Bradley Radtke is affiliated with First Command Advisory Services and holds Series 63 and Series 65 designations. He has been with First Command Brokerage Services Inc. since 2026 and has prior service experience with the Missouri and Indiana Air National Guards. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through centralized teams and employs a distinctive operational model in manager selection and portfolio administration.

Matthew Anderson is a financial advisor with First Command Advisory Services, holding a Series 66 credential and five years of industry experience. He has been associated with First Command in various roles since 2020. Anderson is also the President and CEO of Matt Anderson Financial Consulting LLC and a member of Pony Express Advisors LLC, business ventures related to financial advising and firm administration. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centrally managed model portfolios and third-party managers.

Charles O'Neill is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Lion Street Financial, Cetera Advisor Networks LLC, and Renaissance Financial. Outside of finance, he has experience with Joe's Kansas City and Stehney Quarterhorses, LLC. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm features a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platforms and investment approaches.

Sheryll Gianino is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. She has three years of industry experience with prior roles at Embark Financial Partners and LPL Financial. From 2017 to 2023, she was involved with Twelve Eleven LLC d/b/a Three Dog Bakery. 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, retirement consulting, and custody services.

Craig Gordinier is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016. He is also involved with Jones Advisory Group, where he consults with prospective clients on retirement planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm employs discretionary model portfolios and offers a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Regan Houchin is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds a Series 66 credential and has previously worked at CommunityAmerica Financial Solutions and Kansas State University. Outside of her advisory role, she serves as the middle school boys soccer head coach at Heritage Christian Academy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach combines proprietary and third-party methodologies, focusing on long-term portfolio returns and savings rates.

Michael Westerfield is a financial advisor with TLG Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MetLife Securities, Inc., MassMutual Life Insurance Company, MML Investors Services, LLC, and The Leaders Group, Inc. He also serves as a Regional Vice President at The Insurance Partners, focusing on insurance solutions. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, and it provides both sub-advised accounts and a direct-to-consumer digital investment program.

Sydney Pemberton is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, Bank of America, Merrill Lynch, and other financial firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, serving over 127,000 clients with an emphasis on standardized model and platform services.

Penny Vinson is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Equity Services in 2021, she worked at Waddell & Reed Inc for 15 years, and has also held roles at Instacart and Sam's Club. Vinson serves as Vice President of Membership for the Pawnee Elementary PTA. 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 offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

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.

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 16 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. She is based in Shawnee, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and provides a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

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.

Daniel Lawrence Jr. is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 credential and has worked at multiple First Command entities since 2020. His prior experience includes roles with Operations Group X’s Mission Command Training Program and the Office of Program Manager for the Saudi Arabia National Guard. Outside of his advisory role, he is involved with Pony Express Advisors, LLC, which supports the operations of First Command Advisors in Leavenworth, KS. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing centralized portfolio management and a manager-approved selection process.

Diane Ryan is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Empower Advisory Group and has been advising 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 certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party financial planning methodologies with Empower’s recordkeeping and administrative platforms.

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.

Zachary Pruitt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he operates a personal sales business on eBay. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Rogers is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2018. Prior to his advisory role, he was employed at Brewer Science Inc. from 2011 to 2017. Outside of financial advising, he owns and operates an e-commerce business called Micro Collective LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Jennifer Cavanaugh is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, she was employed at Lockton Financial Advisors, LLC, and Lockton Companies, LLC from 2009 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Matthew Gazaway is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and co-owns BridgeQuest Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. His career includes prior roles at LPL Financial, llc and Bridgepoint Wealth Strategies. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services, providing clients with a range of portfolio implementation options.

Troy Smith is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has previously worked with GWFS Equities and Empower Retirement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.