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® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previous experience at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Melliger is also the owner and president of Seniors Only, Inc., a corporate entity used to manage administrative operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services supported by research and model portfolios.

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.

Dennis Spratt is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Geneos Wealth Management Inc., OSAIC, and Spratt Wealth Management Group, Inc. Outside of his advisory work, he serves on the board of Junior Achievement of Lawrence, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers tailored investment solutions through independent Financial Professionals using multiple custody platforms, proprietary and third-party model strategies, and a range of discretionary and non-discretionary management options.

Cooper Kaemmer is a financial advisor with Fidelity Investments in Overland Park, KS, holding a Series 66 designation and two years of industry experience. He has worked within Fidelity since 2023 and has prior experience that includes roles at Fry-Wagner and Kansas State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

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.”

Spencer Cope is a CFP®-designated financial advisor with 11 years of industry experience, currently with LPL Financial since 2021. He previously worked at Waddell & Reed Inc and various insurance carriers, accumulating a background in both insurance and investment advisory services. Outside of his advisory role, he is involved with SCOPE VENTURES, LLC, a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research-supported model portfolios and alternative investment strategies.

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.

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.

Donald Wratchford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill and Bank of America prior to joining Raymond James & Associates in 2025. Raymond James & Associates, Inc. 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, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

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.

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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, holding a Series 66 designation and 18 years of industry experience. His prior work includes nine years at Waddell & Reed, Inc. and two years with the Kansas Baptist Convention Foundation Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

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 65 and Series 63 licenses and having three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2014 and transitioned to Wells Fargo Clearing in 2022. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.