Terry A Grissom

Sheila Lautenbacher is a financial advisor at KCPAG Financial Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KCPAG Financial Advisors since 2015. Her prior experience includes roles at Securities America Inc. and Kemper Capital Management LLC. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm manages approximately $22.5 million in discretionary assets and operates through a team of 13 advisors across 27 offices, employing fundamental analysis and a combination of long- and short-term strategies.

Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008 and was also affiliated with Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets, serving around 405 clients through a team of 13 advisors across 27 offices, employing a blend of fundamental analysis, long- and short-term strategies, and both discretionary and non-discretionary management.

Michael Nichols is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cutter & Company Brokerage, Inc. for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms.

Michael Kaiser is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Valic Financial Advisors since 1998. In addition to his advisory role, he serves on the board of the Lake Estates Property Owners Association in Marion, Illinois. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jack Graham is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including roles at Principal Life Insurance Company and Equitable Advisors, LLC. Prior to entering the financial industry, he held various positions at Southeast Missouri State University and other organizations. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel located outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Curtis Wharton is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2010. Outside of his advisory role, he works as a property and casualty insurance producer and is involved with Wharton Enterprises, Ltd. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.