Tonya Lore is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She has been active in the financial services industry since 2004, providing investment guidance and developing potential solutions to meet the financial objectives of individuals, families, and businesses. Tonya's areas of focus include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, portfolio management services, small business strategies, and tax minimization. Tonya holds a bachelor's degree in Economics with a minor in Business from the University of Colorado at Boulder and earned a Master's in Business Administration from Rockhurst University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She approaches financial advising with a commitment to acting as a fiduciary and aims to tailor personalized financial strategies considering clients' risk tolerance, time horizon, and liquidity needs. Residing in Overland Park, Kansas, Tonya lives with her husband Brian and their two daughters. The family is active in the community, supporting organizations such as the Steps of Faith Foundation and the Kansas City Zoo. Tonya enjoys boating, gardening, music, reading, spending time with her family, and traveling.

Dara Robb is a financial advisor with Edward Jones in Overland Park, Kansas, holding a Series 66 designation and over eight years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Robb is a partner in a handyman services business and also works as a health and fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, 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 a nationwide network of financial advisors and branch offices.

Tate Thornburg is an Associate Financial Advisor at Ameriprise with three years of industry experience. He previously worked with Creative Collaboration LLC and has experience in various roles including positions outside the financial industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice based on in-depth analysis and proprietary tools.

Thomas Wons is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His work history includes roles at Cetera, Securian Financial, OneDigital, and the University of Missouri - Columbia. He is also involved with Renaissance Financial in a registered staff capacity, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Park Ulrich is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kansas Golf Foundation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Brandon Williams is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Commerce Bank, Bank of America, Merrill, and Arvest Wealth Management. He is also involved with Raintree Community Church in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive investment strategies and operational tools.

Jeffrey Schoenekase is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, ProActive Financial Partners, Fountain City Financial Group, and Boulevard Wealth Advisors. Outside of advisory services, he is involved in group health insurance brokerage and works with fixed annuities, life insurance, disability income, and group benefits. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes customized advisory solutions through third-party asset managers and LPL-sponsored programs, providing a range of investment options and ERISA fiduciary services to qualified plans.

Athanie Leeviraphan is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Athanie worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Athanie began their career as a Financial Service Representative at Mutual of Omaha from 2022 to 2023. Throughout their career, Athanie has focused on providing clients with clear information and support to help them make confident financial decisions. They emphasize aligning financial plans with clients' individual goals and fostering a collaborative approach to investment consulting. No additional educational background or personal interests have been provided.

Morgan Jones is a CFP® with 18 years of experience in the financial services industry. He is currently with Fidelity and has held roles there since 2013. Prior to that, he worked at Prairie Capital Management. Jones serves as a subcommittee member of the Missouri State University Foundation, participating in fundraising for scholarships. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and maintains a formal advisory role for multiple registered funds.

Jeffrey Nessel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and having 45 years of industry experience. His prior firms include Oppenheimer and Personal Financial Group. Outside of his advisory work, he has experience as a sitcom writer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives, utilizing a variety of investment strategies and technology tools.

Kota Gottfried is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at Mike Brown Contractors, Centimark Roofing, and Taylor Made Catering. He holds a Series 66 designation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Kiersten Wynn is a Series 66 licensed financial advisor with two years of industry experience. She is currently associated with Cetera and Rally Wealth and Benefits, having previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she also provides notary public services and works as a cashier at a local donut shop. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program options to meet client needs.

Glenn Bates Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients navigate important financial decisions during periods of transition. He works with professionals, executives, business owners, and families to provide structured financial plans that align with their goals, income needs, and long-term priorities. His focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. With over 20 years of experience in the financial services industry, Glenn draws on his understanding of the challenges faced by diverse client groups to deliver tailored financial strategies. His professional designations include Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). Glenn holds a Master of Business Administration degree from Liberty University and a Bachelor of Business Administration degree from Northwood University. Glenn is actively involved in his community through organizations such as Junior Achievement, Connections to Success, KVC, and the Overland Park Rotary Club. He lives in Overland Park, Kansas with his wife and two sons. Outside of work, Glenn enjoys football, ice hockey, music, traveling, watching movies, and spending time with his family.

Thomas Hoy is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience in wealth management and financial solutions, having previously served as a Wealth Management Advisor at US Bancorp Investments from 2021 to 2022 and as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. Prior to his financial services career, he was the owner of T&G Commercial from 2006 to 2014. Thomas focuses on developing individualized financial plans tailored to his clients' specific short-term and long-term goals. He aims to provide peace of mind by managing his clients' financial lives so they can concentrate on what they value most. Outside of his professional work, Thomas has interests in beach activities, comedy, cooking and baking, fitness, lakes, and museums.

Joseph Delargy is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gary Nagel is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 designation. He has 56 years of industry experience, including roles at Geneos Wealth Management Inc., Wealth Management of KC, Inc., and OSAIC. Outside of his advisory work, he serves as board chair of the Servant Foundation and holds board positions with Wycliffe USA, Deerbrook Community Association, and Colonial Presbyterian Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party strategies across various platform arrangements.

Jake Juarez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at J.P. Morgan Securities LLC since 2015 and JPMorgan Chase Bank, N.A. since 2011, along with positions in the hospitality and transportation sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Kevin Frevert is a financial advisor with Merrill, holding the Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America, N.A. since 2015 and has been with Merrill since 2014. Earlier in his career, he spent a year at Ameriprise. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Grant Ewing is a CFP® with nine years of industry experience and has been with Edward Jones since 2016. He is based in Overland Park, KS, and holds a Series 66 registration. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mark Munsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1997 following his graduation from the University of Missouri with a degree in Finance. Mark holds the Chartered Retirement Planning Counselor (CRPC) designation, awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark focuses on the pre- and post-retirement needs of individuals. As a specially qualified Senior Portfolio Advisor, he provides traditional advice and guidance, helps clients pursue their objectives by building and managing custom investment strategies, and selects from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage those strategies on a discretionary basis.