Thomas Mancuso is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds a Series 66 designation and has 11 years of industry experience. Mancuso has previously worked at Private Client Services and Cambridge Investment Research. He is also involved in managing Thematic Investments, LLC, an ETF fund, serving as its Chief Compliance Officer, President, and Owner. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm utilizes both discretionary and non-discretionary account management strategies and provides specialized tax and family office services through affiliated entities.

Michael Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. His prior work history includes roles at Grant Capital, Paychex, Sterling, and eScreen. Outside of advising, he is co-owner of JT Rental, LLC, a residential real estate management entity in Overland Park, KS. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, and compliance support while enabling advisors to construct portfolios from diverse securities and insurance products.

Eric Lynn is a Series 65 licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at Sterneck Capital Management for four years before joining Creative Planning in 2016. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, offering a financial planning–led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and a range of retirement plan fiduciary services.

Vanessa Higgins is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include work at Stephens Heffner Financial Partners and American Century Advisory Services, as well as founding Higgins Business Consulting LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and active-duty military personnel stationed globally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under both adviser and promoter arrangements.

Terri Lewis is a financial advisor at Prime Capital Financial with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Her work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. 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 offers tax planning through an affiliated accounting subsidiary.

Jeffrey Goff is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc., Waddell & Reed, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Li Xing is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and primarily non-discretionary asset management.

Cole O'Brien is a CFP® professional with four years of industry experience. He is currently an advisor at Voya Financial Advisors, Inc., having joined the firm in 2023 after a year at American Century Investment Services, Inc. Outside of his advisory work, he also operates as an independent agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through both discretionary and non-discretionary arrangements, utilizing in-house and third-party strategies and technology-enabled tools.

Andrew Widman is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Widman serves in several nonprofit leadership roles, including Vice President of the Gift of Life KC board and board member positions with Midwest Transplant Network and St. Luke's Foundation committees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dennis Henks is a CFP® professional with 22 years of industry experience, currently affiliated with Principal Financial Services. He previously worked for Lincoln Financial Advisors for 20 years. Outside of his advisory role, Henks serves on the Board of Directors for the University of Missouri - Ag Alumni Association and is involved with agricultural education initiatives through the Blue Springs Agriculture Advisory Committee and the Top Producer Executive Network. Principal Securities provides brokerage and advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jerrod Foresman is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Myrias Financial Management, Infinex Investment, INVEST Financial Corp, Bankers & Investors Co., Inc., Cambridge Investment Research Advisors, and CUSO Financial Services. He serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is an owner or partner in several insurance and financial services ventures. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and a distinctive hybrid adviser/broker-dealer structure with a sizable non-discretionary asset base.

Christopher Brooks is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 23 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked at Waddell & Reed Inc for nine years and has been self-employed for 15 years. Outside of advising, he is the owner of an investment property in Overland Park, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, as well as its partnerships for directed trustee services.

Marisa Brown is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of her advisory career, she is the owner and president of Diva Bead Company, a handmade jewelry design and sales business established in 2003. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm integrates model portfolios and technology-enabled tools to support both non-discretionary and certain discretionary management strategies.

Calista Randall is a financial advisor at Valic Financial Advisors with a Series 66 credential and three years of industry experience. Her work history includes roles at Agia and multiple positions in education and community organizations. Outside of her advisory role, she provides non-securities insurance products through Agia and offers pet sitting and walking services via the Rover app. 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 UMA models and various overlay options for portfolio management.

Zachary Disette is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over nine years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is involved in fixed insurance sales. 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Linda Hall is a CFP® professional with 39 years of industry experience, currently serving at Valic Financial Advisors since 1987. She also holds licenses for Series 63 and Series 65. In addition to her advisory role, she is affiliated with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party UMA model managers.

Joanna Cecilia Fleming is a CFP® with 24 years of industry experience. She is currently with Prime Capital Financial and has prior experience at Edelman Financial Engines, Financial Engines Advisors L.L.C., and Edelman Financial Advisors, LLC. Fleming is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and receives a share of the company's profits. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan sponsor and trustee services, family office offerings, and employs a range of investment strategies including discretionary and non-discretionary management with tax-efficient solutions and affiliated tax advisory services.

Brook Deaver is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2006 and also works with BD GWM, Inc. Outside of his advisory roles, he co-owns an entity that manages residential real estate in Barnett, Missouri. Commonwealth Financial Network serves 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 supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Dereck Cochran is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual Wealth Management Company and Grant Capital. Outside of advising, he is involved in fixed insurance sales. 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 $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Lysa Garcia is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. Outside of her advisory work, Garcia is a finance and budget committee member of the National Congress of Black Women in Kansas City, Missouri. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing around $212.7 billion in client assets. The firm offers a broad platform including managed account programs, access to third-party asset managers, and custody services.