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Greggory G

Series 66

Overland Park, KS

Ameritas Advisory Services, LLC

Greggory Glass is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with Ameritas Investment Corp and Walla Street Wealth Management, Inc. since 2013, providing financial planning, investment management, and risk management services for individuals and businesses. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm delivers fee-based asset management, retirement-plan advisory, and fiduciary services through affiliated representatives using model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Justin M

Series 66, Series 63

Olathe, KS

Empower Advisory Group

Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Waddell & Reed, Inc. and Kansas State Recreational Services. 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 certain retail brokerage account holders. The firm offers point-in-time financial plans and optional managed account solutions through a model integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Alec B

Series 63, Series 65

Overland Park, KS

NEwEdge Advisors

Alec Bethurum is an investment advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including eleven years at Sterneck Capital Management before joining NewEdge Advisors in 2024. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason D

Series 66

Olathe, KS

Commonwealth Financial Network

Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jacob L

Series 66

Belton, MO

Guardian Life

Jacob Larkey is a financial advisor with Primerica Advisors who holds a Series 66 designation and has one year of industry experience. He previously worked at Park Avenue Securities, Guardian Life Insurance Company, Barby Minnick and Associates, and Selectquote. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John F

Series 63, Series 65

Overland Park, KS

OSAIC Institutions, INC.

John Freeman is a financial advisor with OSAIC Institutions, INC. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has previously worked at firms including Raymond James Financial and Keating Financial Advisory Services and also operates Freeman Financial Concepts, an investment-related S-Corp. OSAIC Institutions serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through a network of investment adviser representatives who utilize both fundamental and technical analysis.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jensen B

Series 66

Overland Park, KS

Valic Financial Advisors

Jensen Bryan is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has a background that includes roles in education and healthcare. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Saul R

Series 63, Series 66

Raymore, MO

Empower Advisory Group

Saul Rico is a financial advisor with Empower Advisory Group in Raymore, MO, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account options.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Robert D

Series 66

Raymore, MO

Empower Advisory Group

Robert Davies is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held various positions in the retail and hospitality sectors, including roles at La Nonna and Johnny's Tavern. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Colin D

Series 66, Series 63, Series 65

Olathe, KS

Empower Advisory Group

Colin Dawson is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been associated with Gwfs Equities, Inc. since 2014. 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 certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base through affiliations with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ryan S

Series 66, Series 63

Olathe, KS

Empower Advisory Group

Ryan Schweiger is a financial advisor with Empower Advisory Group in Olathe, KS, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked at GWFS Equities, Inc. since 2015 and joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail account holders. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark M

Series 65

Olathe, KS

Integrity Alliance, LLC

Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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John E

Series 65, Series 63

Olathe, KS

Integrity Alliance, LLC

John Erny is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Central Trust Bank, LPL Financial, and Infinex Investments. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs through a large network of independent advisors managing approximately $5.4 billion in client assets.

Annuities ESG / Sustainable investing
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Grant T

CFP®, Series 66

Overland Park, KS

CWM, LLC

Grant Trimble is a CFP® with 22 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Trimble Wealth Advisors, V Wealth Advisors LLC, and LPL Financial. Outside of his advisory work, he coaches youth soccer in Kansas City without accepting a coaching fee. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers discretionary portfolio management utilizing an in-house Investment Committee, third-party sub-advisors, and customized tools, with a particular focus on retirement plans and institutional services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David D

Series 66

Leawood, KS

Independent Advisor Alliance, LLC

David Deckert is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 19 years of industry experience, previously working with LPL Financial and Independent Financial Partners. Deckert also engages in non-variable insurance sales through Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model of advisors and leveraging technology platforms to deliver a range of portfolio management and planning services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Scott G

Series 63, Series 65

Overland Park, KS

Valic Financial Advisors

Scott Gilman is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also been associated with Agia since 2022. Outside of his advisory work, Gilman serves as the head coach for the Saint James Girls Lacrosse Club. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network, utilizing discretionary unified managed accounts with third-party model managers and offering tax-aware and ESG overlay options.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Scott T

Series 63, Series 65

Overland Park, KS

Valic Financial Advisors

Scott Turley is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at American General Life Insurance, AIG Capital Services, Lincoln Financial Distributors, and Ohio National Financial Services. He serves as a board member of Midwest Regional Bank and is appointed as an agent for AGIA, selling non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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David T

Series 63, Series 65

Olathe, KS

Transamerica Retirement Advisors, LLC

David Tritt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, operating at scale with a large client base and substantial non-discretionary assets.

General retirement planning Retirement income strategy Income planning
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Marion J

Series 66

Olathe, KS

Principal Financial Services

Marion Johnson is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2000. He also serves as a Bank/Trust Officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Bradford M

CFP®, Series 63, Series 66

Overland Park, KS

Valic Financial Advisors

Bradford Mecklenburg is a CFP® professional at Valic Financial Advisors with 20 years of industry experience. He has worked at Valic Financial Advisors since 2019 and previously held roles at CommunityAmerica Financial Solutions, LLC and Agia. In addition to his advisory work, he is licensed as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, operating at scale with a heavy reliance on technology and model-driven solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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