James Warren is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. He has worked with MML Investor Services, LLC and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is involved in engine tuning for classic cars and trucks. MML Investor Services, LLC operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes detailed, collaborative planning engagements using firm-approved analytical tools, with implementation options available through separate brokerage or insurance arrangements.

David Caples is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been associated with Linsco/Private Ledger since 2001. Outside of his advisory role, he serves as a board member of Overland Investment Management, LLC. 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 range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.

Jon Ogren is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked for firms including Renaissance Financial Corporation and Securian Financial Services. Outside of advisory work, he owns a web-based fitness business that offers virtual classes, serves as an adjunct lecturer on 401(k) plans, and is a board member of a nonprofit focused on supporting fathers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Baker Inman is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Worldwide Express Operations LLC and Crestwood Country Club. Outside of finance, he was involved with Busbot DBA Denim from 2021 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. Their approach emphasizes holistic, goal-based planning across multiple financial topics, delivered either as a one-time or ongoing service.

Agatha Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Waddell & Reed Inc for eight years before joining LPL Financial. Robinson also serves as a notary in addition to her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jessica Franz Martin is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Comprehensive Retirement Solutions and various branches of Cetera Advisors LLC. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics and holds a notary public commission. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party money managers.

Brian Perley is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at VOYA Financial Advisors, Securities America Advisors, and his own firm, Perley & Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by both discretionary and non-discretionary management and a variety of investment strategies.

Brandon Jobe is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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.

Brett Deuth is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and over 22 years of industry experience. His prior roles include positions at OSAIC, Securities America, Inc., Securities America Advisors, Voya Financial Advisors, and Horizon Capital Advisors, where he has been involved for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, strategic research, and advanced technologies to support diversified investment strategies.

Jack Summa is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked seven years at Breakthru Beverage Group and has experience at Universal Underwriters Group and the University of Missouri-Columbia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary, goal-based planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA consulting programs.

Samuel Sinclair is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and five years of industry experience. Prior to his career in finance, he served in the U.S. Army from 2016 to 2020, including time with the MCCoE and the 3-227th Helicopter Battalion. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Kevin Connor is a financial advisor with Cambridge Investment Research Advisors in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 26 years at Lincoln Financial Advisors. His other business activities include insurance sales in the fixed life and annuity sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using a variety of investment platforms and strategies.

Richard Lundstrom is a CFP® professional with 35 years of experience in the financial industry. He has worked at OSAIC since 2024 and previously spent 15 years with Securities America Advisors, Inc. Lundstrom is also the Scoutmaster for Troop 251 of Scouting America, where he works directly with youth to develop leadership skills. OSAIC serves a diverse range of clients including individuals, 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, using asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Darla Haines Mills is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Her prior work includes 16 years at VALIC Financial Advisors and four years at Agia. She is also involved in non-securities insurance product sales. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Nicholas Walters is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Kansas State University, Hallbrook Country Club, and within several parks and recreation departments. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Chance is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at AT&T for 15 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Douglas Propeck is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, Propeck serves as a board member of the University of Missouri’s Trulaske College of Business and chairs the St. Michael the Archangel Endowment Fund. He is also the owner of Transcendent Advisor Networks and serves as Regional Director of Transcendent Financial Partners, overseeing advisors and operations. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning solutions, including access to affiliated and third-party managers, and supervises over $256 billion in assets under management.

Nickolas Siebert is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Xerox Business Solutions for seven years and Avcorp DBA Lineage for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Keith Winterhalter is a financial advisor with Edward Jones in Lenexa, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is pursuing book sales through self-publishing. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Ourada is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages around $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.