Kirk Huismann is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and American Tax Advisors of Kansas City. Outside of his advisory role, he is the owner and CEO of KDH Advisors, LLC, which operates as Friedline Financial, and he is also involved as an indoor rock climbing instructor at Ibex Climbing Gym. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Steven Twombly is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Twombly is involved in business consulting through Business Cost Reduction, LLC, and occasionally assists his former company, Automation Dynamics, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products on a single platform.

Jay Sellami is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Cetera Financial Specialists LLC and Waddell & Reed, Inc. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Nick Calegari is a financial advisor with UBS Financial Services, holding Series 63 and 66 credentials and bringing 16 years of industry experience. Prior to joining UBS, he worked at Morgan Stanley and Wells Fargo Advisors. Outside of his advisory role, he is involved with Coffynut Woodworks LLC, a business he has operated since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals.

Jodie Orel is a financial advisor with Primerica Advisors in Blue Springs, MO, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Orel is co-founder of the Orel Expressions of Love Foundation, a nonprofit organization, and serves as chapter president of the Center Sphere networking group in Kansas City. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Crystal Richter is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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.

Marisa Jones is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2017 and has also been with Bank of America, N.A. since 2024. Prior to her career in finance, she held positions at Ricoh and Abercrombie and Fitch. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Price is a Series 66-credentialed advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Lees Summit, MO. His prior experience includes roles at Forrest T. Jones & Co., PlanMember Securities Corporation, and Tortoise Investment Partners, among others. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, including asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Andrew Fent is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at US Bank. Outside of his advisory role, he serves on the finance committee of Amour Oaks Senior Living, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.

Rebecca Rupe is a financial advisor with Merrill in Leawood, Kansas, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill for 10 years. Outside of her advisory role, she is a general partner and managing member of RB Lakeside Hideaway LLC, a family LLC established for the future purchase of a vacation home. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

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.

Matthew Fischer is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes positions at Creative Planning, Inc. and Northwestern Mutual Investment Services LLC, as well as a role at Mid America Nazarene University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and individuals with special needs.

Robert Jones Jr. is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he serves as a minister and board member at Mt Pleasant Baptist Church. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by third-party trade execution and custody providers.

Stephanie Bono is a financial advisor at Morgan Stanley with 23 years of industry experience. She has held her current position since 2011. Bono holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Lauren Berry is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Summit Marketing and Insight Global. Lauren holds a Series 66 license and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.