Mary Van Sickle is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Her prior experience includes roles at Beautycounter, where she also serves as a consultant for beauty products, Allstate Financial Services, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Michael Wakes is a Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. With 19 years of experience in financial services, he focuses on helping clients define their financial goals and develop tailored strategies to manage priorities such as legacy planning, personal retirement planning, and tax minimization. He holds a Bachelor's Degree from the California State University System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael applies a disciplined process that involves understanding his clients' financial situations and what matters most to them and their families. Outside of his professional role, Michael is involved with Junior Achievement of Greater Kansas City and Junior Achievement of Kansas. His personal interests include cooking, singing, spending time with his family, and traveling.

Michael Unnerstall is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services, Inc. for eight years. He also serves as a financial advisor for Commerce Bank in a non-investment-related capacity. 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 variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Wolbach is a Series 66-credentialed financial advisor with UBS Financial Services in Kansas City, MO, where he has worked since 2006. He has 23 years of industry experience. Wolbach holds various community and nonprofit roles, including board memberships at the Kansas City Country Club and the Kansas City Art Institute, and serves on investment committees for the Nelson Atkins Museum of Art and Children’s Mercy Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, employing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management and capital markets services.

Lindsey Freese is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and utilizes model portfolios and research from internal and third-party sources.

Amy Berry is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2012. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.

Catherine Wear is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in partnership with financial advisors like Wear.

Jeffrey Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and has been associated with Midwestern Financial Group since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with options for both discretionary and non-discretionary management.

John Andrew is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Woodbury Financial Services, Cornerstone Companies, and Creative Planning. Outside of advisory work, he has worked as a contracted delivery driver for DoorDash. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Jacob Mc Niel is a financial advisor with Edward Jones in Prairie Village, Kansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He worked at American Century Investments for eight years before joining Edward Jones, where he has been since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Calmer is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following five years of experience at Umb. Outside of his advisory role, Calmer plays keyboard for worship services at Life Church Northland, a nonprofit organization. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Mckayla Stutz is a financial advisor at Charles Schwab with 8 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, she held positions at Landry's Seafood House and Universidad de Belgrano. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 a mix of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and access to alternative investments.

Bonnie Lemmon is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2020, she worked for Kansas City Kansas Public Schools USD 500 from 2015 to 2019. Outside of her advisory role, she is involved with Seint, a beauty company, through personal purchasing benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chad Staatz is a financial advisor with Merrill based in Kansas City, MO. He holds a Series 66 credential and has three years of industry experience. Prior to Merrill, he worked at Bank of America and has held positions outside the financial sector, including roles at Kansas State University and fitness centers. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Buczek is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Alexis worked at Guild Mortgage Company and held positions in education and childcare. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment strategies while operating under a fiduciary standard.

Benjamin Palacios is a financial advisor at Morgan Stanley with a Series 66 designation. He has one year of industry experience, including prior work at Zozimus Agency and internships during his university studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Sam Jordan is a financial advisor with Mass Mutual Investors Services in Leawood, Kansas. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with MassMutual Financial Group and MML Investors Services. In addition to his advisory role, he works as an insurance agent specializing in health, life, dental, disability, long-term care, vision, and annuity products. MML Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented financial planning engagements.

Herbert Buchbinder is a financial advisor at Stifel with 48 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Stifel Nicolaus & Co Inc since 2016. He is also a managing partner of a family limited partnership focused on estate planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kelly Ullom is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has held roles at Osaic since 2024 and previously at Securities America Advisors and Securities America Inc from 2014 to 2024. Ullom is also the Assistant Vice President of Kansas City Life Insurance Co. and President of its wholly owned broker-dealer subsidiary, Sunset Financial Services, Inc., where she oversees operations related to the distribution and underwriting of variable insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports various managed-account platforms, leveraging multiple mergers and third-party commercial arrangements.