Kenneth Bateman is the principal of Bateman Capital Management, Inc. in Leavenworth, KS, holding a Series 65 license with 9 years of industry experience. He has held leadership roles in multiple businesses including event space rental and real estate management, and serves as Chairman of the Leavenworth Main Street Program, Inc. in an unpaid capacity. Bateman Capital Management is an independent advisory firm that provides discretionary portfolio management to individual clients, using fundamental analysis and a diverse range of investment vehicles. The firm manages approximately $1 million across a small number of accounts and incorporates client-specific goals, tax considerations, and risk tolerance into written Investment Policy Statements.

Douglas Mottet is the principal advisor of Mottet Wealth, an independent registered investment adviser based in Parkville, MO, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Doug Mottet Enterprises, Inc. since 1992. Outside of financial advising, he works as an independent contractor and district sales representative for Stine Seed Company, a non-investment related business. Mottet Wealth manages approximately $68 million for around 130 clients, offering portfolio management and comprehensive financial planning for individuals as well as retirement plans and institutional accounts, including pension consulting. The firm uses the AssetMark platform to implement client strategies through model portfolios, individually managed accounts, mutual funds, and ETFs, and provides discretionary portfolio management along with tax-aware and guided-income options.

Michael Wolters is a Series 65-licensed advisor with 32 years of experience, operating at Mike Wolters & Associates, Ltd. in Parkville, MO since 1994. The firm consists of two advisors and focuses exclusively on discretionary asset management. Mike Wolters & Associates, Ltd. manages approximately $21 million across 84 client accounts, serving individuals, charitable organizations, and retirement-plan participants. The firm offers three investment strategies—Moderately Conservative, Moderately Aggressive, and Aggressive—primarily utilizing ETFs and select individual stocks, with investment decisions based on fundamental and technical analysis, including political and interest-rate considerations.

Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.

Patrick Guilfoy is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at AE Wealth Management, Advisors Excel, and Duncan Financial Management. In addition to his advisory work, he is licensed as an insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, using proprietary risk-based models and a focus on fixed-income analysis. The firm also provides educational workshops and tax preparation services, and several representatives, including Guilfoy, hold insurance licenses that complement their investment services.

Kolton Hurst is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His background includes roles at Interbank and educational positions at Oklahoma State University and Navajo Public School. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates through discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm uses proprietary risk-based models with an emphasis on fixed-income analysis and offers additional services such as educational workshops and tax preparation.

Charles Bourquin is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 license. He has prior experience at 49 Financial LLC, Pinnacle Pool & Spa, Select Pool Service LLC, and Total Management, LLC. Bourquin is also a licensed insurance agent affiliated with the Financial Independence Group, where he engages in life insurance sales as part of clients' overall financial plans. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models with an emphasis on fixed-income security selection and risk management, and several representatives, including Bourquin, are licensed insurance agents offering insurance and annuity products.

Mark Falter is a financial advisor with Mid-American Wealth Advisory Group in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Mid-American Wealth Advisory Group since 2018 and previously at Sound Income Strategies and Mid-American Tax Advisory Group. Outside of his advisory role, he volunteers for the Scranton Academy for Financial Education and owns a drone flight company. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models and emphasizes fixed-income analysis, while several representatives, including Falter, are licensed insurance agents who also provide insurance and annuity products.

Joshua Falter is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, with seven years of industry experience. He holds a Series 65 designation and has been with Mid-American Wealth Advisory Group in various capacities since 2016. Prior to his advisory role, he worked at the YMCA of Platte City for two years. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models focused on fixed-income analysis and offers additional services such as educational workshops and tax preparation for clients.

Richard Falter is a financial advisor at Mid-American Wealth Advisory Group with seven years of industry experience. He holds a Series 65 designation and has worked at Mid-American Wealth Advisory Group since 2019. His prior experience includes roles at Sound Income Strategies, Mid American Tax Advisory Group, and Melia Advisory Group. In addition to his advisory work, he is a licensed insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models for investment decisions and integrates insurance and annuity products as part of its service offerings.

Jacob Haynes is a financial advisor at Advisors Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ivy Investments, Inc. and several wealth management and asset management companies. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts as well as model separate-account and ETF strategies.

Melanie Dorf is a financial advisor at First Command Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has been associated with First Command Financial Planning, Inc. since 2014. Outside of her advisory role, she owns and operates Melanie Constance Photography. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients, offering a multi-service platform that emphasizes advisor-led planning relationships and discretionary asset management through its Tailored Professional Services and Asset Management Solutions programs.

Angela Remington is a financial advisor with First Command Advisory Services in Basehor, Kansas. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she worked for USD 469 for nine years. Outside of her advisory work, she is the owner of AJ Remington LLC, an independent contracting business, and a partner in Pony Express Advisors, LLC, which supports branch-related business activities. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements supported by an in-house investment management team.

Isaac Mc Cabe is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, he serves as a team coach educating loan officers who sell insurance products and holds a vice-presidential position in the insurance agency operations of a mutual savings association. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage assets for its clients.

James Lourentzos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He previously worked with Susan J. Jennaway as a First Command Advisor for 16 years. Lourentzos is the owner of JJ Lourentzos LLC and a member of Pony Express Advisors LLC, both entities related to his business activities within the First Command network. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and structured financial coaching delivered through its Tailored Professional Services engagement.

Craig Gordinier is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at AE Wealth Management and Jones Advisory Group since 2016, with prior experience at Global Financial Private Capital, LLC. He is also involved with Jones Advisory Group, where he consults with prospective clients on retirement planning. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines multiple portfolio models and advisory services, supporting a large client base through a network of over 400 advisors.

Eric Olson is a financial advisor with First Command Advisory Services in Leavenworth, KS, holding a Series 66 designation and four years of industry experience. He previously served in the United States Army from 2012 to 2021 and currently provides subject matter expertise as an independent consultant for Client Solutions Architect, LLC, focusing on training simulations for mission command. Olson is also a member of Pony Express LLC, an entity used for office expense management within his advisor district. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and structured 12-month financial coaching engagements, supported by an in-house investment management team that constructs and manages model portfolios.

Randal Dorf is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has been with First Command in various capacities since 2003. Dorf is also the organizer of Randal Dorf Financial Planning, LLC, and a member of Pony Express Advisors, LLC, both financial businesses based in Leavenworth, KS. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led financial coaching and structured planning engagements, with specialized services for active-duty military clients.

Daniel La Bar is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Command, he served in the United States Army from 2016 to 2023. Outside of his advisory role, he is the Chief Financial Officer of American Legion Post 501, managing the organization’s assets. First Command serves individual, high-net-worth, corporate, and charitable clients with a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers face-to-face financial coaching and structured 12-month planning engagements, supported by an in-house Investment Management Team and a vertically integrated family of companies.

John Wurzer is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include eight years at T. Rowe Price and 25 years at American Century Investment Services Inc. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to clients enrolled in its managed account programs, delivering recommendations based on Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and operates within a broad integrated ecosystem of affiliated financial entities.