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.

Craig Freeman is a financial advisor at Independent Advisor Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Independent Advisor Alliance since 2018, previously serving at LPL Financial and Independent Financial Partners. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model with independent advisory representatives and combines discretionary and non-discretionary portfolio management using various analytical techniques and technology platforms.

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.

Shane Grau is a ChFC®-designated financial advisor with 13 years of industry experience, currently with Eagle Strategies (NY Life). He has held roles at Eagle Strategies since 2022 and operates Grau Financial Strategies. Grau is a board member of the National Association of Insurance and Financial Advisors (NAIFA) at both the Topeka local chapter and Kansas state levels. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Joshua Miller is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2019. Prior to this, he was involved with Infinet Solutions and D & K Trucking, Inc. Miller also engages in insurance sales and services through his involvement with Miller Retirement Group. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients, including individuals, 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 models managed internally, by third parties, and by advisor-managed strategies.

Justin Kuhl is a financial advisor at AE Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, Ivy Funds Distributor Inc, and Waddell & Reed, Inc. Since 2021, he has been serving as Director of Wealth at AE Wealth Management. 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 managed internally and by third parties, discretionary asset management, and financial planning services.

Timothy Vega is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Fahnestock & Co. Inc. for 28 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Jacob Konarski is a CFP® affiliated with AE Wealth Management, LLC and has one year of industry experience. His prior work includes roles at Advisors Excel, Washburn University, Amazon, Capitol Federal, and Encore Style. AE Wealth Management serves a broad client base including individuals, corporations, trusts, and ERISA plan sponsors with fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios and a range of investment strategies supported by a platform that manages approximately $49.8 billion for over 127,000 clients.

Brenda Johnson is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and experience in the financial industry beginning in 2023. Prior to joining Transamerica, she worked at Wfgia and World Financial Group, and spent over a decade with the Kansas Insurance Department. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party money managers and digital platforms to deliver advisory services.