Lance Burnside is a financial advisor with Edward Jones in Shawnee, KS, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he serves as president of Knowlton Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Sam Simon Njau is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at Amazon and Standard Chartered Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Brian Moran is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Reggie Kemna is a financial advisor with Ameriprise based in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages several small businesses, including a farm operation and real estate-related companies. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Samuel Glass is a financial advisor with OSAIC based in Overland Park, KS. He holds a Series 66 designation and has professional experience across several firms since 2021. Outside of finance, his background includes roles in the beverage industry, soccer clubs, and university settings. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Tatum Schuler is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2024. Prior to joining Cetera, Schuler spent 13 years at Charles Schwab and Charles Schwab Bank. She is also involved with Rally Wealth and Benefits, providing wealth management services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Bryan Clark is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent nine years at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Lucas Harris is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he spent one year at UBS Financial Services and seven years at Cerner Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

Margaret Swords is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Thrivent Financial, Pruco Securities, LLC, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved as a sales associate in a local garden center. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that combines adviser programs with active sales of other financial products.

Kyle Younger is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he is employed by the Kansas City Chiefs Football Club in a sport and fitness capacity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party strategies across multiple custody platforms.

Steven Adamson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. He is also involved with Compass Financial Resources, LLC and Financial Markets, Inc. outside of his primary advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research supported by various subadvisors and technologies including machine learning.

Joe Valiquette is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple roles at Fidelity Investments as well as positions with GWFS Equities, Transamerica Retirement Solutions, Charles Schwab, TD Ameritrade, TIAA-CREF, and USAA Financial Planning Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies with a registered commodity pool operator status and formal proxy-voting procedures.

Milind Vaidya is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked with Cambridge since 2006. Outside of his advisory role, he serves as president of Strategic Financial Solutions, a non-investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, using multiple custody platforms and proprietary as well as third-party model strategies.

Dylan Roach is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has been affiliated with Cambridge Investment Research entities since 2024. Roach has also worked at Emporia State University and other local organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms and custody arrangements.

Ricky Kuhlman is a financial advisor with Primerica Advisors in Olathe, KS, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns Kuhlman International, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

William Raney is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including Cambridge Investment Research Advisors and First Command Brokerage Services. His background also includes roles outside the financial sector, such as employment at PRG Prototyping and Forterra Pipe and Precast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its research.

Eric Schmitt is a financial advisor at Edward Jones in Shawnee, KS, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Devan Savner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Service Representative from 2023 to 2024. In his career, Devan focuses on building strong, lasting relationships with clients and their families, emphasizing trust and reliability. He works collaboratively with clients to develop financial plans tailored to their unique near and long-term goals. Outside of his professional responsibilities, Devan engages in family activities and maintains an active lifestyle through fitness and running. He also enjoys puzzles and reading.

Stanton Specker is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

James Blalock is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Commerce Brokerage Services Inc and Commerce Bank. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.