Thomas Walther is a financial advisor with Eagle Strategies (NY Life) in Liberty, MO, holding Series 63, 65, and 66 designations with 31 years of industry experience. He has been associated with New York Life Insurance and Nylife Securities since 2003. In addition to his advisory role, Walther acts as an insurance broker for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers multiple program types, including fee-based advice and co-advisory relationships, with a focus on tailored recommendations and a predominantly non-discretionary asset management approach.

Kevin Hennessy is a financial advisor with Money Concepts Capital Corp., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Country Club Financial Services, Inc. and his own firm, Hennessy Investment Advisory Services, LLC. Based in Kansas City, MO, he has been with Money Concepts Capital Corp. since 2017. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven and asset allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors and multiple portfolio programs.

Andrew Beaugard is a financial advisor with PlanMember Securities Corporation in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors since 2005, where he also serves as a Regional Director involved in health and life insurance sales and services for retired Missouri educators. Prior to joining PlanMember in 2020, he was with National Pension & Group Consultants, Inc. for eight years. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Cynthia Biernbaum is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds the Series 65 and Series 63 designations. Her prior experience includes roles at LPL Financial, llc and Waddell & Reed, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and direct indexing, complemented by specialized programs and tax-management options.

Kevin Nekuda is a financial advisor at Empower Advisory Group with 7 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at GWFS Equities, LTS, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage clients. Its integrated service model emphasizes long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Sandra Chism is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Ms. Chism serves on the boards of the National Organization of Investment Professionals and the Kansas City Securities Association, both nonprofit entities focused on education and community engagement. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment services, including asset management, consulting, and retirement planning.

Phillip Newton is a financial advisor with Empower Advisory Group in Kansas City, MO, holding the Series 66 and Series 63 designations and having 11 years of industry experience. His prior firms include Gwfs Equities, Inc. and American Century Investment Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base relative to its advisor headcount.

Natalie Kranz is a Series 66 licensed financial advisor with 14 years of industry experience. She is currently with D.A. Davidson & Co., joining the firm in 2023 after previously working at LPL Financial and Commerce Brokerage Services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides both qualitative and quantitative investment analysis under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Lakisha Lewis is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and five years of industry experience. She has worked at Bankers Life Securities, Inc. since 2021 and Bankers Life since 2014. Outside of her advisory role, she coordinates programs at Assured Care, providing support services for individuals with mental disabilities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients' goals and risk tolerances.

Thomas Johnson is a financial advisor with Principal Financial Services in Kansas City, MO. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. Since 2011, he has worked with Principal Securities Inc and Principal Financial. In addition to his advisory role, Johnson serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust platforms. 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 solutions under various advisory and promoter arrangements.

Denise Crawford is a financial advisor with Valic Financial Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses and having eight years of industry experience. Her prior work includes positions at Icma Rc and Porsch Financial. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, and operates at scale with a large network of advisors and centralized technology solutions.

David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios and separately managed accounts.

Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

John Meyers is a financial advisor at Empower Advisory Group in Kansas City, MO, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GWFS Equities, Prydes Old Westport, Inside Ventures, Southwind Enterprises, and the University of Missouri. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jason Batt is a CFP® and ChFC® with 21 years of industry experience. He has been with Centaurus Financial, Inc. since 2015. Outside of his advisory role, Jason serves as an adjunct professor at San Diego Christian College and Kyoto International University, teaching undergraduate courses and developing course materials. He is also president and CEO of Open Door Financial, a non-investment related business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a mix of financial planning, portfolio management, and retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and specialized services.

Alexander Montanez is a financial advisor with Empower Advisory Group based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Montanez has worked at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and disciplined rebalancing.

Kai Sewell is a financial advisor at PlanMember Securities Corporation in Kansas City, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Security Life Insurance Company and Forrest T. Jones & Co., Inc. Sewell has been a college student since 2017 and previously worked at Vector Marketing. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

James Nelson is a financial advisor at Centaurus Financial, Inc. in Blue Springs, MO, holding Series 63, Series 65, and Series 66 designations with 31 years of industry experience. He has been with Centaurus Financial since 2011. Nelson operates under the DBA Nelson Wealth Management for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis alongside discretionary and non-discretionary investment arrangements.

Leonard Lehmann is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. He also works as a freelance photographer for Park Hill High School. 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 combines proprietary and third-party planning methodologies with an integrated platform tied to Empower’s recordkeeping and administrative services.

Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2010 and has been with Bankers Life and its related firms since 2022. Outside of his advisory role, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.