Vincent Clark is a Series 65 licensed advisor at Creative Planning with 10 years of industry experience, having been with the firm since 2015. He serves on multiple nonprofit boards, including Park University’s Board of Trustees and Foundation Board, Children’s Mercy Hospital, Kansas City Ballet, and American Public Square, contributing to fiduciary oversight and organizational governance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Michael Pollakowski is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he serves on the boards of Mackenzie Bay and Clean Green Energy and oversees farmland operations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including both traditional and legacy active strategies.

Shannon Suarez is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 65 and Series 63 credentials and 36 years of industry experience. She has been with GWN Securities since 2010 and also operates an insurance business offering life, health, disability, dental, supplemental insurances, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and utilizes both affiliated and unaffiliated sub-advisers.

Thomas Willenborg Jr. is a financial advisor with Empower Advisory Group in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he is also active as an Uber driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Chaney is a financial advisor with Independent Financial Group, LLC in Kansas City, MO, holding a Series 66 designation and 21 years of industry experience. His prior firms include UBS Financial Services, Woodbury Financial Services, and Edward Jones. He serves as a board member for the nonprofit fundraiser GiveSafeWater and is involved in educating clients about investment fees through the Understand Advisor Fees program. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party models to develop tailored investment strategies, blending passive and active exposures while conducting ongoing portfolio monitoring.

Shannon Cheah is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed, Inc. and Copper Financial Network LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Jarod Tibbetts is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Cambridge Investment Research, and Country Insurance & Financial Services. Outside of his advisory work, he owns and operates a property casualty insurance brokerage under Goosehead Insurance. Primerica Advisors serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Christopher Hoppenthaler is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been advising at Asset Group LLC since 2015. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kevin Shillingsburg is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.

Vincent Defeo is a financial advisor at Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. 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 select retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Pablo Berrio is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and two years of industry experience. His work history includes roles at Empower Financial Services and other firms in various industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.

Jonathan Pereira is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and Mariner Wealth Advisors, among others. He has worked at Principal Securities and Principal Life Insurance since 2022. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Domenic Rizzi is a financial advisor at GWN Securities Inc. with 39 years of industry experience. He holds Series 65 and Series 63 licenses and has been with GWN Securities since 2010. Prior to that, he worked at Connecticut General Life Insurance Company for over 40 years. Rizzi serves on the advisory board of Catholic Radio, contributing to fundraising and strategic decisions. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical market-timing strategies in its portfolios.

Debra Fehl is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her background includes roles at Union Financial, Inc., Stephens Heffner Financial Partners, Principal Life Insurance Company, and Cigna Healthcare. She serves on the Liberty Area Chamber of Commerce board and the Regional Advisory Council of Liberty Hospital Foundation, and owns a personal LLC. 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 financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Victoria Arrieta is a financial advisor with Empower Advisory Group in Liberty, MO. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her prior work includes a tenure at Gwfs Equities, Inc. since 2014. Outside of advising, she is involved as a distributor for Herbalife Nutrition products. 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Sanford Warmund is a financial advisor with GWN Securities Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with GWN Securities since 2010 and is a 49% owner and Executive Vice President of Reliant Financial Services, a financial services marketing company. Sanford also works as a life insurance sales representative on occasion. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and focuses on asset allocation and Modern Portfolio Theory, with some programs using tactical, momentum-based strategies.

David Hensley is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Bankers Life and its affiliated entities since 2013. In addition to his advisory role, he serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Jon Travis is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at GWFS Equities, Cardinal Health, FedEx, Hallmark, Ball's Food, Safe Haven Security, and LMV Automotive. 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 retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts within plan lineups selected by plan sponsors.

Skylar Wright is a CFP® professional with 10 years of industry experience, currently advising at Kestra Advisory. His prior experience includes roles at LPL Financial and Waddell & Reed. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.