Jonathan Leeks is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Outside of his advisory roles, he worked for Kona Grill for seven years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and various sub-advisory and platform integrations.

Colin Watters is a CFP® designated financial advisor with nine years of industry experience. He is currently with Cetera Planning Partners and previously worked at The Retirement Planning Group and Watters Financial Services LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing notably on pre-retirees and retirees. The firm provides comprehensive financial planning, investment management, Social Security optimization, and retirement-related advice, along with auxiliary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Gunnar Covinsky is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at 49 Wealth Management LLC, Capital Investment Management, and Northwestern Mutual. Gunnar is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Jacob Traen is a financial advisor at Cetera Planning Partners with a Series 65 credential and one year of industry experience. His prior work includes roles with the Iowa State Athletic Department, Sporting Kansas City, and Venkeer Memorial Golf Course. 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 provides 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 funds and ETFs tailored to clients' objectives and risk tolerance.

Trace Weatherford is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and previously worked at The Retirement Planning Group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach aligned with client objectives and risk tolerance.

Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. 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.

Nicholas Neff is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent with Agia, offering non-securities insurance products. 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

William Marshall is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Equity Services, Inc. and National Life Group. Outside of advisory services, Mr. Marshall is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Dwight Twillman is a CFP® professional with 17 years of industry experience, currently serving clients at Cetera Planning Partners since 2014. He holds Series 63 and Series 65 licenses and works out of Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Gary Rialti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. His prior experience includes two decades at Waddell & Reed, Inc., followed by a brief period at LPL Financial before joining Ameritas in 2022. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, combining firm-developed and third-party model portfolios with mutual funds, ETFs, and individual securities.

Chad Shaddox is a financial advisor at &PARTNERS with 24 years of industry experience. He held a position at Edward Jones from 2002 to 2024 before joining &PARTNERS in 2024. He holds the Series 63 and Series 66 licenses. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Peyton Wiklund is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning his advisory career in 2023. His prior experience includes roles at Chubb and RTS Financial, as well as work outside finance at Jayhawk Cafe and the University of Kansas. 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 through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management consulting, and brokerage services, utilizing both proprietary and third-party model portfolios.

Brett Rariden is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2021 and has been involved with Rariden Inc. since 2004. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Taylor Pearson is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera Planning Partners in 2021, he worked at TD Ameritrade, AXA Advisors, The Vanguard Group, and Citizens Bank of Kansas. 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 advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, employing a diversified investment approach based on clients’ objectives and risk tolerance.

Kathy Lum is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Her career includes long-term roles with Lee Financial Group Hawaii, Inc. and related entities before joining Cetera Planning Partners in 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified portfolios aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through third-party partnerships.

Sarah Kleinschmidt is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Lee Financial Group Hawaii, Inc. and related affiliates for five years. Since June 2024, she has served as Co-Chair of the Investment Commission Board for The Episcopal Church in Hawaii. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including tax, bookkeeping, payroll, and estate-planning services, with an investment approach centered on diversified allocations tailored to client objectives and risk tolerance.

Kevin Jaegers is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified mutual fund and ETF allocations aligned with clients’ objectives and risk tolerance and offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Mark Basola is a CFA® charterholder affiliated with NewEdge Advisors, where he has worked since 2024, bringing two years of industry experience. Prior to joining NewEdge, he spent six years at Enterprise Bank and two years at Commerce Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures and technology tools to support clients and advisors.

Reed Hersma is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 65 designation and four years of industry experience. Prior to joining Cetera Planning Partners in 2021, he worked in various roles including at the University of Kansas and Ryan Transportation. 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 approach emphasizes diversified allocations through mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a range of ancillary services such as tax planning and estate planning.

Luke Henry is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC before joining Eagle Strategies. In addition to his advisory role, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, operating primarily on a non-discretionary asset base within an integrated New York Life affiliate structure.