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.

Ryan Mitchell is a CFP® professional associated with Edward Jones in Gladstone, MO, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

Milind Vaidya is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked with Cambridge since 2006. Outside of his advisory role, he serves as president of Strategic Financial Solutions, a non-investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, using multiple custody platforms and proprietary as well as third-party model strategies.

Robin Lauer is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked as a dance instructor at the Dramatic Truth School of the Arts. Outside of her advisory role, Lauer continues to teach dance, dedicating several hours per week to this activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Brian Ross is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with the National Association of Insurance Commissioners from 2015 to 2017. 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 and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Alyssa Engelman is a Series 66 licensed financial advisor at Ameriprise Financial Services with four years of industry experience. She has held roles at Ameriprise since 2020 and has previous experience at Commerce Bank and DoorDash. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Curtis Patterson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 55 years of industry experience. He previously worked at Oppenheimer for seven years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Steven Sullivan is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior experience in physical therapy. He is also engaged in full-time education. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Donald Porterfield is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings 35 years of experience in the financial services industry and has been with Merrill Lynch since 2013. Donald focuses on providing disciplined financial strategies to business owners, individuals, and families by thoroughly understanding their unique financial complexities. He utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives. Donald’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He is a qualified Portfolio Manager who develops and manages personalized or defined investment strategies, combining individual stocks and bonds, Merrill model portfolios, and third-party strategies. He also supports clients through discretionary management within the firm's Investment Advisory Program. Donald holds a Bachelor of Science in Business Administration and Economics from the University of Kansas and an MBA from Rockhurst University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional commitments, Donald is engaged in community volunteering and enjoys cooking, gardening, golfing, swimming, and traveling.

Tera Jobbins is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, 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 non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Paul Stover is a Series 66-licensed financial advisor with 15 years of industry experience, currently with UBS Financial Services in Leawood, KS. He has been with UBS since 2016. Outside of his advisory role, he works part-time in bicycle sales and service at Elite Cycling. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets offerings.

David Brookings is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services and Symphonic Securities. He is also the owner of Brookings Capital Management, a sole proprietorship engaged in investment advisory and financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct and manage portfolios across various investment types.

Navneet Karra is a financial advisor with Charles Schwab in Kansas City, MO, holding a Series 66 designation and one year of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Wells Fargo, Karra Brothers, LLC, and Verizon. Charles Schwab & Co., Inc. serves a large client base 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 combines non-discretionary advisory with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and order-routing systems.

Andrey Kulikov is a Series 66-licensed financial advisor with Edward Jones in Leawood, KS, where he has worked for 14 years. He has maintained his career solely with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services with approximately $1.01 trillion in assets under management.

Daniel Dornan is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His career includes roles at The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is also involved in business development at The Bank of 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 national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a variety of investment strategies.

Devan Savner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Service Representative from 2023 to 2024. In his career, Devan focuses on building strong, lasting relationships with clients and their families, emphasizing trust and reliability. He works collaboratively with clients to develop financial plans tailored to their unique near and long-term goals. Outside of his professional responsibilities, Devan engages in family activities and maintains an active lifestyle through fitness and running. He also enjoys puzzles and reading.

Kara Miller is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. She has been with Merrill since 2011. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.