Jeffrey Needham is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Carolina Duin is a financial advisor at VALIC Financial Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and VALIC Financial Advisors. Outside of her advisory role, she is involved with Agia as a non-securities insurance agent. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion in assets.

Keller Johnson is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and family office solutions. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.

Emory Linder is a CFP® and Series 65-registered advisor with two years of industry experience, currently with Prime Capital Financial. Prior to this, he worked at Sugarloaf Wealth Management and Banker's Life. Outside of financial advising, he performs handyman and administrative tasks for a dental practice owned by his family. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, employing both discretionary and non-discretionary investment approaches with various strategic overlays.

John Seibolt is a financial advisor at Prime Capital Financial with five years of industry experience. He holds the Series 65 designation and has previously worked at Medtronic. Outside of his advisory role, he is a partner in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies with a focus on tax-efficient rebalancing and consolidated reporting.

Greggory Glass is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Overland Park, KS, with 13 years of industry experience. He has worked at Ameritas Investment Corp since 2013 and joined Ameritas Advisory Services in 2021. Glass is also an employee of Walla Street Wealth Management, Inc., where he provides financial planning, investment management, and risk management services to individuals and businesses. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, and incorporates third-party technology and managers to provide customizable investment solutions.

Mary Lucas is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cetera, Emprise Bank, and UMB Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary as well as a family office practice.

Joshua Banwart is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for seven years. In addition to his role at Principal, he is the founder and owner of Clearwater Wealth Management, through which he provides financial planning, advisory services, and insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Maryse Schlenk is a financial advisor at Prime Capital Financial with a Series 65 credential and several years of industry experience, including prior roles at TFB Advisors, Two West Capital Advisors LLC, and Paragon Capital Management, LLC. She has worked in various advisory capacities since 2008. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated accounting subsidiary to provide tax planning and related services.

Christopher Kohne is a CFP® with 29 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at firms including Lincoln Financial Advisors Corporation and Sugarloaf Wealth Management. Outside of his advisory role, he is also a part-time freelance guitarist. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. It offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.

Christian Crumpacker is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with Eagle Strategies (NY Life) since 2025. He has been associated with New York Life and Nylife Securities LLC since 2009. Outside of his advisory role, Crumpacker volunteers as a committee member for Scouting America’s Heart of America Council. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Tammy Tetzlaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Commonwealth Financial Network and Trinity Planning Group, LLC, and is the owner of Infinitas Retirement Plan Solutions, LLC, which focuses on qualified plan business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering a range of discretionary model portfolios and program structures.

Brennan Masterson is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Infinitas, Wells Fargo Advisors, and FCS Family Office. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a broad range of securities and insurance products.

Braden Hoffman is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He has been with Prime Capital Financial since 2025 and has prior experience with the University of Kansas and KU Innovation Park. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm manages accounts using both discretionary and non-discretionary approaches and employs a mix of core/satellite, thematic, and tactical investment strategies.

Herbert Kyles is a CFP® with 12 years of industry experience currently advising at Farther. He has previously worked at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. Outside of his advisory role, Kyles serves as an Advisor Council Member for Bizora, a tax research and scenario analysis firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, equities, fixed income, and AI tools subject to internal review.

Angela Hankins is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where she has worked since 2016. She has seven years of industry experience. Outside of her advisory role, she is also a real estate agent with Platinum Realty. 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Julie Kurland is a financial advisor with VOYA Financial Advisors, Inc. based in Overland Park, KS, holding a Series 66 designation and with 12 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of her advisory role, Julie serves as a volunteer city council member for Lake Quivira, assisting with budgeting, ordinances, and community planning. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to implement investment recommendations across primarily non-discretionary client relationships.

Joe Sopha is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory role, he is actively involved in community organizations, serving as Co-President of the Indian Hills Middle School Parent/Teacher Association and as a Board Director of the All For Moms Foundation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio strategies and client savings rates.

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.