Sheri Birdsell is a financial advisor with VOYA Financial Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously at Prestwood Financial Group. Birdsell is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a broad client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures such as wrap programs and third‑party money manager access. The firm often provides non-discretionary recommendations and operates both as an SEC-registered investment adviser and a broker-dealer.

Daniel Donegan Jr. is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2015. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

James Stanziola is a ChFC®-designated financial advisor with 35 years of industry experience. He is affiliated with Commonwealth Financial Network and has been with the firm since 2012. Outside of his financial advisory work, he is the sole owner of Stanziola Law Practice, LLC, where he performs legal work in estate and business matters. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, third-party asset manager access, and custody services. The firm supports advisers with a range of investment options and back-office services for individual and institutional clients.

Joshua Schmalz is a financial advisor with Commonwealth Financial Network in Overland Park, KS. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors, Primerica, and Northwestern Mutual, as well as work at Emporia State University and Jefferson County North schools. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and a variety of program structures through its Investment Management and Research team.

Thomas Beauregard is a financial advisor at &Partners with Series 65 and Series 63 credentials. He began his advisory career in 2026 and has prior experience at Fidelity Investments and Northwestern Mutual. Before entering the financial industry, he held several roles in education and community organizations, including positions at Wheaton College and Salem Public Schools. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and advisory services using a combination of proprietary and third-party strategies, supported by Envestnet and NFS platforms.

Michael Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. His prior work history includes roles at Grant Capital, Paychex, Sterling, and eScreen. Outside of advising, he is co-owner of JT Rental, LLC, a residential real estate management entity in Overland Park, KS. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, and compliance support while enabling advisors to construct portfolios from diverse securities and insurance products.

Eric Lynn is a Series 65 licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at Sterneck Capital Management for four years before joining Creative Planning in 2016. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, offering a financial planning–led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and a range of retirement plan fiduciary services.

Vanessa Higgins is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Her prior roles include working at Stephens Heffner Financial Partners and operating Higgins Business Consulting LLC. She also spent over a decade at Ipourlife, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Li Xing is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been associated with NYLIFE Securities LLC and New York Life Insurance since 2015 and joined Eagle Strategies LLC in 2026. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers tailored advice through various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Cole O'Brien is a CFP® professional with four years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He previously worked at American Century Investment Services, Inc. and has a background including roles at Kansas State University and Red Robin. O'Brien is also an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing recommendation-based advice rather than discretionary management.

Andrew Widman is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Widman serves in several nonprofit leadership roles, including Vice President of the Gift of Life KC board and board member positions with Midwest Transplant Network and St. Luke's Foundation committees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dennis Henks is a CFP® professional with 22 years of industry experience, currently affiliated with Principal Financial Services. He previously worked for Lincoln Financial Advisors for 20 years. Outside of his advisory role, Henks serves on the Board of Directors for the University of Missouri - Ag Alumni Association and is involved with agricultural education initiatives through the Blue Springs Agriculture Advisory Committee and the Top Producer Executive Network. Principal Securities provides brokerage and advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jerrod Foresman is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Myrias Financial Management, Infinex Investment, INVEST Financial Corp, Bankers & Investors Co., Inc., Cambridge Investment Research Advisors, and CUSO Financial Services. He serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is an owner or partner in several insurance and financial services ventures. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and a distinctive hybrid adviser/broker-dealer structure with a sizable non-discretionary asset base.

Christopher Brooks is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 23 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked at Waddell & Reed Inc for nine years and has been self-employed for 15 years. Outside of advising, he is the owner of an investment property in Overland Park, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, as well as its partnerships for directed trustee services.

Marisa Brown is a financial advisor at VOYA Financial Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at VOYA Financial Advisors since 2014. Additionally, she is the owner and president of Diva Bead Company, a business specializing in designing and selling handmade bead jewelry since 2003. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of services, including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

Calista Randall is a financial advisor at Valic Financial Advisors with a Series 66 credential and three years of industry experience. Her work history includes roles at Agia and multiple positions in education and community organizations. Outside of her advisory role, she provides non-securities insurance products through Agia and offers pet sitting and walking services via the Rover app. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and various overlay options for portfolio management.

Zachary Disette is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over nine years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Linda Hall is a CFP® professional with 39 years of industry experience, currently serving at Valic Financial Advisors since 1987. She also holds licenses for Series 63 and Series 65. In addition to her advisory role, she is affiliated with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party UMA model managers.

Brook Deaver is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2006 and also works with BD GWM, Inc. Outside of his advisory roles, he co-owns an entity that manages residential real estate in Barnett, Missouri. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Dereck Cochran is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual Wealth Management Company and Grant Capital. Outside of advising, he is involved in fixed insurance sales. 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 $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.