Conner Teahan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He utilizes a methodical approach to wealth management that considers various factors including balance sheets, risk tolerance, family dynamics, personal priorities, long-term aspirations, and changing fiscal conditions. This comprehensive analysis enables him to collaborate with clients in developing personalized financial strategies. His expertise covers corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Teahan holds a Bachelor's Degree from the University of Kansas. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has received national recognition, being named to Forbes' "Best in State Wealth Advisors" list from 2019 to 2021 and as one of "America's Top Next-Generation Wealth Advisors" from 2018 to 2021. Outside of his professional work, Mr. Teahan enjoys basketball, cooking, golfing, reading, and spending time with his family.

Cole King is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of Group One Wealth Management based in Leawood, Kansas. With experience dating back to 2012, Cole specializes in helping clients and their families simplify complex financial lives by developing personalized strategies aligned with their goals and priorities. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Cole works closely with clients to identify and prioritize objectives such as estate planning, investments, tax efficiency, wealth transfer, and retirement income, transforming these into clear, actionable plans while building trust and fostering long-term relationships. Cole holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. He is also actively involved in community organizations such as Ducks Unlimited, Knights of Columbus, and Pheasants Forever. Cole resides in Overland Park, Kansas, with his wife, Emily, and their four children, and enjoys spending time outdoors, coaching his children's teams, and engaging in activities like hunting and fishing.

Jay Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at VALIC Financial Advisors for 19 years and spent three years with Agia. He is also the business owner of Simpson Wealth Management, LLC in Kansas City, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Randy Long is a financial advisor with Primerica Advisors based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. He also has a long tenure at Phase III Marketing, spanning nearly four decades. In addition to his advisory role, he receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to home security, automation, and loan products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies created by third-party asset managers and supports trade execution and custody through Pershing with oversight by BNY Mellon Advisors.

Robert Goodwin is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2012. Outside of his advisory role, he owns and operates an internet guitar sales business and serves as an arbitrator for FINRA dispute resolution. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with customized portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate both in-house and third-party investment managers and provides features such as tax management and responsible investing options.

Stephanie Hutchison is a Series 66 licensed financial advisor with Edward Jones, based in Leawood, KS. She has 18 years of industry experience, all of which she has spent with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Johnathan Ryan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he spent five years in full-time education at Rockhurst University and four years at St. Pius X Highschool. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tonya Lore is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She has been active in the financial services industry since 2004, providing investment guidance and developing potential solutions to meet the financial objectives of individuals, families, and businesses. Tonya's areas of focus include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, portfolio management services, small business strategies, and tax minimization. Tonya holds a bachelor's degree in Economics with a minor in Business from the University of Colorado at Boulder and earned a Master's in Business Administration from Rockhurst University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She approaches financial advising with a commitment to acting as a fiduciary and aims to tailor personalized financial strategies considering clients' risk tolerance, time horizon, and liquidity needs. Residing in Overland Park, Kansas, Tonya lives with her husband Brian and their two daughters. The family is active in the community, supporting organizations such as the Steps of Faith Foundation and the Kansas City Zoo. Tonya enjoys boating, gardening, music, reading, spending time with her family, and traveling.

Dara Robb is a financial advisor with Edward Jones in Overland Park, Kansas, holding a Series 66 designation and over eight years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Robb is a partner in a handyman services business and also works as a health and fitness coach. 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 nationwide network of financial advisors and branch offices.

Tate Thornburg is an Associate Financial Advisor at Ameriprise with three years of industry experience. He previously worked with Creative Collaboration LLC and has experience in various roles including positions outside the financial industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice based on in-depth analysis and proprietary tools.

Thomas Wons is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has been affiliated with multiple entities within the Cetera network since 2020 and also serves in a registered staff role at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a large nationwide network of independent advisors.

Park Ulrich is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kansas Golf Foundation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Jeffrey Schoenekase is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, ProActive Financial Partners, Fountain City Financial Group, and Boulevard Wealth Advisors. Outside of advisory services, he is involved in group health insurance brokerage and works with fixed annuities, life insurance, disability income, and group benefits. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes customized advisory solutions through third-party asset managers and LPL-sponsored programs, providing a range of investment options and ERISA fiduciary services to qualified plans.

Athanie Leeviraphan is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Athanie worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Athanie began their career as a Financial Service Representative at Mutual of Omaha from 2022 to 2023. Throughout their career, Athanie has focused on providing clients with clear information and support to help them make confident financial decisions. They emphasize aligning financial plans with clients' individual goals and fostering a collaborative approach to investment consulting. No additional educational background or personal interests have been provided.

Morgan Jones is a financial advisor at Fidelity with 18 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. He serves as a subcommittee member of the Missouri State University Foundation, contributing to scholarship fundraising efforts in an advisory capacity. Morgan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios used by intermediary platforms.

Jeffrey Nessel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and offering 45 years of industry experience. He has worked at LPL Financial since 2014 and operates the Personal Financial Group. Outside of advising, he is also involved in writing sitcoms. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, and retirement plan consulting services. The firm employs both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Kota Gottfried is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at Mike Brown Contractors, Centimark Roofing, and Taylor Made Catering. He holds a Series 66 designation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Matthew Thompson is a financial advisor with Ameriprise, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in managing real estate properties through Thompson Real Estate LLC. Ameriprise provides retirement-income planning services focused on clients near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kiersten Wynn is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with Cetera. She has previously worked at Edward Jones and LPL Financial. Outside of her advisory role, she works as a cashier at a donut shop she is involved with in Kansas City and provides notary public services as needed. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and third-party managers.

Glenn Bates Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting professionals, executives, and business owners during key financial transitions. He focuses on building tailored retirement strategies, managing cash flow, handling workplace benefits such as 401(k) rollovers, improving tax efficiency, and guiding clients toward disciplined and integrated investment approaches. Glenn holds a Bachelor of Business Administration degree with a major in Marketing and Management from Northwood University and a Master of Business Administration from Liberty University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), and his professional affiliations include membership in the Overland Park Rotary Club and Phi Delta Theta Fraternity. His community involvement encompasses participation in organizations such as Blue Valley Southwest Wolfpack, Connections to Success, Father's Club, Junior Achievement, KVC, and the Kansas City Youth Hockey Association Inc. Glenn resides in Overland Park, Kansas, with his wife and two sons.