Jacob Lohrmeyer

Kurt Haberer is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Raymond James Financial Services since 2021 and has a background in insurance and financial services dating back to 2000. Outside of his advisory role, he serves on the Clay County Educational Endowment Association and the City of Clay Center Planning Commission and Board of Zoning Appeals. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by research and outside managers, frequently acting in an advisory and implementation-support capacity rather than as a delegated manager.

Kerri Spielman is a Series 66-credentialed financial advisor with Edward Jones, based in Clay Center, KS, with nine years of industry experience. She has been with Edward Jones since 2016. She serves on the Clay Center Housing Authority Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Jill Mugler is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has previously worked at Securities America Advisors, Investacorp Advisory Services, and Investacorp Inc. Outside of her advisory role, she is a member of Rotary International’s Clay Center chapter and serves on the board of the Clay Center Community Improvement Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by tools such as risk-tolerance questionnaires, asset-allocation software, and portfolio optimization, managing accounts across multiple custodial platforms and providing access to third-party money managers and alternative investments.