Sean Bruna

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.

Bruce Simmons is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and World Equity Group. Outside of finance, he serves on the board of the USD 108 Endowment and a family dairy farm, and holds a township clerk/trustee role in Greenleaf, KS. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and affiliated broker-dealer entities, utilizing a range of account types and investment strategies.

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.

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.

Lydia Cox is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary portfolio management. Their services include a combination of planning and managed-account options under a consolidated billing program called “WealthPlan.”