Julia Del Percio is a financial advisor at Merrill with a Series 66 designation. She has experience working at several organizations, including Los Corrals, the Kansas City Chiefs, Maloney's Bar & Grill, and Spring Venture Group. Julia is based in Kansas City, MO. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Skinner is a financial advisor at Edward Jones with 39 years of industry experience. He holds Series 66 and Series 63 designations and has been with Edward D. Jones & Co., L.P. since 1997. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter R. Carmack is a financial advisor with LPL Financial, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Keen Technologies as a board member and in other capacities unrelated to investment management. LPL Financial is a national firm that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Ryan Kirby is a financial advisor with Edward Jones in Kansas City, MO, holding ChFC® and Series 66 designations. He has 22 years of industry experience and has been with Edward Jones since 2013. 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 options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Richard Goede is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 39 years of experience in wealth management to his role, focusing on creating personalized financial strategies that align with his clients' long-term goals. Richard offers access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support his clients' financial needs. He is a member of the Investments & Wealth Institute™ since 1989 and earned the Certified Investment Management Analyst® (CIMA®) designation in 1990. Additionally, he holds the Personal Investment Advisor (PIA) designation. Richard received his Bachelor of Science in Business Administration from Missouri Western State College. Committed to community involvement, Richard follows the Merrill tradition of participating in local organizations and dedicates time to volunteering in the community.

Jasmine Boyden is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo Bank for two years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Jason Buzzard is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo Clearing and Pacific Life Insurance Company. Outside of his advisory work, he is pursuing self-publication of his own books. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Jeffrey Angold is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and with 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. He serves on the investment committee of Rockhurst High School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Bennett Ward is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he held roles at RTS Inc., Worldwide Express, and Nestel Insurance Agency. 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 retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios and research.

Gloria Lane is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Corie English is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory work, Corie owns and operates Corie English Photography, a business she has run since 2017. 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. The firm manages substantial client assets and utilizes a structured planning process supported by proprietary tools and market modeling to assist clients in financial decision-making.

Mary Ketel is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where she has worked since 2013, accumulating 13 years of industry experience. She operates Ketel Mountain Excess, LLC, an investment-related business, and is also involved in a lending business in Olathe, Kansas. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Amy Beery is a financial advisor at LPL Financial in Kansas City, MO, holding a Series 66 credential with 10 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple management approaches.

Johnathan Works is a financial advisor at LPL Financial in Kansas City, MO, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Century Investment Services and Commerce Bank. 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 supported by research and model portfolios.

Christopher Madden is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2007. Outside of his advisory role, he maintains and repairs a rental home 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Hayden Ludwig is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and prior experience at DoorDash and Columbia College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Paul Dykes is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Edward Jones, Select Quote Insurance Agency, Morgan Stanley, and operating his own agency. Outside of advising, he is involved in agricultural business ownership through Dykes Farms, which includes forestry and poultry sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and services, including financial planning, retirement plan consulting, and brokerage, supported by research and model portfolios from multiple sources.

Josh Laing is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2023. Outside of his advisory role, Laing is involved in managing Best Best LLC, a review app that assists restaurant owners in collecting customer data and driving sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates planning from managed-account services and emphasizes periodic review and advisor-delivered updates.

James Neunuebel is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held positions at UBS Financial Services and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process with firm-approved tools.

David Cannady is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at UBS since 2017 and previously at Waddell & Reed from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.