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.

Bryan O'Connor is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2012. Outside of his advisory work, he owns Say Cheez Photobooth, a company that rents photobooths for events, and works as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Stacey Heaton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been associated with Cambridge Investment Research firms since 2013 and owns Heaton Principal Services LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of investment strategies across multiple custody platforms, combining proprietary and third-party models to tailor solutions to client objectives.

Van Schaffer is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has previously worked at Nations Financial Group, Inc. and Great Plains Financial Group and has operated his own advisory business since 1994. Outside of financial advising, he serves as an independent starter for junior and senior high school track and field meets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides a range of advisory programs and services, including discretionary and non-discretionary management, supported by extensive research and various investment strategies.

Ann Myers is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, with prior roles at Cambridge Investment Research and Bank of America. 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 utilizing model portfolios, research, and technology-driven strategies.

Richard Pratte is a CFP® professional with three years of industry experience, currently serving at Raymond James Financial. His career includes roles at MKA Wealth Management and Schenewerk Capital LLC. He has also been involved with several church organizations over the years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized advisory programs such as municipal finance and SIMPLE IRA consulting.

Kristen Samp is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to her career in finance, she worked at Lawrence Country Club for nine years and currently works as a golf professional providing golf instruction. 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 utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Ehren Feldmeyer is a financial advisor with LPL Financial in Lawrence, Kansas, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

Malcom Ong is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Nations Financial Group, Inc. for 16 years. Ong is also the owner of Providence, LLC, where he serves as a registered representative. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Gerald Rocheleau III is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc., Centaurus Financial Inc., and Kestler Financial Group. He also serves as a senior advisor consultant in insurance sales, assisting insurance agents and registered representatives with product training and marketing. OSAIC Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services and employs various asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Sarah Rivas is a financial advisor at Ameriprise with a Series 66 designation and over 15 years of industry experience, including 15 years at Edward Jones before joining Ameriprise in 2024. Outside of her advisory work, she is a 1099 sales representative for Zyia Activewear. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations through a centralized consulting team.

Scott Solomon is a Series 66-licensed financial advisor with Ameriprise, based in Berryton, Kansas. He has 22 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Outside of his advisory work, Solomon is the CEO and sole owner of SRS Enterprise, Inc., an S-Corp that manages his business overhead expenses, and he owns a 140-acre farm used for recreation. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations. The firm also provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Gascon is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2012, working from Lawrence, Kansas. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Thomas Lohmeyer is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services rooted in a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended to support client decision-making.

Matthew Neis is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel in 2019. Outside of his advisory role, he serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Zachary Stover is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation. Outside of financial advising, he is involved in tax preparation and accounting services through his business, DM Bruce Owner Solutions. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and employs various portfolio management strategies.

Roger Schenewerk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lawrence, Kansas, holding a Series 63 designation and over 32 years of industry experience. He previously worked at David M. King & Associates, Ltd., where he served for nine years. Outside of his advisory role, Schenewerk is involved in several business activities including serving as CEO of David M. King Associates and Schenewerk Capital LLC, and he is president of the Oread West Office Park Association. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.

Brandon Shreve is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds the Series 66 designation and has worked at Thrivent and its affiliates since 2019, following prior roles in agricultural equipment sales and running Shreve Services Inc for 20 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach includes periodic plan reviews and the option to integrate planning with managed-account services under a consolidated billing program called WealthPlan.

Matthew Faubion is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2022, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2008 to 2022. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that integrates quantitative and qualitative research with tax-aware and risk management strategies.