David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios and separately managed accounts.

Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Lindsey Slattery is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2024. Outside of finance, she owns Lindsey Slattery Art & Photography, where she works as a watercolor artist and photographer. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

John Meyers is a financial advisor at Empower Advisory Group in Kansas City, MO, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GWFS Equities, Prydes Old Westport, Inside Ventures, Southwind Enterprises, and the University of Missouri. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alexander Montanez is a financial advisor with Empower Advisory Group based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Montanez has worked at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and disciplined rebalancing.

Leonard Lehmann is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. He also works as a freelance photographer for Park Hill High School. 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 combines proprietary and third-party planning methodologies with an integrated platform tied to Empower’s recordkeeping and administrative services.

Samuel Shore is a financial advisor at AE Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services LLC and Madison Avenue Securities. Outside of his advisory role, he serves as an assistant debate coach at Greenhill School and officiates amateur ice hockey games. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a platform-centered approach combining proprietary and third-party model portfolios, discretionary asset management, and financial planning services.

Douglas Nelson is a CFP® professional with 26 years of experience in financial advising, currently with Lincoln Investment since 2011. He previously worked at Valic Financial Advisors for eight years. Nelson is also a lecturer at the University of Nebraska-Lincoln, where he teaches retirement planning, employee benefits, and supervises students in family financial planning. Additionally, he provides on-demand financial counseling to reserve component servicemembers and serves as head boys varsity basketball coach at Prairie View USD 362. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, employing both strategic and tactical approaches, and manages approximately $22.9 billion in advisory assets.

George Harris is a financial advisor with First Command Advisory Services in Leavenworth, KS, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with First Command and its affiliated entities since 2015. Harris is also a partner in Pony Express Advisors, LLC, which provides shared office and operational support for First Command advisors, and he owns G Harris Enterprises, LLC, which manages his business activities related to First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Lazor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Kansas City, MO since 2021. His prior roles include positions at SBSB Financial Advisors and Northwestern Mutual, as well as time spent at Virginia Tech and FJY Financial. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supporting clients with discretionary portfolio management and comprehensive retirement plan advisory services.

Christopher Graham is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and is the founder of JC Grason LLC, where he is involved in insurance sales. Outside of his financial career, Graham serves as an elder and treasurer at Redemption Bible Church Inc., overseeing spiritual and financial responsibilities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internally managed, third-party, and advisor-managed models to deliver various investment and consulting services.

Jamie Disterhaupt is a financial advisor with Commonwealth Financial Network in Kansas City, MO. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Commonwealth, he worked at Infinitas and Mitchell Capital Management Co, and has experience in various roles including at Missouri State University and Renaissance Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of adviser support services, including managed account programs, access to third-party asset managers, and custodial services.

Richard Witherspoon is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He holds a Series 63 license and is based in Kansas City, MO. Outside of his advisory role, he is also a licensed insurance agent involved with Reliant Financial Services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Abigail Morrow Lanning is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and related Lockton entities. Prior to her advisory career, she was employed at the University of Kansas for over a decade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by various portfolio management techniques and private market investments.

Matthew Brooks is a financial advisor with Empower Advisory Group in Kansas City, MO. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Axa - Equitable, as well as service in the U.S. Army Reserve from 2007 to 2018. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and manages a large participant base relative to its advisor headcount.

Jack Berhorst is a financial advisor at GWN Securities Inc. in Kansas City, MO, with eight years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at American Century Investment Services and Waddell & Reed. Berhorst also holds an insurance agent license and sells fixed life, health insurance, disability, long-term care, and fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management and model portfolios grounded in asset allocation and Modern Portfolio Theory, with some programs incorporating market-timing and momentum-based strategies.

Adam Bramley is a financial advisor with Principal Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Principal Bank, Principal Trust Company, Principal Securities, and Principal Life Insurance since 2022, with prior roles at Citizen's Bank and Trust and Icma Rc. Outside of advising, Bramley is co-owner of a mobile repair business and serves on the pastoral council and as projects director for St. Charles Borromeo Church and School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Cale Fields is a Series 65-licensed financial advisor at Money Concepts Capital Corp with one year of industry experience. He has worked with Money Concepts Advisory Services and Financial Strategies at Mutual Savings since 2024. Outside of advisory roles, he has held positions including sales assistant within Mutual Savings Association and its subsidiary, Financial Strategies, supporting client engagement and organizational collaboration. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, and corporations. The firm employs model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Joel Engle is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameritas Advisory Services since 2021, and has also worked at Ameritas Investment Corp since 2004. Outside of his financial advisory work, Engle serves as a US Army Career Counselor with the US Army Reserve, a role he has held since 2015. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and a comprehensive platform of custodial and third-party resources.