Bailey Closser is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, Bailey worked for eight years at VMLY&R. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their financial planning engagements are structured as annual, collaborative relationships that use firm-approved analytical tools to deliver written recommendations across diversified investment categories.

Wendy Mayfield is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining her current firm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Harold Wingo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hawk-Eye Innovations, Inc. and multiple years of involvement with sports organizations such as Sporting Kansas City and the Kansas City Chiefs. Outside of advising, he is engaged as an insurance producer with a financial planning side business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and incorporates both proprietary and third-party investment strategies.

Lance Turpin is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has worked in various capacities at Fidelity Investments since 2019, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Lance held several positions in the financial industry dating back to 1994, with experience as a Professional Trader, President and Head Trader of Starpoint Securities, Senior Equity Trader at Tradebot Systems, and Equity Trader roles at multiple firms. With three decades of experience in financial services, Lance partners with clients to develop financial plans and educate them on making informed decisions. His approach focuses on helping clients grow and protect their investments through tailored planning and investment strategies. He emphasizes the importance of working with a trusted advisor to develop, implement, and monitor long-term investment and retirement plans. Lance holds an AR Insurance License.

Rachel Howe is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and the Excelsior Springs School District. 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. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with research and model portfolios.

Erica Goltra is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Adaptation Financial Advisors, Cambridge Investment Research, and PlanMember Securities Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Derick Oakley is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer of Sagacious Capital. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Chase Keeler is a financial advisor at Edward Jones with 11 years of industry experience. He previously worked at American Century Investments, Bank of America NA, and Merrill Lynch. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Steven Hughes is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, he serves as a successor trustee for family estates. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Thad Blevins is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with six years at Morgan Stanley and a total of four years in the financial industry. Prior to joining Morgan Stanley, he worked at The University of Kansas and The Pembroke Hill School. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brett Wacha is a CFP® and Series 66-registered financial advisor with six years of industry experience. He currently works at LPL Financial and previously spent six years at Edward Jones. Before transitioning to financial services, he worked over a decade at Clickfarm Interactive Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by in-house and third-party research and a variety of portfolio management options.

David Neihart is a CFP®-credentialed financial advisor with 40 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entities, and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Crossing Cultures Ministry and is involved in private business ventures including farmland ownership and a partnership holding shares in a community bank. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security strategies, and tax-efficient withdrawals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ted Chartier is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding CFP® and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services from 2013 to 2020. He is involved in early childhood education through an ownership interest in an early learning center. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides specialized planning in areas such as retirement, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Michael Homuth is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on high net worth individuals and families. He specializes in helping clients navigate wealth management complexities through various life stages, including pre-retirement, retirement, and multi-generational wealth planning. Michael works closely with clients to develop personalized financial strategies, emphasizing long-term relationships and comprehensive guidance tailored to their unique circumstances. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Colorado-Boulder. Michael and the Homuth Lore Wealth Management Group provide integrated wealth management solutions that include asset management, retirement planning, risk management, and wealth transfer strategies. Their investment approach is collaborative and thematic, aligning portfolios with clients' objectives, risk tolerance, and time horizons using Merrill Lynch's research and technology. Michael is fluent in English and Spanish. Outside of work, he enjoys fishing, football, golfing, reading, skiing, and spending time with his family.

Scott Pfeifer is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2021 and previously worked at CommunityAmerica Financial Solutions, LLC for seven years. Pfeifer is based in Kansas City, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and a proprietary money market fund, supported by a large network of financial advisors and branch offices nationwide.

Scott Mcmillen is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 25 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-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Emma Brophy is a Financial Advisor at Merrill Lynch Wealth Management. She works one-on-one with clients to define their financial goals and develop portfolio strategies tailored to help them achieve those objectives. Emma provides ongoing advice, adapting investment portfolios as clients' situations change. Her expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Emma holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Kansas and is affiliated with professional organizations such as the Chi Omega Fraternity and the KU Women in Finance Club. Raised in a family of cattle ranchers, Emma learned values of trust, hard work, and relationship-building that continue to guide her approach in financial services. When not working with clients, she enjoys golfing, horseback riding, swimming, traveling, yoga, and spending time with her family. Emma resides in Kansas City, where she is active in the community and supports local organizations and events.

Matthew Perschon is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory work, he owns and manages a small family ranch in Missouri. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with roles including oversight of affiliated and unaffiliated sub-advisers.

Robert Renz II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to implement strategies that produce measurable results, utilizing processes refined over a long career at Merrill Lynch. Robert and his team, who collectively bring extensive tenure and expertise within Merrill, focus on delivering client-centered outcomes through straightforward and cost-effective investment plans supported by advanced technology. His areas of focus include college education planning, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. Robert holds a Bachelor's degree from the University of Kansas and a Master's degree from Rockhurst University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as Chairman of the Multiple Sclerosis Society's Dinner of Champions event and has been a board member of Bike Walk / Bike Share KC. Outside of work, Robert enjoys cycling, cooking, fishing, and spending time with his family.

Kurtis Roebuck is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including UMB Bank, N.A. and Prosperity Advisors, LLC. Outside of his advisory role, he provides notarial services through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.