Jack Hansen is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Gary Jankowitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Sandy Stewart is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Sandy gained experience within Fidelity Investments as a Planning Consultant from 2024 to 2025, and as a Relationship Manager and Financial Representative during 2023. Sandy's earlier career includes positions as a Private Client Banker from 2020 to 2023 and Relationship Banker from 2018 to 2020, both at JP Morgan Chase. In Sandy's work, partnering with clients to understand their goals and build customized financial plans is a central focus. Providing education and quality service to clients and their families is emphasized as an important aspect of their professional approach. Outside of work, Sandy has personal interests that include cooking and baking, hiking, caring for pets, reading, and running.

Hung Chieh Huang is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at Primerica Advisors since 2019, Primerica Financial Services since 2018, People Ready from 2015 to 2018, and Mastercard since 2012. Outside of financial advising, he works as an independent contractor for Amazon Flex. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap fee structure while maintaining oversight of its investment models and manager selection.

Halle Christensen is a financial professional with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera and Prosperity Advisors in various capacities since 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.

Travis Barzee is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist clients in achieving their personal financial goals. He focuses on empowering clients through financial planning by building positive relationships and understanding their unique needs, situations, and objectives. Barzee has been with Fidelity Investments since 2024, holding positions as Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to joining Fidelity, he was a Financial Advisor at Thrivent from 2024 to 2025. Outside of his professional role, Barzee's interests include family activities, golf, playing instruments, movies, pets, and running.

Darrin Debok is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he owns and operates several retail businesses, including a liquor store and a pizzeria. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Greg Harvey is a financial advisor with Mass Mutual Investors Services in Overland Park, Kansas, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Mass Mutual and its affiliated firms since 1998. Outside of his advisory role, he is involved in individual and group life and health insurance sales and owns Savage Cabbage, LLC, an entity established for potential property resale activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools and provides specialized planning programs, including estate settlement and employer-sponsored plans.

John Andrew is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Robert Starr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained experience within Fidelity in several capacities including Planning Consultant from 2022 to 2026, Relationship Manager in 2022, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. He focuses on collaborating with clients to develop financial plans that align with their individual definitions of success, emphasizing trust and clear communication throughout the process. Throughout his career at Fidelity, Robert has built expertise in investment consulting and financial planning. His approach centers on understanding clients' priorities and providing ongoing support to help them achieve their financial goals. Outside of his professional work, Robert's interests include football, golf, pets, skiing, soccer, and traveling.

Michael Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Woodbury Financial Services, Cornerstone Companies, and Creative Planning. Outside of advisory work, he has worked as a contracted delivery driver for DoorDash. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

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 65 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Voya Financial Advisors Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

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.

Slayd Casey is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career includes experience as a Financial Advisor at Summit Pointe Financial Group from 2021 to 2022, as well as roles as a Personal Banker at PNC Bank in 2021 and BBVA Bank from 2017 to 2021. Throughout his career, Slayd has worked closely with clients to help them navigate their financial and retirement journeys. He focuses on discussing clients' goals and dreams and co-creating solid financial plans tailored to their needs.

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.