Natasha Monzyk is a Series 66 credentialed financial advisor with Edward Jones, based in Shawnee, KS. She has 15 years of industry experience and has been with Edward Jones since 2009. In addition to her advisory role, she has been associated with Maryville University since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Seth Keethler is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Commerce Brokerage Services, Edward Jones, and Coloff Media, as well as work at Hawkeye Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, incorporating research-supported model portfolios and various management strategies.

Ryan Holmes is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Kansas City, Missouri. Since 2004, he has served clients by developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. As a qualified Portfolio Advisor, Ryan provides a range of investment services, including recommendations of Merrill Lynch and approved third-party investment managers' strategies, funds, and portfolios. He employs a goals-based wealth management process that integrates time-tested investment principles with flexibility to respond to evolving economic environments. Ryan is dedicated to understanding the priorities of high net-worth individuals, their families, and businesses, crafting customized strategies to help them pursue their long-term objectives. His approach emphasizes a service-focused philosophy that supports clients at every life stage. In addition to his financial advisory role, Ryan follows the Merrill tradition of community involvement by volunteering with local organizations. Ryan holds a High School Diploma from Rockhurst High School and has earned the Personal Investment Advisor (PIA) designation.

John Gutierrez is a financial advisor affiliated with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2024 with Cetera Advisor Networks and joined LPL Enterprise in 2025. Outside of finance, he has a long tenure at United Parcel Service since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

Joseph Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles, including positions at Power Home Remodeling Group and Goosehead Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Kimberly Long is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has held positions at Edward Jones since 2018, with prior experience at NAVC and MJH and Associates DBA American Veterinarian. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kyle Hummer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Kansas City, MO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and does not offer individual security recommendations as part of its standalone planning program.

John Bichelmeyer is a CFA® charterholder and holds a Series 66 license. He is currently with Edward Jones and has 10 years of industry experience, having previously worked at Glaxis Capital Management and Ivy Investment Management, a subsidiary of Waddell and Reed Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates a large nationwide network of financial advisors and branch offices.

Clark Hoff is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, and Fidelity. Hoff is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory products and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Henks is a ChFC® credentialed financial advisor with 49 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of his advisory work, Henks is an author of fiction and non-fiction, as well as a board member and officer of the Independence Symphony Orchestra Inc. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charities, and trusts, by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, proprietary and third-party model strategies, and implements investment solutions across various custody platforms to tailor strategies to client objectives.

Jacob Ames is a financial advisor at Charles Schwab in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he was involved in entrepreneurial ventures including Premier Homes LLC and held roles in various businesses such as Valoa Solar and Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Landon Casey 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, he worked at Cody Askins LLC for three years and held various positions in retail and service industries. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Michael Benson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2006 and holds Series 63, Series 65, and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kyla Wilcox is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses. She has over 16 years of experience in financial services, including roles at Pfs Investments Inc and Primerica Financial Services. Outside of finance, she has been involved with Shiloh Children's Ranch and operates Nolands Catering. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets with a team of nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.

George Sherman III is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2022. Prior to that, he was with Mazuma Credit Union for 20 years and Cuna Brokerage Services, Inc. for 31 years. He serves on the Board of Directors for Missouri Valley Masters Swimming. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Mark Goede is a financial advisor with Merrill in Leawood, Kansas, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Murphy is a CFP® credentialed financial advisor with 14 years of industry experience. He currently works at Fisher Investments, where he has been since 2021. His prior experience includes roles at Beacon Pointe Advisors and Ivy Funds Distributor Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach led by a five-member Investment Policy Committee, integrating quantitative and qualitative research to construct diversified portfolios.

Philip Forbes is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 credential and 11 years of industry experience. He has been with Merrill since 2015. Outside of his advisory work, he also drives for Uber on a part-time basis. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies to a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Thad Krasnesky is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he served in the United States Army from 2011 to 2018 and briefly worked at the Jackson County Family Court. Outside of his advisory role, he co-owns a yoga studio in Leavenworth, Kansas, where he assists with marketing, promotions, online events, and accounting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains an extensive nationwide network of advisors and branch offices.

Steven Loyd is a Senior Resident Director with Merrill, specializing in wealth management strategies tailored to the needs of affluent families, accomplished professionals, and successful business owners. Since beginning his career in the financial services industry in 1994, he has worked alongside a team of specialists to deliver goals-based wealth management through personalized advice and a disciplined investment approach. Steven holds the Personal Investment Advisor (PIA) designation and has a High School Diploma from Billings Missouri. He emphasizes one-on-one collaboration with clients to develop financial strategies aligned with their long-term goals. In addition to his professional responsibilities, Steven is engaged in community service, dedicating time to volunteer with local organizations consistent with Merrill’s tradition of community involvement.