Christopher Vance is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes nine years at Waddell & Reed, Inc. and two years with the Kansas Baptist Convention Foundation Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Bruce Glenn is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network and Trinity Planning Group. Outside of his advisory role, he co-owns Independence Business Edge, which facilitates collaboration and charity events among professionals in mortgage banking, insurance, estate planning, and accounting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers under various discretionary and non-discretionary arrangements.

Dale Raymond is a financial advisor with Primerica Advisors in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1987. In addition to his advisory role, he is involved in the sale of loan products and home-related services 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 separately managed account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Samira Hadi is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2014 and transitioned to Wells Fargo Clearing in 2022. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Spear is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Centaurus Financial, Inc. Outside of advisory work, he also serves as president of Spear Financial, Inc., providing term and universal life insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of financial services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various investment types.

Lucas Segal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that help individuals and families achieve their long-term goals, including retirement planning, education funding, legacy planning, and tax minimization. His approach involves collaborative goal setting and creating plans that reflect each client’s values and aspirations. Lucas holds a Bachelor's Degree from the University of Central Arkansas and a Master of Business Administration from the University of Arkansas. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes managing new wealth, liquidity management, and providing guidance to diverse communities, including women and the LGBT population. Outside of his professional role, Lucas is active in several organizations such as the Alpha Sigma Phi Alumni Association, Cornerstones of Care Foundation, and the Mid America LGBTQ Chamber of Commerce. He is also involved with the Boys and Girls Club of Faulkner County, the Human Rights Campaign, and the United Way of Central Arkansas. His personal interests include adventure sports, basketball, bowling, football, pickleball, spending time with his family, and traveling.

Anna Foreman is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience, including prior roles at Five Key Capital Management and several other companies outside the financial sector. Equitable Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and fiduciary services for qualified plans.

Sam Walton is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His work history includes roles at Equitable Advisors since 2020, as well as prior experience at Schulte Machine Works and Goosehead Insurance. Equitable Advisors serves a broad client base 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, utilizing a mix of proprietary and third-party investment solutions.

Angela Hudson is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 11 years of industry experience. She has worked with Cetera and its affiliated entities since 2015 and owns Hudson Planning Services, LLC, a financial services firm. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various program structures and third-party managers.

Justin Churchill is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at The Redwood Group (Risk Canopy) for five years and has experience at Gaillardia Country Club and Southwestern College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Benjamin Wheeler is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in singing, participating in rehearsals and concerts in the Kansas City area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Stephen Spangler is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brooke Willis is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, GEHA, Inc., State Street Corporation, and Keen Wealth Advisors. Willis also serves as a registered representative at Willis Financial Solutions, where she supports branch activities and sells fixed life insurance and annuities. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage portfolios across various asset classes.

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at UBS Financial Services Inc. from 2013 to 2019. Outside of his advisory role, he owns and manages a recreational property through Kucera Farms LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Goodman is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to that, he was affiliated with Renaissance Financial Corp and Securian Financial Services, and he continues to serve as registered staff at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Devin Davis is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill and Bank of America since 2026, having previously worked in various roles including positions at Bank of America from 2023 to 2026 and several other employers in different industries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zebulun Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Gap Inc. and held roles at Kansas City Catering, Vector Marketing Corporation, and The University of Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Andrew Schmelzle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Overland Park, KS. He has been with MML Investors Services, LLC since 2026 and previously worked at MassMutual Life Insurance Company, Wildcat NIL, Kansas State University, Keim TS, and USD 113 Sabetha School District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Irl Oaks is a CFP® with 21 years of experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He has been involved with related firms including Cambridge Investment Research, Inc. and Tallgrass Advisors, LLC for over two decades. Outside of finance, Oaks coaches youth volleyball and owns Andy Oaks Volleyball Camps. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Sara Stebbins is a financial advisor with Cetera in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. She has worked at Cetera since 2015 and is also involved with Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of advisory roles, she serves as treasurer for a middle school PTA, managing budget and financial reporting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.