Jacob Hill is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Manhattan Country Club, Wenger Manufacturing Inc, Shady Gators, Kansas State University, and Louisburg Middle/High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices, offering additional services such as tax-efficient strategies and securities-based lending.

Brian Wall is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dale Raymond is a financial advisor with Primerica Advisors in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1987. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers 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 provides a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Samira Hadi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, NA dating back to 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Benjamin Wheeler is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in a local singing group, participating in rehearsals and concerts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to support its investment approach and provides a variety of brokerage and advisory solutions across a broad client base.

Stephen Spangler is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 and investment solutions, 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.

Brooke Willis is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, GEHA, Inc., State Street Corporation, and Keen Wealth Advisors. Willis also serves as a registered representative at Willis Financial Solutions, where she supports branch activities and sells fixed life insurance and annuities. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage portfolios across various asset classes.

Craig Holtzen is a financial advisor with Edward Jones in Louisburg, Kansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of the Louisburg Endowment Association, where he organizes meetings, participates in scholarship selections, and explains the endowment's functions to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has held prior roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns and manages a recreational-use property through Kucera Farms LLC. 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 a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

James Ridley is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Charles Schwab since 1999 and also works with Charles Schwab Bank since 2007. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and trading services.

Chad Hartman is a financial advisor with LPL Financial in Olathe, KS, holding a Series 66 designation and 20 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services for 20 years and has held roles outside of finance, including serving as Chief Operating Officer at LTA II Manufacturing, overseeing operations in the truck accessory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and various institutional platforms, supported by extensive operational tools.

Douglas Propeck is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, Propeck serves as a board member of the University of Missouri’s Trulaske College of Business and chairs the St. Michael the Archangel Endowment Fund. He is also the owner of Transcendent Advisor Networks and serves as Regional Director of Transcendent Financial Partners, overseeing advisors and operations. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning solutions, including access to affiliated and third-party managers, and supervises over $256 billion in assets under management.

Hal Brettmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Cetera and its related entities since 2021, following a five-year tenure at Voya Financial Advisors. Brettmann is also president of H & S Financial Group Inc., where he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary account options.

Russell Lane is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Lane also operates Ameritime, LLC, an independent registered investment advisor through which he provides financial planning and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Grant Halls is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2010. 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 advisory relationships and access to discretionary separately managed accounts, delivering investment guidance with multi-asset model portfolios and centralized custodial and order-routing services.

Eric Alpers is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of the Prairie and Swiss Re. 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 and investment solutions supported by a large national network of financial advisors and branch offices.

George Raymond is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing third-party asset managers and model-delivery strategies for individual and high-net-worth clients, primarily on a wrap-fee basis.

Bennett Hughes is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His previous experience includes seven years at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as two years with Foresters Financial Services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research’s due diligence.

Jaylin Williams is a financial advisor at Merrill with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, Community America Credit Union, US Bank, Sprint/T Mobile, and Best Buy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Rogers is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community America from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.