ALEGRÍA WEALTH - Key Persons

Job Titles:

• Chief Investment Officer at Prosperity Advisors

Brett Jergens is the Chief Investment Officer at Prosperity Advisors and is a partner of the firm. As CIO, Brett leads the investment team and supervises research and development activities, provision of investment strategies, and management of client portfolios. Brett began his career as a CPA® with a Big Four accounting firm focusing on tax planning solutions for individual clients. He transitioned to the wealth management industry where he earned his Certified Financial Planner CFP® designation and worked as a financial advisor. Brett quickly learned that his passion was on investing and creating unique portfolio solutions for clients. His driving love for investments comes from the enjoyment of the challenge the stock market provides. He earned his Charted Financial Analyst CFA® designation and began focusing on managing investments for two wealth management firms. Prior to joining Prosperity, Brett worked for 13 years at Tortoise Capital a Kansas City based institutional asset manager with assets totaling $25 billion. He served as a portfolio manager overseeing equity and fixed income investment strategies. Brett earned a BBA degree in Accounting and Finance from Kansas State University in 2001. Brett currently holds his CFP®, CFA®, SIE, Series 7TO, and Series 63 registrations, and he is also a former CPA®. Brett grew up in the Kansas City area and attended Blue Valley North High School where he played football, basketball, and baseball. He is married to his wife Sarah, has two girls Madi and Ella and two crazy dogs Teddy and Bailey. When Brett is away from the office, he enjoys spending time with his wife and kids. When he gets any free time, you can find Brett on the golf course or watching his favorite sports teams (Royals and Chiefs). * As a member of Prosperity Network of Advisors, Alegr ía Wealth outsources investment management to Prosperity's Portfolio Resource Group, which is led by Brett Jergens.

Job Titles:

• Financial Advisor
• President
• CERTIFIED FINANCIAL PLANNER

Kelly founded Alegría Wealth in 2023 after 18+ years of experience in the financial industry. Alegría is a Spanish word which means "happiness" and that is the experience she hopes her clients will have in working with her. Prior to beginning her work in financial services, Kelly worked as a teacher, then attended Thunderbird School of Global Management in Glendale, Arizona, where she completed her MBA-IM (International Management). Originally from Omaha, Nebraska, Kelly has called Kansas City home since 2002. Kelly has been a proud CERTIFIED FINANCIAL PLANNER™ since 2019 and holds the Series 7, 63, 65, 24, 51, and life/health/variable insurance licenses. She is a member of the Financial Planning Association, where she serves on the Public Relations Committee for the local Kansas City chapter. You may have seen some of her personal finance articles featured in The Kansas City Star. Outside of work, Kelly enjoys practicing Spanish with her husband Gonzalo, who is from Manizales, Colombia. She is passionate about travel, especially in the Spanish-speaking world, and even lived in Guadalajara, Mexico for ten weeks and Valencia, Spain for nine months. She enjoys reading, writing, gardening, trying new ethnic restaurants, and spending time with Gonzalo and their daughters, Meghan and Mikayla. She can be spotted around town playing her clarinet in the Olathe Civic Band or hosting international visitors with Global Ties. Kelly has helped clients of all ages and stages set and pursue their financial goals. She believes long-term goal setting is important, but that we should also enjoy life's journey along the way.

Job Titles:

• Client Service Specialist

Lisa has been working in the financial services industry since 2017. As a former computer programmer and analyst, she is detail-oriented and dedicated to excellent customer service. For many years, she was an active volunteer in the Blue Valley school system and her church. Lisa's experiences bring together a unique mix of problem-solving and people-serving. A Kansas native, Lisa graduated from Marymount College of Kansas with a B.S. in Computer Information Systems and Business Administration. Lisa and her husband, Mark, live in Overland Park and have adult children. They enjoy traveling and spending time with family and friends.

Job Titles:

• Client Service Specialist

Mary Alice has nearly 30 years of experience in the financial services and customer service industries. She is a former auditor for both FDIC and the Federal Reserve Bank. While taking a hiatus to be a stay-at-home mom, Mary Alice was active in her church and her children's activities. She then joined US Bank as an Accounting Specialist. In addition to her excellent interpersonal skills and attention to detail, Mary Alice brings a wealth of experience, knowledge and motivation to her role. Mary Alice is a Kansas City native. She earned her BA in Business Administration from William Jewell College in her hometown of Liberty, MO. She and her husband, Bryce, have three adult children. Mary Alice enjoys traveling and spending time with her family and friends.

Job Titles:

• Client Service Specialist

Susan is a retired Sprint Program Manager. After 23 years with Sprint and one year off to enjoy retirement, she decided to rejoin the work force. With her previous experience, she was a great fit for the financial services industry and has been providing excellent customer service to clients for many years. Prior to Sprint, Susan was the stay-at-home mother for two children. During that time, she served as the taxi to all of their activities, and was an active participant in many. This included timing their swim meets, co-leading Scout troops, joining PTA, leading elementary art classes, and showing up for soccer and softball games. Susan is a Kansas native who enjoys live music, art and cooking -- which she often shares with her neighbors.