Michael Westerfield is a financial advisor with TLG Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MetLife Securities, Inc., MassMutual Life Insurance Company, MML Investors Services, LLC, and The Leaders Group, Inc. He also serves as a Regional Vice President at The Insurance Partners, focusing on insurance solutions. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, and it provides both sub-advised accounts and a direct-to-consumer digital investment program.

Kathryn Olds is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services.

Sydney Pemberton is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, Bank of America, Merrill Lynch, and other financial firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, serving over 127,000 clients with an emphasis on standardized model and platform services.

Claire Vallejo is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and six years of industry experience. Her prior roles include positions at Mutual Securities, Inc., Intellicents Investment Solutions, Inc., and Kornitzer Capital Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Barry Benkelman is a financial advisor with VOYA Financial Advisors, Inc. in Lawrence, KS, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based advice over discretionary management.

Steven Brown is a financial advisor with Empower Advisory Group in Olathe, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Great-West Financial from 2019 to the present and at Edward Jones from 2014 to 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated services leverage proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered within platforms tied to Empower’s recordkeeping and administrative systems.

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. outside of her current role. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a diverse client base including individuals, charities, and corporations.

Stanley Strecker is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Central States Capital Markets, and Empower Retirement. Strecker also serves as Chief Operating Officer at Clearwater Wealth Management, a registered private staff supporting financial professionals in planning, securities, and insurance sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm focuses on advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Darrah is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 designations and 18 years of industry experience. He has worked with Principal Financial Services since 2014 and is also affiliated with Stephens - Heffner Financial Partners. Outside of his advisory role, Darrah serves as a board member and bookkeeper for New Horizon Ranch, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Geiersbach is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Heim, Young & Associates, Inc. and Lockton Companies. She also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of program structures and emphasizes operational, trading, technology, compliance, and practice-management support for its affiliated advisors.

Dane Lofquist is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has experience in the financial services industry beginning in 2024, including roles at Principal Life Insurance Company and Principal Securities, Inc. Outside of his financial career, he has been involved with Cornerstone Senior Services since 2024. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Randall Johnson is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Infinitas and Mass Mutual Investors Services. He is a co-owner of RMJ Financial LLC, a private entity established for tax purposes. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Miles Morrissey is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with AE Wealth Management, LLC and AE Financial Services, LLC since 2025, following prior roles at UBS Financial Services and other financial firms. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Mark Prestwood is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with VOYA since 2014 and previously operated Prestwood Financial Group, LLC. Outside of advising, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Edward Simmons is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with VOYA Financial Advisors since 2014 and leads Simmons Wealth Management, a firm offering fixed insurance, securities, and investment products. Simmons also operates as an independent insurance agent. VOYA Financial Advisors serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures such as Unified Managed Accounts and third-party money manager programs. The firm emphasizes recommendation-based advice and maintains both SEC-registered investment adviser and broker-dealer registrations.

Jacquelyn Leon is a financial advisor at Private Advisor Group, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at the US Department of Treasury and has experience in the gig economy with Uber. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and third-party managers.

La Royce Holmes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Empower Advisory Group in 2025, Holmes worked at GWFS Equities, Inc. from 2018 and at AT&T from 2011 to 2018. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Michelle Poston is a CFP® professional affiliated with Commonwealth Financial Network with 21 years of industry experience. She has been with Commonwealth and Infinitas since 2009. Outside of her advisory work, she serves as an instructor at the University of Missouri–Kansas City, teaching general financial planning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party managers, providing trading, reporting, and custody services for individual and institutional clients.

Michael Ball is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. He has been with Commonwealth and Summit Wealth Advisors since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, while providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Samuel Di Sette is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Infinitas and Commonwealth Financial Network since 2023. Outside of his advisory role, he is a swim coach at Kansas City Swim Academy. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.