Matthew Logan is a financial advisor with Edward Jones in Pleasant Hill, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a custom closet business in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trustee and lending services through a nationwide network of financial advisors.

Natalie Welch is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized wealth management strategies that reflect their values and financial goals. Natalie aims to help clients navigate the complexities of today's markets by creating flexible investment approaches and providing access to the insights and resources of both Merrill and Bank of America. With a Bachelor’s Degree from Kansas State University, Natalie holds the Personal Investment Advisor (PIA) designation. Her approach emphasizes one-on-one communication to understand each client's unique circumstances and aspirations. Outside of her professional role, Natalie is involved in community activities, supporting organizations such as the YMCA of Greater Kansas City, Belles of the American Royal, Jewel Ball, and the First Tee of Greater Kansas City through volunteering and fundraising efforts.

Taylor Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Morgan Stanley since 2019, he worked at American Century Investment Services. Outside of his advisory work, Taylor is involved in volleyball coaching, serving as a coach for both the KC Power Volleyball Club and Notre Dame de Sion High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a range of investment programs to support client goals.

Michael Brown is a financial advisor at UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

John Ludwig is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in real estate as a partner and owner in related businesses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Glenn Stroer is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research Advisor Inc. for nine years. Stroer operates Stroer Wealth Management, a Sub S corporation where he is the sole owner and employee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work, along with specialized advisory programs.

Brian Dolan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He worked for Shamrock Trading Corporation for seven years prior to joining Edward Jones. 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 large network of financial advisors and branch offices nationwide.

Andrew Hammer is a Series 66 licensed financial advisor with Edward Jones, based in Independence, MO. He has 13 years of industry experience, all of which has been with Edward Jones since 2013. 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 solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Justin Larkin is a financial advisor with LPL Financial in Blue Springs, Missouri. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes positions at Waddell & Reed and involvement with a local public school system. Outside of his advisory role, he serves as president of an electrical company and is engaged in tax preparation and accounting services through separate business entities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Michael Blomberg is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His prior roles include long-term positions at Waddell & Reed, Inc. and various insurance carriers, as well as founding 4 Generations Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Robert Chapline is a financial advisor with Morgan Stanley in Kansas City, Missouri, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Marco Beltrano is a financial advisor at UBS Financial Services with seven years of industry experience. He has held positions at several firms, including J.P. Morgan Securities LLC, Merrill, and Bank of America Corporation. Beltrano holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial products and capital markets services.

James Swope is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 37 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 broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers both direct and employer-sponsored plans, managing approximately $2.74 trillion in client assets.

Matthew Wells is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Forrest T. Jones & Company, PlanMember Securities, Lockton Companies, Waddell & Reed, BMO Harris Financial Advisors, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

Jarod Moran is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he co-manages an investment club organized as TSR Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Becker is a financial advisor with Edward Jones in Kansas City, MO. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he provides baseball hitting lessons to high school players. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Butler is a Series 66–licensed financial advisor with Edward Jones, based in Independence, MO. She has three years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Lori Schram is an independent financial advisor based in Kansas City, MO, with 36 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at LPL Financial for 30 years and First Gunn Corp. for over 37 years. Her firm is a sole-proprietor registered investment adviser serving individuals and couples, offering discretionary security selection for individual and family accounts as well as assistance with self-directed IRAs. The firm focuses on investments in mutual funds, unit investment trusts, exchange-traded instruments, and bonds, using a selection process that considers historical returns, market conditions, and broader economic factors.

Thomas Dawson is a financial advisor at Mercury Capital Management, Inc. with 24 years of experience at the firm and 30 years in the industry. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is a licensed life and health insurance agent involved in insurance sales on a part-time, semi-retired basis. Mercury Capital Management, Inc. is a small investment adviser serving primarily non-high-net-worth individual clients. The firm provides portfolio management and ongoing advisory services with a focus distinct from many peers by targeting a client base that excludes high-net-worth households.