Jay Carroll is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, Carroll designs fireworks displays through a separate business he operates in Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, with services tailored to clients meeting certain net-worth thresholds.

Matthew Campbell is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SCOTTRADE and Waddell & Reed, Inc. Campbell is based in Overland Park, Kansas. 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, financial planning, and retirement plan consulting, alongside various investment management strategies supported by internal and third-party research.

Jason Perez is a financial advisor with Edward Jones in Overland Park, KS. He holds CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ezekiel Reazin is a financial advisor with LPL Enterprise holding a Series 66 designation. He began his career in the financial industry in 2025 after working in education for several years at Ottawa University Kansas, Eudora High School, and Eudora Middle School. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

Jeffry Curry is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside his advisory role, Curry operates Expedition Financial Services, offering financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor firm he started in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Susan Davis is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2020, following nine years at Edward Jones. In addition to her advisory role, she owns Davis Financial Partners and serves as a trustee managing trusts related to her family. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes analytical and risk-profiling tools to deliver tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Andrew Melliger is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previous experience at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Melliger is also the owner and president of Seniors Only, Inc., a corporate entity used to manage administrative operations. 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 broad range of financial planning, advisory programs, and retirement consulting services supported by research and model portfolios.

Jake Verwers is a financial advisor with Cetera, holding a Series 66 designation and having one year of industry experience. His career includes roles at Cetera Wealth Services, Renaissance Financial, and various educational institutions. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.

Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

Dennis Spratt is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Geneos Wealth Management Inc., OSAIC, and Spratt Wealth Management Group, Inc. Outside of his advisory work, he serves on the board of Junior Achievement of Lawrence, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers tailored investment solutions through independent Financial Professionals using multiple custody platforms, proprietary and third-party model strategies, and a range of discretionary and non-discretionary management options.

Steven Hatesohl is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Hatesohl serves as a board member of the Northwest Johnson County Republicans and is chairman of the board for the Washington County Creamery Museum. He is also a partial owner of a family farming operation in Kansas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Roger Wilkie is a financial advisor at Stifel with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

Justin Green is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 16 years in education with the Shawnee Mission School District and was involved with Behavioral Health Allies and his own educational consulting firm. Outside of finance, he has roles in the hair salon industry, serving as secretary of Primp, LLC and vice president of Nicky Green, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Stephen Peel is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Blooom, Inc. and Empower Retirement before joining Morgan Stanley in 2022. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Allison Howes is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Yardhouse, Buffalo Wild Wings, and Courtyard by Marriott. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Joseph Umscheid is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked with Equitable Advisors since 2016 and previously at AXA Advisors, LLC. He is also an owner of an administrative LLC established for payroll purposes and serves as an administrator of a trust for himself and his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to investment program models and discretionary managers, often utilizing third-party asset managers and advisory programs.

Brian Tamasi is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Securities America, and Securities Service Network. Outside of his advisory role, he serves as a board member for the Kansas Gamma chapter of Sigma Phi Epsilon Fraternity, overseeing chapter activities and finances. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a broad network of advisers. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Brayden Rethman is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2022. Prior to his advisory roles, he was a full-time student for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets across more than 10,000 advisors.

Davis Harrison is a financial advisor with Cetera and holds a Series 66 designation. He has five years of industry experience, including roles at Renaissance Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he coaches youth lacrosse for middle school students and serves on the board of a nonprofit organization that awards scholarships. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program structures and investment options.