Brian Lore is a financial advisor with Principal Financial Services and Blue Valley Wealth Management, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Equitable Advisors, Ivy Distributors, and Waddell & Reed. He serves as a board member for Steps of Faith Foundation and Ability KC, two nonprofit organizations focused on prosthetic care and medical rehabilitation services, respectively. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Gregory Dillard is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of BridgeQuest Wealth Strategies. His prior experience includes eight years at LPL Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a comprehensive support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Shelli Buffington is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to joining VOYA in 2014, she worked for Prestwood Financial Group. She is also an independent insurance agent involved in the sales 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 offers financial planning, portfolio management, and consulting services through various program structures, with a focus on recommendation-based, non-discretionary advice.

Kolton Knox is a financial advisor with Principal Financial Services based in Overland Park, KS, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Stephens Heffner Financial Partners since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2018. Knox also owns Knox Financial LLC, which provides administrative support services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.

Gary Rialti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He worked at Waddell & Reed, Inc. for 20 years before joining Ameritas in 2022, with a brief tenure at LPL Financial in 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.

Matthew Young is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation for 25 years. Outside of his advisory role, Matthew competes in professional barbecue events, has started a vineyard with plans to sell grapes in the future, and serves as a wedding officiant. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors, delivering both discretionary and nondiscretionary investment solutions.

Bettie Zimmerman is a financial advisor with Integrated Wealth Concepts LLC in Lawrence, KS, holding Series 65 and Series 63 licenses and 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors INC. and Keating Financial Advisory Services, Inc. Zimmerman also works as a life insurance agent. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and consulting with a focus on customized, primarily long-term portfolio strategies.

William Hirschler is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been affiliated with VOYA Financial Advisors since 2014 and leads Simmons Wealth Management, a firm focused on financial services including the sale of fixed insurance and securities products. Hirschler also serves as co-executor for his mother’s estate. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

Matthew Gazaway is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and co-owns BridgeQuest Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. His career includes prior roles at LPL Financial, llc and Bridgepoint Wealth Strategies. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services, providing clients with a range of portfolio implementation options.

Dale Bartlett is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Veritas Praesidium, Northwestern Mutual Life Insurance Company, and NEF/Met/Mass Mutual. Outside of advisory work, he serves as a consultant for Cutwater Advisory on wealth management practices and is co-authoring a book on advisor succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Donna Tilden is a ChFC® credentialed financial advisor with over 31 years of industry experience. She is currently affiliated with Principal Financial Services and has worked with Principal Securities Inc. and Principal Life Insurance Company for more than a decade. Tilden also serves as a board member of Business West and volunteers with Next Step KC, assisting low-income clients by preparing personal income tax returns. 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 solutions through various advisory and promoter arrangements.

Brian Mayfield is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes eight years at American Century Investment Services Inc. and two years with The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating both proprietary and third-party investment options.

Antwaine Barnett is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services. Outside of his advisory work, he is the owner of A&R Enterprises, LLC, a rental property management business. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in their planning approach.

Sheri Birdsell is a financial advisor with VOYA Financial Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously at Prestwood Financial Group. Birdsell is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a broad client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures such as wrap programs and third‑party money manager access. The firm often provides non-discretionary recommendations and operates both as an SEC-registered investment adviser and a broker-dealer.

James Stanziola is a ChFC®-designated financial advisor with 35 years of industry experience. He is affiliated with Commonwealth Financial Network and has been with the firm since 2012. Outside of his financial advisory work, he is the sole owner of Stanziola Law Practice, LLC, where he performs legal work in estate and business matters. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, third-party asset manager access, and custody services. The firm supports advisers with a range of investment options and back-office services for individual and institutional clients.

Joshua Schmalz is a financial advisor with Commonwealth Financial Network in Overland Park, KS. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors, Primerica, and Northwestern Mutual, as well as work at Emporia State University and Jefferson County North schools. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and a variety of program structures through its Investment Management and Research team.

Eric Lynn is a Series 65 licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at Sterneck Capital Management for four years before joining Creative Planning in 2016. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, offering a financial planning–led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and a range of retirement plan fiduciary services.

Vanessa Higgins is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Her prior roles include working at Stephens Heffner Financial Partners and operating Higgins Business Consulting LLC. She also spent over a decade at Ipourlife, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Cole O'Brien is a CFP® professional with four years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He previously worked at American Century Investment Services, Inc. and has a background including roles at Kansas State University and Red Robin. O'Brien is also an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing recommendation-based advice rather than discretionary management.

Andrew Widman is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Widman serves in several nonprofit leadership roles, including Vice President of the Gift of Life KC board and board member positions with Midwest Transplant Network and St. Luke's Foundation committees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.