Colin Aldrich is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience with Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory role, he owns a short-term rental property managed through a third party. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.

Isaac Letsch is a financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Mutual Securities, Inc., Central Bank, and Edward Jones. Prior to his financial career, he was employed at Panda Express and Liberty High School. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with periodic rebalancing and offers both discretionary and non-discretionary options for individual clients.

Daniel Hamm is a CFP® with nine years of experience in the financial services industry. He is currently with Intellicents Investment Solutions Inc. and Mutual Securities, Inc., and previously worked at Frontier Wealth Management, American Century Investments, and Creative Planning. He is also a licensed insurance agent, providing life, health, and disability insurance as part of his client services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and sub‑advisory services. The firm emphasizes long-term, buy-and-hold investment strategies under the leadership of a CFA chief investment officer and manages approximately $9.92 billion in assets across multiple offices.

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 at Triad Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AE Financial Services, AE Wealth Management, and Thrivent 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 financial planning services. The firm employs strategic asset allocation supported by an investment committee and manages diversified portfolios across mutual funds, ETFs, individual securities, and fixed income.

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®-certified financial advisor with 33 years of industry experience, currently practicing at Allworth Financial, L.P. in Lawrence, KS. He has held roles at 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 portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Eric Soetaert is a financial advisor at Allworth Financial, L.P. in Lawrence, Kansas, holding Series 63 and Series 65 designations with four years of industry experience. Prior to joining Allworth Financial, he worked at Affinity Financial Advisors and AW Securities. Outside of finance, he has experience in the events industry through his work with Onyx Meetings & Events. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary approaches, supported by technology to manage held-away employer retirement accounts.

Damien Baranski is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Advised Assets Group, LLC and Great-West Financial Retirement Plan Service. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

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 five years of industry experience. They hold Series 63 and Series 65 licenses and previously worked at Affinity Financial Advisors and Myers Construction. Outside of finance, Visentin operates a self-employed training and coaching business. 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 using various model strategies and employs both discretionary and non-discretionary asset management approaches.

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 with Sanctuary Advisors, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and held various roles at Morgan Stanley and its affiliates from 2003 to 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers diverse portfolio management options, retirement plan consulting, and fiduciary services, utilizing multiple investment strategies and maintaining a distinctive platform supported by recent acquisitions and strategic affiliations.

Barry Benkelman is a financial advisor with VOYA Financial Advisors, Inc. in Lawrence, Kansas, holding the Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists along with technology-enabled tools to implement investment recommendations through both discretionary and non-discretionary account structures.

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.