Anna Simbeck is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles, including at Kustom Signals, Inc., MPH Industries, VALIC Financial Advisors, Inc., and Agia. Outside of advisory work, she is appointed as an agent to sell non-securities insurance products for Agia. Primerica Advisors manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm primarily delivers advisory services through model-based strategies created by unaffiliated asset managers and supports trade execution and custody with BNY Mellon Advisors and Pershing.

Michelle Hutton is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2018 and previously was employed at INVEST Financial Corporation and Central Trust Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Briscoe is a financial advisor with Merrill in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Merrill in 2019, he worked at firms including Kavar Capital Partners, Foreside Fund Services, Palmer Square Capital Management, UMB Distribution Services, and Scout Distributors. He serves as a committee member for KVC Health Systems Inc., a charitable organization focused on supporting children and families. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Francis Duff is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W Baird & Company for 22 years before joining Stifel in 2022. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kay Eckart is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with nine years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Marshall Darby is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2011. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Brian Sandy is a financial advisor at Edward Jones in Lees Summit, MO, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

Tyler Porter is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has previously worked at Waddell & Reed, Inc and CBP, Inc. Tyler is based in Blue Springs, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

Michele Deroin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with UBS Financial Services since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets services.

Christopher Teahan is a Series 66-licensed financial advisor with Merrill, based in Kansas City, MO, and has three years of industry experience. His background includes roles at Bank of America, N.A., Merrill, and George J Shaw Site Rite, as well as time spent at the University of Kansas and Rockhurst High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Gassen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at CrossFirst Bank, BOK Financial, and US Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Carlson is a financial advisor with UBS Financial Services in Leawood, KS, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bank of America, Merrill, Home State Bank, and Great Western Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial plans based on proprietary research and model-based asset allocations.

Mark Hall is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

David Voysey is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over three decades at the same firm, having joined in January 1992. He is a founding member of the VFC Group and focuses on helping clients develop and implement strategies to achieve their personal financial goals. Alongside his partner Scott, David holds the Retirement Benefits Consultant title, providing specialized services to business owners and corporate professionals involving Qualified Retirement Benefit Plans, Non-Qualified Executive Plans, and Health Savings Plans. David’s expertise includes Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Personal Retirement Planning, and Tax Minimization, among other areas. Supported by his team, he integrates various aspects of an individual’s financial profile into comprehensive wealth management plans. His professional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. David earned a Bachelor’s Degree from Washburn University. He has been recognized in the Financial Times 401 Retirement Advisors list in 2015 and Forbes "Best-in-State Wealth Advisors" list in 2019. Outside of work, David enjoys adventure sports, golfing, music, and skiing.

Thomas Pittala is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UMB Bank, UMB Insurance Inc, UMB Financial Services Inc, Commerce Brokerage Services, Inc., and Waddell & Reed. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Debbie Landon is a Certified Financial Planner® with 20 years of industry experience. She has worked at UBS Financial Services since 2013, with a brief tenure at Merrill from 2016 to 2018. Outside of financial services, she works part-time as a banquet server at weddings and charitable events. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Michael Underwood is a financial advisor at Morgan Stanley with 35 years of industry experience. He has served at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct engagements and corporate financial planning agreements.

Taylor Schmidt is a financial advisor at Edward Jones in Leawood, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Schmidt worked at TForce and held various roles in the banking and lending sectors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kevin Casey is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work history includes roles at Edward Jones and Central States Capital Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various registered investment companies and fund-of-funds, employing systematic methodologies and oversight to address potential conflicts of interest.

Leigh Patterson is a financial advisor with Morgan Stanley based in Leawood, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Patterson has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 financial planning process that incorporates firm-approved tools and modeling techniques.