Lysa Garcia is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. Outside of her advisory work, Garcia is a finance and budget committee member of the National Congress of Black Women in Kansas City, Missouri. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing around $212.7 billion in client assets. The firm offers a broad platform including managed account programs, access to third-party asset managers, and custody services.

Steven Enna is a financial advisor with Eagle Strategies (NY Life) in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He operates under the DBA Enna and Associates, focusing on selling New York Life products and services. Additionally, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Michael Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at MML Investors Services LLC and MassMutual Life Insurance Co. Lynch is a board member of Embrace, a nonprofit organization based in Overland Park, KS. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.

John Nauman is a financial advisor at Osaic Institutions, Inc. with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. Nauman serves as a trustee for a family trust and engages in insurance sales through Security Bank on a limited basis. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines adviser and broker-dealer structures, offering customized advisory services, access to alternative investments, and a lending marketplace while allowing clients to choose discretionary or pre-approval transaction control.

Scott Herz is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and 20 years of industry experience. He has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services, managing roughly $213 billion in client assets.

Jacob Schmitz is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas. He holds Series 63 and Series 66 licenses and has four years of industry experience. Jacob is a founding board member of the Young Catholic Professionals Kansas City chapter, where he mentors the leadership team. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisor representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a broad range of clients including plan sponsors and individual investors.

Brian Francis is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with several firms including Prosperity Network of Advisors LLC, Cetera Advisors, LLC, and Oppenheimer & Co. Inc. Outside of his advisory role, he provides mobile notary public services and owns Better Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Theodore Adams is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He began his advisory career in 2025 and has prior experience in logistics, education, and franchise operations. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services using Envestnet UMA models and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Richard Woody is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is the owner of a private duck hunting club, Cressup Lake Duck Club Inc. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Benjamin Warner is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at ALLSTATE Financial Services LLC and Park Ins Agencies Inc. Warner serves on the Endowment Committee of Temple B’nai Jehudah, advising on investment strategies aligned with the organization's objectives. Principal Securities provides brokerage and registered investment advisory services to a wide client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions. The firm offers a variety of promoter and referral arrangements and supports Financial Advisors with business resources tied to production.

Gerald Starbuck is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked in various capacities, including his ongoing roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as operating his own accounting and tax service firms. Starbuck is also a licensed independent insurance agent and provides accounting and tax services through his CPA practices. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and integrates multiple custodial platforms, supported by third-party tools and an Investment Committee to align portfolios with client objectives.

Daniel Armstrong is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds the Series 63 and Series 65 designations and has 20 years of industry experience. Armstrong has advised with Assets Group since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Justin Eslick is a financial advisor with TIAA-CREF in Overland Park, KS, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF since 2017 and previously worked with Waddell & Reed Inc and various insurance carriers. Outside of his advisory work, he competes in BBQ competitions as part of a team. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management and acts as investment adviser to donor-advised funds.

John Kauzlarich is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Guardian Life Insurance Company of America and Park Avenue Securities since 2015. Outside of his advisory work, he sells fixed disability insurance products through an outside agency. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Richard Enna Jr. is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Enna and Associates since 2019 and previously led R. J. Enna & Associates Financial Group from 2001 to 2019, while maintaining positions with Nylife Securities Inc. and The New York Life Insurance Company since 1995. Outside of his advisory role, Enna serves as a varsity boys soccer coach at St. James Academy and participates on the Finance Council and Investment Committee for the Archdiocese of Kansas City in Kansas. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services integrated with insurance and annuity products. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Jennifer Mcbee is a CFA® charterholder with nine years of industry experience. She is currently an advisor at AE Wealth Management, LLC, where she has worked since 2025. Prior to joining AE Wealth Management, she spent ten years at Nuance Investments. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that integrates model portfolio solutions, discretionary asset management, financial planning, and consulting services.

David Haik is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Infinex Investments, INVEST Financial Corp, and Bankers & Investors Co. He also operates a financial services practice under the name DMH Financial Solutions in Overland Park, KS. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies tailored to client needs.

Benjamin Custer is a financial advisor with Principal Financial Services in Overland Park, KS, holding a Series 66 designation and 12 years of industry experience. He has worked at Principal Securities since 2021 and previously spent seven years at Edward Jones. Outside of his advisory role, he coaches swim classes at Genesis Fitness on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Walla is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has held various roles within the Ameritas network since 1999 and is the owner of Walla Street Wealth Management, Inc., a financial services firm. Outside of finance, he owns and manages an industrial equipment sales company, R.W. Engineering, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers managed account programs and ongoing consulting, supported by an Investment Committee and third-party partners, integrating multiple custodial and execution platforms to align portfolios with client objectives.

Andrew Metzler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at TFB Advisors, LLC, Ameritas Advisory Services, Ameritas Investment Company, and Ameritas Life Insurance Corp. Outside of his advisory work, Metzler is involved with Brier Payne Meade Insurance and Tax Favored Benefits, Inc., where he engages in insurance sales, client support, and financial planning. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based strategies that blend passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.