Quentin Lee Davis

Scott Kober is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2014 and J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and selected retail brokerage account holders. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Darin Lawhorn is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 17 years. Outside of advising, he teaches social studies and business classes at Jefferson West High School in Meriden, Kansas, and operates a traditional life and health insurance business. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios on discretionary or non-discretionary bases.

Richard Newman is a financial advisor with Morgan Stanley in Tonganoxie, Kansas, holding Series 63 and Series 66 designations. He has 43 years of industry experience, including over a decade with Morgan Stanley Private Bank and more than 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

William Raney is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including Cambridge Investment Research Advisors and First Command Brokerage Services. His background also includes roles outside the financial sector, such as employment at PRG Prototyping and Forterra Pipe and Precast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its research.

Cathy Reynoso is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2015. Outside of her advisory role, she owns Madam Tinker, a business providing computer organizational tips and tricks. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Gerald Rocheleau III is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc., Centaurus Financial Inc., and Kestler Financial Group. Outside of his advisory role, he consults with insurance agents and registered representatives on implementing insurance services, including case research, product training, and marketing plans. Osaic Wealth, Inc. serves a wide range of clients from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers. The firm employs various asset-allocation tools and supports multiple advisory platforms, managing portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.