Jeffrey Shore is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Roth is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. 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, emphasizing 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 planning tools and scenario modeling to support client financial plans.

Eliot Rowland is a financial advisor at Charles Schwab with 10 years of industry experience. He previously worked at American Century Investments for seven years and at GWFS Equities, Inc. for three years before joining Charles Schwab Bank and Charles Schwab in 2025. He holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base of 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, combining integrated custody, brokerage, and advisory services with multi-asset model portfolios and alternative investment programs.

James Frank is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Conner Teahan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He utilizes a methodical approach to wealth management that considers various factors including balance sheets, risk tolerance, family dynamics, personal priorities, long-term aspirations, and changing fiscal conditions. This comprehensive analysis enables him to collaborate with clients in developing personalized financial strategies. His expertise covers corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Teahan holds a Bachelor's Degree from the University of Kansas. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has received national recognition, being named to Forbes' "Best in State Wealth Advisors" list from 2019 to 2021 and as one of "America's Top Next-Generation Wealth Advisors" from 2018 to 2021. Outside of his professional work, Mr. Teahan enjoys basketball, cooking, golfing, reading, and spending time with his family.

Darrin Hughes is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. 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, including tailored financial planning supported by structured discovery and firm-approved tools.

Jeffrey Hill is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Prior to his career in finance, he worked for nearly two decades at Applebee's Neighborhood Grill and Bar. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple investment program strategies and benefits from integration with Bank of America affiliates, supporting a variety of capital-markets activities.

Canyon Miller is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Canyon worked at Raridon & Associates for three years. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Johnathan Ryan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he spent five years in full-time education at Rockhurst University and four years at St. Pius X Highschool. 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 advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paula Hoelting is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2016 in various capacities, including Planning Consultant and Senior Relationship Manager. Prior to joining Fidelity, she worked as a Senior Training Consultant at Boston Financial Data Services from 2004 to 2014 and as a Retirement Planning Representative at American Century Investments from 1993 to 2004. With over 30 years of experience in the financial industry, Paula specializes in assisting clients in creating and maintaining investment strategies that align with their long-term needs. She serves as the primary point of contact for clients' Private Wealth Management teams, focusing on providing support for questions and service requirements. Outside of her professional work, Paula enjoys boating, socializing with friends, spending time at the lake, parenthood, reading, and traveling.

Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Matthew Winterhalter is a financial advisor with Edward Jones in Lenexa, KS, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones, he was involved with several Catholic churches in music-related roles. Outside of his advisory work, Winterhalter is a freelance church musician and organist, providing music for weddings, funerals, and church services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Benjamin Seibold is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles outside finance, such as positions at the University of Denver Golf Club and the Denver Wedding Rental Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program, which combines non-discretionary client guidance with access to affiliated discretionary managed accounts.

Brian Hamilton is a financial advisor at Edward Jones with CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was at NIC Inc. 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jonathan Morton is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2026 after roles at Prairie Ridge Logistics and C.H. Robinson, and previously worked at Whole Foods Market. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

James Wyllie is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has held roles at Cetera Advisors LLC, Purpose Planning, and Spencer Financial Services, LLC. Outside of finance, Wyllie is involved in community and nonprofit activities, including ownership of Liberty United Soccer Club and Reclaim Functional Rehab, as well as serving on the leadership board of the nonprofit Man Up and Go and as an elder at Liberty Christian Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Pope is a financial advisor with Morgan Stanley in Kansas City, MO. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Commerce Bank before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 with a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jack Donovan is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and previously worked at American Century Investment Services, Inc. Outside of his advisory role, he is involved with Embrace the Grape, a business he has been affiliated with since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.