Jason Widler is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Widler is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

Daniel Werkowitch is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. for eight years before joining LPL Financial in 2019. 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, providing both discretionary and non-discretionary management alongside access to model portfolios and research from various sources.

Walter Jamison is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation, spanning over 19 years prior to his current firm. Outside of his advisory work, Jamison is involved with several business activities including operating a table finishing and selling business and managing tax preparation and accounting services. 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, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and advanced portfolio management technologies.

Christopher Walton is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at OSAIC, Thrivent Financial, and Thrivent Investment Management Inc. Walton also works with Cordell & Associates, supporting advisors and growing his financial planning practice, and he writes fixed insurance policies as appropriate for clients. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Donald Mathews Jr. is a financial advisor with LPL Enterprise in Olathe, Kansas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked with American Century Investment Services Inc. and its Private Client Group from 2012 to 2021. Outside of his advisory role, he is employed at Bass Pro Shops in Olathe. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management within an integrated platform that combines advisory programs with brokerage and insurance products.

Kurt Niebuhr is a CFP®-certified financial advisor with Edward Jones, based in Olathe, KS, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the board of the Kansas State National Strategic Selling Institute and is a board member of 1848 Properties, Inc., the national housing corporation for Phi Gamma Delta. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Loftus is a financial advisor with Cetera and holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with Cetera and affiliated entities since 2015. Prior to Cetera, he worked at Mainstreet Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment options and custodial relationships.

Bradley Zinn is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Richard Kaufmann is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he teaches an investment course at Kansas City Community College. 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 financial planning services, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Baer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as positions outside the financial sector in trucking and commercial roofing. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining discretion over model selection and management.

Samantha Tiernan is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Landmark National Bank and Academy Bank, as well as various positions in retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm separates its planning services from managed accounts and does not serve institutional portfolio management or advisory selection functions.

De Wayne Ovard is a CFP®-designated financial advisor with Edward Jones in Lenexa, KS, with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Samuel Patterson is a Series 66 licensed financial advisor with Edward Jones in Overland Park, KS, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is a minority partner in a cattle business in Fort Scott, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Allison Grandon is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked with several organizations including the Head for the Cure Foundation and MidAmerica Nazarene University. 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 network of financial advisors and branch offices.

Douglas Hodge is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Central Bank. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.

Daniel Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he is a CPA and managing member of Forgy Financial LLC, providing accounting services, and also works as an independent insurance agent selling life, health, and disability products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Andrew Massieon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Massieon also manages Ameritime, LLC, an independent RIA through which he provides financial planning and consulting services. 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 advisors. The firm offers a range of advisory programs, retirement consulting, and brokerage services, incorporating both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Bryan Ramsay is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2010. In addition to his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple platform arrangements and proprietary as well as third-party model portfolios.

Jason Haney is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Woodsonia Investments, LLC, a commercial real estate business in Omaha, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates with a fiduciary standard.

Thomas Clifton is a Series 66 licensed financial advisor at OSAIC with five years of industry experience. His prior roles include positions at LPL Financial LLC, Woodbury Financial Services, and Hadel Financial Solutions, where he also provides administrative support to investment representatives. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party money managers. The firm operates through a large network of advisers and maintains multiple advisory platforms.