Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Vance is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes nine years at Waddell & Reed, Inc. and two years with the Kansas Baptist Convention Foundation Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Timothy Spear is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Centaurus Financial, Inc. Outside of advisory work, he also serves as president of Spear Financial, Inc., providing term and universal life insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of financial services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various investment types.

Irl Oaks is a CFP® professional with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He has prior experience with Cambridge Investment Research, Inc. and Tallgrass Advisors, LLC. Outside of his advisory work, Oaks is involved in youth athletics as a volleyball coach and associate director, and he owns a volleyball camp business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of platform arrangements and both proprietary and third-party investment strategies.

Brandon Jobe is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Summa is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked seven years at Breakthru Beverage Group and has experience at Universal Underwriters Group and the University of Missouri-Columbia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary, goal-based planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA consulting programs.

Samuel Sinclair is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and five years of industry experience. Prior to his career in finance, he served in the U.S. Army from 2016 to 2020, including time with the MCCoE and the 3-227th Helicopter Battalion. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Darla Haines Mills is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Her prior work includes 16 years at VALIC Financial Advisors and four years at Agia. She is also involved in non-securities insurance product sales. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Keith Winterhalter is a financial advisor with Edward Jones in Lenexa, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is pursuing book sales through self-publishing. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Robin Neal is a CFP® with 28 years of experience in the financial services industry, currently affiliated with LPL Financial since 1998. Based in Bonner Springs, KS, Neal also serves as a notary public for the state of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Judy Cox is a financial advisor with LPL Financial in Bonner Springs, KS, holding a Series 63 designation and 39 years of industry experience. She has been with LPL Financial since 1987. Outside of her advisory role, she is a notary and maintains a business entity for her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Summa is a CFP® professional with 36 years of industry experience, currently affiliated with Raymond James Financial in Lenexa, KS. He has been with Raymond James Financial Services, Inc. since 2001 and also leads Summa Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Armahn Hadjian is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Edward Jones from 2016 to 2019. Outside of advising, Hadjian is a program director and instructor at Kansas State University's Olathe campus and owns a vending business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Matthew Faubion is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2022, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2008 to 2022. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that integrates quantitative and qualitative research with tax-aware and risk management strategies.

Evan Ryan is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual in various capacities from 2018 to 2025. He serves on the board of the Church of the Ascension, a nonprofit organization in Overland Park. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

John Johnson is a Series 66 licensed financial advisor with three years of industry experience, currently working at Edward Jones in Lenexa, KS. Prior to joining Edward Jones, he held positions in the USD 453 and USD 512 school districts from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Sarah Mayerle is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Lockton Companies and Textron Aviation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies via multiple custody platforms and a combination of proprietary and third-party model solutions.

Joseph Glavinich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Waddell & Reed, Alpaca Securities LLC, and AlpacaDB, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

William Milhon is a financial advisor with Primerica Advisors in Basehor, Kansas, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.