Demetra Pace is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Merrill since 1984. Outside of her advisory role, she serves as a medical power of attorney for her parents through a related for-profit entity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients under the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Hudson is a financial advisor with Edward Jones in Lee's Summit, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

William Haas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Great Plains Capital Partners, Edward Jones, and Bank of America. Haas has also been involved with the Overland Park Golf Association and worked at Yaya's Euro Bistro. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Thompson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. Its financial planning approach uses structured tools and firm-approved methodologies, providing advisory services without individual security recommendations as part of standalone plans.

Kristen Haag is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo entities since 2010. Outside of her advisory role, she is involved in ownership of in-home senior care businesses in Overland Park, Kansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

James Goetz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors since 2025, following previous roles at Topstep LLC and Smartsheet Inc., among others. His experience spans various industries, although he has no prior years specifically registered in advisory roles. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions, focusing mainly on individual investors rather than institutional clients.

Kristine Roberts is a financial advisor with Merrill in Leawood, Kansas, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Merrill Lynch since 1993. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Scott Holder is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at RBC Capital Markets since 2012 and City National Bank since 2020. Outside of his advisory work, he is the owner of a real estate property in Illinois. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services tailored to clients’ risk profiles.

Steven Sperry is Vice President and Branch Leader at Fidelity Investments, where he collaborates with his team to grow the Fidelity brand in the Kansas City area. He has held this role since 2022. Prior to joining Fidelity, Steven held several positions at Bank of America Merrill Lynch from 2010 to 2022, including Vice President, Investments Market Leader; Vice President, Financial Solutions Advisor; Vice President, Financial Center Manager; Officer, Assistant Financial Center Manager; and Personal Banker. Earlier in his career, he worked as an Agent at New York Life from 2008 to 2009. Throughout his career, Steven has developed expertise in investment management, financial solutions, and branch leadership. Outside of his professional activities, he enjoys biking, cooking and baking, hiking, outdoor adventures, and traveling.

Jay Long is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Ironhorse Golf Club and Another Broken Egg. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Timothy Zitter is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.

R Marshall Douthat is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Melookaran is a financial advisor with LPL Financial based in Prairie Village, KS, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, all with LPL Financial since 2002. Outside of his advisory role, he has authored a memoir. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management along with access to proprietary and third-party research.

Joshua West is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 designations and seven years of industry experience. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. West is also involved with a health insurance business through West Financial LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services leveraging LPL’s research, model portfolios, and third-party asset managers, with an integrated platform that includes insurance products and collateralized lending programs.

Brian Meyer is a Series 66-licensed financial advisor with Ameriprise in Olathe, KS, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Meyer also owns Creative Collaboration LLC, through which he provides client service support, financial planning analysis, and managed account recommendations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stephen Dumsky is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is part of the Group One Wealth Management team. He began his career in the financial services industry in 1996 at Merrill Lynch and joined Group One in 2009. Stephen specializes in providing customized financial strategies, drawing from extensive knowledge and resources to support clients nationwide. He holds the CERTIFIED FINANCIAL PLANNER® certification and is skilled in asset allocation, manager selection and oversight, and portfolio construction. Stephen values advising multiple generations of clients and emphasizes listening to clients to communicate financial concepts in an understandable way. Stephen earned a bachelor's degree from the University of Missouri System. He lives in Lee's Summit, Missouri with his wife, Rocio, and their two children. Outside of his professional role, he enjoys baseball, chess, fishing, reading, spending time with his family, and traveling.

Ryan Mcqueary is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Mcqueary has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning service.

Kevin Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since 2007 and joined Group One Wealth Management in 2017. Kevin works primarily with business owners and corporate executives to build personalized financial strategies and guide important financial decisions. As a Senior Portfolio Advisor, he assists clients with investment management, retirement planning, and complex financial situations such as selling a business, managing concentrated stock positions, and estate planning for multi-generational wealth transfers. Kevin's expertise centers on executive compensation and stock option planning, small business owner and retirement planning, as well as goals-based planning. His client focus includes college education planning, divorce transition planning, family wealth management strategies, socially responsible investing, and services for endowments, foundations, and non-profits. He holds a bachelor's degree from Newman University and a high school diploma from Kapaun Mt Carmel. Kevin has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of work, Kevin enjoys basketball, biking, boating, golfing, swimming, and spending time with his wife Elizabeth and their two daughters, Emerson and Madelyn. He is involved in community organizations such as Harvesters and volunteers with groups including Special Olympics.

Gretchen Dervin is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010 in various capacities. Outside of her advisory role, she works as an intake coordinator at St. Luke's Hospital in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Christian Eckert is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and has held various roles across multiple companies including US Tech Solutions and the University of South Alabama. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, supported by centralized custody and order-routing infrastructure.