Sarah Elyachar is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has held positions at firms including BDO Digital and NFI Management. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ryan Kirby is a financial advisor with Edward Jones in Kansas City, MO, holding ChFC® and Series 66 designations. He has 22 years of industry experience and has been with Edward Jones since 2013. 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 options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Richard Goede is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 39 years of experience in wealth management to his role, focusing on creating personalized financial strategies that align with his clients' long-term goals. Richard offers access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support his clients' financial needs. He is a member of the Investments & Wealth Institute™ since 1989 and earned the Certified Investment Management Analyst® (CIMA®) designation in 1990. Additionally, he holds the Personal Investment Advisor (PIA) designation. Richard received his Bachelor of Science in Business Administration from Missouri Western State College. Committed to community involvement, Richard follows the Merrill tradition of participating in local organizations and dedicates time to volunteering in the community.

Kurt Niebuhr is a CFP®-certified financial advisor with Edward Jones, based in Olathe, KS, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the board of the Kansas State National Strategic Selling Institute and is a board member of 1848 Properties, Inc., the national housing corporation for Phi Gamma Delta. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Loftus is a financial advisor with Cetera and holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with Cetera and affiliated entities since 2015. Prior to Cetera, he worked at Mainstreet Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment options and custodial relationships.

Jason Buzzard is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo Clearing and Pacific Life Insurance Company. Outside of his advisory work, he is pursuing self-publication of his own books. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Jeffrey Angold is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and with 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. He serves on the investment committee of Rockhurst High School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Mary Ketel is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where she has worked since 2013, accumulating 13 years of industry experience. She operates Ketel Mountain Excess, LLC, an investment-related business, and is also involved in a lending business in Olathe, Kansas. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Joshua Novorr is a financial advisor at Charles Schwab & Co., Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2016. 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. Schwab’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and includes multi-asset model portfolios supported by research from its Center for Financial Research.

Richard Kaufmann is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he teaches an investment course at Kansas City Community College. 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 a range of financial planning services, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Marc Beelman is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Prairie Village, KS, he holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Johnathan Works is a financial advisor at LPL Financial in Kansas City, MO, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Century Investment Services and Commerce Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Mark Horstmann is a CFP® and PFS™ with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Compass Wealth Management LLC and Geneos Wealth Management Inc. Horstmann is also a founding member of an education services firm, Wealth Management Institute LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary model strategies and access to unaffiliated managers, supported by institutional features such as advisor transition support and formal compliance processes.

Warren Williams Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently with Osaic in Overland Park, KS since 2024. He previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. among other firms. Williams is also involved with Williams Financial Inc., offering term life insurance, Medicare supplement plans, and ancillary products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, portfolio construction, and access to third-party managers.

Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. 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, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Hayden Ludwig is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and prior experience at DoorDash and Columbia College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 modeling techniques as part of its financial planning process.

De Wayne Ovard is a CFP®-designated financial advisor with Edward Jones in Lenexa, KS, with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Cannady is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at UBS since 2017 and previously at Waddell & Reed from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Harrison Hill is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Luke Olthoff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked at Principal Asset Management and has been involved with Iowa State University in various capacities. Olthoff serves as a board member for Hope Faith Ministries in Kansas City, where he participates in event planning and community outreach. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.