Paula Helms

Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, using customized portfolios and a generally long-term investment approach.

Luke Prestholt is a financial advisor with Mariner Wealth, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Mariner Wealth in 2022. Outside of his advisory role, he is involved in the buying and selling of sports cards and memorabilia through a collectibles business based in Frontenac, Kansas. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with access to third-party managers, offering a range of investment management, financial planning, retirement consulting, tax services, and family office administration.

Christopher Falletti is a financial advisor with Eagle Strategies (New York Life) based in Frontenac, Kansas. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2009, he has operated Falletti Financial alongside his role at Eagle Strategies. Outside of advisory work, he owns and manages a rental property business. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Larry Sprague is a CFP®-certified financial advisor with Edward Jones in Pittsburg, KS, bringing 10 years of industry experience. Before joining Edward Jones in 2016, he worked for 18 years at Leggett & Platt, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for eight years before joining LPL Financial in 2023. Outside of his advisory role, Stevens is involved in buying and selling sports trading cards as a side business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Karen Vanleeuwen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She previously worked at Next Financial Group Inc for 18 years before joining LPL Financial. Outside of her advising role, she is a co-owner of VanLeeuwen Farms in Pittsburg, KS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.