Joe Sopha is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory role, he is actively involved in community organizations, serving as Co-President of the Indian Hills Middle School Parent/Teacher Association and as a Board Director of the All For Moms Foundation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio strategies and client savings rates.

David Nyman is a financial advisor at Cetera Planning Partners with five years of industry experience and holds a Series 65 designation. Prior to joining Cetera Planning Partners in 2020, he worked at Avila University and Mid-America Nazarene University and operated a cleaning service for ten years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives, with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Empower Retirement and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisers.

Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.

Brian Thomas is a financial advisor at Cetera Planning Partners with three years of industry experience and holds a Series 66 designation. His prior roles include positions at The Retirement Planning Group, Bank of America, Merrill, and SelectQuote Insurance Services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach focuses on diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance, supplemented by ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Nancy Luther is a Series 65-licensed financial advisor with 16 years of industry experience. She currently works at Cetera Planning Partners and previously held roles at Financial Engines Advisors and The Mutual Fund Store. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning intake and regular updates.

John Freeman is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and over 41 years of experience in the industry. He has held roles at several firms, including Raymond James Financial and LPL Financial, and has operated his own advisory firm, Freeman Financial Concepts, since 2010. Freeman also serves as an insurance agent through Virtue Financial Advisors, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisors. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, providing clients with access to alternative investments, lending solutions, and a mix of discretionary and non-discretionary account management.

August Liberty is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience at firms including RT Specialty and Hy-Vee, Inc. His background also includes work with the St. Isidore Catholic Student Center and Kansas State University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Nick Nguyen is a financial advisor at Cetera Planning Partners with a Series 65 credential and three years of industry experience. His prior roles include positions at Keen Wealth Advisors, BAMBU, UMB Private Wealth Management, and UMB Bank. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach includes diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and estate planning through its Legacy Wealth Strategies offering.

Kevin Conard is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with The Retirement Planning Group, Inc. since 2004 and was previously with Blooom, Inc. from 2013 to 2018. Outside of his advisory role, Conard is a partner in a real estate investment business, GRISWOLD LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and uses a diversified investment approach tailored to client objectives and risk tolerance.

Jensen Bryan is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has a background that includes roles in education and healthcare. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 and management.

Andrew Thomas is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Blooom Inc. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, providing investment management, financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations aligned to client objectives and risk tolerance.

Colin Dawson is a financial advisor with Empower Advisory Group in Olathe, KS, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and previously spent a year at J.P. Morgan Institutional Investments Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its planning approach.

John Vu is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at The Retirement Planning Group, Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies, and integrates resources from the larger Cetera network.

Ryan Schweiger is a financial advisor with Empower Advisory Group in Olathe, Kansas, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at GWFS Equities, Inc. since 2015 and joined Empower Advisory Group in 2025. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

John Erny is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Central Trust Bank, LPL Financial, Infinex Investments, National Planning Corporation, and E360 Financial Solutions. He is based in Olathe, KS. Integrity Alliance is a large advisory and brokerage network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to various investment platforms and strategies.

David Deckert is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 19 years of industry experience, previously working with LPL Financial and Independent Financial Partners. Deckert also engages in non-variable insurance sales through Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model of advisors and leveraging technology platforms to deliver a range of portfolio management and planning services.

Jandi Iha is a financial advisor at Cetera Planning Partners with five years of industry experience. She holds a Series 66 designation and previously worked for Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. from 2014 to 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll support, and estate-planning offerings.