Kyle Wheeler is a CFP® professional at Creative Planning with three years of industry experience. He has been with Creative Planning since 2018 and previously held positions in various other fields including retail and university employment. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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 while incorporating tax-loss harvesting, direct indexing, and selective private market exposure.

Jack Curtis is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Alliance since 2025 and has been involved with Lion Street Financial and Curtis & Associates since 2018. Outside of his advisory role, Curtis is engaged in providing financial services, including insurance, retirement plans, and investment advisory through Curtis & Associates. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a large network of independent advisers. The firm employs a variety of portfolio management approaches and utilizes multiple custodial platforms and program sponsors to support client services.

Conor Kelly is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Prime Capital Financial and previously worked for 14 years at The ETF Store, Inc. Outside of his advisory role, he serves as an outside director for Bison State Bank and is the finance chair at Visitation Catholic School. He is also a co-founder of Routine Success, a company that provides caregivers tools to help young people achieve increasing independence. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Wendy Crowell is a CFP® and Series 65-licensed advisor with Creative Planning, where she has worked since 2018. She has six years of industry experience, including prior roles at Apex Systems and Crowell Business Group, Inc. Outside of financial advising, she is an independent contractor involved in Amway sales. Creative Planning serves a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and a range of retirement plan fiduciary services.

Charlotte Teruya Westcott is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. She also operated Charlotte Teruya CPA for six years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Michael Kimbell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors and Lion Street Financial for 10 years. Outside of advising, he serves as a board member of Saint George Serbian Orthodox Church and is involved in managing several family trusts. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers various investment management and consulting services, utilizing both advisor-managed and model-based portfolios with a range of asset allocation strategies.

Aaron Kriebel is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Creative Planning since 2018 and previously spent two years at SII. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Jeffrey Needham is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jeffery Belzeski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance Company. He is also involved in life insurance brokerage through his roles with 1847Financial and Total Financial Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Aidan Hamaker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He is also the owner of Field Blend, a small business selling interior decorative products via Amazon. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by private market investments and various specialized portfolio management services.

Abeaku Jackson Kuofie is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Creative Planning since 2021 and previously spent nine years at PNC Bank. 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 employs a financial planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Robert Streb is a financial advisor at Mariner with a Series 65 designation. He joined Mariner in 2026 after a 14-year career with the PGA Tour. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and financial wellness solutions.

Kayla Droege is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Her background also includes roles at Skywest Airlines and Cultural Exchange Network. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, and retirement-related advice, alongside tax planning, bookkeeping, and estate-planning services through a third-party provider.

Mark Vlasic is a CFP® with 22 years of industry experience. He currently works at Mariner and has prior experience at Mariner Wealth Advisors, Choreo, LLC, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services uncommon among firms of its size.

Keller Johnson is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and family office solutions. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.

Emory Linder is a CFP® and Series 65-registered advisor with two years of industry experience, currently with Prime Capital Financial. Prior to this, he worked at Sugarloaf Wealth Management and Banker's Life. Outside of financial advising, he performs handyman and administrative tasks for a dental practice owned by his family. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, employing both discretionary and non-discretionary investment approaches with various strategic overlays.

Kevin Ward is a financial advisor with Mariner, holding a Series 65 designation and 10 years of industry experience. He has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, coordinated tax services, family office functions, and employer financial wellness tools, utilizing customized discretionary portfolios supported by both in-house research and third-party managers.

John Seibolt is a financial advisor at Prime Capital Financial with five years of industry experience. He holds the Series 65 designation and has previously worked at Medtronic. Outside of his advisory role, he is a partner in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies with a focus on tax-efficient rebalancing and consolidated reporting.

Adam Schlittler is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Commerce Trust and Veterans United Home Loans. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

Brandon Stegall is a CFP® professional with 22 years of industry experience. He has worked at Cetera Planning Partners since 2020 and previously spent six years at TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.