James Fitzgerald is a Financial Advisor with Merrill Lynch Wealth Management, where he is part of the Greene, Metcalfe, Cole, and Associates team. In his role, James focuses on the acquisition, financial guidance, and portfolio development of clients to help them meet their financial goals and objectives. He specializes in financial planning and relationship management for individuals and their families, working to develop strategies that address education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, tax minimization, and investment portfolio management. James graduated from Salisbury University with a Bachelor's degree in Finance. He holds the Personal Investment Advisor (PIA) designation and is a member of professional organizations including Beta Gamma Sigma and Sigma Tau Gamma. His team has over 25 years of experience providing customized advice and a disciplined investment approach to affluent families, professionals, and business owners. Outside of his professional career, James participates in community activities such as Children's Hospital and Special Olympics Maryland. He enjoys spending time with his family and friends and is an avid fan of Washington D.C. sports teams, often attending Capitals and Nationals games and playing golf.

Bailey Walls is a Series 66-licensed financial advisor with Charles Schwab, based in Leawood, KS, and has one year of industry experience. Prior to joining Schwab, Walls held positions at Renaissance Financial and Cetera Wealth Services, LLC. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options supported by extensive research and centralized operations.

Jennie Chappell is a financial advisor with Edward Jones in Prairie Village, KS, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at Lenexa Baptist Church from 2012 to 2017. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Matthew Sayers is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at UBS Financial Services Inc for seven years. Outside of his advisory work, he is the sole owner of SAYERS, INC. and serves as co-trustee of a private wealth management 401(k) plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Jon Ingalls is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co/Integrated Wealth Strategies since 2016. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Lloyd Neubauer Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 23 years at Signator Investors, Inc. Neubauer also operates a sole proprietorship focused on the sales and marketing of fixed and non-variable annuities. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Marklouis Barone is a CFP® and Series 66 credentialed advisor with 12 years of industry experience, currently practicing at Edward Jones since 2013. He is involved with Heartland Church of Christ in Kansas City, where he assists with teaching and speaking. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Marjorie Neech is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Stepp & Rothwell, Inc. for six years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

David Turner is a financial advisor at Wells Fargo Advisors with 24 years of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services and Jackson Hewitt. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose if and how to implement those recommendations through various brokerage or advisory programs.

Melissa Zitter is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2021. Prior to her advisory career, she spent nine years as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Darrin Wolff is a financial advisor with Edelman Financial Engines in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2022 and Aspen Wealth Management, Inc. since 2009. Outside of his advisory role, he serves as a board member for Fathers Club, a community volunteer organization. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Hannah Cowan is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. She worked at Central National Bank for six years before joining Edward Jones in 2017. Outside of her advisory role, she manages income from a family farm in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm oversees approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Justin Moore is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing rental properties in Harrisonville, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.

Ashley Melton is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Melton worked at Equitable Advisors, Pruco Securities, and has a background that includes positions in various healthcare organizations. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Pamela Zschoche is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Cetera and has worked with related firms since 2004. In addition to her advisory role, she owns and operates Zschoche Financial Planning and serves as owner, president, and treasurer of Zschoche Farms, Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party strategies.

Kenneth Marker is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Marker serves as a board member of the Pleasant Valley Farms Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brad Mock is a Financial Consultant at Fidelity, where he assists clients with retirement planning and investment strategy. He collaborates with clients to create plans aimed at meeting their reasonable goals and improving their family's financial future. Prior to joining Fidelity in 2022, Brad held positions as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2022, a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and a Financial Center Manager at Bank of America from 2017 to 2019. He holds an Arkansas Insurance License.

Julia Hyde is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Leawood, Kansas office. She originally worked for Merrill Lynch Wealth Management while residing in Omaha, Nebraska, and rejoined the firm in 1998. Julia has been part of the Helbert Hyde team for over 15 years, focusing on holistic wealth management to serve clients and their families by determining long-term financial goals and implementing customized investment strategies. Julia's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, special needs planning strategies, women and wealth, and retirement income. She collaborates closely with clients, gathering information, assessing time horizons and risk tolerance, and maintaining continual dialogue to adjust portfolios as situations evolve. An Iowa native, Julia graduated from Morningside College in Sioux City, Iowa. She has lived in the Kansas City area for over 35 years and resides there with her husband Doug and their rescue dog Millie. They have four adult children and nine grandchildren. Julia holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She supports several charitable organizations in the Kansas City area, including Harvester's, CASA, Susan G Komen, and Great Plains SPCA, and enjoys spending her time away from the office with family and friends at the lake.

Maren Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Saint Ann YCC and held positions in educational institutions including Fisher Island Day School and Pembroke Hill School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.