Andrew Mc Laughlin is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at ALDI Inc. for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Schuyler Gregory is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation. He has been in the industry since 2023, with prior experience including roles at Falletti Financial and teaching at Pittsburg State University. His background also includes involvement with Pittsburg State University’s Men’s Basketball program and work in retail management. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant 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 retirement income plans through a centralized consulting team.

Terri Roberts Munsell is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UMB Financial Services Inc. and UMB Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and scenario modeling.

Erin Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Raymond James Financial and Waddell & Reed. Murphy serves as a board member for the Kearney Quarterback Club, a community organization in Kearney, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Paul Tranckino is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He began his career at Fidelity as a Financial Representative and progressed through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Prior to joining Fidelity Investments, Paul gained experience as an Analyst at UMB Financial Services, Inc. and George K. Baum & Company, Prairie Capital Management. He also held positions as a Finance Intern at Mitchell Capital Management and as an Investment Advisory Assistant at Tromans Investment Advisors. Paul's professional approach centers on assisting clients in achieving their financial goals. Further educational background and personal interests were not provided.

Cameron Sproul is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations. His tenure at Fidelity includes roles with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Breland Burns is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Talent Unlimited and Waddell & Reed, Inc. Burns is involved with BB Business Ventures, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

Carra Sprague is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016 and previously spent 15 years at Merrill. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Susanna Denney is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc for a decade and has held leadership roles at Sunset Financial Services, including Chief Operating Officer of its wholesale broker-dealer. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services supported by a range of advisory platforms and third-party solutions.

Bryan Buczek is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Duratek Polymer Coatings and Patriot Coatings, as well as service on the Shelby County Board of Education. He is also involved with StrageiX Insights LLC in a non-investment-related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation primarily through third-party portfolio strategists and offers additional services such as financial planning, insurance products, and trust custody services.

James Fitzgerald is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for Angel Flight Central, a nonprofit organization that provides volunteer long-distance air transportation for individuals in crisis. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by deep integration with Bank of America affiliates and a comprehensive capital-markets platform.

Bailey Walls is a Series 66-licensed financial advisor with Charles Schwab, based in Leawood, KS, and has one year of industry experience. Prior to joining Schwab, Walls held positions at Renaissance Financial and Cetera Wealth Services, LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options supported by extensive research and centralized operations.

Jennie Chappell is a financial advisor with Edward Jones in Prairie Village, KS, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at Lenexa Baptist Church from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Matthew Sayers is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at UBS Financial Services Inc for seven years. Outside of his advisory work, he is the sole owner of SAYERS, INC. and serves as co-trustee of a private wealth management 401(k) plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Jon Ingalls is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63, 65, and 66 credentials and 16 years of industry experience. He has been with Mass Mutual affiliates since 2016 and previously worked at Lawing Financial Inc from 2012 to 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars through structured, annual planning engagements using firm-approved analytical tools.

Marchelle Alexander is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lloyd Neubauer Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 23 years at Signator Investors, Inc. Neubauer also operates a sole proprietorship focused on the sales and marketing of fixed and non-variable annuities. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Todd Acuff is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2012, following a 17-year tenure at UBS Financial Services. He is based in Kansas City, MO. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market simulations.

Marklouis Barone is a CFP® and Series 66 credentialed advisor with 12 years of industry experience, currently practicing at Edward Jones since 2013. He is involved with Heartland Church of Christ in Kansas City, where he assists with teaching and speaking. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Marjorie Neech is a financial advisor with LPL Financial, holding a Series 65 designation and seven years of industry experience. She previously worked at Stepp & Rothwell, Inc. from 2015 to 2021 before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.