James Heeney is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2014. He currently also works with Infinitas Coordinated Wealth Counsel. Heeney is involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Clint Livingston is a financial advisor at Commonwealth Financial Network with four years of industry experience and a Series 66 designation. His work history includes multiple roles at Commonwealth Financial Network and Edward Jones. Prior to his advisory career, he spent eleven years at Palen Music Center. 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 $212 billion in client assets. The firm offers a broad range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Cale Hill is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Securities, C2FO, CommunityAmerica Financial Solutions, and Charles Schwab. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by passive allocations for liquidity and selective private market exposure.

Dustin Meza is an investment advisor representative at AE Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed Inc., Thrivent Investment Management Inc., and Nuance Investments, LLC. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Zachary Oldham is a financial advisor at Principal Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Investment Management and Mass Mutual Investors Services. Prior to his advisory career, he spent over a decade with Planet Sub. 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 asset allocation and separately managed account solutions.

Daniel Dolan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Ameritas Investment Company, LLC, and TFB Advisors, LLC. He is also involved with Tax Favored Benefits, Inc., where he provides financial services and client support. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach combining passive and active managers overseen by an internal Investment Committee.

Paul Selzer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include work at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent focusing on fixed insurance products and collaborates with other insurance professionals to find suitable plans for clients. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, with oversight from an internal Investment Committee.

Colin Dawson is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been associated 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 certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base through affiliations with Empower’s recordkeeping and administrative platforms.

Broderick Kyle is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has held insurance agent positions. Outside of his advisory work, he owns a photography business and helps manage a family livestock farm. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Joshua Musick is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, where he is also a licensed insurance agent. Musick is involved in insurance and annuity-related businesses through EnlightnU, LLC and J.D. Mellberg Financial. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and offers discretionary investment management primarily via model portfolios and unified managed accounts.

Keith Carpenter is a financial advisor with Commonwealth Financial Network in Lawrence, KS, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Commonwealth since 2006 and also serves as president and owner of Summit Wealth Management, Inc. Outside of his advisory work, he is a partner and co-owner of Infinitas, LLC, and co-owner of WCBD, LLC, all entities related to securities and advisory business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, technology, compliance, and practice-management support.

Jacob Tangpricha is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has been with AE Wealth Management since 2024 and has experience working with USA Wrestling since 2023. 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 emphasizes model portfolio and direct asset management programs, implementing investment decisions primarily through discretionary model portfolios and offering a broad range of services supported by a large advisor platform.

Jaime Rogers is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliates in 2026, Rogers was with Commonwealth Financial Network and Pegasus Capital Management for ten years. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Paul Armenta is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has worked at Empower Advisory Group since 2024 and has also been associated 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, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Ryan Schweiger is a financial advisor at Empower Advisory Group with 11 years of experience in the industry. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. since 2015 prior to joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

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.

Jason Heffner is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Union Financial and Stephens / Heffner Financial Partners. He serves as a board member of the Baldwin Education Foundation, an organization supporting innovative public education initiatives. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Elizabeth Snodgrass is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at Waddell & Reed Inc for 11 years and LPL Financial for one year prior to joining Principal Securities and Principal Life Insurance Company. She serves as a board member on the advisory board for Kansas State University, where she contributes to curriculum discussions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jerry Perfect is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth and Wurzer & Associates since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive back-office, technology, and compliance resources.

David Antalick is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Planning Corporation, Cetera Advisors LLC, and Farmers Insurance District Office. In addition to his advisory work, he is a tax preparer at Prime Accounting Solutions, LLC, and an insurance agent selling life, health, disability, long-term care, and property and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and co-advisor arrangements with third-party managers.