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.

Armahn Hadjian is a CFP® professional with 10 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at Edward Jones from 2016 to 2019. Outside of his advisory role, he is a program director and instructor at Kansas State University’s Olathe campus and owns a vending business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Mark Hall is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

David Voysey is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over three decades at the same firm, having joined in January 1992. He is a founding member of the VFC Group and focuses on helping clients develop and implement strategies to achieve their personal financial goals. Alongside his partner Scott, David holds the Retirement Benefits Consultant title, providing specialized services to business owners and corporate professionals involving Qualified Retirement Benefit Plans, Non-Qualified Executive Plans, and Health Savings Plans. David’s expertise includes Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Personal Retirement Planning, and Tax Minimization, among other areas. Supported by his team, he integrates various aspects of an individual’s financial profile into comprehensive wealth management plans. His professional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. David earned a Bachelor’s Degree from Washburn University. He has been recognized in the Financial Times 401 Retirement Advisors list in 2015 and Forbes "Best-in-State Wealth Advisors" list in 2019. Outside of work, David enjoys adventure sports, golfing, music, and skiing.

Thomas Pittala is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UMB Bank, UMB Insurance Inc, UMB Financial Services Inc, Commerce Brokerage Services, Inc., and Waddell & Reed. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Hetzel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Keybank Real Estate Capital. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Jacoby is a CFP®-designated financial advisor with Edward Jones, based in Prairie Village, KS. He has seven years of industry experience, including seven years at FreightQuote.com prior to joining Edward Jones in 2018. In addition to his advisory role, he works with Zebra Technologies tracking sensors and chips during Kansas City Chiefs games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Katherine Daughtrey is a financial advisor with Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and began her advisory career in 2025. Prior to entering the financial industry, she worked at Jack Cooper Transport and was involved with several Catholic Church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Kelley Horigan is a financial advisor at Morgan Stanley in Kansas City, MO, with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Prior to that, she was associated with Citigroup Global Markets Inc. Horigan also serves as a trustee and co-trustee for several investment-related trusts. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Ellen Booth is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she is a passive partner in a family farm business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Larry Toole is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 1988 and holds the Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Jerry Fuller is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with Ameriprise Financial Services, where he has worked since 2009, following earlier experience at Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Evan Ryan is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual in various capacities from 2018 to 2025. He serves on the board of the Church of the Ascension, a nonprofit organization in Overland Park, KS. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

James Hise is a Private Wealth Advisor with The Hise Lowry Group at Merrill Private Wealth Management. In this role, he offers clients access to the global investment resources and capabilities of Merrill while providing the personalized service of a boutique firm. His client focus includes family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. James has over 28 years of experience working with ultra-high-net-worth individuals, families, entrepreneurs, and nonprofit institutions. His expertise encompasses investment management, estate and tax planning, philanthropic giving, business succession, and wealth transfer. He holds the Personal Investment Advisor (PIA) designation and a Bachelor's Degree from Kansas State University. Born and raised in Kansas City, James is actively involved in the local community. He serves as Chair of the Youth Volunteer Corporation, participates on the Finance Committee of the Village Presbyterian Endowment Trust, and is affiliated with the Greater Kansas City Community Foundation. Outside of his professional and community commitments, he enjoys golfing, jogging, hiking, biking, boating, fishing, football, running, skiing, yoga, traveling, and spending time with his family.

Lynn Mader is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020. Her prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Axa Advisors, and Mid Star Lab. Additionally, she was involved with the YMCA for 19 years. 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 both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Shawn Etzenhouser is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, he worked at Bank of America, Merrill, and CommunityAmerica Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Laurie Martin is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 credential and has worked at Woodbury Financial Services, National Planning Corporation, and Rains and Spiegel, LLC. In addition to her advisory role, she is a licensed attorney in Missouri providing legal representation for indigent defendants and volunteer legal services. Laurie is also the owner and officer of Martin Tax & Financial Services, a corporation offering tax and financial guidance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed solutions across multiple account types.

Jacob Wedekind is a financial advisor with Thrivent Investment Management in Liberty, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is co-owner and manager of two LLCs that hold and manage investment real estate properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation without including implementation. The firm emphasizes goal-based planning combined with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Thomas Grossman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with busy, successful clients seeking to delegate their financial affairs to simplify their lives and pursue meaningful goals. Thomas specializes in providing forward-thinking financial strategies and customized wealth management solutions tailored to clients’ unique needs and aspirations. His areas of expertise include education planning, equity compensation services, family wealth management strategies, retirement income, tax minimization, and small business strategies, among others. Thomas focuses on practical guidance that addresses issues such as asset titling to mitigate risk, creating consistent retirement cash flow, optimizing professional benefits, and structuring wealth for long-term preservation. He draws on Merrill’s extensive advisory and investment capabilities to support his clients’ financial success. Thomas holds a bachelor’s degree from the University of Saint Mary and has earned professional credentials including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of work, he is involved in community volunteering and spends time with his family, enjoying activities such as football and watching movies.

David Clark is a Series 66 licensed financial advisor with Merrill in Kansas City, MO, and has 12 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and Bank of America, N.A. since 2017. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.