Cole Christopherson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Cetera. He has held roles at multiple firms including Upwork, Inc., Comprehensive Retirement Solutions, and State Street Bank. Christopherson is also an investment associate at Prosperity Advisors LLC, where he monitors client portfolios and performs research. Additionally, he refers clients to a CPA through Prosperity Tax Center, LLC. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients across the U.S.

Jeffrey Nelson is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to advisory services, he sells traditional life insurance, annuities, disability, and health insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Casey Payton Bowles is a financial advisor at Edward Jones with eight years of experience at the firm and two years in the industry. He previously worked at Meridian Valley Country Club. 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 network of financial advisors and branch offices nationwide.

Randy Mcqueen is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic since 2018, following his tenure at Signator Investors, Inc. from 2016 to 2018. Mcqueen also serves as president of McQueen Financial Group, providing fixed insurance products as part of his financial planning services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Elizabeth Gillenwater is a financial advisor at Mass Mutual Investors Services with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at LPL Financial LLC and Waddell & Reed, Inc. Outside of her advisory role, she has experience as an independent wine consultant. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaboration-based, goal-focused financial planning supported by firm-approved analytical tools.

Sheldon Rinkes is a CFP®-designated financial advisor with Edward Jones, based in Overland Park, KS, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advising, he is involved in agricultural ventures, including owning and managing a cattle ranch and a farm in Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is known for its extensive national network of advisors and branch offices, as well as its integrated offerings beyond traditional advisory services.

Michael Middleton is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and affiliated with MassMutual Life Insurance Company since 2012. Outside of advisory work, he is involved as a youth soccer referee and performs as a part-time musician. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual collaborative planning relationships and event-driven planning services.

Christopher Carr is a financial advisor at Edward Jones in Olathe, KS, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and operates under a fiduciary standard.

Jason Widler is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Widler is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

Christopher Ziola is a financial advisor with Edelman Financial Engines in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He previously worked at Fisher Investments from 2014 to 2019 before joining Financial Engines Advisors L.L.C. in 2019. Edelman Financial Engines specializes in technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers both model-based and customized portfolios, providing services through advisor-led and online platforms while managing a large asset base and client population.

Jordan Churchill is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Renaissance Financial Corporation, Securian Financial Services, and CrossFirst Bank. Outside of his advisory role, he is also involved in the sales of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm supports a large network of advisors and offers various program structures, including access to third-party money managers and customized investment strategies.

Daniel Werkowitch is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. for eight years before joining LPL Financial in 2019. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research from various sources.

Sarah Elyachar is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Equitable Advisors in Overland Park, KS since 2021. Her prior work includes roles at the Office of Kevin Fox, BDO Digital, NFI Management, and CROYA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm combines personalized client assessments with a range of investment solutions delivered through third-party asset managers and proprietary programs.

Donald Mathews Jr. is a financial advisor with LPL Enterprise in Olathe, Kansas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked with American Century Investment Services Inc. and its Private Client Group from 2012 to 2021. Outside of his advisory role, he is employed at Bass Pro Shops in Olathe. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management within an integrated platform that combines advisory programs with brokerage and insurance products.

Joseph Michael is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Commonwealth Financial Network, Infinitas, OneAmerica Securities, and American United Life. He is also involved with Rally Wealth and Benefits, providing financial planning for qualified plans and private wealth. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Fred Hunt is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Thrivent since 2015, including ten years at Thrivent Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under its WealthPlan program while maintaining separate delivery and periodic review of recommendations.

Christopher Kramer is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Metlife Securities. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate and employer-sponsored programs.

Kurt Niebuhr is a CFP®-certified financial advisor with Edward Jones, based in Olathe, KS, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the board of the Kansas State National Strategic Selling Institute and is a board member of 1848 Properties, Inc., the national housing corporation for Phi Gamma Delta. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Loftus is a financial advisor with Cetera and holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with Cetera and affiliated entities since 2015. Prior to Cetera, he worked at Mainstreet Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment options and custodial relationships.

Jamie Botts is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.