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.

Angel Elliott is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and based in Topeka, KS. Angel has recently transitioned into the financial industry, with prior experience at Advisors Excel, Berry Global, American Eagle Outfitters, Amazon, and the Topeka Country Club. 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 internally managed models, third-party strategies, and advisor-managed portfolios with a range of financial planning and consulting services.

Jordan Sester is a CFP® professional with seven years of industry experience, currently affiliated with AE Wealth Management, LLC. He has worked at multiple firms including Advisors Excel and Bluestem Wealth Management, and owns The Retirement Co., an insurance business. AE Wealth Management is an SEC-registered adviser serving a diverse client base, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates in-house, third-party, and advisor-managed models.

Jaycee Bocquin is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Topeka, KS. Jaycee has been with AE Wealth Management since 2026 and has prior experience at AE Financial Services, Advisors Excel, and several insurance and banking firms dating back to 2016. 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 integrates fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

Jeremiah Sullivan is a CFP® and CFA® with eight years of experience in financial advising. He currently serves as Chief Investment Officer at AE Wealth Management, LLC, where he has worked since 2018. Prior to this, he held positions at AE Financial Services, Madison Avenue Securities, Advisors Excel, and Berberich Trahan & Co. Sullivan is also a member of the ARES RIA Advisory Board. 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, ERISA plan services, and supports self-directed brokerage accounts through a platform that combines internally managed, third-party, and advisor-managed models.

Logan Scholz is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining AE Wealth Management, he worked in retail and e-commerce roles, including positions at Amazon and Target, and spent several years as a student. 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 featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and a complex affiliate structure.

Ty Hysten is a Series 66-credentialed advisor with Valic Financial Advisors, bringing 11 years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously held roles at Vision Bank. Outside of his advisory work, Hysten serves as Chair Person on the Advisory Board for Shawnee County Parks and Recreation, where he participates in planning and advocacy activities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors, leveraging technology and model portfolios across a substantial client base.

Michael Ball is a financial advisor at AE Wealth Management, LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes roles at AE Financial Services, Creative Planning, Waddell & Reed, Ivy Distributors Inc, and American Century Investments. 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 consulting services through a platform that integrates internally managed, third-party, and advisor-managed models.

Kagen Bunning is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining AE Wealth Management in 2021, Bunning worked with the Kansas State University Foundation and the University of Kansas Endowment Association. 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.

Travis Mott is a Series 65 registered advisor with AE Wealth Management, LLC, where he has worked since 2022. He has one year of industry experience and a background in education, having worked for local school districts from 2014 to 2022. Outside of his advisory role, he is also active as a DJ and Master of Ceremonies at Top City Entertainment Company. 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, serving a large number of clients through a platform-based approach.

Gabriela Nioce is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 licenses and six years of industry experience. She has worked at AE Wealth Management since 2017 and previously at Westaff and Cara's Cup. 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 utilizes discretionary model portfolios and employs fundamental, technical, and cyclical analysis across various investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Timothy Phelps Jr. is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Capitol Federal Savings and Daire Queen Brazier. 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, utilizing a platform-centered approach that incorporates models from multiple sources and advisor-managed strategies.

Jared Rand is a financial advisor at Farther with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Apw and Capital Portfolio Management. Outside of advising, he owns a laundromat and has interests in vacation rentals and building ownership in Topeka, KS. Farther serves individual investors, trusts, and estates through a technology-driven platform that combines discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily invests across ETFs, mutual funds, equities, and fixed income.

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.