Penny Vinson is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed Inc. and Instacart. Penny also serves as Vice President of Membership for the Pawnee Elementary PTA. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Claire Vallejo is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and six years of industry experience. Her prior roles include positions at Mutual Securities, Inc., Intellicents Investment Solutions, Inc., and Kornitzer Capital Management. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Dillon Wilhite is a financial advisor with Prime Capital Financial, holding a Series 65 designation and beginning his industry experience in 2023. His background includes roles at Ascendiant Capital Markets, McClure Real Estate, and work related to Name, Image, and Likeness (NIL) opportunities. He also has experience at the University of Kansas both as a student and in a professional capacity. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides comprehensive tax advisory and financial administration services through its affiliated subsidiaries.

Ariadna Baute Paz is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Empower Financial Services, Lincoln Financial Advisors Corporation, and Americo Financial Life and Annuity. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing centralized technology, unified managed accounts, and third-party model managers.

Alec Giesting is a CFP® professional with eight years of industry experience currently advising at Prime Capital Financial. His prior roles include positions at Fidelity Financial and Renaissance Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax planning through an affiliated subsidiary, and consolidated reporting across custodians and private investments.

Christian Chalabi is a financial advisor at Prime Capital Financial with six years of industry experience. He has worked at Prime Capital Investment Advisors since 2019 and previously held roles at Northwestern Mutual and William Jewell College. Chalabi holds a Series 65 designation. 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, retirement plan trustee services, and family office offerings, employing a variety of investment strategies and platforms.

Zakary Madelen is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also involved in coaching high school football at University Academy. Valic Financial Advisors 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 for portfolio construction.

Jania Stout is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including OneDigital Investment Advisors LLC and Hightower Advisors. She is a partner at 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. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a mix of core/satellite, thematic, and tactical strategies with both discretionary and non-discretionary management approaches.

Steven Brown is a financial advisor with Empower Advisory Group in Olathe, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Great-West Financial from 2019 to the present and at Edward Jones from 2014 to 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated services leverage proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered within platforms tied to Empower’s recordkeeping and administrative systems.

Taylor Manry is a CFP® with 19 years of industry experience and is currently an advisor at Prime Capital Financial. His prior roles include positions at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. He serves as a trustee and board member for George Walton Academy, a private K3-12 academic institution. 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 qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and maintains affiliated tax and family office services.

Cade Green is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 credential and has a background that includes roles at Conagra Brands and Kansas State University. Green serves as an ambassador for the Go Further Foundation, a nonprofit supporting young professionals transitioning in the workforce. 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 services, and family office offerings, utilizing a mix of core/satellite, thematic, and tactical investment strategies.

John Williams is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and has prior work experience at American Pulverizer Company, Cerner Corporation, and the University of Arkansas. &PARTNERS serves a diverse range of clients, including individuals, institutions, and charitable organizations, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and offers advisory services through both in-house financial advisors and third-party managers.

Jackson Petefish is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF and Tiaa in 2026, he worked at Empower Advisory Group, LLC and Gwfs Equities, Inc. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Brayden Elmer is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Invista, 6 Meridian, and the Wichita State Office of Research. Elmer has also been involved with Lawn Buddy, a venture outside traditional finance. 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 range of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.

Micah Schmidt is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked with Prime Capital Investment Advisors, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Schmidt serves as a finance deacon for Bellicose Church, managing financial tasks including check writing and bookkeeping. 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, and family office offerings, utilizing a variety of investment strategies and platforms to manage client accounts.

Taylor Yaw is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, N.I.S. Financial Services, and Ozark National Life Insurance. Outside of advisory services, he operates a personal accounting business through TB Services LLC. 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 offerings, employing a variety of investment strategies and providing consolidated reporting and tax planning through its affiliated accounting subsidiary.

Stanley Strecker is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Central States Capital Markets, and Empower Retirement. Strecker also serves as Chief Operating Officer at Clearwater Wealth Management, a registered private staff supporting financial professionals in planning, securities, and insurance sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm focuses on advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Darrah is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Principal Financial Services since 2014 and has held roles at Stephens - Heffner Financial Partners and Heffner Financial Services. Outside of his advisory work, he serves as a board member and bookkeeper for New Horizon Ranch, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Geiersbach is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Heim, Young & Associates, Inc. and Lockton Companies. She also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of program structures and emphasizes operational, trading, technology, compliance, and practice-management support for its affiliated advisors.

Joseph Harrish is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations. Before joining Prime Capital Investment Advisors LLC in 2020, he worked at Ozark National Life Insurance and NIS Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, and qualified retirement plan sponsor services. The firm employs both discretionary and non-discretionary investment strategies and offers family office services along with affiliated tax advisory and consolidated reporting capabilities.