David Felshaw is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he and his wife operate a small business named RYLIND CO, which is managed by his wife. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Lori Tempel is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She 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, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Keck is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adjusts investment plans as clients' situations evolve. Joseph focuses on areas including managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He emphasizes listening carefully to clients to understand what matters most to them and their families, which informs the personalized strategies he creates. He holds a Bachelor's Degree from Missouri State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Joseph enjoys cooking, football, and hiking.

David Iannetto is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of finance, he plays, writes, and composes music as a member of the band Sirens in the Suburbs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs.

Steven Pohle is a CFA® charterholder with 30 years of industry experience. He has been with Ameriprise since 2013, currently serving at their Lees Summit, MO office. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jeremy Duane is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Basys and Mylo, a Lockton Company, and spent fifteen years at Freightquote, By CH Robinson. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Stasha Case is a Series 66 licensed financial advisor with 17 years of industry experience, currently with Cetera. She has held roles at Prosperity Advisory Group and its affiliated entities since 1994 and joined Cetera Advisors LLC in 2013. Outside of finance, she is involved in acting and singing on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and third-party manager access.

Loretta Bills is a financial advisor with Cetera, holding a Series 66 license and possessing 11 years of industry experience. She has worked with several firms, including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Outside of her advisory role, she is a notary public and refers clients to a tax and accounting service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Michael Koechner is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies, including Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates, to support its advisory services.

Robert Burks is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets Corporation since 2008, following a one-year tenure at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated portfolio management, financial planning, and custody services.

William Morris III is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at UBS Financial Services Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he owns residential rental property in Shawnee, Kansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include wealth management, estate planning, and specialized investment strategies.

John Kliewer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 31 years of industry experience. His prior work includes roles at Columbus Life, John Hancock Life Insurance Companies, and Waddell & Reed, Inc. Outside of his advisory work, he owns Uncommon Business Enterprises, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tucker Fenske is a financial advisor at Merrill with a Series 66 designation and recent industry experience beginning in 2026. Prior to joining Merrill and Bank of America, he held roles at Hallbrook Country Club and several other regional organizations. His background includes a mix of service and management positions outside the financial industry. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Wendy Jennings is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James & Associates Inc., UBS Financial Services Inc., and Global Industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning and investment services.

James Widman is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2013. Outside of his advisory work, he is involved with the Riverside Duck Club, a recreational duck hunting club in Missouri. 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 options that include retirement, education, and business-owner transition planning, among others. The firm combines advisory services with various financial product sales and referral channels.

Christopher Schumm is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Schumm serves on the board of The Kansas City Symphony Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and offers access to various investment programs.

Christopher Gibbs is a financial advisor with Raymond James & Associates holding a Series 66 license and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Transamerica Financial Advisors, Inc., World Financial Group, Inc., Commerce Brokerage, and Ameriprise Financial Services Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Spencer Morse is a CFP® professional with four years of industry experience, currently advising clients at Edward Jones since 2021. Prior to joining Edward Jones, he worked at MarksNelson LLC and Valbridge Property Advisors. 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, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Brian Wacha is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co. and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Marsha Clark is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. Her career includes positions at Money Concepts Capital Corp and Ameriprise Financial Services, Inc. In addition to her advisory work, she prepares taxes for family and friends on a part-time basis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, offering tailored, non-discretionary advice supported by analytical tools and a large advisor network.