Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Johnson serves as an independent insurance agent and is president of the Golden Shores Homeowner's Association. 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. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Clyde Wells II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has been retired since 2011. His other business activities include part-time sales of loan products and home security and automation services referrals through affiliates of Primerica. Primerica Advisors provides 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 services.

Kelly Krebs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Krebs held roles at JE Dunn Construction Company, Benedictine College, and Country Club Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of wealth levels. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jacqueline Mc Ginnis is a Series 66-licensed financial advisor with Ameriprise in Overland Park, Kansas, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. In addition to her role at Ameriprise, she is an Associate Financial Advisor at Juno Moneta, LLC, where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Michael Kroenke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Advisors LLC and over two decades with RW Baird & Co Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is grounded in modern portfolio theory and includes investment policy statement development, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Thornhill is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at CUSO Financial Services, Waddell & Reed, and Mainstreet Credit Union. He also operated Minsky's Pizza for four years and was involved with the Salvation Army for over a decade. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

Brandon Zalesky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Financial Services. Outside of his advisory role, he volunteers as a mentor for Youth Emergency Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Ahmad Al Gibaly is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, following a year at Gwfs Equities, Inc. prior to that. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by centralized custody and operational structures.

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.

Casey Ventrillo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations. Ventrillo has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karen Newcomb is a Series 66-licensed financial advisor with Edward Jones, based in Olathe, KS, and has 13 years of industry experience. She has been with Edward Jones since 2005. 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 under management and operates a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Brooke Behrens is a CFA® charterholder and holds a Series 66 license. She has 12 years of experience in the financial industry, with the past 10 years spent at Edward Jones in Olathe, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Amy Carr is a financial advisor with Edward Jones in Overland Park, Kansas. She holds a Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she works as a summer softball umpire with the United States Specialty Sports Association and has served as adjunct faculty at Independence Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

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.

Joshua Noah is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and educational organizations such as Smart Kids Center and Beijing International Bilingual Academy. Outside of finance, he has experience as a self-employed educator with Free Thought Education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Erica Lubbers is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she owns and manages E.L. Enterprises, which involves business management and leadership activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers algorithm-assisted, tax-efficient retirement income recommendations.

James Feret is a financial advisor at Thrivent Investment Management in Olathe, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing while keeping the services separate.

Kirk Schildgen is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2024. His prior experience includes positions at Arvest Wealth Management and Arvest Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

William Mendel is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Cetera. He has held positions at Cetera Wealth Services, Mendel Wealth Management LLC, and Summit Financial Group over the past 15 years. Outside of advising, he is involved in running Mendel Wealth Management LLC for tax reporting and works as a licensed insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with various program options, including model portfolios, third-party money managers, and custom strategies.