Quentin Davis is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and previously worked at Independent Financial Partners and LPL Financial. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, delivering advisory services through a network of 219 representatives using model portfolios, sub-advisors, and technology platforms.

Darin Lawhorn is a financial advisor at OSAIC with 30 years of industry experience. He previously worked at Woodbury Financial for 17 years before joining OSAIC in 2024. Outside of his advisory role, Lawhorn teaches Social Studies and Business classes at Jefferson West USD 340 High School and owns a traditional life and health insurance agency. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes a comprehensive investment process involving risk-tolerance assessments, asset allocation, and portfolio optimization, offering both discretionary and non-discretionary management across various investment products.

Richard Newman is a financial advisor with Morgan Stanley in Tonganoxie, Kansas, holding Series 63 and Series 66 designations. He has 43 years of industry experience, including over a decade with Morgan Stanley Private Bank and more than 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

William Raney is a financial advisor with Fidelity Investments, holding a Series 66 license and two years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and First Command Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Cathy Reynoso is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she owns Madam Tinker, a business that provides computer organizational tips and tricks. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports a range of investment approaches through its research-driven model portfolios and customizable advisory arrangements.

Brandon Shreve is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. He has worked at Thrivent and its related entities since 2019 and previously held roles in the agricultural equipment industry and operated Shreve Services Inc for two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic financial analyses that clients can combine with managed-account programs under a consolidated billing option while keeping planning and portfolio management separate.