John Shelton is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2003, following five years at Piper Sandler & Co. Outside of his advisory work, Shelton volunteers as a tutor for math and science through the Navy Reserve Building Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Steven Dolan is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has three years of industry experience, having previously worked at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Outside of his advisory role, he is involved in life insurance brokerage as a partner at Total Financial Partners and as an agent with 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both a registered investment adviser and broker-dealer, managing billions in assets with a platform that includes third-party asset managers and various account options.

Paul Dreher is a CFP® professional with 14 years of industry experience, currently serving at Cetera Planning Partners since 2011. He holds Series 63 and Series 65 licenses. Dreher volunteers as a board and committee member for Kansas City Hospice, where he contributes to financial planning discussions. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm utilizes diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning via a third-party provider.

John Lynch is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 20 years of industry experience, with prior roles at Questar Asset Management and Woodbury Financial Services. Lynch also operates as an independent non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services using a variety of custodians and third-party managers.

Colin Watters is a CFP® designated financial advisor with nine years of industry experience. He is currently with Cetera Planning Partners and previously worked at The Retirement Planning Group and Watters Financial Services LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing notably on pre-retirees and retirees. The firm provides comprehensive financial planning, investment management, Social Security optimization, and retirement-related advice, along with auxiliary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Jacob Traen is a financial advisor at Cetera Planning Partners with a Series 65 credential and one year of industry experience. His prior work includes roles with the Iowa State Athletic Department, Sporting Kansas City, and Venkeer Memorial Golf Course. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual funds and ETFs tailored to clients' objectives and risk tolerance.

Trace Weatherford is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and previously worked at The Retirement Planning Group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach aligned with client objectives and risk tolerance.

Cynthia Biernbaum is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Waddell & Reed, and Creative Planning. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive advisory services including investment, financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and a range of investment vehicles including low-cost ETFs and index funds.

Claire Schulte is a CFP® and Series 63 registered advisor with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Sharkey, Howes and Javer, Inc. and OppenheimerFunds. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, utilizing a long-term investment approach that blends active and passive strategies within an enhanced open architecture framework.

Dwight Twillman is a CFP® professional with 17 years of industry experience, currently serving clients at Cetera Planning Partners since 2014. He holds Series 63 and Series 65 licenses and works out of Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Lakisha Lewis is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and five years of industry experience. She has worked at Bankers Life Securities, Inc. since 2021 and Bankers Life since 2014. Outside of her advisory role, she coordinates programs at Assured Care, providing support services for individuals with mental disabilities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients' goals and risk tolerances.

Taylor Pearson is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera Planning Partners in 2021, he worked at TD Ameritrade, AXA Advisors, The Vanguard Group, and Citizens Bank of Kansas. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, employing a diversified investment approach based on clients’ objectives and risk tolerance.

Kathy Lum is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Her career includes long-term roles with Lee Financial Group Hawaii, Inc. and related entities before joining Cetera Planning Partners in 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified portfolios aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through third-party partnerships.

Sarah Kleinschmidt is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Lee Financial Group Hawaii, Inc. and related affiliates for five years. Since June 2024, she has served as Co-Chair of the Investment Commission Board for The Episcopal Church in Hawaii. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including tax, bookkeeping, payroll, and estate-planning services, with an investment approach centered on diversified allocations tailored to client objectives and risk tolerance.

Kevin Jaegers is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified mutual fund and ETF allocations aligned with clients’ objectives and risk tolerance and offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Michael Tibbles is a financial advisor with Integrity Alliance, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Gladstone Wealth Partners and Regulus, LLC. Outside of advisory work, he is involved in fixed insurance sales and agency management as president of T&T Senior Specialists, LLC, and serves as an insurance agent with American Senior Benefits. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services utilizing various portfolio approaches and third-party platforms.

Reed Hersma is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 65 designation and four years of industry experience. Prior to joining Cetera Planning Partners in 2021, he worked in various roles including at the University of Kansas and Ryan Transportation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a range of ancillary services such as tax planning and estate planning.

Evan Federman is a financial advisor with Principal Financial Services in Leawood, KS, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is also a partner in a non-investment-related business partnership. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert White is a CFP® professional with 35 years of industry experience, currently serving at Money Concepts Capital Corp. He has been with Prairie Financial Group, LLC since 2007. Outside of his advisory role, he is an author of fiction and serves as Vice President on the Board of Directors for the Cass County Coalition of Chambers, as well as a board member of the Pleasant Hill Historical District. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs and employs model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage assets for approximately 14,700 clients.

Michael Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2022. His prior experience includes roles at Creative Planning, Centriq Training, and CBOE Global Market. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and ancillary services such as tax planning and estate-planning support. The firm’s investment approach emphasizes diversified allocations aligned with clients’ objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.