Kyle Branine is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Douglas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Primerica since 1992 and previously held roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Outside of advisory work, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by third parties and offers a range of tactical and strategic investment approaches.

Rodney Miller is a financial advisor at Stifel with 37 years of industry experience and holds the PFS™, Series 63, and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory work, he serves on several local boards, including the Topeka Metropolitan Transit Authority and the Topeka Shawnee County Library Foundation, and is involved with a family-run home construction business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit entities. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Jacob Boyd is a Series 66-credentialed financial advisor with Edward Jones in Ottawa, KS, where he has worked since 2018. He has six years of industry experience and previously worked at Benedictine College and Boyd Farms. Outside of his advisory role, he is a partner in J&K Capital LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of advisory programs and affiliated investment products.

Cody Faust is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he is involved in technology consulting through Luminary, LLC. LPL Financial serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, supported by research and diverse investment strategies.

Teresa Kempf is a financial advisor with Ameriprise in De Soto, KS, holding a Series 66 designation and 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Kempf serves on the Finance Council of The Archdiocese of Kansas City in Kansas, is Finance Chair at St. James Academy, co-chairs the Membership Committee for the KU School of Business Dean’s Board of Advisors, and is chairman of the board for the LMH Health Foundation. Ameriprise provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions, primarily serving clients approaching or in retirement with significant investable assets. The firm’s retirement-income approach includes research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.

Ryan Lohmeyer is a CFP® professional with 14 years of industry experience. He has been with Stifel since 2015, based in Lawrence, Kansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Andrew Jacober is a financial advisor with Edward Jones in Desoto, Kansas. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. 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, supported by a large national network of advisors and branches.

Dale Bourne is a financial advisor at Stifel with 21 years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2009, with prior roles at UBS Financial Services and Piper Jaffray & Co. He serves as a board member for the Senior Resource Center of Douglas County, a nonprofit focused on supporting older adults. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Lance Thompson is a financial advisor with Raymond James Financial in Lawrence, KS, holding a Series 63 designation and 27 years of industry experience. He has worked at Raymond James since 2009 and is also affiliated with Schenewerk Capital LLC and DMKA Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports these through advisory programs and institutional consulting.

Stephen Menke is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2012. He has also worked with Lincoln Financial Advisors since 2008. Outside of his advisory work, Menke is involved with Strategic Wealth, providing college funding services and acting as an independent insurance agent, and he is a partner in an LLC assisting his handicapped brother. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary management options.

Derek Osborn is a Series 66 licensed financial advisor with Edward Jones in Lawrence, Kansas, where he has worked since 2017. He has eight years of industry experience and is also the managing member of FrontRunner Properties, LLC, a real estate management and investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering 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 notable for its extensive retail advisor network and affiliated financial services.

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Jerald Samp is a financial advisor at Stifel with 28 years of industry experience and holds Series 63 and Series 65 credentials. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Matthew Vogt is a financial advisor with Edward Jones in Lawrence, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Hy-Vee Pharmacy and AuBurn Pharmacy, where he remains involved on an as-needed basis as a pharmacist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to affiliated mutual funds, operating under a fiduciary standard.

Derek Hammond is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory work, he is an owner and partner of a healthcare-related business, Advanced Care Home Plus. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment strategies and platform options, with features such as proprietary models, third-party manager referrals, and distinct institutional support structures.

Kristin Meisel is a Series 66-licensed financial advisor with Ameriprise in Lawrence, Kansas, with 12 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lawrence Restaurant Association and is an officer for Positive Bright Start. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Phillip Fournier is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed and American Century Investment Services. Fournier is the owner of Cape Cod Consulting LTD and serves on the boards of the Invest In Others Development Committee and the RMHKC Development Committee. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ann Myers is a financial advisor with LPL Financial in Lawrence, Kansas, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, she worked at Cambridge Investment Research Advisors and Bank of America. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various investment strategies.

Richard Pratte is a CFP® professional with three years of industry experience, currently serving at Raymond James Financial. His career includes roles at MKA Wealth Management and Schenewerk Capital LLC. He has also been involved with several church organizations over the years. 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 employs tailored, non-discretionary strategies supported by analytical tools and offers specialized advisory programs such as municipal finance and SIMPLE IRA consulting.