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® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera, Schuler worked at Charles Schwab Bank and Charles Schwab for 13 years, as well as American Century Advisory Services and earlier roles at Cetera. In addition to work at Cetera, Schuler is involved with Rally Wealth and Benefits as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services across multiple program structures and investment options.

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.

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 in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., and operating his own firms, Jesse Snow, LLC and Mid-Missouri Group LLC. He has also been involved with the Divorce Care Center and insurance-related activities during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard March is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at US Bank, BMO Harris Bank, BOKF, and currently Gilbertson Restaurants, where he serves as a shift manager. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Dawson is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Triumph Financial Advisors, Edward Jones, Merrill, and Fidelity Brokerage Services. Dawson is also involved with Commerce Bank through a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Blankenship is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and re-joined Merrill Lynch Wealth Management in April of 2016. Richard offers purpose-driven investment consulting and wealth management from an independent, objective, and unbiased perspective. His expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Richard holds several professional designations, such as Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard graduated from the University of Missouri and earned a Master of Business Administration from Washington University in Saint Louis. He is a member of professional organizations including Rotary South, Jefferson Club, Tiger Scholarship Fund, Mizzou Alumni Association, and Washington University Alumni Association. He is involved in community organizations like the Food Bank and Ronald McDonald Home. Richard is a native of Sikeston, MO, and lives with his wife Brenda and their three daughters. He enjoys baseball, basketball, football, golfing, reading, spending time with family, swimming, traveling, and watching movies.

Amanda Campbell is a financial advisor with LPL Financial in Westwood, KS, holding a Series 66 license and 12 years of industry experience. She has previously worked at Waddell & Reed, various insurance carriers, Montage Investments, and Copper Financial. Campbell has involvement with a non-variable insurance business under her name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

Nancy Mcelroy is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Banc of America Investment Services. Outside of her advisory work, she has a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services utilizing various portfolio strategies and technology tools to support client account management.

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 with 24 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Edward Jones since 2011. Prior to that, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

James Thomas is a financial advisor at Ameriprise in Kansas City, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009, including a brief tenure at American Century Investment Services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and algorithmic tools to develop customized retirement plans, focusing on assets held within Ameriprise-managed accounts.

Aaron Aubry is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Dentsply Sirona and Spencer Medical Sales. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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 based in Leawood, Kansas, working with Merrill Lynch Wealth Management. He specializes in helping successful families and business owners simplify financial complexity and achieve clarity in their financial lives. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Paul's approach to financial advising is centered around a clear, disciplined planning process that prioritizes clients' goals. He emphasizes education before action to ensure clients understand the rationale behind each decision, and he takes ownership in following through on recommendations. His work often involves coordinating with specialists in banking, lending, tax, and estate planning to provide integrated wealth management. Paul holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2023 and is a Personal Investment Advisor (PIA). He holds a Bachelor's degree from Utah State University. Paul is involved with several professional organizations including the Leawood Chamber of Commerce, Mid-America Association of Real Estate Investors (MAREI), and The Connection KC. He also participates in community involvement with the Band of Angels. Outside of his professional work, Paul enjoys activities such as chess, hiking, music, reading, running, writing, yoga, and spending time with his family.

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.