Eric Hale is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior work includes roles at BNSF Railway and Prairie Band Casino & Resort. He also engages in sales of investment-related products and receives compensation from affiliated companies for mortgage and home service referrals. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at a large scale with nearly 3,700 advisors, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Brent Pryor is a financial advisor with OSAIC based in Olathe, KS, holding a Series 66 designation and possessing 20 years of industry experience. His prior work includes roles at Royal Alliance Associates, AE Financial Services, AE Wealth Management, Ivy Distributors, Waddell & Reed, and Edward Jones. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types on both discretionary and non-discretionary bases.

Patrick Mc Anulty is a financial advisor with Equitable Advisors holding a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Principal Securities, Inc., working on the private staff for Jeff Schoenekase, and nearly a decade with Charlie Hustle USA LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and works with third-party asset managers and advisory programs to implement tailored investment solutions.

Christopher Smiley is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and Valic Financial Advisors. Smiley also served 20 years in the United States Army Reserve as an Engineer Officer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with planning services separate from managed-account programs.

Drew Charbonneau is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Johnny's Tavern and LightDoc Ai, and he studied at the University of Kansas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joanna Bramlett is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience and is based in Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Hupp is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Waddell & Reed, Inc. Outside of advisory work, he has been involved with Hupp Kitchen Corp and R & L Company, LLC, a truck repair business. 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 financial planning, asset management programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.

Jacob Grauberger is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and MassMutual Life Insurance Co., as well as teaching positions at several educational institutions. Mass Mutual Investors Services, LLC 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 various programs including wrap and money-manager options and conducts educational seminars.

Justin Oldham is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Principal Financial Services, Valic Financial Advisors, and Wells Fargo Clearing. Outside of his advisory work, he owns JOEF LLC, an entity established to support the expenses and growth of his financial advisory practice. Equitable Advisors serves a diverse 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 both firm-offered and third-party advisory solutions.

Clark Hoff is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, and Fidelity. Hoff is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory products and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Nathan Ney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Primerica Financial Services since 2004 and PFS Investments, Inc. since 2007. Outside of his advisory role, Ney is Co-CEO of Nano Supply, LLC, a construction supplies business, and serves as a board member and partner at Pen Pals, LLC, a real estate investment company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining authority over its model offerings.

Daniel Mayer is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Waddell & Reed, Inc. and served on the Wilshire Farms Home Owners Association board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Benson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2006 and holds Series 63, Series 65, and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Popp is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 34 years. Outside of his advisory role, he has business activities involving insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Michael Douglas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Primerica since 1992 and previously held roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Outside of advisory work, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by third parties and offers a range of tactical and strategic investment approaches.

Anthony Cox is a financial advisor with Raymond James Financial in Olathe, KS, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at LPL Financial, Bank of Blue Valley, and INVEST Financial Corporation. He is also the owner of two LLCs established for payroll purposes affiliated with Raymond James. 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 clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the industry.

John Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Oracle (Netsuite) and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Dustin Kueser is a financial advisor at Edward Jones in Olathe, KS, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Brigham Young University Idaho from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brent Forck is a CFP® with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Joerns Healthcare. Outside of his advisory role, he is associated with Tollos, a medical equipment manufacturing and sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.