Adam Schwery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Country Capital Management Co, and COUNTRY insurance affiliates. Outside of his advisory work, he serves as treasurer for the Gladstone Kiwanis and holds board memberships with the Briarcliff Business Partner Alliance and Heart of the Redeemer Covenant Community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jordan Rider is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2010 and worked at WCG Wealth Advisors, LLC from 2023 to present, as well as V Wealth Management, LLC between 2010 and 2023. Outside of advisory roles, he owns a home-based business called Alpha Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with various discretionary and non-discretionary management options, supported by research and model portfolios.

Tin Kyaw is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank, Bank of America, Merrill, Sage Point Advisors, and Intero Real Estate Services. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Daniel Benninghoff is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients at Group One Wealth Management since 1994. As the senior member of the team, he oversees the direction and implementation of their investment philosophy and the management of client assets. Dan specializes in delivering client-centered investment solutions through a holistic and sustainable approach, taking into account clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. With over 30 years of experience, Dan provides customized investment strategies to high net worth families, corporate executives, and business owners. He manages discretionary investment portfolios using personalized or defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. His areas of focus include college education planning, family wealth management, endowments and foundations, legacy and philanthropic planning, personal retirement strategies, tax minimization, and services for women, sports, and entertainment professionals. Dan is a native of Newton, Kansas, and holds a bachelor's degree from the University of Kansas. He earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™, in partnership with the Wharton School of Business at the University of Pennsylvania, and also holds the Personal Investment Advisor (PIA) credential. Outside of his professional work, Dan is a former collegiate baseball player and enjoys baseball, golf, fishing, travel, and spending time with his family. He and his wife, Janelle, reside in Overland Park, Kansas, and have four adult children. Dan also serves on the Philanthropic Committee for Starlight Theatre.

Kevin Leduff is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He focuses on delivering personalized financial strategies that simplify complex decisions and aim to help clients enjoy the present while managing future concerns. Kevin emphasizes one-on-one planning and open communication to facilitate discussions about clients' envisioned futures, helping them avoid hasty or emotional financial decisions. With expertise in areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, portfolio management, tax minimization, and retirement income, Kevin takes a data-driven approach to managing clients' financial goals. He supports advanced planning and financial education, explaining concepts in a clear manner to design wealth strategies that align with clients’ risk tolerance and objectives. Kevin holds a Bachelor's degree in hotel and restaurant management from Georgia Southern University. Prior to joining Merrill in 2010, he spent eight years working in the restaurant industry with positions of increasing responsibility. A member of the United Schutzhund Clubs of America, Kevin competes locally with his German Shepherd, Artoo. He lives in Brookside, Missouri, with his wife Ferryl and their two sons, and they often attend their children's sporting events together.

Clayton Minnick is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he operated Clayton's Lawn Service, LLC for 13 years and worked at Vanit Delivery for a year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

B Martin is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He previously worked for SagePoint for 12 years before joining Osaic in 2023. Outside of his advisory role, he works part-time in various positions with the Kansas City Police Department, including call taker and desk clerk. Martin also owns an insurance agency that provides life and health insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio management that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Martin is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Locali Automotive and UPS. Martin has also been involved in education through his work at the University of Missouri-Kansas City and Lee's Summit North High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Robert Overton is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also works as an independent insurance agent specializing in fixed life, disability, and long-term care insurance. Outside of finance, he performs as an accordion player at occasional non-solicited events and serves on the personnel committee at Leawood Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Natasha Monzyk is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. In addition to her advisory role, she is affiliated with Maryville University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and a proprietary money market fund.

Seth Keethler is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Commerce Brokerage Services, Inc. and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from in-house and third-party sources.

Ryan Holmes is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Kansas City, Missouri. Since 2004, he has served clients by developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. As a qualified Portfolio Advisor, Ryan provides a range of investment services, including recommendations of Merrill Lynch and approved third-party investment managers' strategies, funds, and portfolios. He employs a goals-based wealth management process that integrates time-tested investment principles with flexibility to respond to evolving economic environments. Ryan is dedicated to understanding the priorities of high net-worth individuals, their families, and businesses, crafting customized strategies to help them pursue their long-term objectives. His approach emphasizes a service-focused philosophy that supports clients at every life stage. In addition to his financial advisory role, Ryan follows the Merrill tradition of community involvement by volunteering with local organizations. Ryan holds a High School Diploma from Rockhurst High School and has earned the Personal Investment Advisor (PIA) designation.

John Gutierrez is a financial advisor affiliated with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2024 with Cetera Advisor Networks and joined LPL Enterprise in 2025. Outside of finance, he has a long tenure at United Parcel Service since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

Patrick Mc Anulty is a financial advisor with Equitable Advisors holding a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Principal Securities, Inc., working on the private staff for Jeff Schoenekase, and nearly a decade with Charlie Hustle USA LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and works with third-party asset managers and advisory programs to implement tailored investment solutions.

Joseph Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles, including positions at Power Home Remodeling Group and Goosehead Insurance Agency. 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 large network of advisors and branch offices nationwide.

Christopher Smiley is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and Valic Financial Advisors. Smiley also served 20 years in the United States Army Reserve as an Engineer Officer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with planning services separate from managed-account programs.

Chase O Dell 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, he worked with Truhome Solutions and held positions at several companies including Allegion and Spectrum Brands. He has also been involved with Bridgeway Ministries and Urich Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions. The firm manages over $1 trillion in assets, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors.

Drew Charbonneau is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Johnny's Tavern and LightDoc Ai, and he studied at the University of Kansas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Hupp is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 credential and bringing 17 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., RJJJ Group, and ownership involvement in R & L Company, LLC, a truck repair business. He also briefly operated a kitchen company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management with model portfolios and research support.

Kyle Hummer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Kansas City, MO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and does not offer individual security recommendations as part of its standalone planning program.