Kenneth Bateman is the principal and sole advisor at Bateman Capital Management, Inc., an independent advisory firm. He holds a Series 65 designation and has 10 years of industry experience. Dr. Bateman also serves as the Managing Member of Haymarket Event Center LLC and is the Chairman of the Leavenworth Main Street Program, Inc. Additionally, he may teach business and finance courses at the collegiate level. Bateman Capital Management provides discretionary portfolio management to individual clients, employing fundamental analysis and a range of investment vehicles including mutual funds, equities, fixed income, ETFs, REITs, options, and non-U.S. securities. The firm documents client objectives in written investment policy statements and offers performance-based fee arrangements and the use of derivatives and margin within managed accounts.

Christopher Halford is a financial advisor at Fiduciary Trust Private Wealth Counsel LLC with Series 63 and Series 65 designations and two years of industry experience. He has held roles at Fiduciary Trust Private Wealth Counsel LLC since 2021 and has a background that includes work at Virtue Financial Advisors and Service Corporation International. Outside of his advisory work, he is also an actor involved in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, pensions, charitable organizations, trusts, and estates. The firm manages portfolios based on a range of analytical methods and coordinates clients’ broader wealth teams including tax and legal professionals.

Katsiaryna Quandt is a financial advisor at Maple Grove Wealth with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Commonwealth Financial Network and Chronicle Partners LLC. Maple Grove Wealth provides investment advisory services to individuals, high net worth clients, small businesses, and institutions. The firm develops customized, goal-based strategies using a variety of investment instruments and emphasizes a long-term investment approach with flexibility for shorter-term reallocations.

Jacob Haynes is a financial advisor at Advisors Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ivy Investments, Inc. and several wealth management and asset management companies. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts as well as model separate-account and ETF strategies.

James Soukup is a CFP® professional with 20 years of industry experience, currently advising at Savvy since 2026. His prior roles include positions at FBL Marketing Services LLC, FBL Financial Group LLC, BMO Harris Financial Advisors, Merrill, and TD Ameritrade. Outside of his advisory work, he is involved with FBL Wealth Management, LLC, providing investment advisory and financial planning services. Savvy delivers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans using a primarily index-based, long-term approach integrated with third-party fintech tools and specialized strategies.

Melanie Dorf is a financial advisor at First Command Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has operated Melanie Constance Photography as an owner and photographer since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Dustin Barker is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc., First State Bank & Trust, Cetera, and Prairie Capital Management. In addition to his advisory work, Barker has a role at First State Bank & Trust involving business development, product development, investment research and analysis, trust account administration, and operational oversight. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Isaac Mc Cabe is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also involved as a team coach educating loan officers on insurance product sales within a mutual savings association. Additionally, he serves as Vice-President of a subsidiary insurance agency, managing operations and overseeing sales and personnel. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by a network of several hundred advisors and multiple portfolio options.

James Lourentzos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has worked with First Command since 2023 and previously served as an advisor for Susan J. Jennaway - First Command Advisor #3266 for 16 years. Lourentzos is also involved in business partnerships related to his advisory practice through entities such as JJ Lourentzos LLC and Pony Express Advisors LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Randal Dorf is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having worked with First Command since 2003 in various affiliated entities. Dorf is also the organizer of Randal Dorf Financial Planning, LLC, and a member of Pony Express Advisors, LLC, both financial businesses based in Leavenworth, KS. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and manages approved model portfolios and third-party managers.

Daniel Lawrence Jr. is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has six years of industry experience, including prior roles in military operations and program management. He is also involved in managing Pony Express Advisors, LLC, which supports his office operations in Leavenworth, Kansas. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Robert Jorgensen is a financial advisor with First Command Advisory Services in Leavenworth, KS, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with First Command Advisory Services since 2015 and maintains ownership of Robert E Jorgensen, Inc., a separate business venture. He is also a partner in Pony Express Advisors, LLC, which manages office and business expenses for advisors in the Leavenworth office. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team.

Lindsey Slattery is a financial advisor at Hightower Advisors with two years of industry experience and holds a Series 65 designation. Prior to joining Hightower in 2024, Lindsey worked at Magellan Federal and the PCR-3 School District. Outside of finance, Lindsey owns and operates Lindsey Slattery Art & Photography, specializing in watercolor art and photography. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across a range of investment strategies.

George Harris is a financial advisor with First Command Advisory Services in Leavenworth, Kansas, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with First Command and its affiliated entities since 2015. Harris is also a partner in Pony Express Advisors, LLC, which provides operational support to First Command advisors in his district. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed by centralized investment teams and wealth portfolio managers using preapproved investment models and third-party managers.

Cale Fields is a Series 65-licensed financial advisor at Money Concepts Capital Corp with one year of industry experience. He has worked with Money Concepts Advisory Services and Financial Strategies at Mutual Savings since 2024. Outside of advisory roles, he has held positions including sales assistant within Mutual Savings Association and its subsidiary, Financial Strategies, supporting client engagement and organizational collaboration. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, and corporations. The firm employs model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Kevin Wiley is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has two years of industry experience, including positions at multiple First Command affiliates since 2024. Prior to his advisory career, Wiley served 28 years in the U.S. Army. Outside of finance, he co-owns a small family farm and outdoor business in Leavenworth, Kansas, selling farm fresh eggs, honey, vegetables, and processing wild game. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs built from mutual funds, ETFs, and third-party managers, using a centralized team to oversee model portfolios and discretionary implementation.

Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Logan Barnard is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he was affiliated with PRUCO Securities, LLC and The Opus Group. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach includes the use of model-driven portfolios developed by internal research and third-party strategists, offering financial planning, access to asset managers, and participation in wrap programs.

Richard Newman is a financial advisor with Morgan Stanley in Tonganoxie, Kansas, holding Series 63 and Series 66 designations. He has 43 years of industry experience, including over a decade with Morgan Stanley Private Bank and more than 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Tiffany Brand is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She previously worked at LPL Financial, BMO Bank NA, Bank of America, and Merrill Lynch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Weldon Abell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation for 18 years. He is also involved with W.T. Abell Investigations, a business he has operated since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through its large network of investment adviser representatives, utilizing diverse investment strategies and operational tools.

Thad Krasnesky is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he served in the United States Army from 2011 to 2018 and briefly worked at the Jackson County Family Court. Outside of his advisory role, he co-owns a yoga studio in Leavenworth, Kansas, where he assists with marketing, promotions, online events, and accounting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains an extensive nationwide network of advisors and branch offices.

Kenneth Hamada is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Avantax and LPL Financial and has managed his own practice, Hamada Wealth Management Group, LLC, since 2012. Outside of his advisory work, he serves on the board of the Northern AZ Foundation for Catholic Education and manages a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform that includes model portfolios, third-party managers, and customized strategies across various program structures.

Gregory Nash is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Lennox International for one year. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Tyler Jinks is a financial advisor at Edward Jones in Lansing, Kansas, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lineage from 2011 to 2018. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Raney is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including Cambridge Investment Research Advisors and First Command Brokerage Services. His background also includes roles outside the financial sector, such as employment at PRG Prototyping and Forterra Pipe and Precast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its research.

Brian Keeley is a financial advisor at Edward Jones in Leavenworth, KS, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 with a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Tipple is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Cetera and Frontier Community Credit Union, having previously worked at LPL Financial, Bank of the West, Bancwest Investment Services, and Thrivent Investment Management. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Cynthia Moore is a financial advisor at LPL Financial with 23 years of industry experience, including 22 years at LPL Financial. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved in a family business focused on a local gift basket company, where she assists with marketing, assembling products, and managing payments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Andrew Patterson is a financial advisor at Edward Jones in Lansing, KS, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in facility management at Patterson & Co. and held various roles in education and construction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Gerald Rocheleau III is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc., Centaurus Financial Inc., and Kestler Financial Group. He also serves as a senior advisor consultant in insurance sales, assisting insurance agents and registered representatives with product training and marketing. OSAIC Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services and employs various asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Darren Prather is a financial advisor at Edward Jones in Parkville, MO, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at KOAM-TV for 34 years and has been affiliated with Pittsburg State University since 2010. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Mc Tye is a financial advisor at Edward Jones in Kansas City, KS, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kolin Hayes is a Series 65-credentialed financial advisor with two years of industry experience, currently affiliated with LPL Financial in Plat City, MO. His prior roles include positions at Aspyre Wealth Partners, MOKAN Wealth Management, and Decades Wealth Management LLC. He is also the author behind Decade Investor LLC, an ongoing business started in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and proprietary operational tools.

John Harrell is a Series 66 licensed financial advisor with Edward Jones in Leavenworth, KS. He joined the firm in 2026 following an 18-year career in the US Army. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Tyler Gardner is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. He has worked at Edward Jones since 2015. Outside of his advisory role, he tutors high school and college students in Mathematics, Excel, and SQL coding through Varsity Tutors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment management services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Samuel Sinclair is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and five years of industry experience. Prior to his career in finance, he served in the U.S. Army from 2016 to 2020, including time with the MCCoE and the 3-227th Helicopter Battalion. 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 managed solutions, and operates under a fiduciary standard.

Brec Ensminger is a Series 66–registered financial advisor with Edward Jones in Platte City, MO, with 12 years of industry experience. He has worked at Edward Jones since 2014, with a brief interruption in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Shelley Finnestad is a CFP® professional with 15 years of industry experience. She has been with Edward Jones since 2010, serving clients from Leavenworth, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Richard Kaufmann is a financial advisor with LPL Financial in Kansas City, KS, holding Series 63 and Series 66 registrations and bringing 43 years of industry experience. He previously worked at Edward Jones for two years before joining LPL Financial in 2009. He has also taught an investment course at Kansas City Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning and access to model portfolios and third-party asset managers, supported by extensive technology and a large network of advisors.

Sara Kobe is a financial advisor with Edward Jones in Lansing, Kansas, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including multiple tenures at Edward Jones and a prior role with the City of Iowa Falls. Outside of her advisory work, she serves as Vice Chair of Grow Leavenworth County, a network supporting entrepreneurs, and holds board and committee positions with the Kansas City Kansas Community College Foundation, focusing on scholarship fundraising and oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.