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.

Sheryll Gianino is a financial advisor with Commonwealth Financial Network based in Overland Park, KS. She holds a Series 66 designation and has experience working with Embark Financial Partners and LPL Financial. Prior to her current career, she was involved with Twelve Eleven LLC operating as Three Dog Bakery for six years. 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 around $212.7 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Craig Gordinier is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has been associated with both AE Wealth Management and Jones Advisory Group since 2016. His activities include consulting with prospective clients on retirement planning through Jones Advisory Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of analytical methods to manage approximately $49.8 billion across more than 127,000 clients.

Regan Houchin is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds a Series 66 credential and has previously worked at CommunityAmerica Financial Solutions and Kansas State University. Outside of her advisory role, she serves as the middle school boys soccer head coach at Heritage Christian Academy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach combines proprietary and third-party methodologies, focusing on long-term portfolio returns and savings rates.

Michael Westerfield is a financial advisor with TLG Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MetLife Securities, Inc., MassMutual Life Insurance Company, MML Investors Services, LLC, and The Leaders Group, Inc. He also serves as a Regional Vice President at The Insurance Partners, focusing on insurance solutions. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, and it provides both sub-advised accounts and a direct-to-consumer digital investment program.

Sydney Pemberton is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, Bank of America, Merrill Lynch, and other financial firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, serving over 127,000 clients with an emphasis on standardized model and platform services.

Penny Vinson is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed Inc. and Instacart. Penny also serves as Vice President of Membership for the Pawnee Elementary PTA. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Skylar Wright is a CFP® professional with 10 years of industry experience, currently advising at Kestra Advisory. His prior experience includes roles at LPL Financial and Waddell & Reed. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jacob Cross is a financial advisor with Hightower Advisors, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at HighTower Securities LLC, MML Investors Services, Mass Mutual Life Insurance Co, and other financial services firms. He is also involved with Guided Path, LLC, assisting by introducing clients to legal service providers when needed. Hightower Advisors serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers with a broad range of investment vehicles and strategies.

Jackson Petefish is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF and Tiaa in 2026, he worked at Empower Advisory Group, LLC and Gwfs Equities, Inc. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

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.

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. outside of her current role. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a diverse client base including individuals, charities, and corporations.

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.

Miles Morrissey is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with AE Wealth Management, LLC and AE Financial Services, LLC since 2025, following prior roles at UBS Financial Services and other financial firms. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

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 holds Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 1995. Based in Kansas City, MO, he has spent over three decades in advisory roles at the firm. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with a focus on educator retirement programs and a dynamic investment approach driven by an in-house Investment Management & Research team.