Jeremy Kohn is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and portfolio construction strategies.

Alexander Steininger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and ten years of industry experience. He has been with Empower Retirement since 2016 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning approach.

Jason Wetmore is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Waddell and Reed and Transamerica Financial Advisors, Inc. His background includes sales of insurance and non-insurance products for Transamerica-affiliated companies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education services, using proprietary tools from Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.

Connor Yohon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth, he worked at The Advocates and Oracle Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.

Jonathan Pereira is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and Mariner Wealth Advisors, among others. He has worked at Principal Securities and Principal Life Insurance since 2022. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Domenic Rizzi is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at GWN Securities since 2010 and Connecticut General Life Insurance Company since 1986. Rizzi serves on the advisory board of Catholic Radio and is a board member of Daughters of May, Mother of Israel's Hope, where he provides guidance on budgeting. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers with model-based allocations and is noted for its use of market-timing and momentum-based strategies in legacy programs.

Lucas Austin is a financial advisor with Guardian Life and holds the CFP® and Series 66 designations. He has 21 years of industry experience, including long-term roles at New York Life Insurance Company and Park Avenue Securities. He is also involved in his own business, Austin Wealth Strategies, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and various integrated lending options.

Erin Outlaw is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Empower Retirement since 2020 and Waddell & Reed Inc from 2013 to 2019. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Debra Fehl is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her background includes roles at Union Financial, Inc., Stephens Heffner Financial Partners, Principal Life Insurance Company, and Cigna Healthcare. She serves on the Liberty Area Chamber of Commerce board and the Regional Advisory Council of Liberty Hospital Foundation, and owns a personal LLC. 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 programs through various advisory and promoter arrangements.

Steven Babcock is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He joined the firm in 2025 and has prior experience in the Marine Corps and the automotive and manufacturing industries. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Anderson is a financial advisor with First Command Advisory Services, holding a Series 66 credential and five years of industry experience. He has been associated with First Command in various roles since 2020. Anderson is also the President and CEO of Matt Anderson Financial Consulting LLC and a member of Pony Express Advisors LLC, business ventures related to financial advising and firm administration. 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 multiple wrap-fee asset management programs using centrally managed model portfolios and third-party managers.

Victoria Arrieta is a financial advisor with Empower Advisory Group in Liberty, MO. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her prior work includes a tenure at Gwfs Equities, Inc. since 2014. Outside of advising, she is involved as a distributor for Herbalife Nutrition products. 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 and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Charles O'Neill is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial, Cetera Advisor Networks, and Lion Street Financial. Outside of financial advising, he was involved with Joe's Kansas City and Stehney Quarterhorses, LLC for eight years. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and access to third-party manager platforms.

Sanford Warmund is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at GWN Securities since 2010 and previously spent 15 years at Lincoln Investment. Warmund is a 49% owner and executive vice president of Reliant Financial Services, a financial services marketing company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs a range of investment strategies, including tactical market-timing and momentum-based approaches.

Calvin Dillon is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked in golf course management and spent five years at the University of Central Missouri. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

David Hensley is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Bankers Life and its affiliated entities since 2013. In addition to his advisory role, he serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Bryan Nelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at KPMG, LLP from 2012 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.