Haley Hall is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel in 2026, Haley worked at Fisher Investments, JP Morgan Chase, the Federal Deposit Insurance Corporation, and Starbucks Coffee Company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.

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.

Leland Wood is a Series 66–licensed financial advisor with Edward Jones, based in Grain Valley, MO, and has nine years of industry experience. He has been with Edward Jones since 2015. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Casey Hoffman is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Bennington State Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and investment modeling to support client outcomes.

Kathleen Degen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Mass Mutual Investors Services since 1987 and has worked with Mass Mutual Life Insurance Company since 1983. Outside of her advisory role, she serves on the boards of St. Teresa's Academy and Heartstrings Community Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and money-manager programs, with a focus on collaborative financial planning engagements.

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.

Scott Wall is a Certified Financial Planner (CFP®) and holds a Series 66 license with 11 years of experience in the financial industry, all of which have been with Edward Jones since 2015. He is based in Lees Summit, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

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.

Sarah Hudson is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones continuously since 2015. Outside of her advisory role, she has experience working as a bank teller at Hawthorn Bank in Independence, MO. 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 under management through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Javier Hernandez is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, RBC Capital Markets, Security Bank of Kansas City, and Wells Fargo Clearing. Prior to his finance career, he spent five years at Midwest Orthopaedics PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

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.

Michael Fiammetta is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hartford Funds Distributors, LLC for 11 years before joining LPL Financial in 2023. 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, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and advanced investment technologies.

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.

Heather Bergen is a financial advisor at Edward Jones with Series 66 credentials and 21 years of experience at the firm. She is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrew Moore is a financial advisor with LPL Financial based in Lees Summit, MO. He holds a Series 66 designation and has been in the industry since 2024, including experience at Earth Effects LLC and Central Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.