Abigail Hansen is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience as a registered nurse providing medical care in a neonatal intensive care unit. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Johnson is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Creative Planning, Inc. Outside of advising, he works as a delivery driver for DoorDash. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Brian Daniel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Raymond James in 2022. Outside of advisory work, he is a member of a real estate investment LLC with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Dillon Blain is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Northwestern Mutual Investment Services and Voya Financial Advisors. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Jeanette Harriman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank from 2004 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Winkler is a financial advisor with Cetera, holding the Series 66 designation and seven years of industry experience. He has been with Cetera and Cetera Wealth Services since 2023 and also serves as a financial advisor at Renaissance Financial Services Inc. since 2018. Prior to his current roles, he worked at Securian Financial and Minnesota Life, and has a background that includes a position in the Kansas State College of Business IT Department. He is also licensed to sell fixed insurance products and works as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and advisory services through multiple program platforms and model portfolios, managing over $256 billion in assets.

Zachary Felz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked in real estate services, the healthcare industry, education, and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support diversified investment strategies.

Jeffrey Cram is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC from 2011 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Bonnie Lemmon is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2020, she worked for Kansas City Kansas Public Schools USD 500 from 2015 to 2019. Outside of her advisory role, she is involved with Seint, a beauty company, through personal purchasing benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Stewart is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC and Royal Alliance Associates, INC. Outside of advising, he is also engaged in modeling, commercial acting, and voice overs. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services with access to various investment platforms and third-party money managers.

Brian Tackett is a financial advisor with LPL Financial based in Overland Park, KS, holding Series 63 and Series 66 registrations. He has 25 years of industry experience, including prior roles at Merrill and Bank of America. He has brief experience with Frontier Wealth Management LLC and currently serves at LPL Financial since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of investment products and advisory platforms, combining large scale with diverse financial services and operational support tools.

Connor Plattner is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior experience includes roles at Prime Capital and work outside finance at Milburn Country Club and Kansas State University. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Steven Seiler is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked previously at Wells Fargo Advisors and Wells Fargo Clearing, each for about five to seven years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Andy Croucher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Croucher Title, LLC and held positions at Kansas State University and Ottawa High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers its services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Jennifer Sigler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Infinity Wealth Partners, Inc, Unilever, and Financial Designs Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches and platform options.

James Brown is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2012. Brown is also involved with Ascend Learning Examfx. In addition to his advisory role, he receives compensation for sales and referrals related to mortgage, home security, and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Cory Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Niagara Bottling, Collins Aerospace, and Exide Technologies. His role includes assisting a financial advisor at RPB Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of investment management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Dustin Spears is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Sandler Financial Solutions LLC, a business focused on the sales and service of insurance and investment products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers and specialized programs.

Simona Anschutz is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, after working at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Jeremy Sandler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.