Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

Dennis Spratt is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including prior roles at Geneos Wealth Management Inc. and Wealth Management Group of KC, Inc. He serves on the board of Junior Achievement of Lawrence. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions and maintains proprietary and third-party model strategies, with both discretionary and non-discretionary portfolio management options.

Steven Hatesohl is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Hatesohl serves as a board member of the Northwest Johnson County Republicans and is chairman of the board for the Washington County Creamery Museum. He is also a partial owner of a family farming operation in Kansas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Roger Wilkie is a financial advisor at Stifel with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

Justin Green is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 16 years in education with the Shawnee Mission School District and was involved with Behavioral Health Allies and his own educational consulting firm. Outside of finance, he has roles in the hair salon industry, serving as secretary of Primp, LLC and vice president of Nicky Green, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Stephen Peel is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Blooom, Inc. and Empower Retirement before joining Morgan Stanley in 2022. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Allison Howes is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Yardhouse, Buffalo Wild Wings, and Courtyard by Marriott. 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 under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Joseph Umscheid is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked with Equitable Advisors since 2016 and previously at AXA Advisors, LLC. He is also an owner of an administrative LLC established for payroll purposes and serves as an administrator of a trust for himself and his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to investment program models and discretionary managers, often utilizing third-party asset managers and advisory programs.

Brian Tamasi is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Securities America, and Securities Service Network. Outside of his advisory role, he serves as a board member for the Kansas Gamma chapter of Sigma Phi Epsilon Fraternity, overseeing chapter activities and finances. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a broad network of advisers. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Brayden Rethman is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2022. Prior to his advisory roles, he was a full-time student for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets across more than 10,000 advisors.

Davis Harrison is a financial advisor with Cetera and holds a Series 66 designation. He has five years of industry experience, including roles at Renaissance Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he coaches youth lacrosse for middle school students and serves on the board of a nonprofit organization that awards scholarships. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program structures and investment options.

Christopher Vance is a financial advisor with LPL Financial who holds a Series 66 designation and has 19 years of industry experience. His prior work includes roles at Waddell & Reed, Ameriprise, and the Kansas Baptist Convention Foundation Inc. He 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 portfolios, third-party asset management access, and institutional platforms, supported by advanced operational tools.

Brian Wall is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bruce Glenn is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network and Trinity Planning Group. Outside of his advisory role, he co-owns Independence Business Edge, which facilitates collaboration and charity events among professionals in mortgage banking, insurance, estate planning, and accounting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers under various discretionary and non-discretionary arrangements.

Dale Raymond is a financial advisor with Primerica Advisors in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1987. In addition to his advisory role, he is involved in the sale of loan products and home-related services 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 separately managed account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Samira Hadi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, NA dating back to 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Timothy Spear is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Centaurus Financial, Inc. Outside of advisory work, he also serves as president of Spear Financial, Inc., providing term and universal life insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of financial services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various investment types.

Lucas Segal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that help individuals and families achieve their long-term goals, including retirement planning, education funding, legacy planning, and tax minimization. His approach involves collaborative goal setting and creating plans that reflect each client’s values and aspirations. Lucas holds a Bachelor's Degree from the University of Central Arkansas and a Master of Business Administration from the University of Arkansas. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes managing new wealth, liquidity management, and providing guidance to diverse communities, including women and the LGBT population. Outside of his professional role, Lucas is active in several organizations such as the Alpha Sigma Phi Alumni Association, Cornerstones of Care Foundation, and the Mid America LGBTQ Chamber of Commerce. He is also involved with the Boys and Girls Club of Faulkner County, the Human Rights Campaign, and the United Way of Central Arkansas. His personal interests include adventure sports, basketball, bowling, football, pickleball, spending time with his family, and traveling.

Anna Foreman is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience, including prior roles at Five Key Capital Management and several other companies outside the financial sector. Equitable Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and fiduciary services for qualified plans.

Sam Walton is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and four years of industry experience. His professional background includes roles at Equitable Advisors since 2020, as well as prior experience at Schulte Machine Works, Goosehead Insurance, Axa Advisors, and F.O.C.U.S. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, offering diversified investment solutions without sponsoring its own wrap fee program.