David Schmidt is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Schmidt also serves as a director of Promillennial Wealth Guidance LLC, an entity used for personal tax and banking purposes. OSAIC Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and platforms to construct portfolios that include multiple asset classes and supports both discretionary and non-discretionary account management.

Zach Frisch is a Wealth Management Advisor at Merrill Lynch Wealth Management and a leader at Teahan Frisch Wealth Management. He partners with clients to provide full-service wealth management, focusing on helping individuals and families achieve financial security throughout their lives. Zach emphasizes a disciplined process characterized by simplicity and transparency to guide clients toward their financial goals while minimizing risk. Zach's expertise includes family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He offers customized wealth strategies covering portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services, 401(k) retirement plans, and long-term care. He holds the CERTIFIED FINANCIAL PLANNER® professional designation, the Chartered Retirement Planning Counselor credential, and is registered with FINRA Series 7 and 66, as well as being a registered insurance agent. He earned a Bachelor's Degree from Western Illinois University, as well as a Master of Business Administration and a Master of Science in Finance from the University of Missouri – Kansas City. Outside of his professional work, Zach is involved with the Rockhurst High School Hurtado Scholars Program. His personal interests include cooking, golfing, spending time with his family, tennis, traveling, and yoga.

Myron Schelp is a financial advisor with Thrivent Investment Management in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a farm property that is cash rented for agricultural use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach centers on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under an integrated billing option.

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

Timothy Laughlin is a financial advisor at UBS Financial Services in Kansas City, MO, with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at First National Bank of Kansas since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client solutions.

Todd Osborn is a financial advisor with Raymond James Financial in Lenexa, KS, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Raymond James Financial since 1986 and is also the owner of Osborn Financial Services, Inc. Outside of his advisory role, he serves on the advisory board of the Babinger Charitable Trust, participating in grant approvals for the foundation. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and government entities. The firm provides tailored, non-discretionary advisory services and has specialized programs for small businesses and municipal clients, supported by a broad affiliate network.

Christopher Constant is a financial advisor at LPL Financial with Series 66 credentials and no prior industry experience as of 2025. Before joining LPL Financial and Haddad Financial Services in 2025, he worked at the Federal Reserve Bank of Kansas City from 2011 to 2025. He is also the owner of RICE Family Group, LLC, a business entity used for tax and investment purposes. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Paul Neslage is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Aaa. Outside his advisory role, he is involved with Neslage's Investments, focusing on insurance and benefits, and operates under the DBA Corenorth as an investment adviser representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through independent financial professionals and maintains both proprietary and third-party model strategies.

Shane Clarke is a financial advisor with Edward Jones in Leawood, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Edward Jones since 2017, with prior roles including work at E-Solutions, Crown Automotive, and Johnson County Community College. Clarke is also a co-owner of Hard Fish Farm LLC, an agricultural business in Shawnee, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and alternative investments.

Joseph Tarpey is a Series 66-licensed financial advisor at OSAIC with 8 years of industry experience. His prior roles include positions at Athene Annuity & Life Company, American Equity Insurance Company, LPL Financial, Peoples Bank, Sammons Financial Network, and Midland National Life Insurance Company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Leah Booth is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2017 and previously worked in education and with Briarcliff Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 market models in its advisory process.

Wiebke Rupard is a financial advisor at LPL Financial with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Waddell & Reed and SAB Homes. Rupard is also involved with Life Goals Strategies Group, where she serves as a notary in addition to her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party providers.

Crosby Coats is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2022 and previously spent eight years at American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Schwery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Country Capital Management Co, and COUNTRY insurance affiliates. Outside of his advisory work, he serves as treasurer for the Gladstone Kiwanis and holds board memberships with the Briarcliff Business Partner Alliance and Heart of the Redeemer Covenant Community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jordan Rider is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2010 and worked at WCG Wealth Advisors, LLC from 2023 to present, as well as V Wealth Management, LLC between 2010 and 2023. Outside of advisory roles, he owns a home-based business called Alpha Services. 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, retirement plan consulting, and brokerage services with various discretionary and non-discretionary management options, supported by research and model portfolios.

Tin Kyaw is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked with Wells Fargo Bank and Merrill, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Kevin Leduff is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He focuses on delivering personalized financial strategies that simplify complex decisions and aim to help clients enjoy the present while managing future concerns. Kevin emphasizes one-on-one planning and open communication to facilitate discussions about clients' envisioned futures, helping them avoid hasty or emotional financial decisions. With expertise in areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, portfolio management, tax minimization, and retirement income, Kevin takes a data-driven approach to managing clients' financial goals. He supports advanced planning and financial education, explaining concepts in a clear manner to design wealth strategies that align with clients’ risk tolerance and objectives. Kevin holds a Bachelor's degree in hotel and restaurant management from Georgia Southern University. Prior to joining Merrill in 2010, he spent eight years working in the restaurant industry with positions of increasing responsibility. A member of the United Schutzhund Clubs of America, Kevin competes locally with his German Shepherd, Artoo. He lives in Brookside, Missouri, with his wife Ferryl and their two sons, and they often attend their children's sporting events together.

Clayton Minnick is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he operated Clayton's Lawn Service, LLC for 13 years and worked at Vanit Delivery for a year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

B Martin is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He previously worked for SagePoint for 12 years before joining Osaic in 2023. Outside of his advisory role, he works part-time in various positions with the Kansas City Police Department, including call taker and desk clerk. Martin also owns an insurance agency that provides life and health insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio management that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Martin is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Locali Automotive and UPS. Martin has also been involved in education through his work at the University of Missouri-Kansas City and Lee's Summit North High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.