Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, using customized portfolios and a generally long-term investment approach.

Luke Prestholt is a financial advisor with Mariner Wealth, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Mariner Wealth in 2022. Outside of his advisory role, he is involved in the buying and selling of sports cards and memorabilia through a collectibles business based in Frontenac, Kansas. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with access to third-party managers, offering a range of investment management, financial planning, retirement consulting, tax services, and family office administration.

Christopher Falletti is a financial advisor with Eagle Strategies (New York Life) based in Frontenac, Kansas. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2009, he has operated Falletti Financial alongside his role at Eagle Strategies. Outside of advisory work, he owns and manages a rental property business. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Larry Sprague is a CFP®-certified financial advisor with Edward Jones in Pittsburg, KS, bringing 10 years of industry experience. Before joining Edward Jones in 2016, he worked for 18 years at Leggett & Platt, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for eight years before joining LPL Financial in 2023. Outside of his advisory role, Stevens is involved in buying and selling sports trading cards as a side business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Karen Vanleeuwen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She previously worked at Next Financial Group Inc for 18 years before joining LPL Financial. Outside of her advising role, she is a co-owner of VanLeeuwen Farms in Pittsburg, KS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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, holding a Series 63 designation and over 41 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and leads McGavran Financial Group since 2014. Outside of his advisory work, he is also an agent with McGavran Agency, focusing on Medicare-related insurance products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

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.

John Lockhart is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Commerce Brokerage Services, Commerce Bank, First United Bank & Trust, and Southeastern Oklahoma State University. In addition to his advisory work, he is a commissioned public notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

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.

Benjamin Lotterer is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of his advisory role, he serves on the Board of Directors for Vie Medical Clinic in Pittsburg, Kansas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports and combining research, modeling, and tax-efficiency analysis as part of its advisory approach.

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 23 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. Outside of his advisory work, he owns Tropical Joe's LLC, a small business unrelated to financial services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by in-house research and a large network of investment adviser representatives.

George Barberich is a financial advisor with OSAIC located in Pittsburg, KS, holding Series 63 and Series 65 licenses and accumulating 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he serves as a Notary Public and provides life insurance and annuity quotes as an insurance agent. OSAIC is a large investment advisory and brokerage firm serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a broad range of investment products and access to multiple custodial platforms.

Steven Mcgavran is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He also operates the McGavran Agency, where he works as a broker specializing in Medicare Supplement and Medicare Advantage plans. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through extensive research and asset-allocation analysis.

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 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Helms also owns Helms Financial Group, a sole proprietorship focused on selling life and health insurance. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven portfolio management and access to multiple custodial platforms.

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 worked in various roles including at Commerce Bank and Enterprise Rent A Car. Outside of her advisory role, she performs as a cellist in the Vancouver Symphony and other ensembles, teaches cello, serves as a basketball referee for middle and high school games, and holds leadership roles 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 individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large national network of financial advisors and branch offices.