Kurt Donald Haberer

Jacob Lohrmeyer is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and a Series 66 designation. Prior to his financial career, he worked in healthcare at Clay County Medical Center and Epic Vision Eye Centers. He is active in the Clay Center community, serving as Vice President of the local Rotary Club and as a board member of A Mural Movement of Clay Center. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes for discretionary or non-discretionary management.

Sonya Barleen is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief tenure at Colonial Life in 2019. Outside of her advisory role, she serves as a volleyball referee for the Clay County School District and works as a bartender and server at a local restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kerri Spielman is a financial advisor at Edward Jones in Clay Center, KS, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Spielman serves as a board member of the Clay Center Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Jill Mugler is a financial advisor at Osaic with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Investacorp Advisory Services, and Braden Financial Services, where she serves as president. Mugler is also a member of Rotary International and serves on the board of the Clay Center Community Improvement Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct portfolios across a range of asset classes.