Teresa Kempf is a financial advisor with Ameriprise in De Soto, KS, holding a Series 66 designation and 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Kempf serves on the Finance Council of The Archdiocese of Kansas City in Kansas, is Finance Chair at St. James Academy, co-chairs the Membership Committee for the KU School of Business Dean’s Board of Advisors, and is chairman of the board for the LMH Health Foundation. Ameriprise provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions, primarily serving clients approaching or in retirement with significant investable assets. The firm’s retirement-income approach includes research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.

Jennifer Greer is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Nations Financial Group, Hobby Lobby, and St. Luke's Medical Group. Outside of her advisory role, she assists other financial advisors through a related entity called 22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Kevin Bruce is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he is involved in business ownership, including tax preparation and accounting services, as well as serving as CFO of Avalon Wellness & Recovery Center in Lawrence, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

William Raney is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including Cambridge Investment Research Advisors and First Command Brokerage Services. His background also includes roles outside the financial sector, such as employment at PRG Prototyping and Forterra Pipe and Precast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its research.

Ryan Lohmeyer is a CFP® professional with 14 years of industry experience. He has been with Stifel since 2015, based in Lawrence, Kansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Dale Bourne is a financial advisor at Stifel with 21 years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2009, with prior roles at UBS Financial Services and Piper Jaffray & Co. He serves as a board member for the Senior Resource Center of Douglas County, a nonprofit focused on supporting older adults. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Lance Thompson is a financial advisor with Raymond James Financial in Lawrence, KS, holding a Series 63 designation and 27 years of industry experience. He has worked at Raymond James since 2009 and is also affiliated with Schenewerk Capital LLC and DMKA Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports these through advisory programs and institutional consulting.

Stephen Menke is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2012. He has also worked with Lincoln Financial Advisors since 2008. Outside of his advisory work, Menke is involved with Strategic Wealth, providing college funding services and acting as an independent insurance agent, and he is a partner in an LLC assisting his handicapped brother. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary management options.

Derek Osborn is a Series 66 licensed financial advisor with Edward Jones in Lawrence, Kansas, where he has worked since 2017. He has eight years of industry experience and is also the managing member of FrontRunner Properties, LLC, a real estate management and investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Jerald Samp is a financial advisor at Stifel with 28 years of industry experience and holds Series 63 and Series 65 credentials. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Matthew Vogt is a financial advisor with Edward Jones in Lawrence, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Hy-Vee Pharmacy and AuBurn Pharmacy, where he remains involved on an as-needed basis as a pharmacist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to affiliated mutual funds, operating under a fiduciary standard.

Derek Hammond is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory work, he is an owner and partner of a healthcare-related business, Advanced Care Home Plus. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment strategies and platform options, with features such as proprietary models, third-party manager referrals, and distinct institutional support structures.

Kristin Meisel is a Series 66-licensed financial advisor with Ameriprise in Lawrence, Kansas, with 12 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lawrence Restaurant Association and is an officer for Positive Bright Start. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Secrest is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Millennium Brokerage Group and Nationwide Investment Services. 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. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Rachel Conley is a Series 66-licensed financial advisor with Edward Jones in Lawrence, KS, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Brent Hoffman is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been a partner at Fifteen:22 Financial Partners since 2010 and previously worked at Nations Financial Group, Inc. Additionally, Hoffman serves as an assistant wrestling coach at Lawrence Free State High School and is the chair of the Douglas County Republican Party. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Phillip Fournier is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed and American Century Investment Services. Fournier is the owner of Cape Cod Consulting LTD and serves on the boards of the Invest In Others Development Committee and the RMHKC Development Committee. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bryan O'Connor is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2012. Outside of his advisory work, he owns Say Cheez Photobooth, a company that rents photobooths for events, and works as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Stacey Heaton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been associated with Cambridge Investment Research firms since 2013 and owns Heaton Principal Services LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of investment strategies across multiple custody platforms, combining proprietary and third-party models to tailor solutions to client objectives.

Cathy Reynoso is a Series 66-licensed financial advisor with LPL Financial in Tecumseh, Kansas, and has 20 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she owns Madam Tinker, a business providing computer organizational tips and tricks. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.