Catherine Brake is a financial advisor with Edward Jones in Topeka, KS. She holds a Series 66 designation and has 14 years of experience at Edward Jones, where she has worked since 2012. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Bret Lutz is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. His prior roles include a decade at Security Distributors, LLC and concurrent positions at LPL Financial and Envista Credit Union since 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Nickalas Butler is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. His prior experience includes working at Lakeshore Financial, LLC, and operating Butler Fishing LLC. Outside of his advisory role, he is involved with Smith Baseball Academy and owns Midwest Lawns LLC, a lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with research and model portfolio options.

Stacy Polzar is a financial advisor at Stifel with 23 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and portfolio guidance intended as a basis for client decisions, with clients generally maintaining discretion over implementation.

Sara Blair is a Series 66-licensed financial advisor with Thrivent Investment Management in Topeka, KS, and has four years of industry experience. She has been with Thrivent since 2021. Prior to her financial advisory career, she worked at Oldcastle Infrastructures from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option.

Darin Lawhorn is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 17 years. Outside of advising, he teaches social studies and business classes at Jefferson West High School in Meriden, Kansas, and operates a traditional life and health insurance business. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios on discretionary or non-discretionary bases.

Matthew Wurtz is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones 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 programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Michelle Ybarra is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses. She has four years of industry experience, including roles at Primerica Financial Services and Casey's General, as well as service with the Kansas Army National Guard. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a network of nearly 3,700 financial advisors nationwide. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and offers a range of tactical and strategic portfolio options.

Cameron Betz is a financial advisor at Ameriprise in Topeka, KS, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Woodland Park Apartments, Doordash, and Jimmy Johns. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research and modeling to deliver non-discretionary recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Newell is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2007. Outside of his advisory role, he serves as a board member of the Ranchland Trust of Kansas, an organization focused on preserving Kansas ranching heritage, and is involved in local agricultural and hunting activities. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and model allocations based on proprietary methodologies developed by its Investment Strategy Group.

Joseph Reid is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Cetera in Topeka, KS. His prior experience includes roles at Edward Jones and Avantax, as well as managing seasonal operations at Gary Starr’s Berries Fall Festival. He is also a member of the resource development committee for the United Way of Kaw Valley. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Garrett Smith is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at AE Financial Services and AE Wealth Management. Outside of financial services, he has worked for Uber since 2019. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms.

Michael Starr is a Series 66-licensed financial advisor with Raymond James Financial, bringing four years of industry experience. He previously worked at Edward Jones for five years and has owned a shooting solutions business since 2017. Prior to his finance career, he served eight years with the Kansas Highway Patrol. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor recommendations and supports a network of advisors with specialized programs, including municipal advisory services.

Rusty Ullery Sr. is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved in several agricultural and automotive businesses, including a family farm partnership and a role as a crop insurance adjuster. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Nathen Hill is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Hill works as a color commentator assisting in broadcast coverage of track meets for Spectrum Sports in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and affiliated financial services, managing about $1.01 trillion in assets under management.

Scott Smith is a financial advisor with Primerica Advisors in Topeka, KS. He holds Series 63 and Series 65 licenses and began his advisory career in 2025 after 24 years at LKQ Corporation. Smith is also 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 uses a tiered wrap-fee structure for its investment programs.

Bruce Andruss is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which utilizes model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of investment models and trading execution.

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.