Christopher Teahan is a financial advisor at Merrill in Kansas City, MO, holding a Series 66 designation with three years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, George J Shaw Site Rite, and prior employment at the University of Kansas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader corporate platform provides access to a variety of financial products and services beyond typical managed account offerings.

William Gassen is a financial advisor at Merrill in Kansas City, MO, with three years of industry experience. He holds a Series 66 designation and has previously worked at CrossFirst Bank, BOK Financial, and US Bank. 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.

Kevin Summa is a CFP® with 35 years of experience, currently serving at Raymond James Financial in Lenexa, KS. He has worked with Raymond James since 2001 and has also been associated with Fair Financial Services. Summa Financial Services is registered as a support company under his name but involves minimal active business operations. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering access to various advisory programs and institutional consulting supported by outside managers.

Armahn Hadjian is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Edward Jones from 2016 to 2019. Outside of advising, Hadjian is a program director and instructor at Kansas State University's Olathe campus and owns a vending business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

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 23 years of industry experience. He previously worked for UMB Bank, UMB Insurance Inc, and UMB Financial Services Inc from 2008 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

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.

Gage Shirley is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. His prior work experience includes roles at SIFTED, UPS, and the St. Thomas Aquinas Catholic Center. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

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. He holds the Series 65 and Series 63 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Jerry Fuller is a CFP®-certified financial advisor with Ameriprise in Kansas City, MO, and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Evan Ryan is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 licenses 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. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

James Hise is a Private Wealth Advisor with The Hise Lowry Group at Merrill Private Wealth Management. He provides services to ultra-high-net-worth clients, offering access to Merrill's global investment resources while maintaining a boutique-like personal service approach. His client focus includes family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. James has worked with Merrill since 1993, bringing extensive experience in integrating investment management, estate and tax planning, philanthropic giving, and business succession to create coordinated strategies for preserving and growing wealth across generations. He and his team assist individuals, families, business owners, and executives with personalized wealth management strategies tailored to their unique needs. He holds a Bachelor's Degree from Kansas State University and is a Personal Investment Advisor (PIA). James is active in his community, serving as Chair of the Youth Volunteer Corporation, a member of the Finance Committee for the Village Presbyterian Endowment Trust, and participating in the Greater Kansas City Community Foundation. He has also previously served on the Shawnee Mission East Booster Board. Born and raised in Kansas City, James enjoys biking, boating, fishing, football, golfing, running, skiing, spending time with his family, traveling, and practicing yoga.

Michael Clark is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 38 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at VOYA Financial Advisors. Clark is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to multiple program platforms and third-party money managers.

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 six years of industry experience. Prior to joining Edward Jones in 2023, 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 wide range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

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.