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Timothy G

CFP®, Series 63, Series 65

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Timothy Gaigals is a CFP® with 23 years of experience in financial advisory and insurance services. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at TFB Advisors, LLC and Ameritas. Outside of his advisory work, he operates an independent insurance agency focused on fixed insurance products. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based investment strategies that combine passive and active management and employs a comprehensive range of portfolio management and implementation tools.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher C

Series 66

Overland Park, KS

Prime Capital Financial

Christopher Coppolo is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Sound Income Strategies LLC. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John E

Series 63, Series 65

Olathe, KS

Integrity Alliance, LLC

John Erny is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Central Trust Bank, LPL Financial, Infinex Investments, National Planning Corporation, and E360 Financial Solutions. He is based in Olathe, KS. Integrity Alliance is a large advisory and brokerage network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to various investment platforms and strategies.

Annuities ESG / Sustainable investing
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Melissa M

Series 66

Overland Park, KS

Commonwealth Financial Network

Melissa Myers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Mass Mutual Investors Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, Myers owns Second Opinion Consulting, LLC, a business consulting firm based in Smithville, MO. 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 a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for its affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jeffrey L

Series 66

Overland Park, KS

Prime Capital Financial

Jeffrey Lahr is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside his advisory work, he is also noted as a drummer in a side business called Toxic Assets. 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 administration, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax and financial administration services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John O

Series 63, Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

John O'Brien is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Voya Financial and its affiliated firms since 2009. Outside of his advisory role, he is involved in the sale and service of Voya's Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, offering both discretionary and non-discretionary account management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Michael O

CFA®

Overland Park, KS

Commonwealth Financial Network

Michael Orndorff is a CFA® charterholder with seven years of industry experience, currently associated with Commonwealth Financial Network. He previously worked at American Century Investments for 24 years. Orndorff is also co-owner of Cyclus Capital Management, LLC, a private entity facilitating securities business. 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 comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Danielle B

Series 65

Overland Park, KS

Prime Capital Financial

Danielle Ballard is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 designation and has previously worked at Longer Financial, Longer Investments, and Bear State Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—as well as trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Payton T

Series 65

Overland Park, KS

Prime Capital Financial

Payton Thielmann is a financial advisor at Prime Capital Financial with a Series 65 credential and five years of industry experience. Prior to joining Prime Capital Investment Advisors in 2021, he held roles in insurance and other service industries. Thielmann is also involved with Prime Capital Risk Management, where he provides sales and service of fixed-insurance products. 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, and family office services, managing accounts through both discretionary and non-discretionary approaches with various investment strategies and sub-advisory arrangements.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeremy W

Series 63, Series 66

Overland Park, KS

Empower Advisory Group

Jeremy Wilson is a financial advisor with Empower Advisory Group based in Overland Park, KS. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His previous roles include positions at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and JPMorgan Retirement Plan Services, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Darin H

Series 66

Overland Park, KS

Prime Capital Financial

Darin Henderson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Private Client Services and Lawing Financial Inc., among others. Outside of his advisory work, he serves as a director for the Blue Valley High School Boys Soccer Booster Club. 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, retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam H

Series 63, Series 65

Olathe, KS

Commonwealth Financial Network

Adam Hutsell is a financial advisor with Commonwealth Financial Network in Olathe, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His work history includes positions at COUNTRY FINANCIAL since 2009 and at both Commonwealth Financial Network and Infinitas since 2022. He is also involved in fixed insurance sales, dedicating a small portion of his business time to this activity. 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 roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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George C

Series 65

Overland Park, KS

Commonwealth Financial Network

George Cater V is a Series 65-licensed financial advisor with one year of industry experience. He is currently associated with Commonwealth Financial Network and has past experience at several firms including Grant Capital and New York Life. Outside of finance, he has worked at Blanc Champagne Bar since 2025. 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 roughly $212.7 billion in client assets. The firm provides a range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aaron S

Series 66

Overland Park, KS

Prime Capital Financial

Aaron Stockmann is a Series 66-licensed advisor at Prime Capital Financial with three years of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including as a delivery driver for DoorDash and Uber Eats. 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, and family office offerings. The firm uses a range of investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristopher K

Series 63, Series 66

Overland Park, KS

Prime Capital Financial

Kristopher Koenig is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of his advisory work, Koenig serves on the board of the Red Shoe Society, a charitable organization, and is involved with the Children’s Mercy Hospital Planned Giving Council. Prime Capital Financial is an SEC-registered firm that serves individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, qualified retirement plan support, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryce W

Series 66

Overland Park, KS

Principal Financial Services

Bryce Wallace is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. He previously worked with Dennis Henks and Jovie Boston before joining Principal Life Insurance Co and Principal Securities Inc. Wallace is based in Overland Park, KS. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Retired Founder/Business Owner
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David M

Series 66

Overland Park, KS

Prime Capital Financial

David Miller is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of advising, he is also active as a licensed insurance agent. 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, family office offerings, and tax-related services through its affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard L

Series 63, Series 65

Overland Park, KS

SPC

Richard Liess is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Sigma Planning Corporation since 2011 and Sigma Financial Corporation since 2010. Outside of his advisory work, he provides tax preparation assistance and serves as a consultant for small business accounting and tax services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering solutions through discretionary and nondiscretionary arrangements tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Charles O

Series 66

Lenexa, KS

Integrity Alliance, LLC

Charles O'Neill is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial, Cetera Advisor Networks, and Lion Street Financial. Outside of financial advising, he was involved with Joe's Kansas City and Stehney Quarterhorses, LLC for eight years. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and access to third-party manager platforms.

Annuities ESG / Sustainable investing
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Scott G

Series 63, Series 65

Overland Park, KS

Valic Financial Advisors

Scott Gilman is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also been associated with Agia since 2022. Outside of his advisory work, Gilman serves as the head coach for the Saint James Girls Lacrosse Club. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network, utilizing discretionary unified managed accounts with third-party model managers and offering tax-aware and ESG overlay options.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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