Edvan Araiza Hermosillo is a financial advisor at Empower Advisory Group with three years of industry experience. He has previously worked at KeyBank and FirstBank, and has experience in education from roles at Colorado Mountain College and Glenwood Springs High School. Outside of advising, he is the owner of Libertad Investments Ltd., a business involved in real estate and property management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Charise Alexander is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her career includes roles at Wells Fargo, Basys Processing, and Empower Retirement/GWFS Equities, Inc. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, delivering integrated financial planning and investment management services connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and employs proprietary and third-party methodologies in its planning services.

William Arthur is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial LLC and CIH, LLC. Arthur also provides administrative support within his firm. Wealth Enhancement Advisory Services offers a wide range of financial planning and asset management services for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

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.

Kevin Nekuda is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions 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 certain retail clients. The firm’s integrated approach combines proprietary and third-party methodologies, focusing on long-term portfolio returns and clients’ savings rates within plan lineups selected by plan sponsors.

Rex Swartz II is a financial advisor at Lincoln Investment with 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995. He holds Series 63 and Series 65 credentials. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management through advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and external sub-advisers.

Joseph Simmons is a CFP® at Moneta Group Investment Advisors, LLC with one year of industry experience. Prior to joining Moneta, he worked in the airline industry for American Airlines and Sabre, and has experience in the luxury watch sector and academia at the University of Kansas. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure with a centralized Investments Department, focusing on asset allocation and manager due diligence, and offers specialized services for clients with complex needs.

Abigail Stockman is a financial advisor with Hightower Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Hightower, she worked at Falcon Wealth Advisors for eight years and at Liberty University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction strategies.

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 Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Jeffery Kline is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has prior experience at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, Hillsong Kansas City, and Thrivent Financial. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process that includes active due diligence and proprietary multi-strategy funds.

David Cuba is a financial advisor with Lincoln Investment in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1995 and has worked at Mhn Government Services since 2008. Outside of advising, he is the owner of DKKT Holdings LLC, a holding company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and uses a layered delivery model involving independent advisors and third-party managers.

Tyler Geiman is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has three years of industry experience and has worked at Falcon Wealth Advisors since 2022. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing proprietary research and a diverse set of investment vehicles including mutual funds, ETFs, and alternative investments.

Jonathan Holland is a financial advisor with Principal Financial Services based in Kansas City, MO, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors LLC. He is also the owner of Pinnacle Planning, an LLC used primarily for recordkeeping. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Madeline Crawford is a financial advisor at Hightower Advisors with a Series 66 designation and four years of industry experience. She has worked at Hightower since 2018, following prior roles at Barkley Evergreen & Partners/Crossroads Communication and Garmin International. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management and financial planning services.

Colleen Carmitchel is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at North Pointe CPA Group, North Pointe Wealth Advisors, and Cornerstone CPA Group. 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 uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations along with ongoing monitoring.

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 63 and Series 65 credentials and eight years of industry experience. She previously worked at Icma Rc for eight years and has experience with Porsch Financial and Paychex Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients using a technology-driven, centralized approach.