Robert Davies is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held various positions in the retail and hospitality sectors, including roles at La Nonna and Johnny's Tavern. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates.

Eric Bowen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Cetera, Prosperity Network of Advisors, C2FO, Ivy Distributors, and Waddell & Reed, among others. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and program platforms, incorporating both firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities.

William Anderson is a financial advisor with Oppenheimer, holding a Series 63 designation and 41 years of industry experience. He has worked at Oppenheimer since 2009, following tenures at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 broad range of programs and advisory services, including strategic and tactical asset allocation and manager selection, delivered on both discretionary and non-discretionary bases.

John Vu is a CFP® with 22 years of industry experience, currently advising at Cetera Planning Partners in Leawood, KS. His prior roles include positions at The Retirement Planning Group, Financial Engines Advisors L.L.C., and Tmfs Advisors, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party offering, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Spencer Phillips is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His work history includes roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, MassMutual, Ivy Distributors, Waddell & Reed, and American Century Investment Services. He is also a partner in a life insurance brokerage firm, Total Financial Partners, and engages in insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing execution, custody, and brokerage capabilities alongside investment advice, and had approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Jason Wetmore is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Waddell and Reed and Transamerica Financial Advisors, Inc. His background includes sales of insurance and non-insurance products for Transamerica-affiliated companies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education services, using proprietary tools from Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.

Jandi Iha is a financial advisor at Cetera Planning Partners with five years of industry experience. She holds a Series 66 designation and previously worked for Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. from 2014 to 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll support, and estate-planning offerings.

Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that blends passive and active strategies guided by an internal Investment Committee.

Jakob Benelli is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he worked at The Retirement Planning Group and American Century Investment Services, Inc. He also has work experience outside finance, including at Genesis Health Clubs and Krispy Kreme. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a range of ancillary services and integration within the larger Cetera network.

Brian Johnson is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Stephanie Kuwaye is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Lee Financial Group Hawaii, Inc., Lee Financial Securities, Inc., and Lee Financial Recordkeeping, Inc. She is currently based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, supplemented by services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Robert O'Blennis is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Cetera Planning Partners since 2006. In addition to his advisory role, Mr. O'Blennis maintains a part-time law practice focused on estate and business planning and serves as a commissioner on the Town and Country Parks and Trails Commission in Missouri. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Joshua Gembala is a CFP® with five years of industry experience, currently serving at Cetera Planning Partners since 2024. He previously worked at Creative Planning, Inc. for four years and has held roles in both educational and corporate settings. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and services such as Social Security optimization, tax planning, and estate planning. The firm’s investment approach centers on diversified allocations tailored to client objectives, leveraging resources from the broader Cetera network.

Scott Wilson is a financial advisor with Empower Advisory Group in Lee's Summit, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Bank of the West, BancWest Investment Services, Cetera Investment Services LLC, First National Bank in Pratt, and CETERA Investment Advisers LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

Marla Hart is a financial advisor with Oppenheimer and Co. Inc, holding a Series 66 designation and nine years of industry experience. She has been with Oppenheimer since 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory solutions that span equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Carolyn Vertovec is a CFP® with 18 years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at UBS Financial Services, BMO Wealth Management, Fisher Investments, Bank of America, Merrill, and Prudential. She is also a co-owner of Rivtop Enterprises, a business based in Kansas City, MO. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate-planning solutions through third-party providers, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Nicholas Phillips is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses, and has nine years of industry experience. His prior roles include positions at Wise Wealth, LLC and American Century Investment Services Inc. He is also involved in real estate ownership through Horizon Real Estate LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management overseen by an internal Investment Committee.

Steven Sterner is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 broad range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Paul Bednarczyk is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Thrivent Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, brokerage services, and access to third-party asset managers.

Derek Louderbaugh is a financial advisor at Oppenheimer with a Series 66 designation and currently has less than one year of industry experience. Prior to joining Oppenheimer, he worked as a veterinarian and a self-employed beef cattle farmer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.