Christopher Roper is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Private Client Services, Cambridge Investment Research, and Lawing Financial. He is involved with PCRM, LLC, an insurance-related business offering fixed-insurance products. 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, qualified retirement plan services, and family office offerings. The firm employs various investment strategies and maintains affiliated tax advisory and family office practices.

Michael Jones is a Series 65-licensed advisor with Prime Capital Financial in Overland Park, KS. He has one year of industry experience, primarily with Prime Capital Financial and Access Capital. 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 third-party manager selection. The firm employs a variety of investment strategies and offers family office services as well as tax planning through its affiliated accounting subsidiary.

Diane Ryan is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds a Series 65 credential and has been advising clients at Advised Assets Group, LLC since 2016. 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 delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Christian Walter is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds a Series 66 license and has worked previously at Cambridge Investment Research, Inc. from 2014 to 2020. Outside of advisory roles, he has been involved as an independent insurance agent since 2015. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and trustee services. The firm employs a range of investment strategies and offers family office services, tax planning through an affiliated accounting subsidiary, and maintains mechanisms for continuity and co-investment opportunities.

Tyler Olson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. He is also involved in non-investment related insurance sales. 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 a variety of investment strategies and provides additional services such as tax planning and consolidated reporting for private investments through its affiliated accounting subsidiary.

Nicholas Neff is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent with Agia, offering 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Michelle Poston is a CFP® professional affiliated with Commonwealth Financial Network with 21 years of industry experience. She has been with Commonwealth and Infinitas since 2009. Outside of her advisory work, she serves as an instructor at the University of Missouri–Kansas City, teaching general financial planning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party managers, providing trading, reporting, and custody services for individual and institutional clients.

Samuel Di Sette is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Infinitas and Commonwealth Financial Network since 2023. Outside of his advisory role, he is a swim coach at Kansas City Swim Academy. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Jasen Mangrum is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. 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 family office offerings. The firm employs a variety of investment strategies and provides tax planning and financial administration through an affiliated accounting subsidiary.

Richard Laing is a financial advisor with Prime Capital Financial based in Overland Park, KS, holding a Series 66 credential and having 11 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of advisory work, he is a licensed insurance agent and holds a minority ownership in a trucking company. 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 third-party manager selection. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary and a family office practice that offers consolidated reporting and financial administration services.

Preston Henry is a CFP® with 18 years of industry experience. He currently works at Prime Capital Financial and has held prior roles at firms including Sugarloaf Wealth Management, Triad Advisors, and TIAA. He also serves as Director of Financial Planning and Investments at Prime Capital Financial. 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 sponsor and trustee services, and family office offerings, employing various investment strategies and maintaining an affiliated accounting subsidiary.

Timothy Accurso is a financial advisor with Prime Capital Financial who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of advising, he serves on the board of directors for New Mexico Water Resources, a company involved in water infrastructure. 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 family office offerings. The firm employs various investment strategies and provides tax planning through an affiliated accounting subsidiary.

Hudson Gray is a financial advisor at Prime Capital Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at Victor E Apparel & Gift Co and Memorial Union. 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 sponsor and trustee services, and family office offerings, employing various investment strategies and maintaining an affiliated accounting subsidiary.

Brian Lore is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Ivy Distributors, Waddell & Reed, and Equitable Advisors. Lore is managing partner at Blue Valley Wealth Management and serves on the boards of the Steps of Faith Foundation and Ability KC, both nonprofit organizations in Kansas City. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, providing financial planning, retirement plan consulting, and access to third-party money manager programs delivered through multiple advisory and promoter arrangements.

Connor O'Keefe is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and ownership of Connor O'Keefe Company, LLC. Outside of his advisory work, he has been involved in financial planning and investment management through his own company and related businesses. 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 employs a diversified investment process combining passive and active management, supported by an internal Investment Committee and various implementation tools, managing over $122 billion in assets through a broad advisor network.

Gregory Dillard is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of BridgeQuest Wealth Strategies. His prior experience includes eight years at LPL Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a comprehensive support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Adam Wilson is a CFP® professional with 24 years of industry experience, currently serving at Prime Capital Financial. His prior experience includes roles at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. Outside of his advisory work, Wilson serves on the boards of the Community Foundation for NE Georgia and the Titan Club, a nonprofit supporting North Oconee High School. 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 various investment strategies and maintaining affiliated tax advisory and private client practices.

William Marshall is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Equity Services, Inc. and National Life Group. Outside of advisory services, Mr. Marshall is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Shelli Buffington is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Shelli previously worked at Prestwood Financial Group and has been with VOYA since 2014. She also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party solutions. The firm manages many accounts on a non-discretionary basis and integrates technology-enabled tools and model portfolios to implement client strategies.

Kolton Knox is a financial advisor with Principal Financial Services based in Overland Park, KS, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Stephens Heffner Financial Partners since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2018. Knox also owns Knox Financial LLC, which provides administrative support services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.