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.

Scott Lawrence is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he is involved with agricultural and hunting-related enterprises, including family farms and duck hunting clubs in Missouri and Kansas. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Brett Flood is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Bank of Blue Valley, and Invest Financial Corp. In addition to his advisory role, he owns Flood & Cox Financial, a support company based in Olathe, Kansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer services.

David Caudill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as president of the Deer Creek Park Homeowners Association in Overland Park, Kansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven process grounded in modern portfolio theory and offers both non-discretionary and discretionary fiduciary services, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Eric Hale is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at BNSF Railway and the Prairie Band Casino & Resort. He is involved in the sale of investment-related products and also receives non-investment compensation tied to mortgage loan products and home security and automation referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third parties and supports client accounts through BNY Mellon Advisors and Pershing, with approximately $15.5 billion in assets under management.

Brent Pryor is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Royal Alliance Associates, AE Financial Services, AE Wealth Management, Ivy Distributors, and Waddell & Reed. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various investment tools and platforms to construct portfolios across multiple asset classes.

Joanna Bramlett is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience and is based in Overland Park, Kansas. 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 offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Cox is a financial advisor with Raymond James Financial in Olathe, KS, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at LPL Financial, Bank of Blue Valley, and INVEST Financial Corporation. He is also the owner of two LLCs established for payroll purposes affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the industry.

John Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Oracle (Netsuite) and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Dustin Kueser is a financial advisor at Edward Jones in Olathe, KS, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Brigham Young University Idaho from 2013 to 2016. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brent Forck is a CFP® with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Joerns Healthcare. Outside of his advisory role, he is associated with Tollos, a medical equipment manufacturing and sales business. 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 programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Christopher Alpers is a CFP®-designated financial advisor with ten years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for nine years. 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 plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Brandon Botts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously attended the University of Kansas. 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.

Adam Luke is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial from 2009 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of advisors. The firm offers a range of portfolio management, financial planning, and consulting services, and features a multi-manager platform with various program structures and access to both affiliated and third-party managers.

Quinten Mason is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he was involved in education, working at the University of Kansas and several schools in Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on income sources and tax-aware withdrawal strategies.

Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Justin Schaffer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Merrill, and Bank of America. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stanley Schmidt is a financial advisor with Edward Jones in Leawood, KS, holding the CFP®, ChFC®, and Series 63 designations and having 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he manages a cow/calf ranching operation in Olpe, KS, involving cattle care, hay baling, and fence maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Miller is a financial advisor with LPL Financial in Olathe, Kansas. He holds Series 63 and Series 65 licenses and has two years of experience in the industry. Prior to joining LPL Financial, he worked at Securities America, Inc. and has consulting experience with the Raymore-Peculiar School District. 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 and financial planning services supported by proprietary research, model portfolios, and technology-driven solutions.

Angela Ford is a financial advisor at LPL Financial with 32 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Prior to joining LPL in 2024, she worked at Securities America Advisors and National Planning Corporation. Ford is also involved in two investment-related businesses, Ameritime, LLC and Compass Financial Resources, which she has managed for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning and various advisory programs, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.