Bettie Zimmerman is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services Advisors Inc. and Keating Financial Advisory Services, Inc. She also works as a life insurance agent. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

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 experience in financial advising. She is currently with Integrated Wealth Concepts LLC and has previously worked with Raymond James Financial Services Advisors and Keating Financial Advisory Services. Warta serves on the boards 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 advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Steven Hanna is a Series 66–designated financial advisor with Ameriprise in Lawrence, Kansas, and has 22 years of industry experience. He has been with Ameriprise and its related entities since 2004. Outside of his advisory role, he is involved with SRS Enterprise, Inc. to manage practice operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

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, Kansas, holding a Series 66 designation and 13 years of industry experience. He has worked at Fifteen:22 Financial Partners and Nations Financial Group, Inc. His outside business activities include ownership of a financial services company and a non-investment related real estate management firm. 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. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of strategic and tactical 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 as a financial advisor at LPL Financial since 2021. She previously worked at Waddell & Reed, Inc. and various insurance carriers for 28 years and was involved with the Abwa, Engaging Leaders Chapter. 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 other institutions, offering a range of financial planning and investment management solutions.

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, 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 a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its extensive network of investment adviser representatives.

Douglas Bennett is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 38 years of industry experience. His prior roles include positions at Nations Financial Group, Great Plains Financial Group, and First Trust of Kansas, where he remains active. Outside of his advisory work, he is involved as a partner at Fifteen:22 Financial Partners and acts as an agent for Creative One Diversified Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and diverse 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 with LPL Financial located in Lawrence, KS, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Ashton worked at Cambridge Investment Research, Inc. and has experience in sales and health club industries. Outside of advisory work, Ashton is employed part-time as a sales associate at Altar'd State. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing a broad network of investment adviser representatives and integrating technology tools to support investment research and operations.

Michael Napier is a financial advisor at LPL Financial with 22 years of industry experience. His prior roles include positions at Waddell & Reed, Securities America Advisors, OSAIC, and Kestra Investment Services. He also serves as Lead Minister and President of Kingdoms United, Inc., a non-profit religious organization. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Kyle Branine is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016, based in Eudora, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

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.