David Burson II is a financial advisor with LPL Financial in Lees Summit, MO. He holds the PFS™ and Series 66 credentials and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2023 to 2025, and has been involved with DSB Services, LLC dba Padgett Advisors since 2006. 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Michael Rowe is a CFP® and holds a Series 66 designation with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. He is based in Blue Springs, MO. 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 strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

Kelley Horigan is a financial advisor at Morgan Stanley in Kansas City, MO, with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Prior to that, she was associated with Citigroup Global Markets Inc. Horigan also serves as a trustee and co-trustee for several investment-related trusts. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Ellen Booth is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she is a passive partner in a family farm business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on 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 through Financial Advisors and specialized planning groups.

Larry Toole is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 1988. He holds the Series 65 and Series 63 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Teri Salach is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2009. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies in its financial planning process.

Christopher Chadick is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

James Hise is a Private Wealth Advisor with The Hise Lowry Group at Merrill Private Wealth Management, leveraging nearly three decades of experience in wealth management. He specializes in serving ultra-high-net-worth individuals, families, entrepreneurs, and nonprofit institutions, focusing on comprehensive strategies that include investment management, estate and tax planning, philanthropic giving, and business succession. James holds a Bachelor's Degree from Kansas State University and is a Personal Investment Advisor (PIA). His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Active in the Kansas City community, James chairs the Youth Volunteer Corporation and serves on the Finance Committee of the Village Presbyterian Endowment Trust and the Greater Kansas City Community Foundation. He has previously served on the Shawnee Mission East Booster Board. Outside of his professional and community roles, James enjoys biking, boating, fishing, football, golfing, running, skiing, yoga, traveling, and spending time with his family.

Lynn Mader is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020. Her prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Axa Advisors, and Mid Star Lab. Additionally, she was involved with the YMCA for 19 years. 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 offers both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Laurie Martin is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 credential and has worked at Woodbury Financial Services, National Planning Corporation, and Rains and Spiegel, LLC. In addition to her advisory role, she is a licensed attorney in Missouri providing legal representation for indigent defendants and volunteer legal services. Laurie is also the owner and officer of Martin Tax & Financial Services, a corporation offering tax and financial guidance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed solutions across multiple account types.

Ryan Widrig is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including his current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Thomas Grossman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with busy, successful clients seeking to delegate their financial affairs to simplify their lives and pursue meaningful goals. Thomas specializes in providing forward-thinking financial strategies and customized wealth management solutions tailored to clients’ unique needs and aspirations. His areas of expertise include education planning, equity compensation services, family wealth management strategies, retirement income, tax minimization, and small business strategies, among others. Thomas focuses on practical guidance that addresses issues such as asset titling to mitigate risk, creating consistent retirement cash flow, optimizing professional benefits, and structuring wealth for long-term preservation. He draws on Merrill’s extensive advisory and investment capabilities to support his clients’ financial success. Thomas holds a bachelor’s degree from the University of Saint Mary and has earned professional credentials including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of work, he is involved in community volunteering and spends time with his family, enjoying activities such as football and watching movies.

Laurie Wiley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Before joining LPL Financial in 2021, she was affiliated with Hoot Owl Financial, LLC, and has held various roles in community organizations including Truman Heritage Habitat for Humanity and the Independence Chamber of Commerce. She is involved with INDE TALKS, a non-investment-related business activity based in Independence, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, including discretionary and non-discretionary portfolio management options.

David Clark is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2017 and Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Ganote is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2020, he worked at Waddell & Reed, Inc. and Bankers & Investors Co. Ganote operates an independent contracting business under the name Beyond Wealth Advisors and is president of JCKG Enterprises LLC, which supports his financial planning practice. 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 institutional clients. The firm employs tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals.

Scott Ferguson is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Ferguson is involved in equestrian businesses as a partner in Cozi Ranch LLC and Cozi II LLC, focusing on horse buying, selling, training, leasing, and boarding, and he also participates in recreational filmmaking through House of Husband LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Joanne Mcknight is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Avantax Investment Services, LPL Financial, Waddell & Reed, UBS Financial Services, and Citigroup Global Markets. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of independent advisors. The firm offers multiple portfolio management and consulting services with a multi-manager platform that provides access to affiliated and third-party model portfolios and bespoke strategies.

Christopher Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor since 2007. Outside of her advisory work, Jacobs also works as a guest services representative for the Kansas City Chiefs Football Club. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rebecca Knepper is a financial advisor at Edward Jones in Blue Springs, MO, holding the ChFC®, Series 63, and Series 65 designations with 19 years of industry experience. She has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.