Reggie Kemna is a financial advisor with Ameriprise based in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages several small businesses, including a farm operation and real estate-related companies. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Taylor Bell is a CFP® professional with seven years of industry experience and has been with Edward Jones since 2018. Prior to joining Edward Jones, Taylor worked at MD Anderson Cancer Center from 2015 to 2018 and spent time in full-time education during 2017 to 2018. 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a fiduciary standard of care.

Samuel Glass is a financial advisor with OSAIC based in Overland Park, KS. He holds a Series 66 designation and has professional experience across several firms since 2021. Outside of finance, his background includes roles in the beverage industry, soccer clubs, and university settings. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Tatum Schuler is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2024. Prior to joining Cetera, Schuler spent 13 years at Charles Schwab and Charles Schwab Bank. She is also involved with Rally Wealth and Benefits, providing wealth management services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Courtney Rhoden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning services. The firm offers tailored investment recommendations supported by its research and planning tools, with services that include cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis.

Fred Yonker is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in crop yield activities in Freeman, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kevin Hosey is a financial advisor with Raymond James Financial in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He spent 10 years with UMB Financial Services and UMB Bank before joining Raymond James and First Investments and Planning. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bryan Clark is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent nine years at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Jesse Snow is a financial advisor with LPL Financial based in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at firms including Waddell & Reed and operated his own entity, Jesse Snow, LLC. Snow has also been involved in insurance-related activities in addition to his advisory roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard March is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His work history includes roles at US Bank, BMO Harris Bank, BOKF (dba mobank), and Merrill. Outside of finance, he is a shift manager at Gilbertson Restaurants, a fast food establishment in Kansas City. 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 for a range of clients, including individuals, high-net-worth clients, and institutional entities.

Richard Blankenship is a Wealth Management Advisor with Merrill Lynch Wealth Management, with experience in the financial services industry dating back to 1994. He rejoined Merrill Lynch in April 2016, providing investment consulting and wealth management services from an independent and objective perspective. Richard works with clients to develop personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as retirement planning, family wealth management, philanthropic planning, and portfolio management. He holds a Bachelor's degree from the University of Missouri and an Executive MBA from Washington University in St. Louis. Richard is a member of the Investments & Wealth Institute and holds the Certified Investment Management Analyst (CIMA) designation. He also earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. In addition, his professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard is originally from Sikeston, Missouri. He and his wife Brenda have three daughters and several grandchildren. He actively participates in community organizations and volunteers with groups such as the Food Bank and the Ronald McDonald Home. He is also involved with professional and community organizations including Rotary South, Jefferson Club, Tiger Scholarship Fund, Mizzou Alumni Association, and Washington University Alumni Association.

Amanda Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, with access to model portfolios, research, and a variety of investment management services.

Lucas Harris is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he spent one year at UBS Financial Services and seven years at Cerner Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

Corey Long is a financial advisor at Edward Jones in Independence, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cole Hart is a CFP® professional with 10 years of experience at Edward Jones in Kansas City, MO. He has been with Edward Jones since 2016 and holds a Series 66 designation. 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. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Aaron Aubry is a Series 66 licensed financial advisor with Morgan Stanley, based in Leawood, KS, and has one year of industry experience. Prior to joining Morgan Stanley, he held roles at Dentsply Sirona and Spencer Medical Sales. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Elizabeth Smart is a Series 66-licensed financial advisor at Merrill with five years of industry experience. She has been with Merrill since 2017 and previously worked at Bank of the West from 2011 to 2017. 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 accounts.

Paul Davis is a Financial Advisor at Merrill Lynch Wealth Management based in Leawood, Kansas. He helps successful families and business owners simplify complexity and achieve clarity in their financial lives by delivering personalized wealth management strategies built on disciplined planning, education before action, and proactive follow-through. His approach emphasizes putting clients' goals at the center of every decision, ensuring transparency and confidence in financial planning. After earning his Bachelor's Degree from Utah State University, Paul began his financial services career in Phoenix before relocating to Kansas City. He earned the Chartered Retirement Planning Counselor™ designation in 2023 and holds the Personal Investment Advisor credential. Paul leverages Merrill’s institutional research, technology, and cybersecurity resources to provide clients with a secure and integrated experience. He coordinates with firm specialists in banking, lending, tax, and estate planning to help ensure every aspect of clients' financial lives works cohesively. Paul is involved with the Leawood Chamber of Commerce, the Mid-America Association of Real Estate Investors (MAREI), and The Connection KC. He also participates in community organizations such as Band of Angels and Variety KC. Outside of work, Paul enjoys chess, hiking, music, reading, running, spending time with his family, writing, and yoga.

William Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2017 and previously at Wells Fargo Advisors and Wells Fargo Clearing. Ellwood is also the owner of Ellwood Investments. 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 institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Joseph Hogan is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and a total of 26 years of industry experience. Prior to joining Charles Schwab in 2025, he spent 26 years at American Century Investments. Joseph is based in Leawood, Kansas. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers both non-discretionary and discretionary investment solutions, delivering multi-asset model portfolios supported by centralized custody and operational infrastructure.