Gregory Allan Adelman

Luke Prestholt is a Series 66-licensed advisor at Mariner with nine years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Mariner Wealth Advisors in 2022. Outside of his advisory role, he is involved in buying and selling sports cards and memorabilia. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

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.

Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Wells Fargo Advisors and Raymond James Financial Services. Outside of his advisory role, he serves as Vice President and Treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and integrates affiliated sub-advisory arrangements alongside third-party operational tools.

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. He holds the Series 66 designation and has previously worked at Commerce Brokerage Services, Merrill, Cetera, and Edward Jones. Outside of advising, he is involved in buying and selling sports trading cards as a personal business venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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.