John Daniel

Brett Miller is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has four years of industry experience, including roles at Stephens Heffner Financial Partners and Citizens Bank. Miller also maintains an outside insurance position, selling and servicing fixed insurance products such as life, disability, and long-term care through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. 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.

William Stephens is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at Principal Life Insurance Company since 1998, Principal Securities Inc since 2016, and Stephens / Heffner Financial Partners since 2019. Outside of his advisory work, Stephens serves as president of the Butler R-V School Board and is involved with several local business and community organizations, including a startup internet web design company and a performing group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through 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 with 26 years of industry experience. She has worked at Money Concepts Capital Corp since 2006 and is also employed at DSWA Certified Public Accountants, where she assists with human resources, employee benefits administration, tax preparation, and accounting. Additionally, she engages in group health and supplemental insurance sales. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 431 advisors using a variety of managed programs, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers.

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.

Stephen Craigmiles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with LPL Financial since 1997 and has prior experience at Boatmen's Bank of Butler and NationsBank dating back to 1985. Outside of advisory work, he is the sole owner and managing member of Lone Oak Land & Timber, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of delivery options supported by an in-house research team that constructs model portfolios and provides both strategic and tactical investment implementations.