Nicholas Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Nations Financial Group and served with the Kansas Highway Patrol. He is also a registered representative at Fifteen 22 Financial Partners, where he spends significant time on customer service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies, and supports over 22,800 advisors nationwide.

Cody Faust is a financial advisor with LPL Financial in Lawrence, Kansas, holding a Series 66 license and 10 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and National Planning Corporation. Outside of his advisory role, he is involved in technology consulting through Luminary, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial based in Lawrence, KS, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2026, she worked at Nations Financial Group for five years and held various positions in healthcare and retail sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by extensive resources and a large network of over 22,800 advisors.

Kevin Bruce is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, Bruce is involved in several business ventures including accounting, tax preparation, insurance, and wellness center management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

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.

Andrew Jacober is a financial advisor with Edward Jones in Desoto, Kansas. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. 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, supported by a large national network of advisors and branches.

Dale Bourne is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Piper Jaffray & Co. He serves as a board member of the Senior Resource Center of Douglas County, a nonprofit organization focused on benefiting older adults. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 nine years of industry experience and manages several real estate-related business activities through FrontRunner Properties, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of advisors and branches.

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 at Edward Jones in Lawrence, KS, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in pharmacy roles at AuBurn Pharmacy and Hy-Vee Pharmacy for a combined 26 years. He occasionally fills in as a pharmacist on weekends in emergency situations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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 at LPL Financial with 25 years of industry experience. He previously worked at Nationwide Investment Services for 17 years and at Millennium Brokerage Group for one year before joining LPL Financial. Outside his advisory work, he is a co-owner of a real estate rental business in Venice, Florida. 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 a broad range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

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 16 years of industry experience. He has been a partner at Fifteen:22 Financial Partners since 2010 and joined LPL Financial in 2023. Outside of advising, he serves as an assistant wrestling coach at Lawrence Free State High School and is chair of the Douglas County, KS Republican Party. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a wide network of over 22,800 advisors.

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.