Theodore Adams is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He began his advisory career in 2025 and has prior experience in logistics, education, and franchise operations. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services using Envestnet UMA models and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Casey Hauser is a financial advisor at Mariner with 11 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Vantage Investment Advisors and Montage Securities. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and also provides integrated tax, accounting, and family office services uncommon for firms of its size.

Nash Holm is a financial advisor at Prime Capital Financial with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at Lincoln Financial Advisors and TD Ameritrade. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Richard Woody is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is the owner of a private duck hunting club, Cressup Lake Duck Club Inc. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Matthew Peterson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Citi Private Bank and Mission Peak Capital prior to joining Prime Capital Financial in 2020. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay 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.

Shari Mount is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, she worked at Empower Financial Services, National Advisors Trust, and American Century Investment Services. Outside of her advisory role, she is involved in managing rental properties and operates a business entity related to short-term rentals. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by additional portfolio management techniques and a broad suite of retirement plan services.

Lee Richardson Jr. is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at the Securities Exchange Commission for five years before joining Creative Planning in 2020. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets, employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, and offers a range of supplemental portfolio management services alongside affiliated legal, trust, and retirement plan recordkeeping businesses.

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.

Heather Kline is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Chinquapin Trust Company from 2016 to 2023 and was self-employed from 1995 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Gary Goss is a financial advisor with Equity Services, Inc. in Overland Park, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 44 years of industry experience, having worked at Equity Services since 1981 and National Life since 1975. Outside of his advisory role, he is also an agent and broker for fixed insurance sales with several companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines broker-dealer and SEC-registered investment adviser activities, offering multiple advisory platforms that include third-party asset managers and model portfolios, with a mix of long-term and shorter-term investment strategies.

David Hokanson Jr. is a financial advisor at Creative Planning with 24 years of industry experience. He holds a Series 63 designation and has been with Creative Planning since 1997. Outside of his advisory role, he manages two real estate property companies in Overland Park, Kansas. Creative Planning serves a broad client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Carolyn Frager is a financial advisor at Creative Planning with 13 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.

James Louderbaugh is a financial advisor at Oppenheimer with 42 years of industry experience. He has held his current role since 2009 and previously worked at Citigroup Global Markets from 1995 to 2009. Outside of his advisory work, he is involved in a family farm business where he raises livestock and oversees residential construction, and he also serves as a trustee managing a college savings trust. Oppenheimer serves a wide range of clients including individuals, corporations, and nonprofit organizations, offering diverse investment programs with both discretionary and non-discretionary advisory services. The firm supports multiple portfolio strategies and maintains custody of client assets while operating as both a broker-dealer and investment adviser.

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.

Patrick Beach is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2021 and American Century Investments from 2005 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Benjamin Warner is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at ALLSTATE Financial Services LLC and Park Ins Agencies Inc. Warner serves on the Endowment Committee of Temple B’nai Jehudah, advising on investment strategies aligned with the organization's objectives. Principal Securities provides brokerage and registered investment advisory services to a wide client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions. The firm offers a variety of promoter and referral arrangements and supports Financial Advisors with business resources tied to production.

Gerald Starbuck is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked in various capacities, including his ongoing roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as operating his own accounting and tax service firms. Starbuck is also a licensed independent insurance agent and provides accounting and tax services through his CPA practices. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and integrates multiple custodial platforms, supported by third-party tools and an Investment Committee to align portfolios with client objectives.

Leslie Tonkin is a CFP® professional with experience at Moneta Group Investment Advisors, LLC and KPMG. Leslie has worked in various roles across industries including finance, consulting, and education since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team structure with a multi-criteria selection process and manages proprietary multi-strategy vehicles alongside specialized services for clients with complex needs.

Caleb Pryor is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Wealth Advisors and Waddell & Reed, Inc. Before his advisory career, he had a role at Rockhill Grill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support its due diligence and investment recommendations.