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.

Paul Hawkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

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 financial advisor at Raymond James Financial with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at firms including First National Bank of Omaha, UMB Financial Services, RubinBrown Advisors, Waddell & Reed, American Century Advisory Services, and Charles Schwab. He is based in Kansas City, MO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary planning and consulting, and supports its services with advanced technology and specialized municipal and employer advisory programs.

Amy Hollon is a ChFC®-designated financial advisor with eight years of industry experience, currently serving at Cetera. She has worked at several firms, including Woodbury Financial Services and National Planning Corporation. Outside of her advisory role, she also serves as a notary. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jennifer Malone is a CFP® professional with 19 years of experience in the financial services industry. She has been with LPL Financial since 2018 and also operates The Buford-Malone Group, LLC. Additionally, she has worked with various insurance carriers and served with Soroptimist of Liberty. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2021. She has previously worked at Waddell & Reed, INC. for 17 years and operates Hill & Mitchell Group LLC. Outside of her advisory work, she is involved in photography through Nedra Mitchell Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting investment advisers with research and operational tools.

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.

Andrew Eades is a financial advisor with LPL Financial based in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2005. Eades serves as an advisory board member for the School of Business at Grantham University, participating in semi-annual meetings to offer input on program design and evaluation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives and supports these with various operational tools and institutional platforms.

James Stark is a financial advisor with LPL Financial in Liberty, MO, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Waddell & Reed, Inc, Spring Venture Group, Stark Landscape, Commerce Brokerage Services, INC, Cetera Advisors LLC, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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 at Edward Jones with Series 63 and Series 66 licenses 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 charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frank Schudy is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2026, he worked at Fidelity Investments for two years and Shamrock Trading Corporation for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment strategies supported by a large 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.