Luke Prestholt is a Series 66-licensed advisor at Mariner with nine years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Mariner Wealth Advisors in 2022. Outside of his advisory role, he is involved in buying and selling sports cards and memorabilia. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Christopher Falletti is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has operated Falletti Financial since 2009. Outside of his advisory work, he is the owner of Falleti Rentals LLC. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Wells Fargo Advisors and Raymond James Financial Services. Outside of his advisory role, he serves as Vice President and Treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and integrates affiliated sub-advisory arrangements alongside third-party operational tools.

Gregory Adelman is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and a Series 63 license. He has two years of industry experience and previously worked in law enforcement and firefighting roles with the Arma Police and Fire Departments. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a majority of its assets on a non-discretionary basis.

Larry Sprague is a CFP® professional with 10 years of experience at Edward Jones in Pittsburg, KS. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Stevens is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Commerce Brokerage Services, Merrill, Cetera, and Edward Jones. Outside of advising, he is involved in buying and selling sports trading cards as a personal business venture. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Mandi Butler is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Karen Vanleeuwen is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc. and Wells Fargo Clearing. Outside of her advisory role, she is a co-owner of VanLeeuwen Farms in Pittsburg, KS. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Ison is a financial advisor with Edward Jones in Pittsburg, KS, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Edward Jones since 1981. 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 strategies, separately managed accounts, and affiliated mutual funds.

Earl Mcgavran is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 42 years of industry experience. His career includes long-term roles at Raymond James and leadership of the McGavran Financial Group since 2014. Mcgavran is also active as an insurance agent specializing in Medicare-related products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jay Lotterer is a financial advisor with Ameriprise in Pittsburg, Kansas, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he leads a team of ministry leaders at Covenant Harvest Church, advising on community service initiatives. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Christopher Hartman is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has five years of industry experience. He previously worked at Bankers Life and Casualty from 2013 to 2026 and served as an agent for Bankers Life and Casualty, writing business for Medicare Supplement, annuity, life insurance, health, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring discretionary and non-discretionary account options.

Cynthia Hughes is a financial advisor with LPL Financial in Pittsburg, KS, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Raymond James Financial Services, Southwest Missouri Bank, SMB Investment Services, and Edward Jones. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Lockhart is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His work history includes roles at Commerce Brokerage Services, Commerce Bank, and First United Bank & Trust. He is also a licensed public notary. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charlotta Stroud is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Producers Cooperative Association from 2017 to 2021 and Crawford County, Kansas from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process is grounded in modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Darrel Markley is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Pence Financial Group, Ameriprise Financial Services, Mariner, and A. G. Edwards & Sons. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Lotterer is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. He also serves on the board of directors for Vie Medical Clinic in Pittsburg, Kansas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Wesley Hamblin is a CFP®-certified financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014 and also has ongoing involvement with Jakes Fireworks and Wee Can Too. Outside of his advisory work, he is associated with Wee Can Too Organic Art Supply Company in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Joseph Paulie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Royal Alliance, National Planning Corporation, American General Securities Incorporated, and Heartland Financial Advisors Group. Outside his advisory work, he is the owner of Tropical Joe's LLC. 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 advisory services including financial planning and model portfolio programs, with advice delivered through a large network of investment adviser representatives.

John Barrows is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026. Prior to his current role, he held positions at Crossland Construction Company, Crawford County Mental Health Center, Watco, and Pittsburg State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

George Barberich is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, National Planning Corporation, and New England Securities. Barberich also serves as a notary public and acts as an insurance agent providing life insurance and annuity quotes. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Steven Mcgavran is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013. Outside of his advisory roles, he operates the McGavran Agency, focusing on Medicare Supplement and Medicare Advantage plans. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a municipal advisor affiliation.

Shane Peak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes five years at A. G. Edwards & Sons, Inc. Since 2016, he has been with Wells Fargo Clearing. He serves as a finance committee member at Our Lady of Lourdes Catholic Church, where he participates in budgeting and financial advising. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Paula Helms is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Helms is also the owner of Helms Financial Group, a sole proprietorship focused on selling life and health insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Tre Anna Mulkin is a Series 66 licensed financial advisor with Edward Jones in Pittsburg, Kansas, bringing four years of industry experience. Prior to joining Edward Jones in 2021, she held roles at Enterprise Rent A Car, Commerce Bank, Home Depot, and Pittsburg State University. Outside of her advisory work, Mulkin is involved in the performing arts as a cellist and teacher, serves as a basketball referee, and participates in local community organizations including chairing the Downtown Advisory Board and acting as a chamber ambassador. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.