Nathan Mize is a Certified Financial Planner (CFP®) and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Wells Fargo in 2025, Nandawin held roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of finance, Nandawin has experience working in the restaurant industry at Mr Cao Japanese Steak House. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and Morgan Stanley. Outside of his advisory role, he is also active as a Dasher for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Kaddie Bybee is a financial advisor at Edward Jones with a Series 66 designation and experience beginning in 2024. Prior to her current role, she held positions in the healthcare and hospitality industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Arthur Davis is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Central Trust Bank, INVEST Financial Corp., Copper Financial, CUSO Financial Services, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional services.

Gary Jankowitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Merry Mingle is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory role, she manages Northern Nights, LLC, a commercial property in Michigan that includes plans for both Airbnb rentals and office space. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive advisor network and additional affiliated capabilities.

Jeanette Harriman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank from 2004 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Felz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked in real estate services, the healthcare industry, education, and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support diversified investment strategies.

Simona Anschutz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2013 and 2016, respectively. 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 combines research and analytics with diversified investment approaches and offers both brokerage and advisory solutions across a broad platform.

David Fletcher is a CFP® and Series 66-licensed financial advisor with Edward Jones in Olathe, KS, where he has worked since 2019. He has seven years of industry experience, including prior roles at OptumRx and as a pharmacist at the University of Kansas School of Pharmacy. Fletcher contributes to pharmacy student training on an as-needed basis and serves on the finance committee of Grace United Methodist Church in Olathe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm supports over 23,000 financial advisors across 15,000 branch offices and manages more than $1 trillion in assets under management.

Cynthia Herron is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Liberty Partners Capital Management, as well as operating her own advisory group since 2011. She is involved with Contractor Resource Partners, coordinating resources and managing a website aimed at supporting construction contractors. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio management utilizing various asset classes and supports a range of third-party solutions.

Kevin Lampo is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Ezekiel Reazin is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education for eight years at Ottawa University Kansas and local schools in Eudora, KS. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and related brokerage and insurance services.

Jeffry Curry is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Summit Retirement Solutions and operates Expedition Financial Services, providing financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment strategies and offers access to third-party asset managers, with additional services including trust custody, insurance products, and collateralized lending programs.

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and operating Compass Financial Resources since 1998. Outside of his LPL role, he provides financial planning and consulting services through Ameritime, LLC, an independent investment advisory firm he started in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and institutional platforms, delivering advice through a large network of investment adviser representatives using various strategies and technology tools.

Andrew Melliger is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Outside of his advisory work, he is owner and president of Seniors Only, Inc., a private corporate entity used for managing operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including third-party asset management and institutional platforms.

Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

Justin Green is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 16 years in education with the Shawnee Mission School District and was involved with Behavioral Health Allies and his own educational consulting firm. Outside of finance, he has roles in the hair salon industry, serving as secretary of Primp, LLC and vice president of Nicky Green, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Cayman Long is a Series 66 licensed financial advisor with Edward Jones, based in Paola, KS, and has one year of industry experience. His career includes previous roles at Edward Jones, as well as entrepreneurial experience as a self-employed professional and work at Rock Bottom Brewery. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.