Diane Ryan is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds a Series 65 credential and has been advising clients at Advised Assets Group, LLC since 2016. 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 delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Joseph Simmons is a CFP® at Moneta Group Investment Advisors, LLC with one year of industry experience. Prior to joining Moneta, he worked in the airline industry for American Airlines and Sabre, and has experience in the luxury watch sector and academia at the University of Kansas. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure with a centralized Investments Department, focusing on asset allocation and manager due diligence, and offers specialized services for clients with complex needs.

Abigail Stockman is a financial advisor with Hightower Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Hightower, she worked at Falcon Wealth Advisors for eight years and at Liberty University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction strategies.

Sandra Chism is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Ms. Chism serves on the boards of the National Organization of Investment Professionals and the Kansas City Securities Association, both nonprofit entities focused on education and community engagement. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment services, including asset management, consulting, and retirement planning.

Phillip Newton is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at GWFS Equities, Inc. and American Century Investment Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Jeffery Kline is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has prior experience at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, Hillsong Kansas City, and Thrivent Financial. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process that includes active due diligence and proprietary multi-strategy funds.

Gregory Dillard is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of BridgeQuest Wealth Strategies. His prior experience includes eight years at LPL Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a comprehensive support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

David Cuba is a financial advisor with Lincoln Investment in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1995 and with MHN Government Services since 2008. Outside of advisory work, he is the owner of DKKT Holdings LLC, a holding company. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic and adaptive investment strategies.

Tyler Geiman is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has three years of industry experience and has worked at Falcon Wealth Advisors since 2022. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing proprietary research and a diverse set of investment vehicles including mutual funds, ETFs, and alternative investments.

Jonathan Holland is a financial advisor with Principal Financial Services based in Kansas City, MO, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors LLC. He is also the owner of Pinnacle Planning, an LLC used primarily for recordkeeping. Principal Securities provides brokerage and registered investment advisory services to a broad 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 accounts.

Madeline Crawford is a financial advisor at Hightower Advisors with a Series 66 designation and four years of industry experience. She has worked at Hightower since 2018, following prior roles at Barkley Evergreen & Partners/Crossroads Communication and Garmin International. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management and financial planning services.

Zachary Pruitt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he operates a personal sales business on eBay. First Command Advisory Services serves 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.

Michael Rogers is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2018. Prior to his advisory role, he was employed at Brewer Science Inc. from 2011 to 2017. Outside of financial advising, he owns and operates an e-commerce business called Micro Collective LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Colleen Carmitchel is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at North Pointe CPA Group, North Pointe Wealth Advisors, and Cornerstone CPA Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations along with ongoing monitoring.

Thomas Johnson is a financial advisor with Principal Financial Services in Kansas City, MO. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. Since 2011, he has worked with Principal Securities Inc and Principal Financial. In addition to his advisory role, Johnson serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust platforms. 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 solutions under various advisory and promoter arrangements.

Jennifer Cavanaugh is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, she was employed at Lockton Financial Advisors, LLC, and Lockton Companies, LLC from 2009 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Michael Tibbles is a financial advisor with Integrity Alliance, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Gladstone Wealth Partners and Regulus, LLC. Outside of advisory work, he is involved in fixed insurance sales and agency management as president of T&T Senior Specialists, LLC, and serves as an insurance agent with American Senior Benefits. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services utilizing various portfolio approaches and third-party platforms.

Matthew Gazaway is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and co-owns BridgeQuest Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. His career includes prior roles at LPL Financial, llc and Bridgepoint Wealth Strategies. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services, providing clients with a range of portfolio implementation options.

Troy Smith is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has previously worked with GWFS Equities and Empower Retirement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Denise Crawford is a financial advisor with Valic Financial Advisors in Kansas City, MO, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Icma Rc for eight years and has experience with Porsch Financial and Paychex Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients using a technology-driven, centralized approach.