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.

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.

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.

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.

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.

Kenyon Wells is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with multiple firms including Ameritas Life Insurance Corp, Walla Street Wealth Management Inc, Central Financial Services, and Ameritas Investment Corp. Wells is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Zakary Madelen is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also involved in coaching high school football at University Academy. Valic Financial Advisors 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 for portfolio construction.

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.

John Williams is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. Prior to joining &PARTNERS, he held roles at American Pulverizer Company, Cerner Corporation, and the University of Arkansas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.

Gunnar Covinsky is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at 49 Wealth Management LLC, Capital Investment Management, and Northwestern Mutual. Gunnar is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. 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.

Nicholas Neff is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent with Agia, offering 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Gregory Trainor is a Series 66-licensed financial advisor with Creative Planning in Olathe, Kansas, where he has worked since 2014. He has 12 years of industry experience. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process featuring low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

William Marshall is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience with Equity Services, Inc. and National Life Group. Outside of his advisory role, Mr. Marshall is a licensed insurance agent. 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.

Gary Rialti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. His prior work includes a 20-year tenure at Waddell & Reed, Inc., followed by roles at LPL Financial and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Chad Shaddox is a financial advisor with \u0026Partners, LLC, based in Overland Park, KS. He holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 22 years with Edward Jones prior to joining \u0026Partners. \u0026Partners serves a diverse range of individual and institutional clients, offering both investment advisory and brokerage services. The firm employs multiple portfolio management strategies using the Envestnet platform and combines roles as broker-dealer, registered investment advisor, and municipal advisor.

Brett Rariden is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2021 and has been involved with Rariden Inc. since 2004. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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 for portfolio construction.

Mark Basola is a CFA® charterholder affiliated with NewEdge Advisors, with two years of industry experience. His prior roles include positions at Enterprise Bank and Commerce Bank. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients and advisers.

Elizabeth Trimble is a financial advisor with CWM, LLC, holding a Series 65 credential and three years of industry experience. She has worked at CWM, LLC and Trimble Investment Group since 2022 and previously at V Wealth Advisors LLC. Outside of advising, she is a commissioned notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, combining model portfolios managed by an in-house Investment Committee with various analytical tools and third-party providers.

Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.