Antwane Maborn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Pasadena, California. In his role, he advises clients on a broad range of financial strategies, including concentrated stock management, asset and liability management, trust and estate planning services through Bank of America Private Bank, retirement planning, and access to banking and lending services provided by Bank of America, N.A. His client base includes entrepreneurs, C-level executives, entertainers, and foundations. Antwane is also a Senior Portfolio Advisor, offering customized investment strategies and managing portfolios within the firm's Investment Advisory Program on a discretionary basis. Antwane joined Merrill Lynch Wealth Management in 2015, bringing prior experience as a Financial Advisor at Morgan Stanley and JP Morgan. Before transitioning to wealth management, he served as Director of Underwriting for a Southern California NPR and PBS affiliate. He holds several professional designations including Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®). His educational background includes studies at Long Island University and an accredited certificate program from Capella University. Antwane lives in Claremont, California, with his wife Kisha and their children. He is committed to his family and philanthropic causes. His personal interests include baseball, basketball, boating, hiking, reading, skiing, swimming, tennis, traveling, and spending time with his family.

Jacob Grauberger is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and MassMutual Life Insurance Co., as well as teaching positions at several educational institutions. Mass Mutual 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. The firm offers various programs including wrap and money-manager options and conducts educational seminars.

Justin Oldham is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Principal Financial Services, Valic Financial Advisors, and Wells Fargo Clearing. Outside of his advisory work, he owns JOEF LLC, an entity established to support the expenses and growth of his financial advisory practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

John Bichelmeyer is a CFA® charterholder and holds a Series 66 license. He is currently with Edward Jones and has 10 years of industry experience, having previously worked at Glaxis Capital Management and Ivy Investment Management, a subsidiary of Waddell and Reed Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates a large nationwide network of financial advisors and branch offices.

Clark Hoff is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, and Fidelity. Hoff is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory products and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Corey Bierl is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Osaic, Inc, Lincoln Financial Advisors Corporation, and Valic Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

William Henks is a ChFC® credentialed financial advisor with 49 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of his advisory work, Henks is an author of fiction and non-fiction, as well as a board member and officer of the Independence Symphony Orchestra Inc. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charities, and trusts, by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, proprietary and third-party model strategies, and implements investment solutions across various custody platforms to tailor strategies to client objectives.

Jacob Ames is a financial advisor at Charles Schwab in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he was involved in entrepreneurial ventures including Premier Homes LLC and held roles in various businesses such as Valoa Solar and Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Nathan Ney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Primerica Financial Services since 2004 and PFS Investments, Inc. since 2007. Outside of his advisory role, Ney is Co-CEO of Nano Supply, LLC, a construction supplies business, and serves as a board member and partner at Pen Pals, LLC, a real estate investment company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining authority over its model offerings.

Landon Casey is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Cody Askins LLC for three years and held various positions in retail and service industries. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Daniel Mayer is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Waddell & Reed, Inc. and served on the Wilshire Farms Home Owners Association board. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Benson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2006 and holds Series 63, Series 65, and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Adam Hawley is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Waddell & Reed Inc. and involvement with the Urban League of Kansas City. He is also a co-founder of LIFT KC, a community-focused organization in Kansas City. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Popp is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 34 years. Outside of his advisory role, he has business activities involving insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Kyla Wilcox is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses. She has over 16 years of experience in financial services, including roles at Pfs Investments Inc and Primerica Financial Services. Outside of finance, she has been involved with Shiloh Children's Ranch and operates Nolands Catering. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets with a team of nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.

George Sherman III is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2022. Prior to that, he was with Mazuma Credit Union for 20 years and Cuna Brokerage Services, Inc. for 31 years. He serves on the Board of Directors for Missouri Valley Masters Swimming. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Mark Goede is a financial advisor at Merrill in Kansas City, MO, with 12 years at the firm and 10 years of industry experience. He holds Series 63 and Series 66 licenses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Matthew Murphy is a CFP® credentialed financial advisor with 14 years of industry experience. He currently works at Fisher Investments, where he has been since 2021. His prior experience includes roles at Beacon Pointe Advisors and Ivy Funds Distributor Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach led by a five-member Investment Policy Committee, integrating quantitative and qualitative research to construct diversified portfolios.

Philip Forbes is a Series 66 licensed financial advisor with 12 years of industry experience, currently practicing at Merrill in Kansas City, MO since 2015. Outside of his advisory role, he works part-time as a driver for Uber Technologies Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Loyd is a Senior Resident Director with Merrill, specializing in wealth management strategies tailored to the needs of affluent families, accomplished professionals, and successful business owners. Since beginning his career in the financial services industry in 1994, he has worked alongside a team of specialists to deliver goals-based wealth management through personalized advice and a disciplined investment approach. Steven holds the Personal Investment Advisor (PIA) designation and has a High School Diploma from Billings Missouri. He emphasizes one-on-one collaboration with clients to develop financial strategies aligned with their long-term goals. In addition to his professional responsibilities, Steven is engaged in community service, dedicating time to volunteer with local organizations consistent with Merrill’s tradition of community involvement.