Randall Sauer is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He also serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Luke Prestholt is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is involved in buying and selling sports cards and memorabilia. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and CFO capabilities along with a Financial Wellness Platform for employer clients.

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.

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 and holds the Series 66 designation. He previously worked for Commerce Brokerage Services, Inc. for eight years before joining LPL in 2023. Outside of his advisory work, Stevens is involved in buying and selling sports trading cards. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by research and model portfolios.

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 with LPL Financial in Pittsburg, Kansas, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Next Financial Group Inc for 18 years and Wells Fargo Clearing for 3 years. Outside of advising, she is a co-owner of VanLeeuwen Farms in Pittsburg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James Financial Services, Southwest Missouri Bank, SMB Investment Services, and Edward Jones. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

John Lockhart is a Series 66-licensed financial advisor with LPL Financial, based in Pittsburg, KS, and has three years of industry experience. His prior roles include positions at Commerce Brokerage Services, Commerce Bank, and First United Bank & Trust. Outside of advising, he is a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with LPL Financial in Newport Beach, CA, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has worked at LPL Financial since 2017 and at Pence Financial Group since 2021, following a prior role at Ameriprise Financial Services from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

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 in Pittsburg, Kansas, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Royal Alliance for seven years and National Planning Corporation for ten years. Outside of his advisory role, he owns Tropical Joe's LLC, a small business unrelated to financial services. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

John Barrows is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has one year of experience and previously worked in industries including construction and mental health, as well as at Pittsburg State University and Watco. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a range of brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 advisors.

George Barberich is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include tenures at Questar Asset Management and Woodbury Financial Services. He also serves as a notary public and an insurance agent, providing life insurance and annuity quotes to clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide variety of investment products.

Steven Mcgavran is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has operated the McGavran Agency since 2014, focusing on Medicare Supplement and Medicare Advantage plans, in addition to his advisory role at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and also maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Shane Peak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of Our Lady of Lourdes Catholic Church in Pittsburg, KS, advising on financial decisions related to the church and its school budget. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

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.