Lisa Clements is a financial advisor at Clear Springs Wealth with a Series 65 designation and three years of industry experience. Before founding Clear Springs Wealth, she worked at Facebook and pursued entrepreneurial ventures under the name With Lisa. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm offers discretionary investment management and ongoing financial planning, using a primarily passive, asset-allocation approach grounded in Modern Portfolio Theory.

Elliot Omanson is a financial advisor at Sphinx Investments LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at OWLFI RIA LLC, Motiv8 Investments LLC, and USA Financial Securities. Outside of his advisory role, he is a co-owner of a property and casualty insurance agency in Lenexa, KS. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through customized investment strategies and documented Investment Policy Statements.

Erica Rice is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Mariner Wealth Advisors. In addition to her advisory role, she writes and publishes a bi-monthly health-focused newsletter called Root & Rise. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.

Curtis Long Jr. is a financial advisor with Edward Jones in Paola, Kansas, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he serves as a trustee for the First Lutheran Church Endowment Fund and is a board member of the USD #368 Endowment Association. Edward Jones is a full-service wealth management firm serving a broad range of clients including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs with discretionary and non-discretionary investment strategies.

Kimberly Thompson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. Thompson volunteers with the Spring Hill Chamber of Commerce and owns Kim Thompson Insurance Agency LLC, which provides property and casualty insurance services. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a broad range of securities and insurance products.

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge since 2013. Outside of advising, he serves as president of a homeowner's association and is an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Monty Chayer is a CFP® certificant with seven years of experience in financial advising at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he worked at Walmart Distribution Center and USD 368. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lloyd Campbell is a financial advisor with Edward Jones in Paola, KS. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Baylor University and Life Time Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Chance Vanausdall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at 1st Choice Property Preservation and served in the Kansas Air National Guard for multiple years. Outside of his advisory work, he is the sole proprietor of VanAusdall LLC, a homestead operation involving general farm chores, animal transport, canning, and baking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios used across intermediary platforms.

Kathleen Heitman is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Farmers Insurance for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Isabelle Holtzen is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Before joining Edward Jones in 2025, she worked at John Deere for five years and held roles at First Option Bank, the University of Northern Iowa, Louisburg Aquatic Center, and Louisburg High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a variety of advisory strategies alongside affiliated mutual funds and other services.

Jason Berning is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, he worked at Platte County and Astroturf Corp. Outside of his advisory role, Berning is a 50 percent partner in BV Properties LLC, a farmland and development venture in Richmond, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Cayman Long is a Series 66 licensed financial advisor with Edward Jones, based in Paola, KS, and has one year of industry experience. His career includes previous roles at Edward Jones, as well as entrepreneurial experience as a self-employed professional and work at Rock Bottom Brewery. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jacob Hill is a financial advisor at Edward Jones in Louisburg, KS, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Manhattan Country Club and Wenger Manufacturing Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including wrap fee strategies and separately managed accounts, supported by a nationwide network of over 23,700 financial advisors.

Craig Holtzen is a financial advisor with Edward Jones in Louisburg, Kansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of the Louisburg Endowment Association, where he organizes meetings, participates in scholarship selections, and explains the endowment's functions to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Constance Marshall is a financial advisor at Edward Jones with 30 years of industry experience. She has held her current position since 2007. Outside of her advisory role, she is involved in club activities as Master of Foxhounds at Mission Valley Hunt in Louisburg, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Emily Menefee is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns Menefee Farms, where she artificially inseminates pigs, and she occasionally keeps the scorebook for local high school basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets with a large network of financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Norman Pishny is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has been affiliated with Cetera and its related entities since 2013. In addition to his advisory work, he has operated Pishny Four, a separate business, since 2002. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, supported by a broad institutional and trust infrastructure.