Morgan Thomas is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds a Series 66 designation and has worked previously at AE Financial Services, Advisors Excel, SS&C Technologies, KOHLS, and the University of Kansas Center of Sustainability. 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 for portfolio construction.

Keith Heckman is a CFP® professional with over 33 years of industry experience, currently serving at Valic Financial Advisors since 2003. He also holds Series 63 and Series 65 licenses and has been associated with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-based 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 to construct client portfolios.

Kurt Richter is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has five years of industry experience. Kurt has been with Bankers Life Advisory Services since 2020 and has been associated with related Bankers Life entities since 2014. In addition to his advisory role, he works as a 1099 agent for Bankers Life and Casualty Company, focusing on life, health, and annuity insurance sales. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in its investment process.

Daniel Philipi is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 65 credential and nine years of industry experience. He has been with AE Wealth Management since 2017 and also serves as a member and manager of Infinity Advisory Group LLC DBA JC Grason of Topeka, where he is involved in insurance sales. Prior to his advisory career, he worked at Caterpillar Work Tools from 2002 to 2016. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining internally managed and third-party models, offering a range of services from asset management to financial planning and plan consulting.

Megan Jones is a Series 65-registered financial advisor with AE Wealth Management, LLC, based in Topeka, KS. She has 16 years of industry experience and has been with AE Wealth Management for 10 years. In addition to her advisory roles, she is an author and serves on the Board of Directors at Blue Cross Blue Shield of Kansas. Jones is also involved with Washburn University as a Trustee and serves as Chair of the Investment Committee for the Washburn University Foundation Board. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs with a focus on discretionary management using a mix of fundamental, technical, and cyclical strategies.

John Legg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Fahnestock & Co., Inc. for 36 years. Outside of his advisory role, Legg is the author of a non-investment book, which is a love story he began writing in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services that include discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and tailored retirement and consulting services.

John Del Zio is a financial advisor at AE Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Allstate Insurance Company and Farmers Financial Solutions. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that integrates multiple model strategies and supports a high client load per advisor.

Mark Bigler is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at AE Wealth Management since 2016 and is also involved with Advisors Excel, LLC, where he serves as Director of Sales and Marketing, and owns Bigler Financial Services, which provides life insurance and annuity sales. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a range of analytic strategies to manage approximately $49.8 billion across more than 127,000 clients.

Maria Regina Cruz is a financial advisor with TLG Advisors, Inc. holding a Series 66 credential and 16 years of industry experience. She has worked at firms including The Leaders Group, Magellan Financial, and Triad Advisors. Outside of advising, Cruz serves as Director of Suitability and Compliance for Magellan Financial, dedicating significant time to compliance and regulatory responsibilities. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, with a combination of sub-advisors, program platforms, and a digital portfolio program catering to various risk profiles.

Shannon Larson is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at OSAIC Wealth, Inc., Woodbury Financial Services, Inc., SagePoint Financial, and Eaton Vance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Scott Taylor is a financial advisor with Empower Advisory Group based in Topeka, KS. He holds the ChFC® and Series 63 designations and has 29 years of industry experience. Since 2015, he has been with GWFS Equities, INC. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers financial planning and investment management through an integrated platform focused on long-term returns and annual rebalancing within plan lineups selected by plan sponsors.

Justin Bailey is a Series 66-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, and has 14 years of industry experience. He has worked at AE Wealth Management since 2016 and also spent time at Madison Avenue Securities, LLC from 2017 to 2018. 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 a range of investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Eric Claspill is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at AllState Insurance Company and Waddell & Reed Inc. Claspill is currently a director of wealth at AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

Morgan Lawrence is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at various firms including AE Financial Services, LLC and Secure Asset Management, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, supporting its advisors with standardized platform services and robust investment consulting.

Jayden Madel is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to joining AE Wealth Management, Jayden worked at Jones Advisory Group and Advisors Excel. Outside of advisory work, Jayden is involved in insurance sales and financial analysis. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Jacob Irvine is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and experience beginning in 2024. His background includes roles within higher education institutions such as Washburn University and the University of Kansas, as well as positions in local government and the private sector. 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 combines fundamental, technical, and cyclical investment strategies, serving roughly 127,000 clients across its advisory team.

Kimberly Cherry is a Series 66 licensed advisor with AE Wealth Management, LLC, based in Topeka, KS, with four years of industry experience. Her prior roles include positions at BANK OF AMERICA and AE Financial Services, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing arrangements.

David France is a financial advisor with Oppenheimer & Co Inc, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent 11 years with Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across various portfolio types, employing strategic and tactical asset allocation and manager selection, with an emphasis on both discretionary and non-discretionary management.

Nickolas Golden is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Golden Asset Management, AE Wealth Management, Advisors Excel, Capitol Federal Savings Bank, and Washburn University. Outside of advising, he serves as Director of Sales and Marketing at Advisors Excel, focusing on insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines in-house, third-party, and advisor-managed models.

Jammie Serrano is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. Jammie has served as Vice President of Advisor Development at Advisors Excel, LLC since 2013, where they coach financial advisors on marketing and case design. Additionally, Jammie owns Platinum Wealth Planning, an insurance sales business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to serve its clients through a platform-focused approach.