Bettie Zimmerman is a financial advisor with Integrated Wealth Concepts LLC in Lawrence, KS, holding Series 65 and Series 63 licenses and 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors INC. and Keating Financial Advisory Services, Inc. Zimmerman also works as a life insurance agent. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and consulting with a focus on customized, primarily long-term portfolio strategies.

Anna Richardson is a financial advisor at Allworth Financial, L.P. in Lawrence, KS, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at Affinity Financial Advisors and Farmers Insurance. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and utilizes third-party sub-advisers, technology for held-away account management, and maintains affiliated broker-dealer and tax/accounting practices.

Karey Casto is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. Karey holds Series 63 and Series 65 licenses and has worked at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and McDaniel Knutson Financial Partners. Allworth Financial is a fee-based, SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using various model strategies and offers both discretionary and non-discretionary asset management along with comprehensive financial planning.

Laura Warta is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. She previously worked at Raymond James Financial Services Advisors Inc. and Keating Financial Advisory Services. Warta is a board member of Girls on the Run of the Flint Hills and the Daniel Keating Foundation. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

Steven Hanna is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he is involved with SRS Enterprise, Inc., where he manages practice operations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to tailor recommendations.

Tristen Shackelford is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he held various roles including positions at Logie's On Mass, the University of Kansas, and Soccer Master. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Ryan Samuelson is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing, State Street Bank, and Boston Financial Data Services prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Douglas Stephens is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Fifteen:22 Financial Partners since 2013 as a partner and registered representative. Outside of his advisory role, he manages a family-owned real estate holding company. LPL Financial serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm supports both discretionary and non-discretionary management and provides model portfolios, research, and technology-enhanced investment solutions.

Edward Zeller is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, Zeller serves as president of the Lawrence Action Civitan Club, a civic organization focused on assisting those less fortunate and individuals with disabilities. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment solutions.

Joseph Karnes is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Raymond James and Central National Bank’s Wealth Management and Trust Services Division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Margaret Stenseng is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2021. She has a background that includes 28 years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, she was involved with the Abwa Engaging Leaders Chapter from 2017 to 2020. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Ryan Catlin is a financial advisor with Edward Jones in Lawrence, KS, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 2000 and also has ties to MetLife Securities Inc. and Metropolitan Life Insurance Company since 1999. Catlin serves as a board member for the Ballard Center and the Lawrence Country Club in Lawrence. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Birdsall is a financial advisor with LPL Financial based in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved in business development with TSC Ecosolutions. 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 wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management approaches.

Douglas Bennett is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 38 years of industry experience, including prior roles at Nations Financial Group and Great Plains Financial Group. Bennett is also involved as a partner in Fifteen:22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Richard Newman is a financial advisor with Morgan Stanley in Tonganoxie, Kansas, holding Series 63 and Series 66 designations. He has 43 years of industry experience, including over a decade with Morgan Stanley Private Bank and more than 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Ashton Gant is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Gant worked at Cambridge Investment Research, Inc. from 2020 to 2023 and has additional work experience in retail and health club industries. Outside of advisory work, Gant is employed part-time as a sales associate with Altar'd State. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, incorporating both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Michael Napier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Securities America Advisors, OSAIC, and Waddell & Reed, Inc. Outside of his advisory work, he serves as Lead Minister and President of Kingdoms United, Inc., a non-profit religious organization. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Loren Gottschalk is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2024. Outside of his advisory role, he is co-owner of a vineyard business, P.I.G. Farm LLC, in Basehor, KS. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform providing advisory, brokerage, and insurance solutions.

Weldon Abell is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017 and National Planning Corporation since 1999. In addition to his advisory roles, he has operated W.T. Abell Investigations for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing model portfolios and research from both internal and third-party sources.

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.