Glenn Stroer is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research Advisor Inc. for nine years. Stroer operates Stroer Wealth Management, a Sub S corporation where he is the sole owner and employee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work, along with specialized advisory programs.

Brian Dolan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He worked for Shamrock Trading Corporation for seven years prior to joining Edward Jones. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Patrick Moltane is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he held positions at JA-DEL, Inc, Legacy Partners, Inc., and has experience in education and the arts, including roles with Niagara University, Niagara County Community College, and the Irish Classical Theatre Company. He has also been involved in yoga-related ventures and film production. Edward Jones is a full-service wealth management firm serving over four million clients, offering a broad 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 an extensive network of financial advisors and branch offices.

Douglas Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Maya Dahab is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 11 years of industry experience. She has worked at Merrill, Bank of America, and J.P. Morgan Chase Bank before joining J.P. Morgan Securities in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Robert Chapline is a financial advisor with Morgan Stanley in Kansas City, Missouri, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Kemper Kellerstrass is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kellerstrass worked for eight years with the Clinton County RIII School District. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Peter Menihan is a CFP® and ChFC® with 45 years of experience in financial services. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2018. Menihan also serves as the owner and CEO of The Menihan Co., LLC, an insurance and financial services firm, and acts as trustee of an irrevocable trust. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of investment management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm utilizes a multi-manager platform combining affiliated and third-party managers with various program options across discretionary and non-discretionary authorities.

James Swope is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers both direct and employer-sponsored plans, managing approximately $2.74 trillion in client assets.

Ryan Mc Bride is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at REVELxp for five years and has held various roles outside of finance, including positions in student recreation and hospitality. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Becker is a financial advisor with Edward Jones in Kansas City, MO. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he provides baseball hitting lessons to high school players. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathew Vetter is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at Macquarie Investment Management/Delaware Distributors, L.P., and Waddell & Reed, Inc/Ivy Distributors, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and provides overlay and tax-efficient services under a fiduciary standard.

Lori Schram is a financial advisor based in Kansas City, MO, with 37 years of industry experience. She holds Series 63 and Series 65 designations and worked at LPL Financial for 28 years. Lori has operated her own firm since early 2024. Her firm is a sole-proprietor registered investment adviser serving individuals and couples. It offers discretionary security selection and assistance with mutual funds and other securities for self-directed IRAs, focusing on mutual funds, unit investment trusts, exchange-traded instruments, and bonds.

Loren Olson is a financial advisor at Retirement Resources Inc. in Overland Park, KS, with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with Retirement Resources Inc. since 1998 and also worked at B. B. Graham & Co from 2016 to the present. Retirement Resources Inc. primarily serves individual, non–high-net-worth clients, focusing on portfolio management and retirement planning. The firm combines fee-based advisory services with registered-representative status and commissionable product sales, offering a personalized, ongoing relationship model with regular client communications.

Ronald Papa is a financial advisor at Mercury Capital Management, Inc. with 27 years of industry experience. He has been with Mercury Capital Management since 1998 and holds the Series 63 and Series 65 designations. Mercury Capital Management, Inc. is a small investment advisory firm serving individual clients with approximately $15.7 million in assets under management. The firm focuses on non-high-net-worth individuals and provides ongoing portfolio management and investment advisory services through a two-advisor team.

Brian Thompson is a financial advisor at Northland Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Money Concepts Capital Corp., Country Club Bank, and Country Club Financial Services, Inc. Northland Securities is a multi-team firm with 38 advisors offering financial services in multiple locations.

Bradley Barclay is a financial advisor at Northland Securities, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at County Club Bank and UMB Financial Services Inc. Northland Securities is a multi-team firm with 41 advisors, serving a diverse client base through various investment strategies.

Todd Czinege is a financial advisor at Northland Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Northland Securities, he worked at Country Club Bank for four years. His background also includes professional involvement with the Colorado Rockies Baseball Club and education at Villanova University.

Parker Willis is a financial advisor with Northland Securities, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and involvement with Springdale Country Club and the University of Arkansas. Outside of finance, he operated a lawn mowing business for four years. Northland Securities is a multi-team firm with 39 advisors.