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.

Brandon Williams is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Bank of America, Merrill, Arvest Wealth Management, and Commerce Bank. Outside of his advisory work, he has been involved with Raintree Community Church in a non-investment capacity. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and corporations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

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.

Thomas Hoy is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience in wealth management and financial solutions, having previously served as a Wealth Management Advisor at US Bancorp Investments from 2021 to 2022 and as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. Prior to his financial services career, he was the owner of T&G Commercial from 2006 to 2014. Thomas focuses on developing individualized financial plans tailored to his clients' specific short-term and long-term goals. He aims to provide peace of mind by managing his clients' financial lives so they can concentrate on what they value most. Outside of his professional work, Thomas has interests in beach activities, comedy, cooking and baking, fitness, lakes, and museums.

Joseph Delargy is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gary Nagel is a financial advisor at Cambridge Investment Research Advisors with 55 years of industry experience. He holds a Series 63 designation and has worked previously at Geneos Wealth Management Inc. and Wealth Management of KC, Inc., where he continues as president. Nagel serves on the boards of Wycliffe USA, the Servant Foundation (The Signaty), Deerbrook Community Association, and Colonial Presbyterian Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions tailored to client objectives.

Jake Juarez is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2015 and maintains a longstanding affiliation with JPMorgan Chase Bank, N.A. Outside of advisory roles, his background includes positions in the hospitality and transportation sectors, including at Ocean Prime and Lyft. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG framework when recommending strategies and serves clients through a select group of Wealth Advisors on a non-discretionary basis.

Kevin Frevert is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Grant Ewing is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience, including a brief tenure at Capital Electric Construction Co. Inc. before joining Edward Jones. The firm serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Mark Munsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1997 following his graduation from the University of Missouri with a degree in Finance. Mark holds the Chartered Retirement Planning Counselor (CRPC) designation, awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark focuses on the pre- and post-retirement needs of individuals. As a specially qualified Senior Portfolio Advisor, he provides traditional advice and guidance, helps clients pursue their objectives by building and managing custom investment strategies, and selects from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage those strategies on a discretionary basis.

Thomas Freeman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services Inc. for seven years. Outside of his advisory role, he has ownership interests in several private businesses, including restaurants and investment-related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Teresa Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following two years at Commerce Brokerage Services, Inc. Outside of her advisory role, she owns and operates a retail and online store business based in Lenexa, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Katharine Lew is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory role, she is involved with Ability KC, a nonprofit organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and methodologies.