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.

Leslie Darrington is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. Leslie has worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2013. Outside of the firm, Leslie is involved in the management of investment-related business activities through ownership and partnership roles in private LLCs based in Leawood, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas including retirement, education, and niche services, with tailored recommendations developed using proprietary research and tools.

Andrew Gustafson is a financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and has been involved in community activities including serving on the board of a charitable welfare fund and coaching youth lacrosse. He is currently vice president of the Lacrosse Association of Kansas City, promoting youth and high school lacrosse initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment management with various portfolio management and financial planning services.

Richard Homuth is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1986, also working at Bank of America, N.A. since 2011. Outside of his advisory role, he is a General Partner of Canterbury Circle Family, a family estate planning LLC. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Susan Mccourt is a financial advisor at Stifel with 31 years of industry experience. She holds a Series 63 designation and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Stifel utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kevin White is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2019. Outside of his advisory role, he is also employed as a radiologic technologist at an urgent care medical facility, providing x-ray services and patient care. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning on topics such as retirement, taxes, and estate planning without managing investments directly. The firm combines goal-based analyses with managed-account options while maintaining separate planning and investment services.

James Witkowski is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a board member for the Dad & Daughter 5K Run/Walk charity event, assisting with event planning and coordination. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Austin Gates is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 including tailored financial planning, supported by structured discovery processes and advanced modeling tools.

David Poskin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Hill & Mitchell Group LLC and Waddell & Reed, Inc. He also serves as a precinct committeeman in Johnson County, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of investment strategies and operational support tools.

Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services through its WealthPlan billing program.

Lisa May is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior roles include positions at Commerce Brokerage Services Inc and U.S. Bancorp Investments, Inc. She operates her advisory business through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.

Gina Snearly is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017, following seven years at Men's Wearhouse. 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, supported by a national network of more than 23,700 financial advisors.

Linda Werner is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 with approximately $1.01 trillion in assets under management.

Brad Beier is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has diverse work experience including roles at Amazon, Maryville University, Home Depot, and involvement with local businesses such as Ozark Boat Rentals and Paradise Tropical Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to model financial outcomes.

Thomas Knox is a financial advisor with LPL Financial in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including prior roles with Waddell & Reed Inc. and involvement in youth soccer organizations, where he has served as a coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by research and technology tools.

Olivia Cross is a Series 66–licensed financial advisor with four years of industry experience. She currently works at Edward Jones in Kansas City, MO, and previously held positions at Copper Financial Network and North American Savings Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Janice Brandt is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America Inc for nearly a decade each. She is also Vice President and Chief Compliance Officer of Sunset Financial Services, Inc., where she oversees compliance requirements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions and utilizes various tools and third-party platforms to construct and manage portfolios.

Seth Bower is a financial advisor with LPL Financial holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at PCG Wealth Management, Blue Ridge Bank & Trust, and Rockhurst University. Outside of finance, he has worked with M&M Golf Cars LLC and taught at Truman High School. 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, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Kyle Baker is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2016. 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.