Paula Michelle Helms

Randall Sauer is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He also serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Luke Prestholt is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is involved in buying and selling sports cards and memorabilia. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and CFO capabilities along with a Financial Wellness Platform for employer clients.

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.

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 and holds the Series 66 designation. He previously worked for Commerce Brokerage Services, Inc. for eight years before joining LPL in 2023. Outside of his advisory work, Stevens is involved in buying and selling sports trading cards. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by research and model portfolios.

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.