CGN Advisors, LLC

Lindsay Adams is a CFP® professional with four years of industry experience, currently serving as an advisor at CGN Advisors, LLC. Her prior roles include positions at Keating & Associates and United Bank & Trust. She is a board member and secretary of the International Farm Transitions Network, an organization focused on farm transfer and succession planning. CGN Advisors provides financial advisory services to individuals, families, pension plans, businesses, foundations, and charitable organizations. The firm uses a long-term, globally diversified investment approach combining Modern Portfolio Theory, core-plus-satellite, and active management strategies, with an emphasis on fiduciary duty and regular portfolio reviews.

Brigham Glaves is a CFP® professional with two years of industry experience, currently serving as an advisor at CGN Advisors, LLC in Manhattan, KS. His prior work includes a role at Advisors Excel and experience outside the financial industry at Blueville Nursery. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and offers services such as educational workshops and pension consulting.

Gregory Pierce is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC. He previously operated Pierce Financial Strategies, LLC for 14 years before joining CGN Advisors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and utilizes tax-aware investment vehicles, often incorporating institutional third-party managers and conducting regular portfolio reviews.

Sheila Stowers is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2012. She holds Series 63, 65, and 66 licenses. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers tax-aware investment options, along with educational workshops and pension consulting services.

Jordan Grzesczyk is a CFP® with 12 years of experience in the financial services industry. He is currently with CGN Advisors, LLC in Santa Monica, CA, and has previously worked at Garrett Investment Advisors, Raymond James & Associates, Morgan Stanley, and Bank of America. He is licensed to provide insurance-related advice but is not authorized to sell insurance products. CGN Advisors serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive financial planning, investment consultation, and supervisory services. The firm employs a long-term, globally diversified investment approach that combines asset allocation, Modern Portfolio Theory, and active management, and frequently uses third-party managers and institutional custodians.

Daniel King is a CFP® professional with 23 years of experience in financial advising. He is currently with CGN Advisors, LLC and has previously worked at DEK Financial Solutions and Watermark Asset Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles and frequently collaborates with institutional third-party managers.

Steven Ferger is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with CGN Advisors, LLC since 2015 and has also worked as a self-employed professional since 1999. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset allocation strategies and tax-aware investment vehicles, frequently utilizing institutional third-party managers and conducting regular portfolio reviews.

Justin Nichols is a CFP® professional with 18 years of industry experience, currently serving at CGN Advisors, LLC since 2011. He has also been affiliated with Garrett Planning Network, Inc. for 20 years. Nichols is a director on the National Association of Personal Financial Advisors (NAPFA) National Board and serves on the Finance Committee at First United Methodist Church in Manhattan, KS. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, and it maintains relationships with institutional third-party managers while offering pension consulting and educational services.

Alison Yuk Ngai is a CFP® professional affiliated with CGN Advisors, LLC, with experience spanning several roles since 2020, including positions at Chinese Abraham Investment Advisors LLC and Sycamore Financial Planning LLC. She has also worked at Durham Academy for over a decade. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, utilizing various asset-allocation strategies and tax-aware investment vehicles. The firm serves individuals, trusts, businesses, pension plans, and charitable organizations, and offers additional services such as educational workshops and pension consulting.

Brent Lince is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with CGN Advisors, LLC since 2012. Outside of his advisory role, he serves as a volunteer elder on the board of Harvest Community Church and was its Treasurer in 2021-22. CGN Advisors provides comprehensive financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Matthew Schlossman is a CFP® with five years of industry experience, currently serving as an advisor at CGN Advisors, LLC. He previously worked at Aspyre Wealth Partners for five years and has diverse experience including roles outside of financial services such as with Powercat Sports Grill. CGN Advisors provides a broad range of advisory services to individuals, families, businesses, and institutional clients, employing a long-term, globally diversified investment approach that combines Modern Portfolio Theory, core-plus-satellite, and active management strategies. The firm emphasizes fiduciary duty, periodic due diligence, and regular portfolio reviews.

David Walz is a CFP® and holds a Series 65 license with 28 years of industry experience. He has worked at CGN Advisors, LLC since 2023 and previously spent 19 years at Arcadia Financial Strategies, Inc. Walz serves on the Board of Regents and Finance Committee at Concordia University Chicago. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

David Huebner is a CFP® with four years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2021. Prior to joining CGN Advisors, he worked for eight years at Washington National Insurance Company. He holds insurance licenses for providing insurance-related advice but is not authorized to sell insurance products. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles while maintaining fiduciary standards and engaging third-party managers for portfolio oversight.

Jennifer Barker is a CFP® professional with 11 years of industry experience. She has worked at BCWM for 10 years before joining CGN Advisors, LLC, where she has been since 2026. CGN Advisors serves a diverse client base including individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment approach that combines asset allocation with Modern Portfolio Theory, core-plus-satellite, and active management strategies.

Jeffrey Euting is a CFP® professional with 23 years of experience in the financial services industry. He has been with CGN Advisors, LLC since 2015. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.