Philip Mcwilliams is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Berthel, Fisher since 1994. Outside of his advisory role, he is involved in securities and insurance through his own entities, including MCWILLIAMS FINANCIAL SERVICES, LLC. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management solutions across multiple platforms and permits advisors to manage portfolios using various investment vehicles and strategies.

Blake Matzke is a financial advisor with Triad Wealth Partners, LLC in Lawrence, KS, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at AE Financial Services, AE Wealth Management, Thrivent Financial, and PowerCat Financial. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and customized financial planning.

Nicklaus Whitaker is a financial advisor at Triad Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Triad Wealth Partners since 2023, with prior roles at Triad Partners, AE Wealth Management, Detail Peoria, and Tremont First Financial Services. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation across diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

Anthony Hayden is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Raymond James Financial and Keating Financial Advisory Services among other firms. Hayden is the founder of Abundance Alliance, a nonprofit supporting community causes and entrepreneurs. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, employing customized portfolios with a long-term approach and overseeing third-party asset managers.

Gregory Hill is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial and Keating Financial Advisory Services. Hill is also president of Pisces Wealth, Inc., a financial planning firm he owns. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Peter Knutson is a CFP® with 32 years of industry experience, currently affiliated with Allworth Financial, L.P. He has held roles at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through various model strategies and employs technology to manage held-away employer retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.

Eric Soetaert is a financial advisor with Allworth Financial, L.P. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at AW Securities, Affinity Financial Advisors, Onyx Meetings & Events, and Marten Transportation. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts.

Damien Baranski is a financial advisor with Empower Advisory Group in Lawrence, KS, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has worked at Advised Assets Group, LLC since 2015 and Great-West Financial Retirement Plan Service 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 service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Kyle Rutschmann is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2025 and concurrently at Miller Retirement Group since 2024. Outside of his advisory role, he is involved in insurance sales and servicing insurance policies through Miller Retirement Group. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

James Moore is a CFP® professional with 16 years of experience in the financial industry, currently serving at Allworth Financial, L.P. in Lawrence, Kansas. His prior roles include positions at Cetera Advisors Networks LLC and Mcdaniel Knutson Financial Partners. Outside of advisory work, he is a partner in Rain Delay, LLC, a real estate investment group. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based allocations and options overlays, and is notable for its private investment vehicle ownership and specialized divisions such as its Airline group.

Zachary Brenner is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds a Series 66 designation and has worked at AW Securities, Allworth Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory roles, he has been involved with Fellowship Bible Church and Grace Church over the past decade. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model approaches such as core-satellite, pure-index allocations, and specialized ETFs, and distinguishes itself through its ownership structure and specialized industry divisions.

Emily Hill is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Her career includes over a decade at Morgan Stanley in various capacities before joining Sanctuary Advisors in 2020. She is a board member of the Kansas Public Employees Retirement System and the Kansas City Symphony Foundation, participating in the oversight of significant pension and endowment funds. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent advisers who manage portfolios using a variety of analytical approaches and platforms, operating as fiduciaries under written advisory agreements.

Cali Visentin is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She previously worked at Affinity Financial Advisors and has a background that includes roles outside the financial sector. In addition to her advisory work, she operates a training and coaching business. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Eric Glenn is a financial advisor with AE Wealth Management, LLC in Lawrence, KS. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining AE Wealth Management, he was involved in insurance sales and services through his role at Little Ninja Associate LLC and other related firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion in assets and serves over 127,000 clients through a platform that emphasizes standardized model portfolios and discretionary asset management.

Kathryn Olds is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services.

Barry Benkelman is a financial advisor with VOYA Financial Advisors, Inc. in Lawrence, KS, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based advice over discretionary management.

Jacquelyn Leon is a financial advisor at Private Advisor Group, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at the US Department of Treasury and has experience in the gig economy with Uber. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and third-party managers.

Craig Freeman is a financial advisor at Independent Advisor Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Independent Advisor Alliance since 2018, previously serving at LPL Financial and Independent Financial Partners. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model with independent advisory representatives and combines discretionary and non-discretionary portfolio management using various analytical techniques and technology platforms.

Bettie Zimmerman is a financial advisor with Integrated Wealth Concepts LLC in Lawrence, KS, holding Series 65 and Series 63 licenses and 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors INC. and Keating Financial Advisory Services, Inc. Zimmerman also works as a life insurance agent. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and consulting with a focus on customized, primarily long-term portfolio strategies.

Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.