Cameron Betz is a financial advisor at Ameriprise in Topeka, KS, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Woodland Park Apartments, Doordash, and Jimmy Johns. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research and modeling to deliver non-discretionary recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Newell is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2007. Outside of his advisory role, he serves as a board member of the Ranchland Trust of Kansas, an organization focused on preserving Kansas ranching heritage, and is involved in local agricultural and hunting activities. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and model allocations based on proprietary methodologies developed by its Investment Strategy Group.

Loren Gottschalk is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2024. Outside of his advisory role, he is co-owner of a vineyard business, P.I.G. Farm LLC, in Basehor, KS. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform providing advisory, brokerage, and insurance solutions.

Joseph Reid is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Cetera in Topeka, KS. His prior experience includes roles at Edward Jones and Avantax, as well as managing seasonal operations at Gary Starr’s Berries Fall Festival. He is also a member of the resource development committee for the United Way of Kaw Valley. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Garrett Smith is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at AE Financial Services and AE Wealth Management. Outside of financial services, he has worked for Uber since 2019. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms.

Michael Starr is a Series 66-licensed financial advisor with Raymond James Financial, bringing four years of industry experience. He previously worked at Edward Jones for five years and has owned a shooting solutions business since 2017. Prior to his finance career, he served eight years with the Kansas Highway Patrol. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor recommendations and supports a network of advisors with specialized programs, including municipal advisory services.

Rusty Ullery Sr. is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved in several agricultural and automotive businesses, including a family farm partnership and a role as a crop insurance adjuster. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Nathen Hill is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Hill works as a color commentator assisting in broadcast coverage of track meets for Spectrum Sports in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and affiliated financial services, managing about $1.01 trillion in assets under management.

Scott Smith is a financial advisor with Primerica Advisors in Topeka, KS. He holds Series 63 and Series 65 licenses and began his advisory career in 2025 after 24 years at LKQ Corporation. Smith is also involved in the sale of loan products and home-related 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 account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment programs.

Bruce Andruss is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which utilizes model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of investment models and trading execution.

Anne Thomas is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Topeka, KS. She has two years of industry experience, including her current role since 2022 and thirteen years prior at USD 330 Mission Valley. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans. The firm offers services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Peter Letch is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research Advisors, First Asset Financial Inc., Chief Advisors Corp., and Union Central Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, research, and various investment management tools.

Rodney Miller is a financial advisor at Stifel with 37 years of industry experience and holds the PFS™, Series 63, and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory work, he serves on several local boards, including the Topeka Metropolitan Transit Authority and the Topeka Shawnee County Library Foundation, and is involved with a family-run home construction business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit entities. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Corey Alfonsi is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and maintaining an extensive nationwide network of financial advisors and branch offices.

Mark Young is a financial advisor with LPL Financial, holding the ChFC®, PFS™, and Series 66 credentials, and has 38 years of industry experience. He previously worked at OSAIC for 18 years and has been associated with McMorin Inc. since 2005. Outside of advisory roles, he operates a tax preparation and accounting service as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios, third-party research, and alternative strategies.

Gregory Fagan is a financial advisor with LPL Financial in Topeka, KS, holding a Series 63 designation and 36 years of industry experience. He has worked with LPL Financial since 2005. Outside of advising, he owns and operates self-serve car wash facilities and is involved in farming. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from various sources.

Rebecca Lee is a financial advisor with Edward Jones in Topeka, KS. She holds the Series 66 designation and has been with Edward Jones since 2005. Prior to her current role, she gained experience in retail and healthcare sectors, including positions at Riddles Jewelry, Memorial Hospital of Sweetwater County, Zales, and Smiths Pharmacy. 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 wide range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Bennett is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and previously worked at Nations Financial Group and the Kansas Highway Patrol. He is also a registered representative at Fifteen 22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Cody Faust is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and 10 years of industry experience. His prior roles include six years with Cambridge Investment Research Advisors and one year at National Planning Corporation. Outside of his advisory work, he is involved in technology consulting through Luminary, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Todd Orton is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise or its affiliate since 1999. Outside of his advisory role, he coaches middle school basketball for grades 6 through 8. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.