Gretchen Dervin is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010 in various capacities. Outside of her advisory role, she works as an intake coordinator at St. Luke's Hospital 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 broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Chad Hamatto is a financial advisor at J.P. Morgan Securities with two years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dominic Lopez is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Charles Schwab since 2000 and Charles Schwab Bank since 2005. Lopez serves on the advisory board for Park University’s School of Business, contributing to initiatives such as the Summer Business Academy for at-risk high school students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized custody and operational support.

Colin Campbell is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets functions.

Lisa Shaw is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 36 years of experience in investment and financial services, beginning her career as an investments trader for a large bank trust department before becoming a financial advisor in 1995. Lisa joined Merrill Lynch Wealth Management in 2006 and focuses on serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, charitable and estate planning, and planning for closely held business owners and executives. Lisa holds several professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor (CPFA). She is also registered for Series 6, 7, 63, 65, and 66 FINRA registrations and is a registered insurance agent. Lisa earned a Bachelor of Business Administration in finance from Iowa State University and completed CPWA® coursework at the University of Chicago Booth School of Business, along with international business studies at the London School of Economics and the University of London. In addition to her work with clients, Lisa volunteers for her church, St. Peter's Church, and various community organizations including Literacy KC and the Central Exchange. She has also been involved with the Bayer Community Advisory Panel and served on the Greater Kansas City Chamber of Commerce Centurions Alumni Board and the ISU Alumni Organization. Lisa spends personal time with her family and pursues interests such as boating, gardening, interior decorating, music, running, skiing, swimming, and traveling.

Dara Truax is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed, Inc. from 2014 to 2019. 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 strategies through a large nationwide network of financial advisors and branch offices.

Arthur Perry is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Based in Kansas City, MO, Perry’s career has been entirely within the Morgan Stanley organization. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and proprietary investment models as part of its process.

Brett Brennan is a CFP® professional with 15 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, National Planning Corporation, and Mike Martin Financial Group. Outside of financial advising, he owns a real estate brokerage and operates a tax preparation service, as well as an online shipping business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Luke Eide is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird & Co. for nine years. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Kailey Bozarth is a Series 66 licensed financial advisor with LPL Financial in Kansas City, MO, where she has worked since 2021. She has five years of industry experience, including two years at Edward Jones Investments and five years as a homemaker and stay-at-home mother prior to entering the financial services field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides diverse advisory programs, financial planning, and brokerage services, utilizing research, model portfolios, and technology-driven strategies.

James Redwine is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is a retired Army Lieutenant Colonel and has authored a finance book aimed at soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Robert Van Cleave is a financial advisor with Cetera who holds the Series 63, 65, and 66 credentials and has 12 years of industry experience. He has worked with several firms, including Avantax Investment Services and Keller Williams Realty Partners, and currently serves as president of Van Cleave Wealth Management Chartered, providing tax preparation, payroll, and other accounting services. In addition to his advisory work, he is a police officer for the City of Basehor and is involved in charitable activities as trustee of the Bob Van Cleave Charitable Trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ryan Kliethermes is a financial advisor at Edward Jones in Independence, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for KE2 Therm Solutions, INC. from 2010 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Benjamin Sweatt is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and professionals to help them make informed financial decisions aligned with their personal goals and values. His areas of expertise include executive and equity compensation services, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Through a personalized planning process, Benjamin assists clients in navigating financial questions related to wealth accumulation, retirement, investment management, and concentrated stock positions. He provides ongoing guidance to help clients adjust their strategies as their circumstances evolve. Benjamin holds a Bachelor's Degree from the University of Kansas and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his approach, he emphasizes building trust and understanding each client's unique motivations to offer tailored financial advice.

Skyler Wheeler is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, US Bank, Servpro, Farmers Insurance, the University of Kansas School of Business, and The Vitamin Shoppe. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jackson Rader is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at United Bank & Trust and was involved with Mosquito Squad. He has also been active in university intramural sports during his time at Fort Hays State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Christopher Longly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with Merrill and Bank of America specialists to provide his clients with financial advice and wealth management services. His role focuses on helping investors make informed decisions with their wealth today, tomorrow, and for future generations. Christopher advises a broad and diverse client base across the country, including young and old, rural and urban, married and single individuals. He specializes in areas such as college education planning, family wealth management strategies, retirement income, ESG investing, and individual and corporate investment strategy. One specific area of focus is advising physicians and their families, drawing on his personal experience as the spouse of a Kansas City physician to address their unique financial challenges and opportunities. He holds a Bachelor's Degree from the University of Nebraska and a Master's Degree from the University of Missouri System. Christopher has earned the Personal Investment Advisor (PIA) designation. His professional affiliations include past leadership roles as President and Trustee within University of Missouri - Kansas City (UMKC) organizations. In his community, he serves as Cubmaster for Pack 3381 at Corinth Elementary and as a Stroke & Turn Official for USA Swimming. His personal interests include biking, camping, cooking, gardening, gymnastics, running, spending time with family, swimming, and traveling.

Melanie Roark is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Edward Jones since 2021 and previously spent five years at American Crane & Tractor. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Jeremiah Wright is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Curtis Hubbell is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investments.