Tommy Elms is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Ameriprise Financial and LPL Financial. Raymond James & Associates 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Russell Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles at Securities America Advisors and National Planning Corporation. He also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisory firm he founded in 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and various investment strategies.

Marc Hammer is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 23 years of industry experience, all with Mass Mutual and its affiliated companies. Outside of his advisory role, he serves as treasurer on the executive board of the Jewish Community Center in Overland Park, KS. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and educational seminars.

Karen Harth is a Series 66 licensed financial advisor with 13 years of industry experience. She has worked at LPL Financial since 2023, following six years at Commerce Brokerage Services, Inc. and five years at Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and investment strategies.

George Raymond is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing third-party asset managers and model-delivery strategies for individual and high-net-worth clients, primarily on a wrap-fee basis.

Justin Nemechek is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W&R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Zachary Stover is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation. Outside of financial advising, he is involved in tax preparation and accounting services through his business, DM Bruce Owner Solutions. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and employs various portfolio management strategies.

Valencia Spooner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Trust Sourcing Solutions LLC before joining Wells Fargo in 2018. Outside of her advisory role, she is involved as a cosmetic consultant with Mary Kay and also operates a small apple pie business. 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 combines research from its Investment Institute and third-party sources to guide diversified investment selections and offers a range of brokerage and advisory solutions.

Elijah Gatlin is a financial advisor at Stifel with a Series 66 credential and one year of experience at the firm. His prior work history includes roles in the medical and financial sectors, as well as experience in education and hospitality. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services built on proprietary investment analysis and capital market modeling.

Robin Neal is a CFP® with 28 years of experience in the financial services industry, currently affiliated with LPL Financial since 1998. Based in Bonner Springs, KS, Neal also serves as a notary public for the state of Kansas. 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, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Bradly Masek is a CFP® professional with 35 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Co and MetLife Securities. He is also involved in individual life insurance sales through a personal business venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, goal-oriented planning using firm-approved analytical tools, with a range of programs including estate-settlement and employer-sponsored planning.

Pieter Tenbroek is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including roles at Edward Jones, Voya Financial Advisors, and Insurance Designers of Kansas City. He is also associated with Signature Retirement Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling and supports a broad network through specialized programs and institutional consulting.

Benjamin Hammes is a CFP®-certified financial advisor with Stifel, based in Overland Park, Kansas, and has five years of industry experience. He has worked at Stifel since 2020 and has held prior roles at RSDS, LLC, Sterneck Capital Management, and others. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Judy Cox is a financial advisor with LPL Financial in Bonner Springs, KS, holding a Series 63 designation and 39 years of industry experience. She has been with LPL Financial since 1987. Outside of her advisory role, she is a notary and maintains a business entity for her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Chad Glover is a ChFC®-designated financial advisor with over 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Securities America Advisors and MassMutual. In addition to his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of investment strategies and custody arrangements.

Connor Middleton is a financial advisor with LPL Enterprise based in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his financial services work, he serves as an assistant wrestling coach at Olathe Northwest High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Kevin Summa is a CFP® professional with 36 years of industry experience, currently affiliated with Raymond James Financial in Lenexa, KS. He has been with Raymond James Financial Services, Inc. since 2001 and also leads Summa Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Garett Vance is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has previously worked with Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Javier Ornelas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients to help them navigate the complexities of building wealth and work towards their financial goals. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023 and worked in Tax Services Brokerage Operations at the same company from 2017 to 2020. Throughout his career at Fidelity Investments, Javier has developed expertise in financial consulting and workplace planning. He is committed to understanding the priorities of his clients and assisting them in building a secure financial future. Outside of his professional work, Javier has interests in music, parenthood, and soccer.