Broker Check

Senior Advisory Council

Alexandra Kurth Garden, CFP®

President & Wealth Advisor

913-323-3113

913-323-3109

akurth@lpl.com

As a Certified Financial Planner, Alexandra is passionate about helping to create options for her clients. She feels that the best way to create options and become financially independent is through comprehensive planning.

The comprehensive planning process includes Retirement Planning, Investment Planning, Education Planning, Insurance Planning: Life, Disability and Long-Term Care, as well as Estate Planning. She also assists with Tax and Business Planning. After the initial process of collecting data and discussing short and long-term goals, she develops a personalized financial plan and outlines the options to work toward each of the goals.  She works with individuals all over the country, from high net-worth to those just starting to save. Her approach is always the same: To help everyone make sound financial decisions to pursue their goals.

Alexandra lives in Leawood, KS and enjoys spending time with her husband, Michael and their son, Hudson

Ashley Cameron

Administrative Assistant to Michael Petrosky

(502) 208-4500 x5

(502) 785-2929

acameron@limestonewm.com

Bradley S. Morris

Wealth Advisor

630-620-6617

815-651-8570

bsmorris@lpl.com

Bradley obtained his bachelor’s degree in Finance from Northern Illinois University. He believes diversification and proper asset allocation are the keys to pursuing long term financial goals, while educating his clients and helping them understand their finances. He works with small businesses to implement retirement plans as well as with individuals to work toward their financial independence through comprehensive financial planning and continual improvement. He enjoys working out, spending time with family and friends and going on new adventures each year.

Caleb Wade

Client Service Specialist

816-358-2463

816-795-1581

ccwade@lpl.com

Caleb Wade has been with the team since July 2014. He and his wife Jessica were married in early 2014 and live in Blue Springs, MO with their cats, Marcel and Caroline.

Caleb actively participates in a medieval and fantasy reenactment group with chapters across the country that hosts a major food drive each fall, raising funds and collecting food donations for various food banks all over the U.S.

Christa Garza

Administrative Assistant

816-452-4000

816-452-4009

cgarza@lpl.com

Christa is a critical component to serving Craig’s clients. She is the welcoming face as you visit our Briarcliff office. Outside of work she has a large extended family, they keep her busy. Christa has been in the financial industry for 32 years, serving in many capacities in the banking system. She understands life is short, enjoy, and be the best you can be. 

She believes that every client is unique and “welcomes them enthusiastically when they visit our office.”


Christopher R. Wade, CMFC®

Senior Vice President, Wealth Advisor

816-358-2463

816-795-1581

crwade@lpl.com

Christopher holds a BS Degree Business Administration with a concentration in Finance as well as a BS Degree Economics. 

He is wealth advisor to a select group of clients who aspire to have a work optional life style. He has developed and refined a process that defines and brings all the pieces of the financial puzzle together for people who are serious about creating a work optional life style.

His ideal client is between five years from retirement and 5 years into retirement.

He and his wife have six kids. They affectionately say ” hey have four homegrown and two made in China.” Most of his free time is spent cheering on those kids in their activities. Christopher and his wife have spent years working with their children and music worship. They also have a passion for advocating for orphans to find their forever family. When not with his family he enjoys time wheeling Jeep off road.

Craig Kurth, CFP®

CEO & Wealth Advisor

816-452-4000

816-452-4009

ckurth@lpl.com

Craig founded PCG Wealth Advisors in 2018 because of his desire to make a difference in the lives of his clients and advisors alike. He believes that doing business should be simple and honest. With that in mind, he designed a firm for independent advisors that encourages collaboration among advisors who work together to comprise financial solutions to meet the needs of their clients. In addition, he cultivates an environment of flexibility that allows advisors to operate autonomously all while maintaining a professional culture of compliance. Craig has engaged a team of industry professionals to ensure advisors transitioning to the independent environment have the guidance and leadership they need throughout the process. PCG has partnered with industry leader, LPL Financial to allow advisors a vast array of investment options to best serve their clients ongoing and during changing market cycles.

Craig is passionate about the financial planning process and serving his clients which quickly becomes evident through his regular and consistent contact with clients, dedication to stay current on ever changing market conditions & investments and ability to draw on his experience in past market environments. Clients appreciate Craig’s tenure in the financial services industry as his experience and knowledge allow him to alleviate concerns as well as make strategic portfolio changes during any market conditions.

Craig has over 35 years of financial services industry experience. He spent much of his career with Waddell & Reed, a national broker dealer where he started as a Financial Advisor and soon after was promoted to Branch Manager before being selected as a Regional Vice President, one of only four in the country. Craig’s region was the largest in the country and was consistently the top in the country, leading in both production and assets. During his time as RVP, he trained and developed graduating college students, career changers and everyone in between into successful & productive financial advisors. As RVP, Craig witnessed a culture of people treating each other well, where experienced advisors were willing to help new advisors. Craig has instilled that culture at PCG as well as he fosters a genuinely friendly and collaborative environment. Craig has a Bachelor’s Degree in Finance from The University of Missouri. He is also a Certified Financial Planner®, which is recognized as the standard of excellence for competent & ethical personal financial planning.

Outside of work, Craig can be found traveling with his wife, Ellen, or on the golf course. He is an avid golfer, as well as a Missouri Tigers and Kansas City Chiefs fan. He also likes hanging out with his grandson, Hudson.

Dana Johnson

Wealth Advisor, DJ Wealth Strategies

7854225260

dana@djwealthstrategies.com

Diane Teegarden

Service Manager, WealthSprings LLC

816.630.1170

816.630.1174

cdiane.teegarden@lpl.com

A life-long resident of Excelsior Springs Diane lives in the family home that her parents built.  She concentrated on business courses at ESHS and the area Vocational School.  Diane obtained her Bachelor’s Degree from CMSU with a double major in Accounting and Management.

 

When not working, Diane enjoys spending time with her family and friends.  She is involved in her sorority and community events; has served on the Relay for Life Committee; and is Past President, Poster Contest Chairman, Secretary/Treasurer and current Board Member of the Excelsior Springs Optimist Club. Diane’s hobbies include reading, puzzles, gardening and needlework.

 

Her previous work experience includes mortgage banking, bookkeeping, real estate, and city government.  Diane’s current position as Service Manager at WealthSprings allows her to assist Rob, Ann and Paul as they work with their clients in the important financial planning and decisions in their lives.  She is pleased to be able to assist clients as member of the WealthSprings team. 

Doug Davis

Partner & Wealth Advisor, Limestone Wealth Management

502.526.4472

502.526.4472

ddavis@limestonewm.com

The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Doug Davis is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Elizabeth Wenig

Office Assistant, WealthSprings LLC

816.630.1170

816.630.1174

elizabeth.wenig@lpl.com

George Sutton

Client Service Specialist

816-452-4000

816-452-4009

gsutton@lpl.com

George holds a master’s degree in economics from University of Missouri Columbia. He began his finance career as an advisor in 1991. He has been Married 40 years with 2 adult children and 2 grandchildren that are now driving ages. George supports his wife whom enjoys competing dog agility trials with their Cardigan Welsh Corgis. He is Secretary for Three Trails Cardigan Welsh Corgi Club.

Gregg A. Fogel, CMFC®

CEO & Wealth Advisor, SGF Associates Wealth Management

513.914.0161

513.914.0162

gfogel@sgfwm.com

Gregg has been a financial advisor since 1997. Prior to that he served in the US Army as a member of the Special Forces Unit and was stationed in Uijeonbu, South Korea.  Gregg achieved his Chartered Mutual Fund Counselor designation, CMFC from the College for Financial Planning.  His passion for financial planning has helped his clients plan during both good and bad market conditions.

Gregg advises his clients on stocks, bonds, ETF’s, and separately managed accounts.

Gregg is a member the Greater Cincinnati Trail Runners association. He recently completed a 50k trail run in Monument Valley, Utah and the Javelina Jundred 100k race just outside of Scottsdale, Arizona.

PCG Wealth Management and LPL Financial are all separate entities. Gregg Fogel is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Herman Lall

Senior Vice President, Wealth Advisor

913-323-3111

913-323-3109

hlall@lpl.com

Jennifer Habig

Administrative Assistant, DJ Wealth Strategies

7854225260

jennifer@djwealthstrategies.com

Jessica Wade

Wealth Advisor Assistant

816-358-2463

816-795-1581

jwade@lpl.com

Jim Schank

Wealth Advisor Assistant

816-452-4000

816-452-4009

jschank@lpl.com

He holds a B. S. E. in Education from MWSU

  • M. A. in Music Performance from Drake University
  • M. M. in Music Conducting from UMKC

 

He has been married for over 30 years and has one daughter. When not working Jim can be found as Principal Percussionist in the Northland Symphony Orchestra. He loves to read fiction and enjoys cooking

John J. Skowronski II

Vice President & Wealth Advisor

816.537.4114

816.537.9142

jskowronski@lpl.com

Jonathan Lall

Wealth Advisor & Vice President of Operations

913-323-3111

913-323-3109

jlall@lpl.com

Lara Wade

Advisor Assistant

Lisa Leisure

LPL Registered Sales Assistant, Limestone Wealth Management

(502) 208-4500

(502) 785-2929

lleisure@limestonewm.com

Michael Garden

Wealth Advisor & Vice President of Operations

816-452-4000

816-452-4009

mgarden@lpl.com

As a Wealth Advisor, Michael helps his clients’ articulate, plan for, and pursue their financial goals through comprehensive financial planning and investment planning. Michael is the son of business owners, so at a young age, he knew he wanted to work with clients to impact their financial situation in a positive way.

He played Division 1 Golf at the University of Missouri, where he was a hard worker, who was confident and competitive and always had the upmost integrity – characteristics he continues to have today as a Wealth Advisor. He graduated from University of Missouri with a Personal Financial Planning Degree and holds his FINRA Series 7 registration with LPL Financial and 66 registration with both LPL Financial and PCG Wealth Management, as well as life and health licenses. Currently, he is working to achieve his Certified Financial Planning Designation.

Outside of the office, Michael enjoys traveling and playing golf (if he wasn’t a Wealth Advisor, he would be a professional golfer).

Mike Petrosky

Partner & Wealth Advisor, Limestone Wealth Management

502.208.4500

502.785.2929

mpetroksy@limestonewm.com

PCG Wealth Management and LPL Financial are all separate entities. Michael Petrosky is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Paul Tipton

Wealth Advisor Assistant, WealthSprings LLC

816.630.1170

816.630.1174

paul.tipton@lpl.com

Renee Rye

Administrative Assistant

Robert C. Wright, Jr., CFP®

President & CEO, WealthSprings LLC

816.630.1170

816.630.1174

rwright@lpl.com

With more than twenty five years of leadership within the financial services business Rob enthusiastically joined the PCG firm that his long-time colleague, Craig had created.

Rob graduated with his bachelor’s degree 1991 from Murray State University. He is a long time Certified Financial Planner and began his financial planning career in 1995. As SVP, Business Development his position and duties encompass all areas of growth, both firm-wide and at the advisor level. He believes vehemently that the financial planning process is the cornerstone of wealth management. He considers himself a “student of the industry,” always wanting to learn more. He is an active member of the Financial Planning Association as well as previous board member to other industry organizations.

Outside of work he can be found either on the water or trying to keep up with his very active wife and multiple kids.

Robert Wright is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

 

Scott Muss

Partner & Wealth Advisor, Limestone Wealth Management

502.208.4500

502.409.6637

smuss@limestonewm.com

The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Scott Muss is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Shelly Fogel, CMFC®, CDFATM

Partner & Wealth Advisor, SGF Associates Wealth Management

513.914.0161

513.914.0162

sfogel@sgfwm.com

Shelly is a 1995 graduate of the University of Cincinnati with a degree in Economics and Spanish. Before graduating, she resided in Alcala de Henares, Spain to learn the language and complete her study abroad program.   In 1996 she began her career as a financial advisor and later gained her Chartered Mutual Fund Counselor designation, CMFC.  In 2009 she completed a program through the Institute for Divorce Financial Analysts for the CDFA designation.  She feels her knowledge and focus in the divorce arena helps her when offering advice to recent divorcees.

Shelly stays very active in her community.  When she is not working she volunteers with the Women Helping Women organization of Cincinnati, throws pottery at the Fitton Center. She enjoys traveling, going to concerts and spending time with her husband, Gregg and standard poodle, Luna. 

PCG Wealth Management and LPL Financial are all separate entities. Shelly Fogel is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Tara Ward

Executive Assistant, SGF Associates Wealth Management

513.914.0161

513.914.0162

tward@sgfwm.com

Tara was born in New York and grew up in Cape Cod, Massachusetts. She graduated from Roanoke College in Virginia with a bachelor of arts in Spanish. She participated in an intensive learning program in Peru and a semester abroad in Mexico. She moved to Cincinnati in 2003 to spend the first year of her career teaching Spanish at St. Ursula Villa. She made a career change the following year to enter the world of financial services as an advisor assistant. In 2008, she took a short break from the industry to help with a start-up company where she gained some skills in project management and business development before returning in 2010. Tara will often be your initial point of contact as she answers all incoming calls and ensures the highest level of client service.

She and her husband Kyle, a Cincinnati native, have two kids and two dogs. They love to travel as much as possible.

PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Tom Sellers

Operations Manager

913-323-3113

913-323-3109

tsellers@lpl.com

Tom is an integral member of Alexandra’s team with over five years of financial services industry experience. Clients enjoy Tom’s contagiously positive attitude, attention to detail and eagerness to help. As the Operations Manager, he is responsible for ensuring client requests are handled accurately & timely and preparing financial planning documents among countless other responsibilities.

When he's not in the office, Tom can likely be found at concerts, both small and large, or at a Chiefs game. He has been a season ticket holder since Andy Reid’s first year as head coach-which has been a blessing and a curse. Tom also loves experiencing new cities as well as exploring the Kansas City area, including checking out new barbecue joints, music venues, and local breweries.