Bonnie Lemmon is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2020, she worked for Kansas City Kansas Public Schools USD 500 from 2015 to 2019. Outside of her advisory role, she is involved with Seint, a beauty company, through personal purchasing benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate 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.

Jason Stewart is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Cetera Advisors LLC, and The Financial Services Resource Group. Outside of his advisory role, he is also involved in lifestyle and commercial modeling. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios.

Connor Plattner is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior experience includes roles at Prime Capital and work outside finance at Milburn Country Club and Kansas State University. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Steven Seiler is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel in 2021. Stifel serves a diverse client base, including individual, institutional, and municipal clients, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and emphasizes a range of activities such as services to private funds and involvement in municipal market transactions.

Andy Croucher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Croucher Title, LLC and held positions at Kansas State University and Ottawa High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers its services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Jennifer Sigler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Infinity Wealth Partners, Inc, Unilever, and Financial Designs Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches and platform options.

James Brown is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2012. Brown is also involved with Ascend Learning Examfx. In addition to his advisory role, he receives compensation for sales and referrals related to mortgage, home security, and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Cory Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Niagara Bottling, Collins Aerospace, and Exide Technologies. His role includes assisting a financial advisor at RPB Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of investment management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Dustin Spears is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Prudential Insurance Company of America since 2010 and was affiliated with Pruco Securities, LLC from 2010 to 2024. Additionally, he is involved with Sandler Financial Solutions LLC, focusing on sales and service of insurance and investment products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines advisory programs with active product sales.

Simona Anschutz is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, LLC, and has been associated with Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Jeremy Sandler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and was affiliated with Pruco Securities, LLC. for 23 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Shinfen Wu is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, Wu is an instructor for educational workshops at Blue Valley Recreation and has experience in tax preparation with H&R Block. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Deanna Campbell is a financial advisor at Edward Jones in Lenexa, KS, holding ChFC® and Series 66 designations with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stanton Lohrengel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2021 and previously held roles at Enterprise Holdings and the University of Central Missouri. Outside of his advisory work, Stanton is also a licensed insurance agent specializing in life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Meghan Fries is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Her background includes teaching roles at the University of Nebraska-Lincoln and involvement with community organizations such as the United Methodist Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Chad Gerdes is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. since 2016, alongside roles at Minnesota Life Insurance Co. and Securian Financial Services. Gerdes serves on the advisory board of Big Brothers Big Sisters in Kansas City. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to over 10,000 advisors nationwide. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

David Fletcher is a Certified Financial Planner® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to this, he worked at OptumRx for twelve years and has contributed to the University of Kansas School of Pharmacy by training pharmacy students on an as-needed basis. He also serves as a finance committee member for Grace United Methodist Church in Olathe, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large network of financial advisors and branch offices across the United States.

Brooke Harvey is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Overland Park, KS, with four years of industry experience. Prior to joining Thrivent, she worked at American Family Insurance and has experience as a homemaker and entrepreneur. Outside of advising, she owns and designs a small retail business, Wander & Waffle, selling original art and graphic tees online and at local events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan program, emphasizing client-focused, holistic financial planning.

Jeremy Johnson is a financial advisor with Thrivent Investment Management in Overland Park, KS. He holds Series 65 and Series 63 licenses and has experience at multiple financial institutions, including First Interstate Bank and UMB Bank. Johnson has been with Thrivent since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and written recommendations across a variety of planning topics without discretionary trading authority.

Cynthia Herron is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Liberty Partners Capital Management, as well as operating her own advisory group since 2011. She is involved with Contractor Resource Partners, coordinating resources and managing a website aimed at supporting construction contractors. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio management utilizing various asset classes and supports a range of third-party solutions.