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.

Dustin Green is a financial advisor at Cetera with 11 years of industry experience and a Series 66 designation. He is also the CEO and co-owner of Spencer Financial Services Inc., where he provides financial planning, consulting, and account management. Outside of his advisory roles, Green volunteers as a task force member with the Fellowship of Christian Athletes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures and strategies.

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.

Troy Ganson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Thornton Tomasetti from 2013 to 2017. Outside of his advisory role, he is involved in community leadership as Pack Committee Chairman for Cub Scout Pack 391 and performs as a singer in a band based in Lee’s Summit, MO. 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 across the country.

James Smith is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2010. He has 16 years of industry experience. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Staatz is a financial advisor at Merrill based in Kansas City, MO, with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and served in roles outside the financial industry including at Kansas State University and Genesis Health Clubs. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm integrates its services within Bank of America’s broader platform, providing access to a wide range of products and investment approaches.

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.

Jacob Bolger is a financial advisor with Edward Jones in Independence, MO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his advisory role, he worked at Oracle for four years and attended Rockhurst University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs 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.

David Pickett is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, with prior roles at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he has provided consulting on performance improvement projects. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management services.

Victoria Luke is a financial advisor at Edward Jones in Parkville, MO, holding a Series 66 designation and starting her advisory career in 2024. Prior to joining Edward Jones, she worked in education and customer service roles, including positions in the North Kansas City School District and at DoorDash. Outside of finance, she previously managed a board game cafe. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Matthew Flax is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2016. Outside of his advisory role, he serves on the Finance Committee at Holy Spirit Catholic Church 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 charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gabriel Mccubbin is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and five years of industry experience. He previously worked at Waddell & Reed for seven years before joining LPL Financial in 2018. Gabriel serves as a for-profit board member of Timberhill River Bend Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs and provides access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Douglas Filipovits is a CFP® with 23 years of experience in financial advisory roles, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and is a co-owner of Focused Asset Management DBA Garrison & Associates/The Tax Shoppe, where he manages a tax and accounting business. Outside of finance, he serves as a middle school football coach and defensive coordinator at Indian Woods Middle School in the Shawnee Mission School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian O'konski is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and GTM Sportswear, a Hanesbrands Inc. company. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Shinfen Wu is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, Wu is an instructor for educational workshops at Blue Valley Recreation and has experience in tax preparation with H&R Block. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.