Steven Ledgerwood is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, Inc. and Reveal Management Services. Outside of his advisory role, he is involved as a delivery driver for DoorDash and serves as a youth soccer referee with Heartland Soccer Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time plans and optional managed accounts.

Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Empower Retirement and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisers.

Kevin Kaylakie is a CFP® professional with 19 years of experience in financial advising, currently with Prime Capital Financial. His prior roles include positions at Sinecera Capital LLC, Northern Trust Securities Inc., Northern Trust Bank, Maslow Wealth Advisors, Merrill, and Equitable Advisors. He serves as Board Member, Treasurer, and Investment Committee Chairman of the Hospice Austin Fund and is also involved with the Catholic Diocese of Austin and Emmaus Catholic Church in Austin, TX. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm uses diverse investment strategies and maintains an affiliated accounting subsidiary to provide tax planning and financial administration services.

Wendy Perrin is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Prime Capital Investment Advisors, LLC since 2014, following three years at Goldleaf Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and uses a variety of investment strategies along with affiliated tax advisory services.

Brentton Duck is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Merrill and Bank of America, N.A. before joining Brookstone. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies, and serves both as an independent advisor and a sub-advisor to other programs.

John Goodwin is a financial advisor with Ameritas Advisory Services, LLC in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and has been involved with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. He also operates The Goodwin Group, a fixed insurance business he has managed since 2002. Ameritas Advisory Services provides 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 range of investment approaches, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technologies.

Alfonso Burgos is a financial advisor at Prime Capital Financial with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Burgos is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and receives a share of the company’s profits. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm uses a range of investment strategies and provides tax planning and financial administration through affiliated subsidiaries.

Shawn Staab is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Gwfs Equities, Inc., JPMorgan Retirement Plan Services LLC, and J.P. Morgan Institutional Investments Inc. since 2012. 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 retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Christy Dodge is a financial advisor at Prime Capital Financial with 17 years of industry experience. She holds a Series 65 designation and has worked previously at Financial Engines Advisors, LLC, Triad Wealth Partners, and TMFS Advisors, LLC. Outside of her advisory role, she serves as treasurer for both the Grey Oaks Homes Association and the Monticello Trails Middle School PTA, and is Vice President of Philanthropy for the National Charity League’s Heart of KC Chapter. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and utilizes a variety of investment strategies and platforms tailored to client needs.

Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.

Chad Berg is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. He has worked with firms including Infinitas, Cambridge Investment Research Inc., Premier Income Partners, and Securities America. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Freeman is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and over 41 years of experience in the industry. He has held roles at several firms, including Raymond James Financial and LPL Financial, and has operated his own advisory firm, Freeman Financial Concepts, since 2010. Freeman also serves as an insurance agent through Virtue Financial Advisors, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisors. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, providing clients with access to alternative investments, lending solutions, and a mix of discretionary and non-discretionary account management.

Ashlea Jones is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Prime Capital Investment Advisors, LLC and Private Client Services since 2019 and previously held roles at Ozark National Life Insurance and N.I.S. Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary management approaches with diverse investment strategies and supports tax-efficient rebalancing and consolidated reporting.

Kara Walters is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her work history includes roles at GWFS Equities, Prudential Investment Management Services, Mutual Securities, and LPL Financial. 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 retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Scott Baltuska is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he manages a rental property through an LLC he established for personal liability purposes. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Clayton Allison is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel, George K. Baum & Company, and Koch Supply & Trading. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and also offers affiliated tax advisory services and consolidated reporting for private investments.

Benjamin Sight is a CFP® with seven years of industry experience, currently with Prime Capital Financial. His prior roles include positions at The ETF Store, Inc., Securian Financial Services, Minnesota Life Insurance Company, Renaissance Financial, RTS Financial, and AREA Real Estate Advisors. He is also involved in the sale and service of fixed-insurance products through an affiliated entity. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and utilizes a variety of investment strategies and platforms.

Jennifer Guerrero is a financial advisor at Prime Capital Financial with 19 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Waddell & Reed, Inc. Guerrero is based in Overland Park, KS. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and family office solutions.