Keith Knobloch is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously spent eight years at SGT, Inc. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

Rory Kuhn is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He has held roles at Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Kuhn holds Series 63 and Series 66 licenses and also owns a fixed insurance business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using proprietary asset-allocation tools and automated portfolio rebalancing.

Melinda Dixon is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. In addition to her advisory role, she is an insurance agent selling life, health, disability, long-term care, and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Amber Young is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2010, including her current role since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Stephanie Clay is a financial advisor with Wells Fargo Clearing based in Overland Park, Kansas, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2016. Outside her advisory role, she is the owner and president of RS Lockling, Inc., a real estate improvement company, and serves as a trustee for her mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tae Chung Kim is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc, Douglas R Peete & Associates, Princor Financial Services Corporation, Principal Life Insurance Company, and Benefits Design Group. Additionally, he is involved with Cornerstone Wealth Management, LLC, where he focuses on developing and maintaining client relationships related to asset management. OSAIC serves a diverse group of retail and institutional clients with a broad range of financial services, including brokerage and investment advisory, financial planning, and retirement plan consulting. The firm utilizes various tools and third-party platforms to construct client portfolios and supports multiple advisory programs and transitions.

Christina Smith is a Series 66 licensed financial advisor with Edward Jones in Olathe, KS, bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Sprint for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Alyssa Jennings is a financial advisor at Edward Jones in Overland Park, KS, holding CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Keith Novak is a financial advisor with LPL Financial based in Overland Park, KS, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2012 and also operates Novak Birks, P.C., where he focuses on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrea Dyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2021 and previously held roles at TIAA-CREF and Wells Fargo Advisors. Outside of her advisory work, she is a part-owner of a family estate planning LLC that holds property in Maine. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Carah Berry is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with the Blue Valley School District for two years. 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, operating under a fiduciary standard.

Kristen Haag is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo entities since 2010. Outside of her advisory role, she is involved in ownership of in-home senior care businesses in Overland Park, Kansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brady Larson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Instacart as well as engaging in independent insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, with various portfolio management options and tailored strategies across multiple custody platforms.

James Goetz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors since 2025, following previous roles at Topstep LLC and Smartsheet Inc., among others. His experience spans various industries, although he has no prior years specifically registered in advisory roles. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions, focusing mainly on individual investors rather than institutional clients.

Timothy Zitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning and managed-account programs separately, with a consolidated billing option called “WealthPlan.”

Joshua West is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with a health insurance business organized as West Financial LLC. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm uses model-driven investment approaches developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Scott Jorgensen is a CFP® certificant and Series 66 registered financial advisor with Edward Jones in Olathe, KS. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate and charitable organizations. The firm offers various advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Francesco Ross is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 designations and is based in Overland Park, KS. Ross has been with Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Travis Vandever is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Chad Hamatto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.