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 since 2007 and previously worked at Merrill for one year. Outside of her advisory role, she works part-time as a guest services representative for the Kansas City Chiefs Football Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and various advisory platforms.

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 Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and New York Life. Outside of his advisory work, he owns Tall Oak Designs, a custom woodworking business specializing in kitchen products and other wood creations. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, corporations, pension plans, and institutional clients with financial planning and investment consulting. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market research.

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 Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent four years at Citigroup Global Markets. Outside of his advisory role, he is a partner in an agricultural business called Steel Bridge Cattle Company LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Franz Braun is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2026, he worked extensively with UMB Bank and its affiliates for over three decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors various advisory programs, including municipal and SIMPLE IRA plan services.

Brennan Hurt is a financial advisor with Edward Jones in Lansing, KS, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Aflac and PRG. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shelley Finnestad is a CFP® professional with 15 years of industry experience. She has been with Edward Jones since 2010, serving clients from Leavenworth, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

David Jackson is a CFP® professional with 31 years of industry experience. He has been with LPL Financial since 2019 and also operates Modern Horizons Group LLC. His previous roles include a 24-year tenure at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad network of over 22,800 advisors.

Jody Brunsvold is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Jody’s career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, as well as five years at American Century Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keith Allen is a financial advisor with LPL Financial based in Kansas City, MO. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked in pharmaceutical sales at Alkermes and Sunovion Pharmaceuticals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chase Coffman is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has been with LPL Financial and BMG Advisors since 2018. Prior to his current roles, he worked briefly in the Raymore Peculiar School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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 based in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at Edward Jones from 1999 to 2005 before joining LPL Financial, where he has been since 2005. Outside of his advisory role, he occasionally performs music professionally as a hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

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.