Richard Falter is a Series 65-licensed advisor with Mid-American Wealth Advisory Group in Kansas City, MO, where he has worked since 2019. He has eight years of industry experience, including prior roles at Sound Income Strategies and Mid American Tax Advisory Group. In addition to his advisory work, he has been an insurance agent offering life and health products since 2014. Mid-American Wealth Advisory Group serves a diverse client base, managing individual and retirement accounts with a team of six advisors and overseeing approximately $335.6 million in assets. The firm’s investment approach incorporates fundamental, technical, cyclical, and behavioral analysis, with portfolio strategies tailored to clients’ goals, and also provides tax preparation services and educational workshops.

Christopher Ruhnke is a financial advisor at VestGen Advisors, LLC in Kansas City, MO. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining VestGen Advisors, his background includes roles in private client services and various positions outside the investment industry. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm employs a centralized portfolio construction model combined with advisor-level client relationship work and serves a broad range of clients, including other investment advisers and institutional entities.

Jacob Hoffman is a Series 65-licensed advisor with MissionSquare Retirement, bringing three years of industry experience. His prior work includes a one-year tenure with Northwestern Mutual and academic roles at the University of Missouri and Kearney High School. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Michael Quarles is a financial advisor at Gradient Advisors, LLC in Kansas City, MO, holding a Series 65 designation with nine years of industry experience. He has held roles at multiple firms, including American Financial Education Alliance and AE Wealth Management, and is the owner of Financial Longevity Advisory, LLC, where he also operates as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

Ryan Burchett is a financial advisor at VestGen Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial for eight years. Before entering the financial industry, he was employed at Tiffany Greens Golf Club for two years. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse range of clients including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and affiliated funds to serve a broad client base that includes retail investors, institutions, and government entities.

Scott Sheldon is a financial advisor at VestGen Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at firms including Edward Jones and RSG Investments. VestGen Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors, offering investment management, financial planning, and retirement plan services. The firm combines advisor-level client relationships with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment approach.

Kyle Harsha is a financial advisor at Lexaurum Advisors with 10 years of industry experience and holds a Series 66 designation. He has worked at several firms including HD Vest Advisory Services and Rise Consulting and operates Money Matters Tax and Financial Services, providing accounting and tax preparation services. Lexaurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor team approach with a focus on diversified portfolios aligned with modern portfolio theory.

Scott Schloegel is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Creative Planning, Royal Alliance, and Premier Financial Partners. Scott also owns Wealth Scope LLC, where he provides financial planning and client relationship management. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, providing a non-discretionary model that integrates fundamental, technical, and cyclical portfolio analysis.

Jacob Haynes is a financial advisor at Advisors Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ivy Investments, Inc. and several wealth management and asset management companies. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts as well as model separate-account and ETF strategies.

Kelly Landry is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining CreativeOne Wealth (formerly Change Path, LLC) in 2018, she worked at Cona Investment Advisors, LLC from 2014 to 2018 and has been self-employed since 2003. She is also active in community service as the South Central Region Secretary for Soroptimist International of Kansas City Northland, an organization focused on economic empowerment for girls and women. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing modern portfolio theory alongside fundamental, technical, and quantitative analysis.

Michael Martin is a financial advisor with VestGen Advisors, LLC in Kansas City, MO, holding Series 63 and 65 licenses and possessing 32 years of industry experience. He worked at LPL Financial for 32 years prior to joining VestGen Advisors in 2025 and has been associated with Kelly Martin (LPL Broker 553) since 1993. He is also an LLC member of VestGen Wealth Partners Holdings, a financial services holding company based in Chicago. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm utilizes a combination of advisor-client relationships and centralized portfolio construction, offering discretionary and non-discretionary management alongside third-party manager options.

Heather Herring is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds the Series 65 designation and previously worked at One Oak Private Wealth and Asset Management, AE Wealth Management, LLC, and It's Your Money. She is also involved with Financial Longevity Advisory LLC, focusing on financial and retirement planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives, offering a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Salvatore Arnone is a financial advisor with Copper Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked for American Century Investments for 11 years before joining Copper Financial. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management via third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm works with both individual and institutional clients and employs a fiduciary advisory model centered on third-party manager referrals and in-house model portfolios.

Melanie Dorf is a financial advisor at First Command Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has operated Melanie Constance Photography as an owner and photographer since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kevin Shillingsburg is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2014. 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.

Isaac Mc Cabe is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also involved as a team coach educating loan officers on insurance product sales within a mutual savings association. Additionally, he serves as Vice-President of a subsidiary insurance agency, managing operations and overseeing sales and personnel. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by a network of several hundred advisors and multiple portfolio options.

James Lourentzos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has worked with First Command since 2023 and previously served as an advisor for Susan J. Jennaway - First Command Advisor #3266 for 16 years. Lourentzos is also involved in business partnerships related to his advisory practice through entities such as JJ Lourentzos LLC and Pony Express Advisors LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Jon Travis is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at GWFS Equities, Cardinal Health, FedEx, Hallmark, Ball's Food, Safe Haven Security, and LMV Automotive. 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 retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts within plan lineups selected by plan sponsors.

Randal Dorf is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having worked with First Command since 2003 in various affiliated entities. Dorf is also the organizer of Randal Dorf Financial Planning, LLC, and a member of Pony Express Advisors, LLC, both financial businesses based in Leavenworth, KS. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and manages approved model portfolios and third-party managers.