Broderick Kyle is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has held insurance agent positions. Outside of his advisory work, he owns a photography business and helps manage a family livestock farm. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Michael Segalo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked at TIAA-CREF from 2014 to 2021. He is listed as a distributor for a home-based essential oils business run by his spouse, though he is not an active participant. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Joshua Musick is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, where he is also a licensed insurance agent. Musick is involved in insurance and annuity-related businesses through EnlightnU, LLC and J.D. Mellberg Financial. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and offers discretionary investment management primarily via model portfolios and unified managed accounts.

Sarah Ayler is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2013. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages two non-investment related LLCs involved in real estate rental properties. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, offering comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated non-investment businesses including legal, trust, and retirement plan recordkeeping services.

Stacia Miller is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ivy Distributors, Inc. and Waddell & Reed, Inc. before joining Creative Planning in 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches.

Danielle Riemann is a financial advisor at Prime Capital Financial with a Series 65 license and two years of industry experience. Her prior roles include positions at Beloit Chamber of Commerce, Fort Hays State University, and Kansas University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary.

Benjamin Martinez is a financial advisor with Creative Planning, holding a Series 65 designation and beginning his advisory career in 2022. Prior to joining Creative Planning, he was a full-time student and worked at Blue Hills Country Club. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

Scott Stanfield is a CFP® professional at Creative Planning with 25 years of industry experience. He has worked at Creative Planning since 2017 and previously held positions at GreenLeaf Financial Network, LLC and Private Client Services, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside selective private market exposure and tax-efficient investing techniques.

Brett Penne is a CFP® and Series 65-licensed financial advisor at Creative Planning with four years of industry experience. He has worked at Creative Planning since 2021 and previously held positions at SS&C Technologies, State Street Corporation, Goodwill of Western Missouri & Eastern Kansas, and the University of Central Missouri. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by access to private market investments and multiple specialized service affiliates.

Jeffrey Curtis is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Curtis & Associates, Inc. since 1991 and has been with Lion Street Advisors and Lion Street Financial since 2015. Curtis also serves as a board member of Indian Hills Country Club and participates on a scholarship committee for Shawnee Mission East. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, with investment advice delivered through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Tyler Higgins is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Creative Planning since 2021. Prior to his advisory career, his work history includes roles at SS&C Technologies, Bass Pro Shops, and Academy Sports + Outdoors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Sydney Bohlinger is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Creative Planning and has previously held roles at Investment Center Advisor Group, Live Action, Bank of Colorado, and the University of Wyoming Athletic Department. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Ann Erskine is a financial advisor at Mariner with 20 years of industry experience. She holds a Series 66 designation and has worked at Waddell & Reed, Inc. and Ivy Funds Distributor, Inc. for 16 years. Outside of advisory work, she serves as Vice President of Compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Angelyn Rosson is a financial advisor at Mariner with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Mariner entities since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and financial wellness solutions uncommon in large advisory enterprises.

Karla Haston is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at Waddell & Reed, UBS Financial Services, and Piper Sandler & Co. Outside of her advisory work, she owns a baby gifts sales business. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services with traditional portfolio management.

Robert Woodard is a financial advisor with Mariner, holding the CFP®, CFA®, and ChFC® designations and over 10 years of industry experience. He has been with Mariner in various roles since 2015, including Mariner Institutional Consulting and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines discretionary, customized portfolios overseen by an Investment Committee with a broad range of strategies, supported by a notable integration of tax and accounting services uncommon among large advisory firms.

Jason Maddox is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, bringing one year of industry experience. His prior roles include positions at Girard Capital Management and TD Ameritrade, as well as experience outside the financial sector at Domino's. Creative Planning serves a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and comprehensive retirement plan services.

Dustin Barker is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc., First State Bank & Trust, Cetera, and Prairie Capital Management. In addition to his advisory work, Barker has a role at First State Bank & Trust involving business development, product development, investment research and analysis, trust account administration, and operational oversight. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Casey Jensen is a Certified Financial Planner® with 12 years of industry experience. He has worked at Creative Planning since 2019 and previously held multiple roles at Northwestern Mutual from 2012 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments.

Kaden Wren is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in construction and custom cabinetry. Outside of advising, Wren owns Heartland Holiday Lights, a seasonal lighting business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and third-party manager selection. The firm uses diversified investment strategies and offers family office services, supported by an affiliated accounting subsidiary and a variety of retirement plan solutions.