Manuel Gonzalez Teran is a CFP® with six years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Goldman Sachs Personal Financial Management and TD Ameritrade. Outside of his advisory work, he is the vice president of a homeowners association and participates in food delivery services. 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, and family office offerings, managing accounts through both discretionary and non-discretionary strategies.

Dane Lofquist is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has experience in the financial services industry beginning in 2024, including roles at Principal Life Insurance Company and Principal Securities, Inc. Outside of his financial career, he has been involved with Cornerstone Senior Services since 2024. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Randall Johnson is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Infinitas and Mass Mutual Investors Services. He is a co-owner of RMJ Financial LLC, a private entity established for tax purposes. 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 over $212 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Miles Morrissey is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with AE Wealth Management, LLC and AE Financial Services, LLC since 2025, following prior roles at UBS Financial Services and other financial firms. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Jonathan Leeks is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Outside of his advisory roles, he worked for Kona Grill for seven years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and various sub-advisory and platform integrations.

Mark Prestwood is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously operated Prestwood Financial Group, LLC from 2010 to 2022. Outside of his advisory role, he is an independent insurance agent. VOYA Financial Advisors is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services using both affiliated and unaffiliated investment products, with a focus on structured client relationships through investment policy statements and model portfolios.

Scott Duba is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior experience includes roles at Mariner Wealth Advisors, Antora Peak Capital Management, Artisan Partners, and Neuberger Berman BD LLC. Outside of his advisory work, he is the managing member of 425 Holdings, LLC, a strategic consulting firm focused on private and public ventures. 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 solutions, employing diverse investment strategies and maintaining an affiliated tax advisory subsidiary.

Michael Stolberg is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Lawing Financial. Outside of his advisory role, Stolberg is a band member in a local musical group. 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 sponsorship. The firm employs a range of investment strategies and offers family office services, supported by an affiliated accounting subsidiary that provides tax planning and financial administration.

Brad Holdhusen is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His career includes roles at Cambridge Investment Research, Lawing Financial Inc., and Prime Capital Investment Advisors. Outside of his advisory work, he serves as CEO and co-director of The Father's Club, Inc., a community organization supporting the Blue Valley School District. 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, retirement plan services, and family office offerings. The firm employs a mix of investment strategies and provides consolidated reporting, tax advisory services, and continuity mechanisms for client relationships.

Gunnar Covinsky is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at 49 Wealth Management LLC, Capital Investment Management, and Northwestern Mutual. Gunnar is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 third-party model managers.

Edward Simmons is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Voya Financial Advisors since 2014 and leads Simmons Wealth Management, where he also operates as an independent insurance agent specializing in fixed insurance sales. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to deliver both discretionary and non-discretionary investment management across a broad range of affiliated and unaffiliated products.

Derek Mitchell is a financial advisor at Prime Capital Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Private Client Services, Lawing Financial Inc, and Cambridge Investment Research. Outside of his advisory role, he is a certified scuba instructor at a dive shop in Independence, Missouri. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of asset management and financial planning services. The firm employs a variety of investment strategies and offers family office services along with tax planning through an affiliated accounting subsidiary.

Avery Burwell is a Series 65 licensed financial advisor with Prime Capital Financial in Overland Park, KS. Burwell has been with Prime Capital Financial since 2024. Prior work experience includes positions in the food service industry and roles at the University of Kansas and University of Arkansas. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, 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, utilizing a variety of investment strategies and platforms.

Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Wendy Prestwood is a financial advisor at Prime Capital Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC, Private Client Services, VOYA Financial Advisors, and her own firm, Prestwood Financial Group, LLC. She serves on the board of The Future of Finance Scholarship Fund. Prime Capital Financial is an SEC-registered advisory firm providing asset management, financial planning, and retirement plan services to individuals, trusts, corporations, and retirement plans, with offerings that include family office services and tax-efficient investment strategies.

La Royce Holmes is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and AT&T. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and client savings rates.

Abigail Allen is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Her prior work includes positions at Missouri Lagers and Benjamin F. Edwards. Outside of finance, she has experience working in the food and beverage industry and has a background in education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing diverse investment strategies and maintaining an affiliated accounting subsidiary for tax and financial administration services.

Brett Newell is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior roles include positions at Vanguard Group Inc and Cambridge Investment Research, Inc. He is also a Senior Associate for Private Investments at Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with comprehensive asset management and financial planning services. The firm offers a range of strategies including core/satellite, thematic, and tactical approaches, and provides family office services along with specialized tax and financial administration offerings.

Brett Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pegasus Capital Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment approach that combines passive and active managers supported by quantitative, momentum, and fundamental analysis.

Jack Evans is a CFA® charterholder with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held previous roles at Commonwealth Financial Network and American Funds. His background also includes positions at Waddell & Reed/Ivy Investments and various roles connected to the University of Kansas and other financial organizations. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee.