Kevin Thornton is a CFP® with 16 years of experience in the financial services industry. He is currently affiliated with AE Wealth Management, LLC, where he has worked since 2017, and has prior experience at Madison Avenue Securities, LLC, Ivy Funds Distributor Inc, and Waddell & Reed Inc. 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 the use of discretionary model portfolios and offers a range of services including 3(21) and 3(38) ERISA management, with a platform that supports a large number of clients through standardized investment models.

Joshua Wyatt is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2019. Prior to his current role, he held positions at Blue Cross and Blue Shield of Kansas, Lewis Toyota Auto Group, and LiveWatch Security LLC. In addition to his advisory work, Wyatt is involved in insurance sales and services through Jones Advisory Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that incorporates both internal and third-party investment models.

Peter Knutson is a CFP® with 32 years of industry experience, currently affiliated with Allworth Financial, L.P. He has held roles at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through various model strategies and employs technology to manage held-away employer retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.

Adam Young is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2024. Prior to this, he has experience with Advisors Excel and the Kansas Department of Commerce. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines multiple management approaches and supports advisor customization.

Michelle Gee is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. Her prior roles include positions at AE Financial Services, Allstate, and Fidelity State Bank, as well as experience in consignment retail and homemaking. 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 relies on discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Eric Soetaert is a financial advisor with Allworth Financial, L.P. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at AW Securities, Affinity Financial Advisors, Onyx Meetings & Events, and Marten Transportation. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts.

Nicholas Taylor is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at RetireWise Tax & Wealth Advisors and Kansas State University. Outside of his advisory role, he is involved in insurance and annuity sales through Miller Retirement Group, where he manages client relationships. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a range of investment strategies, serving over 127,000 clients with a platform-focused approach.

Heather Lauseng is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at AE Wealth Management since 2020. Prior to her current role, she was employed by Grace Point Church and the Kansas Department of Corrections. 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 model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple model strategies and advisor-managed options.

Peter Stauffer is a financial advisor at Oppenheimer with 30 years of industry experience, including 24 years at Fahnestock & Co. Inc. He holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as an Advisory Director for Bank IV Topeka and is the chairman of the YMCA Foundation, although this role is mostly inactive following the foundation’s asset distribution. 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 provides both discretionary and non-discretionary investment management with a notable proportion of assets managed on a non-discretionary basis.

Damien Baranski is a financial advisor with Empower Advisory Group in Lawrence, KS, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has worked at Advised Assets Group, LLC since 2015 and Great-West Financial Retirement Plan Service since 2014. 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’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Christopher Jones is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 65 designation and 10 years of industry experience. He is also the founder of Jones Advisory Group, where he has been involved since 2008, and he operates Jones Stables. 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 various investment strategies, supporting a large client base through standardized model and platform services.

Lawrence Martin is a financial advisor at Bankers Life Advisory Services, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bankers Life Securities Inc. since 2017, as well as Bankers Life & Casualty since 1986. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager at Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

James Moore is a CFP® professional with 16 years of experience in the financial industry, currently serving at Allworth Financial, L.P. in Lawrence, Kansas. His prior roles include positions at Cetera Advisors Networks LLC and Mcdaniel Knutson Financial Partners. Outside of advisory work, he is a partner in Rain Delay, LLC, a real estate investment group. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based allocations and options overlays, and is notable for its private investment vehicle ownership and specialized divisions such as its Airline group.

Jacob Lindstrom is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and experience beginning in 2022. Prior to joining AE Wealth Management in 2025, he worked at Jones Advisory Group and Bob Schwarz Financial. He also has a background that includes roles at Kansas State University and Saia Construction. 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, and financial planning services.

James Tucker is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at AE Wealth Management since 2017, with a brief interval before returning in 2022. Tucker is also the founder and president of Black Label Financial, LLC, an insurance sales business, and serves as vice president of Nesbetttucker, Inc., an executive-level car service company. 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 a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform-based approach that incorporates models managed internally, by third parties, and by advisor-managed strategies.

Terrence Breese is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, Kansas. He has seven years of industry experience, including five years at Alliance Bank before joining AE Wealth Management in 2017. 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 a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Cole Gardner is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. He also serves as a financial advisor at Jones Advisory Group. 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 consulting services.

Scott Taddiken is a Series 65 credentialed advisor with AE Wealth Management, LLC, where he has one year of experience. He also maintains a law practice as president and attorney of Stevens & Brand, LLP/Scott E Taddiken, P.A., which he has operated since 2005, and is involved in managing farmland through S Bar T, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, serving over 127,000 clients with a platform-based approach supported by discretionary model portfolios and systematic reporting.

Kaden Walsh is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Farther. Prior to joining Farther, he worked at Reinert Wealth Management and has a background in education with roles at Kansas State University and local schools. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

John Imming is a Series 66-licensed financial advisor with AE Wealth Management, LLC, bringing 13 years of industry experience. He has held roles at AE Wealth Management since 2016 and is involved with Tallgrass Tool, where he manages the design, manufacture, and distribution of tools outside the investment field. Imming also has experience in insurance sales through Tallgrass Financial Solutions, LLC. 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 provides a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.