Stephen Michael is a financial advisor at Morgan Stanley in Kansas City, MO, with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and in various roles within the U.S. Army. Outside of advising, he is a partner at The Michael Group LLC, a consulting firm specializing in leader development and national security consulting based on his 32 years of Army service. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Tyler Lorigan is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Baldasaro Palmentere is a financial advisor with Cambridge Investment Research Advisors in Kansas City, MO, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he owns River Market Hydro, a garden supply store. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platforms.

Tracey Richard is a Series 66-licensed financial advisor with Edward Jones, based in Excelsior Springs, MO, and has two years of industry experience. Prior to joining Edward Jones in 2023, Richard worked at the Western District of Missouri Federal Courthouse and the Clay County Courthouse, with a combined 12 years in those roles. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Tina Davis is a Series 66 licensed financial advisor with 13 years of industry experience, currently with UBS Financial Services in Kansas City, MO. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering access to proprietary research and a range of capital markets and lending services.

Bradley Schmidt is a financial advisor with Edward Jones in Liberty, MO, holding Series 66 and Series 63 designations and 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.

Frank Schudy is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Fidelity Investments and Shamrock Trading Corporation. 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 solutions, supported by a nationwide network of financial advisors and branch offices.

Kaitlyn Jones is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2022, she worked in diverse roles including positions at Volkswagen of Lee's Summit, Public Partnerships LLC, and the Missouri Army National Guard. She is also the owner and founder of Keen Publishing LLC, a sole proprietorship focused on self-publishing novels under the alias Kat Mitchell. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Michael Hundt is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and has a broad national network of financial advisors and branch offices.

Natalie Welch is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized wealth management strategies that reflect their values and financial goals. Natalie aims to help clients navigate the complexities of today's markets by creating flexible investment approaches and providing access to the insights and resources of both Merrill and Bank of America. With a Bachelor’s Degree from Kansas State University, Natalie holds the Personal Investment Advisor (PIA) designation. Her approach emphasizes one-on-one communication to understand each client's unique circumstances and aspirations. Outside of her professional role, Natalie is involved in community activities, supporting organizations such as the YMCA of Greater Kansas City, Belles of the American Royal, Jewel Ball, and the First Tee of Greater Kansas City through volunteering and fundraising efforts.

Taylor Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Morgan Stanley since 2019, he worked at American Century Investment Services. Outside of his advisory work, Taylor is involved in volleyball coaching, serving as a coach for both the KC Power Volleyball Club and Notre Dame de Sion High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a range of investment programs to support client goals.

Michael Brown is a financial advisor at UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

John Ludwig is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in real estate as a partner and owner in related businesses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Brian Dolan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He worked for Shamrock Trading Corporation for seven years prior to joining Edward Jones. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

John Carlson is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Waddell & Reed Inc. and served 12 years with the Church of Jesus Christ of Latter Day Saints. 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 and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Hammer is a Series 66 licensed financial advisor with Edward Jones, based in Independence, MO. He has 13 years of industry experience, all of which has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Nicholas Smith is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including prior roles at Pruco Securities, LLC, and operates his own firms, East Fork Holding LLC and Smith Insurance and Financial Services. Outside of his advisory work, he serves on the board of the Main Street Albany non-profit and manages seasonal maintenance for the Grandview Cemetery Association. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Robert Chapline is a financial advisor with Morgan Stanley in Kansas City, Missouri, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Kemper Kellerstrass is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kellerstrass worked for eight years with the Clinton County RIII School District. Edward Jones is a full-service wealth management firm serving over 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.