CGN Advisors, LLC

Jason Williams is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Williams 360 Financial Advisory, LLC since 2015. Williams 360 Financial Advisory, LLC is a fee-only independent firm serving individuals, couples, and families with comprehensive and modular financial planning and discretionary investment management. The firm follows a Modern Portfolio Theory approach, emphasizing diversified, low-cost, passively managed index funds and ETFs, and uses a flat-fee pricing model not tied to assets under management.

Lindsay Adams is a CFP® professional with three years of industry experience, currently serving at CGN Advisors, LLC. Prior to joining CGN Advisors, Adams worked at Keating & Associates, Legacy Financial Strategies, and United Bank & Trust. She serves as a board member and secretary of the International Farm Transitions Network, a professional organization focused on farm transfer and succession planning. 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 range of asset-allocation strategies and offers tax-aware investment solutions, frequently collaborating with institutional third-party managers.

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®-certified financial advisor with 11 years of industry experience. He is currently with CGN Advisors, LLC and has held prior roles at Garrett Investment Advisors, Raymond James & Associates, Morgan Stanley, Bank of America, and Merrill Lynch. He is based in Santa Monica, CA. 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, often collaborating with institutional third-party managers while maintaining fiduciary standards.

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.

Kyle Wilke is a CFP® professional with nine years of industry experience currently serving at CGN Advisors, LLC. He has held roles at Equi Financial Planning and Juetten Personal Financial Planning, LLC, and has been involved with New Roots Consulting, a nonprofit consulting firm he owns and operates. Wilke is also a co-author of a book published with Steve Juetten. CGN Advisors provides financial planning and investment services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a range of asset-allocation strategies and offers additional services such as educational workshops and pension consulting.

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 four years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC. Prior to joining CGN Advisors in 2025, he worked at Aspyre Wealth Partners for five years. His background also includes roles outside finance, such as positions at Powercat Sports Grill and Kansas State University. 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 uses a variety of asset-allocation strategies and tax-aware investment vehicles, offering both discretionary and non-discretionary advice while maintaining relationships with institutional third-party managers.

Cheryl Krueger is a CFP® with 18 years of experience in the financial industry. She is currently with CGN Advisors, LLC and has also been associated with Growing Fortunes Financial Partners for multiple periods totaling over 18 years. 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 approaches and tax-aware investment vehicles, and it engages third-party managers while offering ongoing portfolio monitoring and 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.