Joseph Rogers is a financial advisor with Primerica Advisors in Gardner, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role, he worked at Sprint/T-Mobile for five years. Outside of finance, he manages an agricultural business producing non-investment related crops in Lyndon, KS. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Warren Williams Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently with Osaic in Overland Park, KS since 2024. He previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. among other firms. Williams is also involved with Williams Financial Inc., offering term life insurance, Medicare supplement plans, and ancillary products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, portfolio construction, and access to third-party managers.

John Nixon is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, Nixon is involved in managing residential rental properties through his long-standing ownership of C & R Properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

David Pollard is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services since 2006 and PFS Investments Inc. since 2008. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Sean Murphy is a financial advisor at Primerica Advisors with 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he owns Titan Sales and is involved in consulting for LT3 Innovations Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

David Yount is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes 16 years at MetLife Securities and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he consults for Endgame Consulting, LLC, a business consulting and exit planning firm serving business owners. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements using firm-approved analytical tools and offers a variety of educational programs and specialized planning services.

Matthew Baer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as positions outside the financial sector in trucking and commercial roofing. He also engages in sales of loan products and home-related services through affiliated companies. 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 accounts. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining discretion over model selection and management.

Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. 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, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

De Wayne Ovard is a CFP®-designated financial advisor with Edward Jones in Lenexa, KS, with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jared Patterson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior experience includes roles at Precision Craft and various positions during his time at Kansas State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base with systematic investment approaches.

Bradford Carr is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Overland Park, KS. He has six years of industry experience, including roles at Thrivent Financial and Thrivent Investment Management. His background also includes military service as a Platoon Leader in the United States Army Reserves and involvement on the Alumni Board of Directors for Graceland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its WealthPlan program while maintaining separate service structures.

Ryan Lane is a Wealth Management Planning Consultant at Fidelity Investments. He works as part of a private wealth management team, collaborating with clients and their advisors to ensure comfort with financial plans tailored to individual and family goals. Ryan aims to build long-term relationships and supports clients' children and grandchildren as they begin their financial journeys. His professional experience includes roles as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2021. He also held positions at Northwestern Mutual from 2012 to 2014, progressing from Financial Representative Intern to Financial Representative. Ryan holds an Arkansas Insurance License. Outside of his professional responsibilities, Ryan has personal interests in golf, music, parenthood, and pets.

Blake Schulze is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab and involvement with Artists in Christian Testimony. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Glenda Christopherson is a financial advisor at Cetera with over 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has held various roles at Prosperity Advisors, LLC and related entities since 1989. Outside of her advisory work, she is involved in several operational and leadership positions within the Prosperity network and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform offering portfolio management, financial planning, and consulting services with a range of program options including both discretionary and non-discretionary management.

Samuel Patterson is a Series 66 licensed financial advisor with Edward Jones in Overland Park, KS, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is a minority partner in a cattle business in Fort Scott, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Truman Ewing is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also a planning team associate at Prosperity Advisors LLC. Prior to his advisory roles, he held positions at Kansas State University and in other sectors. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Reisha Sickel is a CFP® professional with eight years of industry experience, currently with Ameriprise since 2018. Her prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing Services. Outside of financial advising, she is a dance instructor with Mixxed Fit and owns Feisty Fregoe LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Zachary McQueen is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at OSAIC since 2021 and previously held roles at Randy G McQueen CLU, ChFC, CFP and Northwestern Mutual. In addition to his advisory duties, he operates a sole proprietorship focused on the solicitation and sale of fixed insurance products in Kansas. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and model portfolios that include a broad range of investment products.

Brenda Tollett is a Financial Consultant at Fidelity Investments, a position she has held since 2020. Prior to this role, she worked as a Relationship Manager at Fidelity Investments from 2017 to 2020. Her earlier experience includes roles as an Investment Consultant at Scottrade from 2016 to 2017 and a Financial Advisor at Edward Jones from 2012 to 2016. Brenda's professional approach focuses on putting clients first by tailoring processes to individual goals. She aims to help clients and their families live confidently both now and in the future by understanding their preferences, analyzing financial efficiency, and providing strategic planning. Outside of her professional work, Brenda has interests in cooking and baking, gardening, horseback riding, parenthood, reading, and traveling.

Charles Reinhard is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, New York Life Insurance Co, Ivy Distributors, Inc, Waddell & Reed, Inc, Platinum Realty, Better Homes and Gardens, and C&M Restoration. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform combining adviser programs with active financial product sales.