James Hanna is a CFP® with 31 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves on the finance committee for the Topeka Bible Church Endowment Fund and is a board member of the Christian Business Men's Connection (CBMC). Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Derek Osborn is a Series 66 licensed financial advisor with Edward Jones in Lawrence, Kansas, where he has worked since 2017. He has eight years of industry experience and is also the managing member of FrontRunner Properties, LLC, a real estate management and investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Calvin Warrem is a financial advisor with Ameriprise in Topeka, KS, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warrem serves on the Board of Directors for the 35th Division Association and the Kansas National Guard Museum. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary advice primarily for assets held in Ameriprise-managed accounts.

John King is a financial advisor at Edward Jones based in Topeka, KS, holding a Series 66 designation with one year of industry experience. His prior activities include community involvement with the St. Vincent de Paul Society in Dayton and the Boy Scouts of America councils in Miami Valley and Jayhawk areas. 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 programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Jerald Samp is a financial advisor at Stifel with 28 years of industry experience and holds Series 63 and Series 65 credentials. 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. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Allison Armitage is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at Blue Owl Securities LLC and Royal Alliance Associates prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research support from internal and third-party sources.

Delores Kirkpatrick is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven approach and modern portfolio theory. The firm’s investment options include insurance-related vehicles and bank deposit sweep programs, distinguishing it from many large institutional advisers.

Kendall Beemer is a CFP® and ChFC® with four years of industry experience currently advising at Cetera. Prior to joining Cetera, Kendall held roles at Avantax Insurance Agency and Avantax Investment Services, and has been involved with Link Wealth Strategies since 2022. He serves on the planning team for the Bridge Builders Club, an educational program providing personal finance and investment knowledge to middle and high school students in Topeka. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager approach to portfolio management with access to a variety of program structures and third-party managers.

Bridget Broderick is a financial advisor with Edward Jones in Topeka, KS, holding the CFP®, ChFC®, and Series 66 designations, with 11 years of industry experience. She has been with Edward Jones since 2014 and is also involved with Hair Concepts, a business she has been part of since 2013. Outside of finance, she serves as a board member for the Topeka Performing Arts Center, assisting with operational decisions and fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Matthew Vogt is a financial advisor with Edward Jones in Lawrence, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Hy-Vee Pharmacy and AuBurn Pharmacy, where he remains involved on an as-needed basis as a pharmacist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to affiliated mutual funds, operating under a fiduciary standard.

Travis Williams is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Farm Bureau Insurance and has longstanding experience in banking and trust services at CoreFirst Bank and Trust. He also assists his parents in their maintenance and janitorial business a few hours per week. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Renee Johnson is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Bio One and the Topeka Rescue Mission Ministries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Desmond Henry is a CFP® with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He also owns Afflora Financial Life Planning, a financial planning business based in Topeka, KS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals.

Terry Beeman is a financial advisor at Stifel with 44 years of industry experience. He has held his position at Stifel since 2007. Beeman holds Series 63 and Series 66 credentials and is based in Topeka, Kansas. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and allocation guidance intended to support client decision-making.

Julie Connor is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera Advisors LLC since 2013 and Martell Financial Services since 2002. Outside of her advisory role, she is co-owner and president of Employee Benefit Services, Inc., providing group health and other insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Tammy Harmon is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Avantax Advisory Services and related entities for over a decade before joining Cetera in 2025. Outside of her advisory role, she is the owner and sole proprietor of Harmon Financial and Tax Services, offering tax preparation and bookkeeping services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and custodial arrangements.

Dana Johnson is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at LPL Financial since 2021 and has operated DJ Wealth Strategies since 2018. Johnson also has experience with Waddell & Reed dating back to 2007 and involvement with various insurance carriers through W&R Insurance Agencies 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, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Matthew Secrest is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Millennium Brokerage Group and Nationwide Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Sheree Gallion is a Series 66-licensed advisor with Edward Jones in Topeka, KS, where she has been with the firm since 1996. She also serves as a local election judge in Frankfort, Kansas, overseeing election operations at her precinct. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Rachel Conley is a Series 66-licensed financial advisor with Edward Jones in Lawrence, KS, where she has worked since 2016. She has nine years of industry experience. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.