Scott Turley is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at American General Life Insurance, AIG Capital Services, Lincoln Financial Distributors, and Ohio National Financial Services. He serves as a board member of Midwest Regional Bank and is appointed as an agent for AGIA, selling non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

John Bastarache is a financial advisor with Prime Capital Financial and holds a Series 65 designation. He has four years of industry experience, including roles at Prime Capital Investment Advisors LLC and prior work in various sectors such as Door Dash and KC Sports. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs diversified investment strategies and maintains an affiliated accounting subsidiary that provides tax planning and bill-pay services.

Sheryll Gianino is a financial advisor with Commonwealth Financial Network based in Overland Park, KS. She holds a Series 66 designation and has experience working with Embark Financial Partners and LPL Financial. Prior to her current career, she was involved with Twelve Eleven LLC operating as Three Dog Bakery for six years. 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 $212.7 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Craig Gordinier is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has been associated with both AE Wealth Management and Jones Advisory Group since 2016. His activities include consulting with prospective clients on retirement planning through Jones Advisory Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of analytical methods to manage approximately $49.8 billion across more than 127,000 clients.

Regan Houchin is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds a Series 66 credential and has previously worked at CommunityAmerica Financial Solutions and Kansas State University. Outside of her advisory role, she serves as the middle school boys soccer head coach at Heritage Christian Academy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach combines proprietary and third-party methodologies, focusing on long-term portfolio returns and savings rates.

Andrew Merchant is a Series 66-credentialed advisor at Prime Capital Financial with 13 years of industry experience. His career includes roles at Prime Capital Investment Advisors, LLC, LPL Financial, VisionPoint Advisory Group, LLC, and Sunflower Bank. Outside of his advisory work, Merchant owns The Hub Consulting Group, which provides operational and membership engagement services to a nonprofit private club. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, family office offerings, and employs a mix of discretionary and non-discretionary investment strategies across a broad range of client segments.

David Tritt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, operating at scale with a large client base and substantial non-discretionary assets.

Marion Johnson is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2000. He also serves as a Bank/Trust Officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Noguchi is a financial advisor at Prime Capital Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Charles Schwab & Co., Inc., TD Ameritrade, and Bank of Hawaii. Outside of his advisory role, he is involved with knektions LLC, a business engaged in reselling shoes and art and managing online sales platforms. 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, third-party manager selection, and family office offerings, employing both discretionary and non-discretionary investment approaches.

Michael Ronan is a financial advisor at Guardian Life with 18 years of industry experience. His work history includes roles at Park Avenue Securities, Allstate Insurance Company, MassMutual Life Insurance Co, Eagle Strategies, and Waddell & Reed. He holds Series 63 and Series 66 licenses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a variety of investment advisory programs.

Aidan Lynch is a financial advisor with Voya Financial Advisors, Inc. and Simmons Wealth Management Group, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Bullwinkles Bar and You Move Me, in addition to being a student at the University of Kansas. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and both discretionary and non-discretionary management to deliver financial planning, portfolio management, and retirement advisory services.

Nicholas Schuessler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prime Capital Financial. He has worked at firms including Sugarloaf Wealth Management and Deloitte. Outside of his advisory role, he is involved as an insurance advisor in life, long-term care, and fixed annuity products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains specialized practices including an affiliated tax advisory subsidiary and consolidated reporting for private investments and real estate.

Scott Colangelo is a financial advisor at Prime Capital Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research, Inc. and Lawing Financial, Inc. Outside of his advisory role, he is the founder and managing partner of Liquid Mobile IV Hydration Services and is involved in restaurant ownership. 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, and family office solutions, using a combination of discretionary and non-discretionary strategies tailored to client needs.

Douglas Lode is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also involved as a partner in CHHSZ Holdings LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management, and provides integrated tax planning and family office services through affiliated entities.

Michael Goss is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Overland Park, Kansas, holding Series 63 and Series 65 registrations and having 44 years of industry experience. He has worked at Equity Services, Inc. and National Life of Vermont since 1981. Outside of his advisory role, he is president of Michael Goss & Associates, which provides insurance sales including life, disability, and long-term care insurance. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, utilizing multiple advisory platforms and third-party asset managers to provide a range of long-term and specialized investment strategies.

Kyle Gaines is a CFP® with 16 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at Sugarloaf Wealth Management, Triad Advisors, Inc., and OSAIC. Outside of his advisory role, he holds an active Georgia insurance license and is involved with The Palmer Agency, an insurance sales company. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and supports both discretionary and non-discretionary account management.

Michael Westerfield is a financial advisor with TLG Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MetLife Securities, Inc., MassMutual Life Insurance Company, MML Investors Services, LLC, and The Leaders Group, Inc. He also serves as a Regional Vice President at The Insurance Partners, focusing on insurance solutions. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, and it provides both sub-advised accounts and a direct-to-consumer digital investment program.

Bradford Mecklenburg is a CFP® professional at Valic Financial Advisors with 20 years of industry experience. He has worked at Valic Financial Advisors since 2019 and previously held roles at CommunityAmerica Financial Solutions, LLC and Agia. In addition to his advisory work, he is licensed as an agent for non-securities insurance products. 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 multiple wrap programs, operating at scale with a heavy reliance on technology and model-driven solutions.

Kenyon Wells is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has held roles at Ameritas Advisory Services since 2021 and has worked with Ameritas Life Insurance Corp, Walla Street Wealth Management Inc, and Central Financial Services for over a decade each. Wells is also a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC 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 utilizes a variety of investment options and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and maintains a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Sydney Pemberton is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, Bank of America, Merrill Lynch, and other financial firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, serving over 127,000 clients with an emphasis on standardized model and platform services.