Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

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.

Matthew Winterhalter is a financial advisor with Edward Jones in Lenexa, KS, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones, he was involved with several Catholic churches in music-related roles. Outside of his advisory work, Winterhalter is a freelance church musician and organist, providing music for weddings, funerals, and church services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Benjamin Seibold is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles outside finance, such as positions at the University of Denver Golf Club and the Denver Wedding Rental Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program, which combines non-discretionary client guidance with access to affiliated discretionary managed accounts.

Brian Hamilton is a financial advisor at Edward Jones with CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was at NIC Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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.

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.

Jonathan Morton is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He joined Morgan Stanley in 2026 after roles at Prairie Ridge Logistics and C.H. Robinson, and previously worked at Whole Foods Market. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

James Wyllie is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has held roles at Cetera Advisors LLC, Purpose Planning, and Spencer Financial Services, LLC. Outside of finance, Wyllie is involved in community and nonprofit activities, including ownership of Liberty United Soccer Club and Reclaim Functional Rehab, as well as serving on the leadership board of the nonprofit Man Up and Go and as an elder at Liberty Christian Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Christopher Pope is a financial advisor with Morgan Stanley in Kansas City, MO. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Commerce Bank before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 with a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jack Donovan is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and previously worked at American Century Investment Services, Inc. Outside of his advisory role, he is involved with Embrace the Grape, a business he has been affiliated with since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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.

David Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at Motorola Solutions and Northern Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor portfolio management and financial planning. The firm operates with institutional trading capabilities alongside wealth management services, providing a broad range of financial solutions.

Bryan De Coursey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at firms including MassMutual, LPL Financial, and Waddell & Reed. Outside of his advisory role, De Coursey serves as a stage hand for the Kansas City Chiefs, assisting with the setup and takedown of equipment for on-field pregame activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining a separation between the two services.