Bradley Zinn is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 through a large network of financial advisors and branch offices.

John Hemmer is a financial professional at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several entities including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Hemmer is involved in other business activities such as a tax and accounting referral service and acts as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Novorr is a financial advisor at Charles Schwab & Co., Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and includes multi-asset model portfolios supported by research from its Center for Financial Research.

Joseph Rogers is a financial advisor with Primerica Advisors in Gardner, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role, he worked at Sprint/T-Mobile for five years. Outside of finance, he manages an agricultural business producing non-investment related crops in Lyndon, KS. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Warren Williams Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently with Osaic in Overland Park, KS since 2024. He previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. among other firms. Williams is also involved with Williams Financial Inc., offering term life insurance, Medicare supplement plans, and ancillary products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, portfolio construction, and access to third-party managers.

John Nixon is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, Nixon is involved in managing residential rental properties through his long-standing ownership of C & R Properties. 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, access to separately managed accounts, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

David Pollard is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services since 2006 and PFS Investments Inc. since 2008. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alyssa Smith is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Parameno Health, Oak Road Wealth Management, and several other companies. Outside of finance, she owns Aly Jean Media, a videography business focusing on editing video content for personal events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Sean Murphy is a financial advisor at Primerica Advisors with 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he owns Titan Sales and is involved in consulting for LT3 Innovations Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

David Yount is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes 16 years at MetLife Securities and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he consults for Endgame Consulting, LLC, a business consulting and exit planning firm serving business owners. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements using firm-approved analytical tools and offers a variety of educational programs and specialized planning services.

Matthew Baer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as positions outside the financial sector in trucking and commercial roofing. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining discretion over model selection and management.

Samantha Tiernan is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Landmark National Bank and Academy Bank, as well as various positions in retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm separates its planning services from managed accounts and does not serve institutional portfolio management or advisory selection functions.

De Wayne Ovard is a CFP®-designated financial advisor with Edward Jones in Lenexa, KS, with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Bradford Carr is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Overland Park, KS. He has six years of industry experience, including roles at Thrivent Financial and Thrivent Investment Management. His background also includes military service as a Platoon Leader in the United States Army Reserves and involvement on the Alumni Board of Directors for Graceland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its WealthPlan program while maintaining separate service structures.

Glenda Christopherson is a financial advisor at Cetera with over 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has held various roles at Prosperity Advisors, LLC and related entities since 1989. Outside of her advisory work, she is involved in several operational and leadership positions within the Prosperity network and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform offering portfolio management, financial planning, and consulting services with a range of program options including both discretionary and non-discretionary management.

Samuel Patterson is a Series 66 licensed financial advisor with Edward Jones in Overland Park, KS, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is a minority partner in a cattle business in Fort Scott, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Truman Ewing is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also a planning team associate at Prosperity Advisors LLC. Prior to his advisory roles, he held positions at Kansas State University and in other sectors. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Reisha Sickel is a CFP® professional with eight years of industry experience, currently with Ameriprise since 2018. Her prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing Services. Outside of financial advising, she is a dance instructor with Mixxed Fit and owns Feisty Fregoe LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Zachary McQueen is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at OSAIC since 2021 and previously held roles at Randy G McQueen CLU, ChFC, CFP and Northwestern Mutual. In addition to his advisory duties, he operates a sole proprietorship focused on the solicitation and sale of fixed insurance products in Kansas. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and model portfolios that include a broad range of investment products.

Allison Grandon is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked with several organizations including the Head for the Cure Foundation and MidAmerica Nazarene University. 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 and investment solutions supported by a large network of financial advisors and branch offices.