Jose Munoz Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with several firms, including Transamerica Financial Advisors and Ameriprise Financial, and currently serves as an adjunct professor of finance at Donnelly College. He is also the sole owner of Legacy Planning Group, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing flexible program options to advisors and their clients.

Tyler Lane is a financial advisor with LPL Financial based in Olathe, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Securities America Advisors and other firms, and also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor. 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, retirement plan consulting, and brokerage services, utilizing various model portfolios, third-party subadvisors, and research resources.

Isabelle Holtzen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has prior work experience at John Deere and First Option Bank. Outside of finance, she has worked with the Louisburg Aquatic Center and Louisburg High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lance Harshbarger is a financial advisor with OSAIC based in Overland Park, KS. He holds the CFP® designation along with Series 63 and 65 licenses and has 28 years of industry experience. Prior to joining OSAIC in 2024, he spent ten years with Securities America Advisors, Inc. Harshbarger serves as president of his neighborhood homeowners association. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Lenny Lippert is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with several financial institutions, including Wells Fargo Bank, Bank of the West, and Wells Fargo & Co. Outside of his advisory role, Lippert serves as chairman and president of the Friends of Recovery Association Board of Directors, a community organization focused on guidance and financial oversight. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Randy Long is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors is a large institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program utilizing model-delivery strategies and discretionary separately managed accounts, supported by third-party custodians and overlay managers.

Dara Robb is a financial advisor with Edward Jones in Overland Park, Kansas, holding a Series 66 designation and over eight years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Robb is a partner in a handyman services business and also works as a health and fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jason Berning is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, he worked at Platte County and Astroturf Corp. Outside of his advisory role, Berning is a 50 percent partner in BV Properties LLC, a farmland and development venture in Richmond, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Brandon Williams is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Bank of America, Merrill, Arvest Wealth Management, and Commerce Bank. Outside of his advisory work, he has been involved with Raintree Community Church in a non-investment capacity. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and corporations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Grant Ewing is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience, including a brief tenure at Capital Electric Construction Co. Inc. before joining Edward Jones. The firm serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Ronald Castor is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates his own accounting firm, Ronald Castor LC, where he serves as a Certified Public Accountant. Outside of his advisory role, he is a board member and treasurer for Sleepyhead Beds, a nonprofit organization. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Chad King is a financial advisor at Edward Jones in Overland Park, KS, with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked with Fantastic Memories Travel and maintained roles at Chad King Agency and Midwest Professional Insurance Company. 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 through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Frank Agron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Joshua Hartman is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Southern Dirt LLC and Hartman Excavating LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Amber Young is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2010, including her current role since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Stephanie Clay is a financial advisor with Wells Fargo Clearing based in Overland Park, Kansas, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2016. Outside her advisory role, she is the owner and president of RS Lockling, Inc., a real estate improvement company, and serves as a trustee for her mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christina Smith is a Series 66 licensed financial advisor with Edward Jones in Olathe, KS, bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Sprint for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Alyssa Jennings is a financial advisor at Edward Jones in Overland Park, KS, holding CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of 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 operates a large nationwide network of advisors and branch offices.

Andrea Dyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2021 and previously held roles at TIAA-CREF and Wells Fargo Advisors. Outside of her advisory work, she is a part-owner of a family estate planning LLC that holds property in Maine. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Carah Berry is a financial advisor at Edward Jones with the CFP® designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked in the Blue Valley School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.