Connee Sullivan is a financial advisor at Prime Capital Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Sinecera Capital LLC for five years. Her background also includes volunteer work and a position at Austin Opera. 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 solutions, utilizing both discretionary and non-discretionary strategies with an emphasis on tax-efficient management and consolidated reporting.

Joshua Zdeb is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Powercat Financial at Kansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and platforms to manage discretionary and non-discretionary accounts and provides tax planning and consolidated reporting through affiliated subsidiaries.

Steven Enna is a financial advisor with Eagle Strategies (NY Life) in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He operates under the DBA Enna and Associates, focusing on selling New York Life products and services. Additionally, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Darren Watson is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and 30 years of industry experience. His work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also an independent insurance agent for various companies through Prevail Innovative Wealth Strategies. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary account management with a variety of investment strategies.

Michael Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at MML Investors Services LLC and MassMutual Life Insurance Co. Lynch is a board member of Embrace, a nonprofit organization based in Overland Park, KS. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.

Stephen Brown is a CFP® with 22 years of industry experience, currently serving at Prime Capital Financial. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of advising, he reviews financial records and prepares budgets for a homeowner's association and plays guitar in a local band. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a broad range of services, including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage accounts both discretionary and non-discretionary, and it provides specialized tax advisory and consolidated reporting services.

John Nauman is a financial advisor at Osaic Institutions, Inc. with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. Nauman serves as a trustee for a family trust and engages in insurance sales through Security Bank on a limited basis. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines adviser and broker-dealer structures, offering customized advisory services, access to alternative investments, and a lending marketplace while allowing clients to choose discretionary or pre-approval transaction control.

Scott Herz is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He has been with Commonwealth since 2016 and previously worked at Newport Group Consulting, LLC. 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 $210 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Scott Liggett is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, Liggett serves as a director for Christian Youth Theater. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans with a range of services such as asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary management strategies and supports retirement plans through various investment platforms and advisory arrangements.

Jacob Schmitz is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Enna And Associates, NYLIFE Securities LLC, New York Life Insurance Co., CD2 Learning, and Mission Matters Group. He serves as a founding board member of the Young Catholic Professionals Kansas City Chapter, providing guidance and mentorship in its early development. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a focus on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Brian Francis is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with several firms including Prosperity Network of Advisors LLC, Cetera Advisors, LLC, and Oppenheimer & Co. Inc. Outside of his advisory role, he provides mobile notary public services and owns Better Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Theodore Adams is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He began his advisory career in 2025 and has prior experience in logistics, education, and franchise operations. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-based individual investors, including 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 using Envestnet UMA models and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Nash Holm is a financial advisor at Prime Capital Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors and TD Ameritrade, among other firms. 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, and family office solutions, utilizing a mix of core/satellite, thematic, and tactical strategies alongside third-party manager selection.

Richard Woody is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is the owner of a private duck hunting club, Cressup Lake Duck Club Inc. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Matthew Peterson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Citi Private Bank and Mission Peak Capital prior to joining Prime Capital Financial in 2020. 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, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Gary Goss is a financial advisor with Equity Services, Inc. in Overland Park, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 44 years of industry experience, having worked at Equity Services since 1981 and National Life since 1975. Outside of his advisory role, he is also an agent and broker for fixed insurance sales with several companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines broker-dealer and SEC-registered investment adviser activities, offering multiple advisory platforms that include third-party asset managers and model portfolios, with a mix of long-term and shorter-term investment strategies.

Patrick Beach is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 63 and Series 66 designations and has 25 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Benjamin Warner is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at ALLSTATE Financial Services LLC and Park Ins Agencies Inc. Warner serves on the Endowment Committee of Temple B’nai Jehudah, advising on investment strategies aligned with the organization's objectives. Principal Securities provides brokerage and registered investment advisory services to a wide client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions. The firm offers a variety of promoter and referral arrangements and supports Financial Advisors with business resources tied to production.

Gerald Starbuck is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities including accounting and tax services through his CPA practice, G.R. Starbuck & Co P.A., since 1981. He is also a licensed independent insurance agent for 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 offers a range of investment and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Brandon Mccormick is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a CFP® designation and 17 years of industry experience. He has worked at firms including Lawing Financial, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, he is involved with CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing a mix of investment strategies and platforms tailored for a diverse client base.