Allison Howes is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Yardhouse, Buffalo Wild Wings, and Courtyard by Marriott. 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 under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. 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 and 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.

John Gascon is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2012, working from Lawrence, Kansas. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Lucas Segal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that help individuals and families achieve their long-term goals, including retirement planning, education funding, legacy planning, and tax minimization. His approach involves collaborative goal setting and creating plans that reflect each client’s values and aspirations. Lucas holds a Bachelor's Degree from the University of Central Arkansas and a Master of Business Administration from the University of Arkansas. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes managing new wealth, liquidity management, and providing guidance to diverse communities, including women and the LGBT population. Outside of his professional role, Lucas is active in several organizations such as the Alpha Sigma Phi Alumni Association, Cornerstones of Care Foundation, and the Mid America LGBTQ Chamber of Commerce. He is also involved with the Boys and Girls Club of Faulkner County, the Human Rights Campaign, and the United Way of Central Arkansas. His personal interests include adventure sports, basketball, bowling, football, pickleball, spending time with his family, and traveling.

Justin Churchill is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at The Redwood Group (Risk Canopy) for five years and has experience at Gaillardia Country Club and Southwestern College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Irl Oaks is a CFP® with 21 years of experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He has been involved with related firms including Cambridge Investment Research, Inc. and Tallgrass Advisors, LLC for over two decades. Outside of finance, Oaks coaches youth volleyball and owns Andy Oaks Volleyball Camps. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Chad Hartman is a financial advisor with LPL Financial, 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 operational roles, including Chief Operating Officer at LTA II Manufacturing. Outside of advising, he oversees operating activities for a truck accessory manufacturing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various portfolio management options.

Brandon Jobe is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 and 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.

Jack Summa is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked seven years at Breakthru Beverage Group and has experience at Universal Underwriters Group and the University of Missouri-Columbia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary, goal-based planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA consulting programs.

Kevin Connor is a financial advisor with Cambridge Investment Research Advisors in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 26 years at Lincoln Financial Advisors. His other business activities include insurance sales in the fixed life and annuity sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using a variety of investment platforms and strategies.

Kimani Rice is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, Rice worked at Bank of America and has held positions at Primrose Retirement Communities, Lenscrafters, US Bank, BMO Harris Bank, and Belcan. Merrill, together 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.

Darla Haines Mills is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Her prior work includes 16 years at VALIC Financial Advisors and four years at Agia. She is also involved in non-securities insurance product sales. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Nickolas Siebert is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Xerox Business Solutions for seven years and Avcorp DBA Lineage for six years. 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 options, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Keith Winterhalter is a financial advisor with Edward Jones in Lenexa, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is pursuing book sales through self-publishing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Russell Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles at Securities America Advisors and National Planning Corporation. He also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisory firm he founded in 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and various investment strategies.

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.

Zachary Stover is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation. Outside of financial advising, he is involved in tax preparation and accounting services through his business, DM Bruce Owner Solutions. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and employs various portfolio management strategies.

Robin Neal is a CFP® with 28 years of experience in the financial services industry, currently affiliated with LPL Financial since 1998. Based in Bonner Springs, KS, Neal also serves as a notary public for the state of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.