Glenda Fiegl is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and economic modeling techniques.

Matthew Musson is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. His prior work includes various roles at the University of Kansas, hospitality businesses such as The Hawk Tavern and The Jayhawk Cafe, and positions at country clubs and golf-related companies. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment approaches, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Angela Brill is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. She has held leadership roles including CEO and manager of Prosperity Advisors, LLC, and is involved in related business activities such as serving as chairman and CEO of Prosperity Shared and referring clients to a tax and accounting firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various investment strategies and third-party managers, overseeing more than $256 billion in assets and supported by a network of over 10,000 advisors.

Robert Falck is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 66 credentials. He has two years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase bank N.A., as well as military service in the Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services, delivered through a large network of financial advisors.

Katharine Eck is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where she has worked since 2018. She has seven years of industry experience and is also a partner in an event management company, Fifteen Zero One, LLC. Prior to joining Edward Jones, she was involved with Hope Faith Ministries and Wildtree. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Philip Verhaeghe serves as a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he founded The Verhaeghe Group. He leads a team of ten professionals who manage over $1 billion in client assets as of June 2025. Philip specializes in working with affluent families, primarily those with $5 million or more in net worth, assisting them in navigating the complexities of significant wealth. His approach focuses on integrated planning, clarity, and stewardship, addressing interconnected aspects such as investments, legacy planning, liquidity events, business transitions, and philanthropy. Philip's expertise includes preserving purchasing power across generations and coordinating closely with estate and tax professionals. He builds tailored frameworks to simplify complexity and clarify outcomes for his clients. His work has been recognized by Forbes, listing him among the Best-in-State Wealth Advisors from 2018 to 2020 and 2022 to 2025, and by Barron's in 2018 as one of the Top 1,200 Financial Advisors. He holds a Bachelor's Degree from Kansas State University and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. In his personal life, Philip enjoys mountain biking, fly fishing, and spending time with his family.

James Connelly is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and was previously with 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 employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Stephen Coburn is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Cohen is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.

Riley Landuyt is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp since 2018, alongside his current role at Cetera. Outside of advising, Landuyt is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a large network of advisors and over $256 billion in assets under management.

Christopher Williams is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLife Securities LLC, and OWLFI RIA LLC. Outside of his advisory work, Williams is involved as a business owner and operates a wine bar and kitchen in Kansas City. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Brian Palmeter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Bank of America, Merrill, Lendor Corp, Concrete Design Inc, and Gerstner Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Kaleb Stoppel is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2023, he worked in various educational roles including positions at the Park Hill School District, Wichita Public Schools, William Woods University, and Olathe Public Schools. Outside of his advisory work, he is the author of a book on mental health and occasionally speaks on mental health awareness, drawing from his personal experience as a survivor of a school shooting. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

Eric Savio is a financial advisor at Merrill with Series 66 and Series 65 licenses and four years of industry experience. He previously worked at U.S. Bank for five years and Keen Wealth Advisors for three years. He is based in Kansas City, MO. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

James Mcmurtry is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. He has a 50% ownership stake in Emerald Legacy Advisors, LLC, an investment-related business based in Kansas City, MO. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kimberly Pieper is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 18 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets. She is involved with two investment-related business ventures based in Leawood and Overland, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, offering tailored recommendations through Wells Fargo’s research and planning tools.

Chadwick Thomas is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera and Cetera Advisors LLC since 2022, as well as at Prosperity Advisors, LLC, where he serves as a financial professional. His prior work includes roles at Copaken Brooks and Lawrence Country Club. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple third-party managers through a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Walters is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and its related entities since 2008 and also serves as CFO of Blue Ridge Bank, where he is involved in financial reporting and investment decisions. Walters is a board member and treasurer for Saint Peters United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with a wide range of program options and serves over 800,000 clients through more than 10,000 advisors.

Seth Gartland is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. Seth specializes in wealth planning and building financial plans tailored to meet clients' unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional role, Seth's personal interests include camping, family activities, hiking, outdoor adventures, scuba diving, and enjoying food-related experiences.