Anne Thomas is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Topeka, KS. She has two years of industry experience, including her current role since 2022 and thirteen years prior at USD 330 Mission Valley. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans. The firm offers services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Peter Letch is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research Advisors, First Asset Financial Inc., Chief Advisors Corp., and Union Central Life Insurance. 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 a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, research, and various investment management tools.

Corey Alfonsi is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and maintaining an extensive nationwide network of financial advisors and branch offices.

Mark Young is a financial advisor with LPL Financial, holding the ChFC®, PFS™, and Series 66 credentials, and has 38 years of industry experience. He previously worked at OSAIC for 18 years and has been associated with McMorin Inc. since 2005. Outside of advisory roles, he operates a tax preparation and accounting service as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios, third-party research, and alternative strategies.

Gregory Fagan is a financial advisor with LPL Financial in Topeka, KS, holding a Series 63 designation and 36 years of industry experience. He has worked with LPL Financial since 2005. Outside of advising, he owns and operates self-serve car wash facilities and is involved in farming. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from various sources.

Rebecca Lee is a financial advisor with Edward Jones in Topeka, KS. She holds the Series 66 designation and has been with Edward Jones since 2005. Prior to her current role, she gained experience in retail and healthcare sectors, including positions at Riddles Jewelry, Memorial Hospital of Sweetwater County, Zales, and Smiths Pharmacy. 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 wide range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Todd Orton is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise or its affiliate since 1999. Outside of his advisory role, he coaches middle school basketball for grades 6 through 8. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Michelle Gormley is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at Primerica Advisors since 2013 and has been involved with Primerica Financial Services since 2012. In addition to her advisory role, she is the owner and principal of JMG Ventures Inc., a clothing boutique in Topeka. Primerica Advisors provides 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 offers a tiered wrap-fee structure rather than fixed fees.

George Scharff is a financial advisor at Edward Jones in Topeka, KS, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. 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 affiliated investment options supported by a nationwide network of over 23,000 financial advisors.

Jennifer Barricklow is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her work history includes roles at Corefirst Bank and Raymond James Financial. She serves as a board member for the Topeka Civic Theatre. Cetera Investment Advisers LLC is an SEC-registered adviser that delivers services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Jon Thompson is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group from 2014 to 2022. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party resources.

Aaron Starr is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. He holds the Series 66 designation and is based in Topeka, KS. Outside of his advisory role, Starr is involved as a board member of Shawnee Regional Prevention and Recovery Services, Inc., and has passive involvement as vice president of Spectrum Shooting Solutions LLC, a knives, firearms, and tool dealer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Cody Fredrickson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2022 and concurrently works with CUNA Mutual Group and CUNA Brokerage Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a range of model portfolios and research resources.

Scott Van Genderen is a financial advisor at Edward Jones in Topeka, Kansas, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and has a nationwide network of about 23,701 financial advisors.

Terry Jacquinot is a financial advisor with Stifel in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also offers fee-based financial planning, wrap programs, and recommendations of third-party advisers.

Thomas Miller is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Securities Corporation for 15 years. His other business activities include involvement with Quantum Wealth Advisors, LLC, which offers tax preparation and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisory representatives. The firm provides a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to model portfolios and third-party research.

Jeff Martin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63, 65, and 66 licenses, with 40 years of industry experience. His prior work includes roles at Arrowwealth Financial LLC, C7J Inc, and Waddell & Reed, Inc. Outside of his advisory work, he was involved with the Topeka Blues Society and the Sales & Marketing Executives of Topeka. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kyle Johnson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He is the owner of Link Wealth Strategies, a retirement planning and wealth management firm, and also leads The Owners Playbook, a business coaching venture focused on personal and business leadership for young professionals. Additionally, he operates Linked Planning Partners, which provides networking and referral services through educational events. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts with access to various third-party money managers and model portfolios.

Jason Seele is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously with VOYA Financial Advisors and Guardian Life Insurance Company of America. Outside of his advisory role, Seele serves as a school board member for Silver Lake Schools in Kansas and owns an insurance agency focused on insurance, benefits, and human resources. 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 retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.

Jamie Heydenreich is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Cetera Investment Services LLC in 2021, Heydenreich worked at AE Financial Services, AE Wealth Management, the Office of the Kansas Securities Commissioner, and Gradient Insurance Brokerage. Outside of his advisory work, he assists with his son's 3D printing business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.