Teri Craig is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she serves as the treasurer for Brookwood Elementary's PTA. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a broad 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 market modeling techniques in its financial planning process.

Teresa Turner is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at TD Ameritrade and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tiffany Owens is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and having 10 years of industry experience. She has been with Merrill since 2011 and briefly worked at the University of Missouri - Kansas City in 2016. Owens is involved in several nonprofit organizations, serving on multiple boards including Harvesters - The Community Food Network and The First Tee Greater Kansas City, where she holds leadership roles related to fundraising and governance. Merrill provides managed account services to Bank of America fiduciary clients 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.

Gabriel Harrington is a Financial Advisor with Merrill, serving on The Plaza Team in Kansas City, MO. He works with clients to plan for their futures by understanding their current circumstances and goals. Clients seek his advice and guidance for practical, meaningful financial strategies, and he focuses on providing long-lasting solutions tailored to individual situations. Gabriel specializes in areas including education planning, employee benefits planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and tax minimization. He and his team assist busy professionals by offering customized portfolios, tax-efficient planning for individuals and business owners, asset titling consultation, and access to banking and lending services through Bank of America, N.A. He holds a Bachelor's Degree from the University of Missouri-Columbia and has earned professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel is involved in community organizations including Cultivate KC and Lead to Read. In his personal time, he enjoys baseball, golfing, music, and watching movies.

Rory Kuhn is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He has held roles at Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Kuhn holds Series 63 and Series 66 licenses and also owns a fixed insurance business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using proprietary asset-allocation tools and automated portfolio rebalancing.

Melinda Dixon is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. In addition to her advisory role, she is an insurance agent selling life, health, disability, long-term care, and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

James Knapp Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Since 2009, he has worked with LPL Financial and has also taught investment-related subjects at Johnson County Community College since 2016. Additionally, he contributes as a financial columnist and author for several publications and owns a business unrelated to finance called ATHENA FC. 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 range of advisory programs, retirement plan consulting, and brokerage services through a national network, providing both discretionary and non-discretionary management supported by research and model portfolios.

Paul Richards is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Phoenix Life. Richards also acts as a life insurance agent outside of his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses technology-driven portfolio construction and supports both discretionary and non-discretionary account management.

Frederick Prewitt is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

Tae Chung Kim is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc, Douglas R Peete & Associates, Princor Financial Services Corporation, Principal Life Insurance Company, and Benefits Design Group. Additionally, he is involved with Cornerstone Wealth Management, LLC, where he focuses on developing and maintaining client relationships related to asset management. OSAIC serves a diverse group of retail and institutional clients with a broad range of financial services, including brokerage and investment advisory, financial planning, and retirement plan consulting. The firm utilizes various tools and third-party platforms to construct client portfolios and supports multiple advisory programs and transitions.

James Yanez is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management, based in Overland Park, KS. Prior to joining Thrivent, he worked in property valuation and held positions outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services through a consolidated billing option while maintaining separation between the two.

Matthew Pomianek is a financial advisor with Edward Jones in Prairie Village, Kansas, holding the Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the advisory board of St. Thomas More School in Kansas City and is an investor in a private microbrewery, Odd Muse Brewery. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Eric Vincent is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch for eleven years. Outside of his advisory role, he owns a sole proprietorship specializing in the buying and selling of pre-owned luxury watches and works as a delivery driver for DoorDash. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Shana Scicluna is a CFP® professional with 10 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Prairie Village, Kansas. Edward Jones is a full-service wealth management firm catering to more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gary Smith is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved in local hunting clubs, serving as president of Onanole West Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Matthew Heitmann is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds a Series 66 designation and is based in Mission, KS. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Brummitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns a business focused on buying pallets and reselling items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Kevin Stone is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Country Club Trust Company, Missionsquare Wealth Management, and American Century Investment Services, Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses, combining plan oversight with customizable investment options.

Kenneth Orlonzo Hedrington Jr. is a financial advisor with Charles Schwab holding a Series 66 credential and five years of industry experience. His work history includes roles at Fidelity Investments, Bank of America, Merrill Lynch, and J.P. Morgan, among others. Outside of advising, he authored and self-published a children’s book. 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.

Brady Larson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Instacart as well as engaging in independent insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, with various portfolio management options and tailored strategies across multiple custody platforms.