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 Series 63 and Series 66 licenses and 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, Barr is also an attorney who occasionally represents clients for traffic violations and sells non-variable insurance products including fixed annuities, long-term care, and fixed life insurance. 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 model portfolios, third-party asset management, and institutional platforms.

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.

Richard Kaufmann is a financial advisor with LPL Financial in Kansas City, KS, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. He previously worked at Edward Jones for two years before joining LPL Financial in 2009. Outside of his advisory role, Kaufmann has taught an investment course at Kansas City Community College. 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, model portfolios, third-party asset management, and institutional platforms.

Amy Beery is a financial advisor at LPL Financial in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. Her career includes prior roles at Ameriprise Financial Services and Wells Fargo Advisors, as well as a position with the Internal Revenue Service. 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, model portfolios, third-party asset management, and institutional platforms.

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.

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.

Lucas Van Keirsbilck is a financial advisor at Edward Jones in Kansas City, MO. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he was a student at the University of Missouri Columbia and worked at Worlds of Fun. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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 63 and Series 65 licenses. She has prior experience at Fisher Investments, JP Morgan Chase, the Federal Deposit Insurance Corporation, and Starbucks Coffee Company. Haley is based in Kansas City, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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 having 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Prism Financial Group, Build Asset Management, Lord Abbett & Co. LLC, and Federated Investment Counseling. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

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.