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Ryan S

CFP®, Series 66

Marysville, KS

Ryan Smith Financial Services

Ryan Smith is a CFP® professional with 19 years of experience in the financial services industry. He currently leads Ryan Smith Financial Services, an independent advisory firm he has been with since 2023. Prior to this, he worked at Affinity Financial Advisors for four years and at Regal Securities for twelve years. Outside of his advisory work, Smith is also a licensed mortgage loan originator and insurance agent involved in mortgage origination and insurance sales. Ryan Smith Financial Services provides ongoing portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary management across various securities and insurance products.

Private / alternative investments Annuities
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Bruce S

Series 63, Series 65

Greenleaf, KS

Sanctuary Advisors, LLC

Bruce Simmons is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sanctuary Advisors and its affiliated firms since 2014. Outside of his advisory work, he is involved in community roles including serving as a board member of the USD 108 Endowment and as a clerk and trustee for Logan Township. He also serves on the board of a family-owned dairy farm and is an investor in a medical technology company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers a variety of portfolio management options, employs multiple analytical approaches, and maintains fiduciary standards under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Elizabeth W

Series 66

Marysville, KS

Edward Jones

Elizabeth Warren is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked in educational staffing and school district roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sean B

Series 63, Series 66

Hanover, KS

Thrivent Investment Management

Sean Bruna is a financial advisor with Thrivent Investment Management in Hanover, KS. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Thrivent, he worked at ConocoPhillips and has occasional paid experience as a mechanic on his family’s farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Katherine M

Series 63, Series 66

Marysville, KS

Edward Jones

Katherine Manley is a financial advisor with Edward Jones in Marysville, Kansas, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she is involved as a member and manager of an LLC focused on real estate in Marysville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lydia C

Series 66

Washington, KS

Thrivent Investment Management

Lydia Cox is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and its affiliated investment management firm since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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