Services Inc, LPL Financial, Waddell & Reed, and UBS Financial Services. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports a network of more than 10,000 advisors.

Adeline Kropf is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Equitable Advisors, LLC. Outside of her advisory role, she is an agent for Sterk Financial Services Inc., which provides insurance and employee benefits. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with multiple platforms and tools for customized portfolio management.

Dennis Shook Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities throughout his career. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor since 2007. Outside of her advisory work, Jacobs also works as a guest services representative for the Kansas City Chiefs Football Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Glavinich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Waddell & Reed, Alpaca Securities LLC, and AlpacaDB, Inc. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.

William Milhon is a financial advisor with Primerica Advisors in Basehor, Kansas, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Ryan Springer is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Springer has been with Edward Jones since 1998. Outside of his advisory role, he serves as an advisory board member for The National Golf Club of Kansas City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jason Januska is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at Charles Schwab, TD Ameritrade, and New York Life Insurance Company. Outside of his advisory role, Jason owns Tall Oak Designs, a custom woodworking business specializing in kitchen products. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, using a range of tools and research to develop tailored recommendations, with a notable focus on advisory services where clients retain final decision authority.

Lindsey Stewart is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

Thomas Riordan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery and approved planning tools, alongside a broad range of investment products and strategies.

Benjamin Panos is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2005. Outside of his advisory work, he is a partner in an agricultural business, Steel Bridge Cattle Company LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Franz Braun is a financial advisor with Raymond James Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career includes long tenures at UMB Bank, UMB Financial Services, and UMB Insurance, where he worked from 1989 to 2026 before joining Raymond James in 2026. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and state and municipal entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities through its affiliate network.