Luke Olthoff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked at Principal Asset Management and has been involved with Iowa State University in various capacities. Olthoff serves as a board member for Hope Faith Ministries in Kansas City, where he participates in event planning and community outreach. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Celeste Foster is a financial advisor with J.P. Morgan Securities in Olathe, Kansas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, U.S. Bancorp Investments, Edward Jones, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kellie Wentz is a Series 66-licensed financial advisor with Merrill in Kansas City, MO, where she has worked since 2008. She has 21 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Lozier is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes ten years at Lord Abbett & Co. LLC and roles at Build Asset Management and Prism Financial Group, LLC. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing 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 that include but do not individualize security recommendations within standalone planning programs.

Abigail Crain is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amy Dunn is a Series 66-licensed financial advisor at Morgan Stanley in Kansas City, MO, with six years of combined industry and related business experience. She previously worked at Commerce Bank from 2019 to 2024 and owned small cleaning service businesses between 2015 and 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.

Hannah Lantz is a Financial Advisor at Merrill Lynch Wealth Management. She supports individuals, families, and business owners in creating financial plans that align with their values and goals. Her work focuses on areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, and supporting women and wealth. Hannah holds a Bachelor's degree from Truman State University and a Master of Business Administration (MBA) from Avila University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She emphasizes building deep relationships with clients to simplify complex financial decisions and help them stay focused on their priorities throughout every stage of life. In her personal time, Hannah enjoys basketball, golfing, hiking, music, pickleball, skiing, spending time with her family, and watching movies.

Douglas Gentry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation and trade execution handled by BNY Mellon Advisors and Pershing.

Mark Lindsay is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, he worked at JPMorgan Chase and Capital One. He is based in Kansas City, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

James Peavey is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with Raymond James Financial Services, Inc. and has held prior roles at First National Bank of Omaha, UMB Financial Services, RubinBrown Advisors, and Waddell & Reed. 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 planning and investment consulting using analytical tools to model potential outcomes and supports its clients through various advisory programs and institutional consulting services.

Amy Hollon is a financial advisor at Cetera with 7 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Cetera, she worked at Woodbury Financial Services and National Planning Corporation. In addition to her advisory role, she is also a notary. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jennifer Malone is a CFP® professional with 18 years of experience in financial services. She has been with LPL Financial since 2018 and also operates The Buford-Malone Group, LLC. Malone previously worked at Waddell & Reed Inc. and has experience with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and diversified investment strategies.

Donald Allenbrand is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 37 years of industry experience. His prior roles include over 20 years with First Allied Advisory Services and Wealth Enhancement Group, where he is also a certified public accountant and owner of an office equipment leasing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Nedra Mitchell is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. She has previously worked with Waddell & Reed, Inc. and operates Hill & Mitchell Group LLC. In addition to her advisory work, she is engaged in photography through a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to support various investment strategies.

Sean Platt is a financial advisor with Morgan Stanley in Kansas City, MO, holding the Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 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 with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to develop financial plans.

Randi Overby is a financial advisor with Cetera in Kansas City, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Equity Financial Services and Edward Jones, accumulating a total of seven years in the financial services industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Clint Cain is a financial advisor with Edward Jones in Excelsior Springs, MO. He holds a Series 66 designation and has two years of industry experience. His prior work history includes positions at Oracle Corporation, World Insurance, and Cerner Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Andrew Eades is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2005 and serves as an advisory board member for the School of Business at Grantham University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

James Stark is a financial advisor at LPL Financial with 16 years of industry experience and a Series 66 designation. He previously worked at Commerce Brokerage Services, Inc., Spring Venture Group, and Stark Landscape. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, third-party research, and advanced technologies.