Jason Stewart is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Cetera Advisors LLC, and The Financial Services Resource Group. Outside of his advisory role, he is also involved in lifestyle and commercial modeling. OSAIC 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, investment advisory services, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios.

Brian Tackett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes long tenures at Merrill and Bank of America, along with a brief period at Frontier Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Connor Plattner is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior experience includes roles at Prime Capital and work outside finance at Milburn Country Club and Kansas State University. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Jeremy Collins is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on improving clients' financial outlooks by providing guidance on retirement planning and investments, and developing tailored financial plans. He has been with Fidelity Investments since 2018, progressing from Investment Solutions Representative to Investment Consultant, and currently serving as a Financial Consultant since 2022. Jeremy holds an Arkansas Insurance License.

Steven Seiler is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel in 2021. Stifel serves a diverse client base, including individual, institutional, and municipal clients, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and emphasizes a range of activities such as services to private funds and involvement in municipal market transactions.

Andy Croucher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Croucher Title, LLC and held positions at Kansas State University and Ottawa High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers its services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Jennifer Sigler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Infinity Wealth Partners, Inc, Unilever, and Financial Designs Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches and platform options.

Victoria Luke is a financial advisor at Edward Jones in Parkville, MO, holding a Series 66 designation and starting her advisory career in 2024. Prior to joining Edward Jones, she worked in education and customer service roles, including positions in the North Kansas City School District and at DoorDash. Outside of finance, she previously managed a board game cafe. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Mechelle Frazier is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity in 2020 and has progressed through positions including Financial Representative and Financial Consultant. Prior to her tenure at Fidelity, Mechelle worked as a Learning and Organizational Advisor at JP Morgan Retirement Plan Services from 2002 to 2005 and as a Mutual Fund Representative at American Century Investments from 1999 to 2002. Mechelle's approach to financial consulting focuses on understanding her clients' priorities and co-creating financial plans that align with their present circumstances and future goals. She provides personalized recommendations, tools, and resources tailored to meet the unique needs of each client. Outside of her professional work, Mechelle's personal interests include attending concerts, participating in family activities, gardening, visiting museums, and parenthood.

James Brown is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2012. Brown is also involved with Ascend Learning Examfx. In addition to his advisory role, he receives compensation for sales and referrals related to mortgage, home security, and automation products 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Adam Thies is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Adam worked as a Financial Professional at AXA Advisors in 2019 and 2020. Adam focuses on collaborating with families to develop financial plans tailored to their goals, needs, and family dynamics. His approach involves guiding clients toward wealth planning strategies that may provide benefits to them and future generations. Outside of his professional work, Adam has interests in baseball, family activities, food, football, golf, and movies.

Cory Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Niagara Bottling, Collins Aerospace, and Exide Technologies. His role includes assisting a financial advisor at RPB Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of investment management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Dustin Spears is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Prudential Insurance Company of America since 2010 and was affiliated with Pruco Securities, LLC from 2010 to 2024. Additionally, he is involved with Sandler Financial Solutions LLC, focusing on sales and service of insurance and investment products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines advisory programs with active product sales.

Simona Anschutz is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, LLC, and has been associated with Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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.

Brian O'konski is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and GTM Sportswear, a Hanesbrands Inc. company. 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 of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Jeremy Sandler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and was affiliated with Pruco Securities, LLC. for 23 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

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.