Aaron Hill is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2021. Prior to this, he was involved with Hill & Mitchell Group LLC and H2 Tax Service LLC, and served on the Liberty Citizens Sales Tax Oversight Committee for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, and retirement plan consulting to individuals, institutions, and organizations nationwide through a large network of representatives. The firm offers a wide range of discretionary and non-discretionary management services, utilizing model portfolios and research from various sources.

Matthew Sibbing is a financial advisor with Edward Jones in Lees Summit, MO, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Wallace is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2022. Her prior experience includes roles at Bank of America, N.A., Saint Lukes South, Ivy Distributors, Inc., and Waddell & Reed, Inc. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries under Bank of America’s client agreements.

Jeffrey Shore is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Roth is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing 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 scenario modeling to support client financial plans.

Jesus Hernandez is a financial advisor with LPL Financial in Lenexa, KS, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Fidelity Investments, TD Ameritrade, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Eliot Rowland is a financial advisor at Charles Schwab with 10 years of industry experience. He previously worked at American Century Investments for seven years and at GWFS Equities, Inc. for three years before joining Charles Schwab Bank and Charles Schwab in 2025. He holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base of 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, combining integrated custody, brokerage, and advisory services with multi-asset model portfolios and alternative investment programs.

James Frank is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Conner Teahan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He utilizes a methodical approach to wealth management that considers various factors including balance sheets, risk tolerance, family dynamics, personal priorities, long-term aspirations, and changing fiscal conditions. This comprehensive analysis enables him to collaborate with clients in developing personalized financial strategies. His expertise covers corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Teahan holds a Bachelor's Degree from the University of Kansas. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has received national recognition, being named to Forbes' "Best in State Wealth Advisors" list from 2019 to 2021 and as one of "America's Top Next-Generation Wealth Advisors" from 2018 to 2021. Outside of his professional work, Mr. Teahan enjoys basketball, cooking, golfing, reading, and spending time with his family.

Darrin Hughes is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. 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 supported by structured discovery and firm-approved tools.

Jeffrey Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1983, providing financial advisory services to a broad range of clients including corporate executives, business owners, high net worth families, and nonprofit organizations. Jeffrey's approach emphasizes active listening and personalized portfolio management, employing research and strategies aimed at risk mitigation and the achievement of clients' financial goals. He also collaborates with clients' other advisors to develop tax minimization and estate planning strategies. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Science degree in Accounting from Clemson University. Throughout his career, Jeffrey has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times. Beyond his professional work, Jeffrey is active in his community. He is involved with Habitat for Humanity of Bucks County, Advocates for the Homeless and Those in Need, and the Kiwanis Club of Washington Crossing-Yardley. He resides in Newtown, Pennsylvania, where he enjoys spending time with his family and pursuing personal interests such as fishing, golfing, and participating in local church activities.

Canyon Miller is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Canyon worked at Raridon & Associates for three years. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Johnathan Ryan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he spent five years in full-time education at Rockhurst University and four years at St. Pius X Highschool. 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 advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paula Hoelting is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2016 in various capacities, including Planning Consultant and Senior Relationship Manager. Prior to joining Fidelity, she worked as a Senior Training Consultant at Boston Financial Data Services from 2004 to 2014 and as a Retirement Planning Representative at American Century Investments from 1993 to 2004. With over 30 years of experience in the financial industry, Paula specializes in assisting clients in creating and maintaining investment strategies that align with their long-term needs. She serves as the primary point of contact for clients' Private Wealth Management teams, focusing on providing support for questions and service requirements. Outside of her professional work, Paula enjoys boating, socializing with friends, spending time at the lake, parenthood, reading, and traveling.

Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Matthew Winterhalter is a financial advisor with Edward Jones in Lenexa, KS, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones, he was involved with several Catholic churches in music-related roles. Outside of his advisory work, Winterhalter is a freelance church musician and organist, providing music for weddings, funerals, and church services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Benjamin Seibold is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles outside finance, such as positions at the University of Denver Golf Club and the Denver Wedding Rental Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program, which combines non-discretionary client guidance with access to affiliated discretionary managed accounts.

Brian Hamilton is a financial advisor at Edward Jones with CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was at NIC Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jonathan Morton is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2026 after roles at Prairie Ridge Logistics and C.H. Robinson, and previously worked at Whole Foods Market. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.