Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2021. Kilkenny served nine years in the United States Marine Corps before entering the financial services industry. Atomic Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and cyclical analysis, and offers planning services at no additional cost for asset management clients.

David Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he owns and manages a farm business. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment and wealth management, financial planning, and consulting, employing tailored asset allocation strategies with an emphasis on tax efficiency and cost-effective implementation.

Kyle Cross is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Mattern Wealth Management LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is the sole owner of a real estate holding company based in Highland, KS. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers discretionary investment management and financial planning, focusing on tailored asset allocations and tax-efficient portfolio implementation using a range of securities and third-party managers.

Marcus Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services prior to joining Mattern Wealth Management in 2019. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and consulting, with an investment approach that incorporates written policy statements, tailored asset allocations, and a focus on tax-efficient, cost-effective portfolio implementation using a range of securities and third-party managers.

Michele Hammann is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining Merit, she worked at Wealthcare Advisory Partners, Avantax Investment Services, and 1st Global Advisors. Hammann serves as a board member of Commerce Bank, NA, and holds several trustee and advisory roles related to nonprofit and university organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

Bert Falley II is a financial advisor at Merit Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealthcare Advisory Partners, Avantax, Ss&C Solutions, and 1ST Global Advisors. Outside of his advisory role, he serves as trustee for a family farm operation and is managing member of a holding company for family farms and private bank stock. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, retirement plan sponsors, and institutions, employing a long-term, diversified investment approach through customizable model portfolios overseen by an Investment Committee.

James Colahan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, Avantax, and 1ST Global in various capacities. Outside of his advisory work, he is involved with SSC CPAs & Advisors, a tax preparation and CPA firm. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, overseen by a central Investment Management team and Investment Committee.

Colin Aldrich is a financial advisor at Merit Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory work, he owns and manages short-term rental and real estate holding entities, though currently holds no real estate assets personally. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Peter Knutson is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Allworth Financial, L.P. and has previously worked at AW Securities, Afa Inc (including Affinity Financial Advisors), Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using low-cost funds, individual securities, model strategies, third-party managers, and specialized options, along with private fund management in real estate, debt, and equity.

Eric Soetaert is a financial advisor at Allworth Financial, L.P. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Affinity Financial Advisors and AW Securities. Prior to his financial career, he was involved in event management with Onyx Meetings & Events. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using low-cost mutual funds, ETFs, individual securities, and model strategies, along with specialized planning and private fund management.

Damien Baranski is a financial advisor with Empower Advisory Group in Lawrence, KS, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served clients at Advised Assets Group, LLC since 2015 and worked with Great-West Financial Retirement Plan Service since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

James Moore is a CFP® with 15 years of experience in financial advisory roles, currently with Allworth Financial, L.P. in Lawrence, KS. His prior experience includes positions at AW Securities, Cetera Advisors Networks LLC, and McDaniel Knutson Financial Partners. Outside of his advisory work, he is a partner in Rain Delay, LLC, a real estate investment group where he helps identify properties and provide capital. Allworth Financial offers fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, using customized investment strategies that include low-cost funds, individual securities, and model portfolios. The firm also manages private funds focused on real estate, debt, and equity investments.

Victoria Bogner is a financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior work includes roles at AW Securities, AFA Inc, and Cetera Advisor Networks. Bogner is also an author, writing and publishing a personal finance book titled "Money Moves: A Financial Action Plan for Your 30s and 40s." Allworth Financial provides fee-based wealth management, financial planning, and retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using a range of strategies and serves as manager to private funds investing in private real estate, debt, and equity.

Zachary Brenner is a financial advisor at Allworth Financial, L.P. with two years of industry experience. He holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his financial services career, he held roles at Fellowship Bible Church and Grace Church. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, third-party managers, and specialized planning options.

Cali Visentin is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Allworth Financial in 2023, Cali worked at Affinity Financial Advisors and has experience outside of finance in training and coaching as a self-employed owner/operator. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using low-cost mutual funds, ETFs, individual securities, model strategies, and third-party managers, along with specialized planning and private fund management.

Luke Henry is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Eagle Strategies since 2024 and previously spent 15 years with Knights of Columbus Insurance. Outside of his advisory role, Henry serves as a City Council member for Wellsville, Kansas. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, with a substantial portion of assets managed on a non-discretionary basis.

Anna Richardson is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 65 designation and previously worked at Affinity Financial Advisors and Farmers Insurance. Allworth Financial provides fee-based wealth management, financial planning, and retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using low-cost mutual funds, ETFs, individual securities, model strategies, and third-party managers, along with specialized offerings such as tax-aware and faith-based options.

Karey Casto is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at AW Securities, Afa Inc, Cetera Advisor Networks LLC, and McDaniel Knutson Financial Partners. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, third-party managers, and specialized planning services.

Peter Carr is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an assistant basketball coach for the boys basketball program at Baldwin USD 348. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ashton Gant is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, he worked at Cambridge Investment Research, Inc. from 2020 to 2023. Outside of finance, he has experience in retail sales as a part-time sales associate at Altar'd State. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kyle Branine is a financial advisor with Edward Jones in Eudora, KS, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2016, he worked at Branine Chevy Buick and Southwestern College. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, managed solutions, and affiliated investment products under a fiduciary standard.

Michael Douglas is a financial advisor with Primerica Advisors in Wellsville, KS, holding Series 63 and Series 65 registrations and possessing 33 years of industry experience. He has worked at Primerica Advisors since 1992 and Primerica Financial Services since 1991. His prior work includes roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Douglas is also involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Rodney Miller is a financial advisor with Stifel in Lawrence, KS, holding the PFS™ credential and Series 63 and 65 licenses, with 37 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Miller serves on the boards of the Topeka Metropolitan Transit Authority, the Home Builders Association of Topeka, and the Topeka Shawnee County Library Foundation, and is involved in a family home construction business. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jacob Boyd is a Series 66-credentialed financial advisor with Edward Jones in Ottawa, KS, where he has worked since 2018. He has six years of industry experience and previously worked at Benedictine College and Boyd Farms. Outside of his advisory role, he is a partner in J&K Capital LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of advisory programs and affiliated investment products.

Cody Faust is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he is involved in technology consulting through Luminary, 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 variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Ryan Lohmeyer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Stifel since 2011. He holds the Series 66 designation and operates out of Lawrence, Kansas. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Dale Bourne is a financial advisor at Stifel with 21 years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2009, with prior roles at UBS Financial Services and Piper Jaffray & Co. He serves as a board member for the Senior Resource Center of Douglas County, a nonprofit focused on supporting older adults. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Jerald Samp is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009, previously working at UBS Financial Services Inc. He is based in Lawrence, Kansas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance utilizes a proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Kristen Samp is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to her career in finance, she worked at Lawrence Country Club for nine years and currently works as a golf professional providing golf instruction. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Thomas Lohmeyer is a financial advisor at Stifel in Lawrence, KS, holding Series 63 and Series 66 licenses with 52 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Matthew Neis is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel in 2019. Outside of his advisory role, he serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Zachary Stover is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior experience includes roles at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory work, he is involved in tax preparation and accounting services through his business activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutional clients. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

Joseph Randall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he operates a home-based travel agency, Dream Vacations. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and a variety of investment solutions tailored to client needs.

Landon Ahring Randall is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Globe Life Liberty National Division and has been employed as a DoorDash driver since 2021. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, and institutions, offering various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Casey Lytle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Casey worked at Porter-Spears & Bundy and Mid America Bank. Outside of advising, Casey is involved with the City of Wellsville Planning Commission and has worked in a local coffee and sandwich shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Stammeyer is a financial advisor with Stifel in Lawrence, Kansas, holding a Series 66 designation and 18 years of industry experience. She has worked at Stifel since 2009 and previously at UBS Financial Services Inc starting in 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Merle Sterling is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Landmark National Bank and Frontier Farm Credit, where he spent 20 years. Sterling is also involved in non-variable insurance through Colonial Life on a limited basis. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.

Ryan Henningsen is a financial advisor with Edward Jones in Ottawa, KS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2011. He serves as a board member of the Franklin County Charitable Foundation. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.