Sarah Mayerle is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Lockton Companies and Textron Aviation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies via multiple custody platforms and a combination of proprietary and third-party model solutions.

Robert Mitchell is a Series 66-licensed financial advisor with Edward Jones in Overland Park, KS, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ally Financial Services and Group One Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Kevin Ille is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior roles include Securities America Advisors and National Planning Corporation. He also operates Ameritime, LLC, an independent investment advisory firm providing financial planning and consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Ross Bauer is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and seven years of industry experience. He has worked at LPL Financial since 2024 and previously at Securities America Advisors and other financial firms. Bauer also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor firm he founded in 2019. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Heather Ferris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at Thrivent Financial, RBC Wealth Management, and an earlier tenure at LPL Financial. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Kyle Wenski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. His prior experience includes five years at Stifel before joining Raymond James in 2020. Outside of his advisory role, he works as a consultant for Snakt, Inc., a video-to-video platform. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Glavinich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Waddell & Reed, Alpaca Securities LLC, and AlpacaDB, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Courtney Loehr is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Deloitte and the University of Missouri. Courtney maintains a CPA license through the National Association of State Boards of Accountancy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jeremy Shook is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Waddell & Reed, New York Life, Primerica Advisors, and Mutual of Omaha. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, goal-focused planning process using firm-approved software and offers specialized programs such as divorce planning and estate settlement.

Matthew Priest is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related entities since 2018 and previously at Smith Moore & Co from 2011 to 2018. He is also the owner of Signature Retirement Group, a support company based in Overland Park, KS. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports its recommendations through various advisory programs.

William Milhon is a financial advisor with Primerica Advisors in Basehor, Kansas, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Mattia O'connor is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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.

Richard Myers is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Myers serves on the Board of Directors for the American Theatre Guild. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joshua Baker is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various positions in retail and service industries. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its affiliated entities.

Cole Christopherson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Cetera. He has held roles at multiple firms including Upwork, Inc., Comprehensive Retirement Solutions, and State Street Bank. Christopherson is also an investment associate at Prosperity Advisors LLC, where he monitors client portfolios and performs research. Additionally, he refers clients to a CPA through Prosperity Tax Center, LLC. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients across the U.S.

Brennan Hurt is a financial advisor with Edward Jones in Lansing, KS, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Aflac and PRG. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Nelson is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to advisory services, he sells traditional life insurance, annuities, disability, and health insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Casey Payton Bowles is a financial advisor at Edward Jones with eight years of experience at the firm and two years in the industry. He previously worked at Meridian Valley Country Club. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Foy is a Financial Consultant at Fidelity Investments, where he has been providing financial services since 2022. He focuses on establishing trusting partnerships with clients by maintaining open communication and setting clear expectations. Michael emphasizes the importance of understanding his clients' complete financial picture to offer suitable and logical planning strategies. His professional experience includes roles as a Financial Coach at GoalPath Solutions from 2021 to 2022, a Wealth Advisor at CommunityAmerica from 2019 to 2021, and a Branch Manager at TD Ameritrade from 2013 to 2019. This background has contributed to his expertise in financial consulting and wealth management. Outside of his professional work, Michael enjoys family activities and outdoor pursuits such as running, snowboarding, tennis, and traveling.

Angela Robinson is a CFP® and ChFC® credentialed financial advisor with 21 years of industry experience. She is currently with LPL Financial, where she has worked since 2019. Her prior experience includes 16 years with Waddell & Reed, Inc. and various insurance carriers. Robinson also served on the Apple Valley Board for seven years. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management.