Thomas Koppinger is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he consults for Instacart and serves as a parade coordinator for the Mustang Club of Greater Kansas City. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Hayden is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1984. In addition to his advisory role, Hayden is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio management with a focus on percentage-based, tiered fees.

Steven Evans is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public education for over a decade, including roles at Kansas City Kansas Public Schools, Omaha Public Schools, and Kansas City Public Schools. 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, supported by a large network of financial advisors and branch offices nationwide.

Darren Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Cetera since 2014 and also manages Garrison & Associates / The Tax Shoppe, a tax and accounting service where he is an enrolled agent. In addition to his advisory work, he is a partner at Collective Wealth Management LLC, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Joelle Morris is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Morris has worked at Financial Engines Advisors L.L.C. since 2018 and previously at Smart 401 K, LLC from 2014 to 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and managing approximately $326 billion for roughly 477,000 clients.

Julie Buckner is a Series 66 credentialed financial advisor with Edward Jones in Raytown, Missouri, with over 15 years of experience at the firm. She has transitioned within Edward Jones from its investments division to its wealth management arm. Outside of her advisory role, she has been a consultant for Young Living Essential Oils since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

Aaron Stubblefield is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with Townsend Design and Home Advisor. Outside of his advisory role, he coaches high school football in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, overseen by a large network of advisors and branch offices nationwide.

Robert Follmer is a financial advisor at Edward Jones in Gladstone, MO, with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his financial advisory career, he worked at Staples Inc/Staples Premedia Services from 2013 to 2019. Outside of advising, he has worked as a rideshare driver for Uber on a supplemental basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices, offering a variety of advisory programs, tax-efficient services, and affiliated investment options.

Grant Messner is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for five years. In addition to his advisory role, he provides tax and servicing assistance through Martin Tax & Financial Services and works in food service in a back-of-house capacity. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include multiple asset classes and accommodate client-imposed restrictions.

Francis Duff is a financial advisor at Stifel with Series 63 and Series 66 designations and 46 years of industry experience. He worked at Robert W Baird & Company for 22 years before joining Stifel in 2022. Located in Kansas City, MO, he has a long career in financial advisory roles. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Kay Eckart is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with nine years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Marshall Darby is a financial advisor with LPL Financial in Lee's Summit, Missouri, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with LPL Financial since 2011. Darby is also involved with Darby & Associates Financial Group, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools.

Jeffrey Andra is a financial advisor at Edward Jones in Riverside, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a pitching instructor at Complete Game Baseball LLC, a youth baseball academy in Olathe, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. 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.

Michele Deroin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with UBS Financial Services since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets services.

Christopher Goodwin is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Century Investment Services Inc for 23 years. Outside of his advisory role, he is involved in maintaining rental properties alongside his wife. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches, as well as its comprehensive investment and fiduciary services.

Amy Elledge is a financial advisor at Edward Jones with a Series 66 designation. She has experience at Edward Jones spanning from 2018 to 2023 and again beginning in 2026, along with prior work in education and healthcare-related roles. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Teahan is a Series 66-licensed financial advisor with Merrill, based in Kansas City, MO, and has three years of industry experience. His background includes roles at Bank of America, N.A., Merrill, and George J Shaw Site Rite, as well as time spent at the University of Kansas and Rockhurst High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Gassen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at CrossFirst Bank, BOK Financial, and US Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kevin Summa is a CFP® professional with 36 years of industry experience, currently affiliated with Raymond James Financial in Lenexa, KS. He has been with Raymond James Financial Services, Inc. since 2001 and also leads Summa Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Logan Gray is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies by working closely with clients to understand their full financial picture and objectives. His expertise spans corporate benefits, education planning, equity compensation services, family wealth management, portfolio management, tax minimization, retirement income, and investment strategy for both individuals and corporations. Logan holds a bachelor's degree from the University System of Georgia and a master's degree from the University of Colorado System. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drawing on his experience as a student-athlete, he applies skills of communication, decision-making, and stewardship to his financial advisory practice. He is also involved with the Vincent P Gurucharri Foundation and participates in community volunteer work. Outside of his professional activities, Logan enjoys fishing, football, gardening, hunting, reading, watching movies, and spending time with his family. His approach centers on developing flexible financial strategies that help clients pursue their long-term goals through one-on-one collaboration.