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.

Steven Diederich is a CFP® professional with seven years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors in various capacities since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Malcolm Knowles is a financial advisor with Empower Advisory Group in Liberty, MO, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014 and previously at Wheeler's Plumbing Heating & Cooling Corp. from 2012 to 2022. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Elizabeth Hartung is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and has been with Creative Planning since 2011. In addition to her advisory role, she owns Hartung Insurance and works as a stylist for a women's clothing retailer. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental investment options and integrated retirement plan services.

Kyle Whalley is a financial advisor at CWM, LLC with 19 years of industry experience. He previously worked at Edward Jones for 17 years and has held positions at Cetera Wealth Services, LLC and Carson Wealth. Outside of his advisory role, he is a member of Timber Ridge Trails, LLC, a recreational farming and hunting ground in Liberty, Missouri, and also manages an office rental business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and more than 600 advisors. The firm offers a range of portfolio management and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Samuel Shore is a financial advisor at AE Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services LLC and Madison Avenue Securities. Outside of his advisory role, he serves as an assistant debate coach at Greenhill School and officiates amateur ice hockey games. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a platform-centered approach combining proprietary and third-party model portfolios, discretionary asset management, and financial planning services.

Douglas Nelson is a CFP® professional with 26 years of experience in financial advising, currently with Lincoln Investment since 2011. He previously worked at Valic Financial Advisors for eight years. Nelson is also a lecturer at the University of Nebraska-Lincoln, where he teaches retirement planning, employee benefits, and supervises students in family financial planning. Additionally, he provides on-demand financial counseling to reserve component servicemembers and serves as head boys varsity basketball coach at Prairie View USD 362. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, employing both strategic and tactical approaches, and manages approximately $22.9 billion in advisory assets.

Heather Kline is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Chinquapin Trust Company from 2016 to 2023 and was self-employed from 1995 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Matthew Lazor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Kansas City, MO since 2021. His prior roles include positions at SBSB Financial Advisors and Northwestern Mutual, as well as time spent at Virginia Tech and FJY Financial. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supporting clients with discretionary portfolio management and comprehensive retirement plan advisory services.

Leslie Tonkin is a CFP® professional with experience at Moneta Group Investment Advisors, LLC and KPMG. Leslie has worked in various roles across industries including finance, consulting, and education since 2016. 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 uses a partner-led team structure with a multi-criteria selection process and manages proprietary multi-strategy vehicles alongside specialized services for clients with complex needs.

Christopher Graham is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and is the founder of JC Grason LLC, where he is involved in insurance sales. Outside of his financial career, Graham serves as an elder and treasurer at Redemption Bible Church Inc., overseeing spiritual and financial responsibilities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internally managed, third-party, and advisor-managed models to deliver various investment and consulting services.

Jamie Disterhaupt is a financial advisor with Commonwealth Financial Network in Kansas City, MO. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Commonwealth, he worked at Infinitas and Mitchell Capital Management Co, and has experience in various roles including at Missouri State University and Renaissance Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of adviser support services, including managed account programs, access to third-party asset managers, and custodial services.

Richard Witherspoon is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He holds a Series 63 license and is based in Kansas City, MO. Outside of his advisory role, he is also a licensed insurance agent involved with Reliant Financial Services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Abigail Morrow Lanning is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and related Lockton entities. Prior to her advisory career, she was employed at the University of Kansas for over a decade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by various portfolio management techniques and private market investments.

Matthew Brooks is a financial advisor with Empower Advisory Group in Kansas City, MO. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Axa - Equitable, as well as service in the U.S. Army Reserve from 2007 to 2018. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and manages a large participant base relative to its advisor headcount.

Jack Berhorst is a financial advisor at GWN Securities Inc. in Kansas City, MO, with eight years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at American Century Investment Services and Waddell & Reed. Berhorst also holds an insurance agent license and sells fixed life, health insurance, disability, long-term care, and fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management and model portfolios grounded in asset allocation and Modern Portfolio Theory, with some programs incorporating market-timing and momentum-based strategies.

Grant Knowlton is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2019. Prior to joining D.A. Davidson, he worked at George K. Baum & Company from 2014 to 2019. He holds a Series 63 license and is based in Kansas City, MO. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, emphasizing fiduciary standards and both qualitative and quantitative investment analysis.

Adam Bramley is a financial advisor with Principal Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Principal Bank, Principal Trust Company, Principal Securities, and Principal Life Insurance since 2022, with prior roles at Citizen's Bank and Trust and Icma Rc. Outside of advising, Bramley is co-owner of a mobile repair business and serves on the pastoral council and as projects director for St. Charles Borromeo Church and School. 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, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Joel Engle is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameritas Advisory Services since 2021, and has also worked at Ameritas Investment Corp since 2004. Outside of his financial advisory work, Engle serves as a US Army Career Counselor with the US Army Reserve, a role he has held since 2015. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to 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 variable universal life subaccounts, supported by a network of Investment Adviser Representatives and a comprehensive platform of custodial and third-party resources.