Shinfen Wu is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, Wu is an instructor for educational workshops at Blue Valley Recreation and has experience in tax preparation with H&R Block. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Deanna Campbell is a financial advisor at Edward Jones in Lenexa, KS, holding ChFC® and Series 66 designations with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stanton Lohrengel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2021 and previously held roles at Enterprise Holdings and the University of Central Missouri. Outside of his advisory work, Stanton is also a licensed insurance agent specializing in life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, 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, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Meghan Fries is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Her background includes teaching roles at the University of Nebraska-Lincoln and involvement with community organizations such as the United Methodist Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes 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 multi-manager platform with access to affiliated and third-party managers.

Chad Gerdes is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. since 2016, alongside roles at Minnesota Life Insurance Co. and Securian Financial Services. Gerdes serves on the advisory board of Big Brothers Big Sisters in Kansas City. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to over 10,000 advisors nationwide. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

David Fletcher is a CFP® and Series 66-licensed financial advisor with Edward Jones in Olathe, KS, where he has worked since 2019. He has seven years of industry experience, including prior roles at OptumRx and as a pharmacist at the University of Kansas School of Pharmacy. Fletcher contributes to pharmacy student training on an as-needed basis and serves on the finance committee of Grace United Methodist Church in Olathe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm supports over 23,000 financial advisors across 15,000 branch offices and manages more than $1 trillion in assets under management.

Brooke Harvey is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Overland Park, KS, with four years of industry experience. Prior to joining Thrivent, she worked at American Family Insurance and has experience as a homemaker and entrepreneur. Outside of advising, she owns and designs a small retail business, Wander & Waffle, selling original art and graphic tees online and at local events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan program, emphasizing client-focused, holistic financial planning.

Jeremy Johnson is a financial advisor at Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 licenses. He has experience working at several financial institutions, including Thrivent Financial, First Interstate Bank, UMB Bank, Intrust Bank, and Equity Bank. Jeremy was also self-employed with New Creation Financial for one year. 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 a planning approach that can be combined with managed-account programs under a consolidated billing option called WealthPlan.

Cynthia Herron is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Liberty Partners Capital Management, as well as operating her own advisory group since 2011. She is involved with Contractor Resource Partners, coordinating resources and managing a website aimed at supporting construction contractors. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio management utilizing various asset classes and supports a range of third-party solutions.

Kevin Lampo is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Jay Carroll is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, Carroll designs fireworks displays through a separate business he operates in Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, with services tailored to clients meeting certain net-worth thresholds.

Eric Johnson is a financial advisor with LPL Financial in Overland Park, Kansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Oppenheimer, and Personal Financial Group. Outside of his advisory work, he contributes as a freelance writer for WIN Magazine, covering youth wrestling in Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Campbell is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed, Inc. and SCOTTRADE. Campbell is based in Overland Park, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Jason Perez is a financial advisor with Edward Jones in Overland Park, KS. He holds CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ezekiel Reazin is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education for eight years at Ottawa University Kansas and local schools in Eudora, KS. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and related brokerage and insurance services.

Jeffry Curry is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Summit Retirement Solutions and operates Expedition Financial Services, providing financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment strategies and offers access to third-party asset managers, with additional services including trust custody, insurance products, and collateralized lending programs.

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and operating Compass Financial Resources since 1998. Outside of his LPL role, he provides financial planning and consulting services through Ameritime, LLC, an independent investment advisory firm he started in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and institutional platforms, delivering advice through a large network of investment adviser representatives using various strategies and technology tools.

Susan Davis is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2020, following nine years at Edward Jones. In addition to her advisory role, she owns Davis Financial Partners and serves as a trustee managing trusts related to her family. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes analytical and risk-profiling tools to deliver tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Andrew Melliger is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Outside of his advisory work, he is owner and president of Seniors Only, Inc., a private corporate entity used for managing operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including third-party asset management and institutional platforms.

Jake Verwers is a financial advisor with Cetera, holding a Series 66 designation and having one year of industry experience. His career includes roles at Cetera Wealth Services, Renaissance Financial, and various educational institutions. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.