Carl S. Simpson

John Daniel is a financial advisor with Money Concepts Capital Corp in Butler, MO, holding a Series 66 designation and 23 years of industry experience. He has been associated with Money Concepts Capital Corp since 2002 and also works as a CPA at DSWA, CPA, where he prepares tax returns. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses model portfolios, third-party sub-advisers, and various account structures to serve its approximately 14,700 clients.

Brett Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. Prior to joining Principal, he worked at Citizens Bank from 2016 to 2021. Miller also holds an outside insurance agent position, providing fixed insurance products including life, disability, long-term care, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

William Stephens is a financial advisor with Principal Financial Services in Butler, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at Union Financial and Stephens / Heffner Financial Partners. Outside of advising, Stephens serves as president of the Butler R-V School Board, is a board member of the Butler RV Education Foundation, owns a gym, and participates in several business ventures including a startup internet web design company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Drake Stephens is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal, he was with Stephens Heffner Financial Partners and has experience working with organizations including the Kansas City Zoo and Aquarium and the Missouri Department of Conservation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Carol Winburn is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Money Concepts Capital Corp since 2006 and concurrently maintains a role at DSWA Certified Public Accountants, where she assists with human resources, employee benefits administration, and tax preparation. She also has experience in group health and supplemental insurance sales. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs, and integrates third-party managers and platforms such as Envestnet for trading, management, and reporting support.

Jill Fischer is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2017. Prior to her financial advisory career, she spent 12 years with Appleton City R-II Schools. Outside of her advisory role, Fischer serves as a director and board member for several nonprofit organizations focused on charitable and educational initiatives in her community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a range of financial topics and allows clients to combine planning with managed-account programs while keeping the services distinct.