Thomas Freeman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services Inc. for seven years. Outside of his advisory role, he has ownership interests in several private businesses, including restaurants and investment-related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Teresa Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following two years at Commerce Brokerage Services, Inc. Outside of her advisory role, she owns and operates a retail and online store business based in Lenexa, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Katharine Lew is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory role, she is involved with Ability KC, a nonprofit organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Gregory Metz is a financial advisor with Ameriprise in Prairie Village, KS, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he is involved in business ownership and process management activities unrelated to investment services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

Gregory Spears is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has held previous roles at UBS Financial Services, Wells Fargo Clearing, and Forvis Mazars Wealth Advisors. Outside his advisory work, he owns and manages Amplify International Education Inc. LLC, an education-focused business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment clients, and other niche needs. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through advisory or brokerage programs.

Scott Jones is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for nine years before joining RBC in 2023. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and a range of customizable portfolio options.

Meghan Piere is a financial advisor at Edward Jones with a Series 66 credential and prior experience at Ernst & Young, LLP and PricewaterhouseCoopers, LLP. She has one year of industry experience and is based in Overland Park, KS. Outside of her advisory role, Meghan manages rental properties in Shawnee, KS. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Kyle Rizi is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2008, accumulating 15 years of industry experience. He holds the Series 66 license and is based in Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 large nationwide network of financial advisors and branch offices.

Jacob Salzman is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Graham Harvey is a financial advisor with MassMutual Investors Services, holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in various roles across different industries, including service and valuation positions. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as ongoing, collaborative relationships that utilize firm-approved tools to analyze client goals and deliver written recommendations.

Charles Mc Glinn is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of financial services, such as at Sunlighten and McGlinn Bros Landscaping, as well as involvement with Benedictine College and local country clubs. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Taylor Bordman is a financial advisor at Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to Morgan Stanley, Bordman was with Beacon Pointe Advisors, LLC and Cohen Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to model financial outcomes.

Kent Rains is a financial advisor with OSAIC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Prosperity Advisors, and Cetera Advisors. Outside of his advisory work, he owns a fixed insurance agency offering life, long-term care, disability, and fixed annuity products, and he is involved with cattle investment through a separate LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage, advisory, and financial planning services. The firm employs a range of asset-allocation tools and supports multiple advisory platforms and third-party investment solutions.

Ronald Castor is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Cetera and has worked within the Cetera network since 2013. In addition to his advisory role, he is a certified public accountant providing accounting, payroll, and tax preparation services. He also serves as board member and treasurer for Sleepyhead Beds, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chad King is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at Fantastic Memories Travel and Midwest Professional Insurance Company, as well as operating the Chad King Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hesser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies that address a comprehensive range of client needs, including college education planning, divorce transition planning, retirement income, portfolio management, tax minimization, and services for defined benefit and contribution plans. Leveraging the resources of Merrill and Bank of America, he aims to provide clients with flexible, goal-oriented financial solutions tailored to their unique circumstances. John holds a Bachelor's Degree from Concordia University - Texas and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes transparent communication and takes pride in developing a deep understanding of each client’s financial goals to design clear and personalized strategies. Outside of his professional work, John is active in his community as a parishioner of St. Michael the Archangel in Leawood, Kansas. He enjoys spending time with his wife Jennifer, their four daughters, and engaging in personal interests such as boating, cooking, football, gardening, golfing, hiking, music, swimming, and traveling.

Brian Stone is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at CitiFinancial from 2010 to 2016 before joining Edward Jones in 2016. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Pierce is a Series 66-registered financial advisor at Cetera with one year of industry experience. He has previously worked with Renaissance Financial and held various roles at The University of Kansas and other organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with a broad network of over 10,000 advisors and approximately $256 billion in assets under management.

Frank Agron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 54 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 13 years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party databases, employing diversification principles and modern portfolio theory.

Joshua Hartman is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Southern Dirt LLC and Hartman Excavating LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.