Tiara Harris is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 credential and has previously worked at Sagepoint Financial, INC and TR International LLC. Outside of advising, Harris engages in online resale of clothing and products and creates content and affiliate marketing through her LLC, TR International. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Paul Newland is a financial advisor with LPL Financial in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he occasionally performs as a professional musician. 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 financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Nicholas Newberry is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Julia Del Percio is a financial advisor at Merrill with a Series 66 designation. She has experience working at several organizations, including Los Corrals, the Kansas City Chiefs, Maloney's Bar & Grill, and Spring Venture Group. Julia is based in Kansas City, MO. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Kirby is a financial advisor with Edward Jones in Kansas City, MO, holding ChFC® and Series 66 designations. He has 22 years of industry experience and has been with Edward Jones since 2013. 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 options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Richard Goede is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 39 years of experience in wealth management to his role, focusing on creating personalized financial strategies that align with his clients' long-term goals. Richard offers access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support his clients' financial needs. He is a member of the Investments & Wealth Institute™ since 1989 and earned the Certified Investment Management Analyst® (CIMA®) designation in 1990. Additionally, he holds the Personal Investment Advisor (PIA) designation. Richard received his Bachelor of Science in Business Administration from Missouri Western State College. Committed to community involvement, Richard follows the Merrill tradition of participating in local organizations and dedicates time to volunteering in the community.

Stephanie Ramirez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for nine years at North Kansas City Hospital and its Acute Rehab Unit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jason Buzzard is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo Clearing and Pacific Life Insurance Company. Outside of his advisory work, he is pursuing self-publication of his own books. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Jeffrey Angold is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and with 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. He serves on the investment committee of Rockhurst High School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Todd Barr is a financial advisor with LPL Financial in Kansas City, MO, holding the Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, Barr occasionally provides legal services, representing clients for traffic violations. 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 advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Mary Ketel is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where she has worked since 2013, accumulating 13 years of industry experience. She operates Ketel Mountain Excess, LLC, an investment-related business, and is also involved in a lending business in Olathe, Kansas. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Amy Beery is a financial advisor at LPL Financial in Kansas City, MO, holding a Series 66 credential with 10 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple management approaches.

Joshua Svoboda is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial services career, his background includes roles at Home Depot, Truman State University, Meierottos Jewelers, Hy-Vee, and North Kansas City Schools District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining the separation of these services.

Johnathan Works is a financial advisor at LPL Financial in Kansas City, MO, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Century Investment Services and Commerce Bank. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Mark Horstmann is a CFP® and PFS™ with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Compass Wealth Management LLC and Geneos Wealth Management Inc. Horstmann is also a founding member of an education services firm, Wealth Management Institute LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary model strategies and access to unaffiliated managers, supported by institutional features such as advisor transition support and formal compliance processes.

Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. 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, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Hayden Ludwig is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and prior experience at DoorDash and Columbia College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

David Cannady is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at UBS since 2017 and previously at Waddell & Reed from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Harrison Hill is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Haley Hall is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel in 2026, Haley worked at Fisher Investments, JP Morgan Chase, the Federal Deposit Insurance Corporation, and Starbucks Coffee Company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.