Tyson Bauer is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2012. The firm serves a diverse client base including individuals, corporations, and charitable organizations, offering a broad range of investment programs across discretionary and non-discretionary accounts. Oppenheimer combines investment management with broker-dealer operations and reports a significant portion of its advisory assets as non-discretionary.

Margaret Glenn is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She worked at KPMG LLP for five years prior to joining Moneta. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Shannon Cheah is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed, Inc. and Copper Financial Network LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Jarod Tibbetts is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Cambridge Investment Research, and Country Insurance & Financial Services. Outside of his advisory work, he owns and operates a property casualty insurance brokerage under Goosehead Insurance. Primerica Advisors serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Blake Mc Govern is a Series 66-credentialed advisor at Hightower Advisors with one year of industry experience. His prior roles include positions at Mylo, LLC, Indian Hills Country Club, and Finney's Crafthouse & Kitchen. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions, combining affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Christopher Hoppenthaler is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been advising at Asset Group LLC since 2015. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Marie Mc Graw is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at The Colt Group and RPS Financial. Outside of her advisory role, she assists with HR and bookkeeping tasks at a family-owned fire and flood restoration business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Kevin Shillingsburg is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.

Vincent Defeo is a financial advisor at Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials with 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, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Alfred Simmons is a financial advisor at Moneta Group Investment Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Grant Edmunds is a CFP® with 12 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2020. He previously worked at Legacy Investment Partners LLC from 2013 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led team model supported by a centralized Investment Department and offers diversified, multi-asset investment strategies alongside specialized services such as planning for professional and developing athletes.

Conner Hanlon is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2022. His prior experience includes roles at Msec, LLC, Mariner Wealth Advisors, and BOKF, NA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers across mutual funds, ETFs, alternative investments, and custom indexing.

Pablo Berrio is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and two years of industry experience. His work history includes roles at Empower Financial Services and other firms in various industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Tarren Bingham is a Series 66-licensed financial advisor with Hightower Advisors, bringing three years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. Outside of his advisory work, he serves as director of a special needs ministry at his church, managing volunteers and coordinating support for families. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager investment approach, offering access to affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.

Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Before joining Hightower, he worked in various roles including positions at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.

Jonathan Pereira is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and Mariner Wealth Advisors, among others. He has worked at Principal Securities and Principal Life Insurance since 2022. 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 consulting, and access to third-party money manager solutions.

Domenic Rizzi is a financial advisor at GWN Securities Inc. with 39 years of industry experience. He holds Series 65 and Series 63 licenses and has been with GWN Securities since 2010. Prior to that, he worked at Connecticut General Life Insurance Company for over 40 years. Rizzi serves on the advisory board of Catholic Radio, contributing to fundraising and strategic decisions. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical market-timing strategies in its portfolios.

Debra Fehl is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her background includes roles at Union Financial, Inc., Stephens Heffner Financial Partners, Principal Life Insurance Company, and Cigna Healthcare. She serves on the Liberty Area Chamber of Commerce board and the Regional Advisory Council of Liberty Hospital Foundation, and owns a personal LLC. 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 financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.