Katherine Manley

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.

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.

Sean Bruna is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has been with Thrivent since 2025 and previously worked at ConocoPhillips and Kansas State University. Outside of his advisory role, he occasionally works 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 holistic, goal-based analyses covering a broad range of planning topics, with options to combine planning and managed-account services under the WealthPlan billing program.