Bradley Ray is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Creative Planning since 2018 and worked previously at Commerce Bank and the University of Missouri - Kansas City. Outside of financial advising, he is an owner of Mo Tasty Brands, LLC, a company that sells seasonings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Andrew Shearer is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2012. Outside of advisory work, he is a one-third owner of 2 Dogs Land LLC, a farm land investment entity. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Colton Fee is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at PricewaterhouseCoopers, Fee Insurance Group, and the University of Kansas. 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.

John Goodwin is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and has operated The Goodwin Group since 2002. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Jacob Gadwood is a CFP® professional with eight years of industry experience, currently advising at Creative Planning since 2021. Prior to joining Creative Planning, he worked at Lockton Financial Advisors and Lockton Companies from 2017 to 2021. Outside of his advisory role, Gadwood serves as CFO for real estate-related businesses, managing finances and acquisition analysis. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of affiliated non-investment businesses including legal, trust, and retirement plan recordkeeping services.

William Falk is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gwfs Equities, Inc. from 2014 to 2017 before joining Creative Planning in 2017. 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, supported by supplemental approaches such as direct indexing and tax-loss harvesting.

Adam Dunavant is a Series 65 credentialed advisor with four years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Outside of financial advising, he has experience in the food industry with Bare Bones Smokin' BBQ and has been involved with the YMCA of Greater Kansas City. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alfonso Burgos is a financial advisor at Prime Capital Financial with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Burgos is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and receives a share of the company’s profits. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm uses a range of investment strategies and provides tax planning and financial administration through affiliated subsidiaries.

David Perky is a Certified Financial Planner (CFP®) with 15 years of experience in the financial services industry. He is currently with Creative Planning and previously worked at Honkamp Krueger Financial Services Inc. Additionally, he is a partner at TPP CPA LLC, where he focuses on tax compliance, tax planning, and general business consultations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, employing a financial planning–led investment approach supported by a large advisory team and centralized investment infrastructure.

Lisa Pamperin is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BMO Harris Bank and City Union Mission of Kansas City. 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 emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and access to private market investments.

David Shropshire IV is a Series 65-licensed financial advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience and has been with Creative Planning since 2014. 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 includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Zachary Lyman is a CFP® professional with eight years of industry experience, currently serving at Creative Planning since 2017. Prior to joining Creative Planning, he worked at KPMG from 2015 to 2017. 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 supplemented by tax-loss harvesting, direct indexing, and private market exposure, managing approximately $295.6 billion in client assets.

Shawn Staab is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. Shawn has worked at Gwfs Equities, Inc. since 2014 and has been affiliated with JPMorgan Retirement Plan Services LLC and J.P. Morgan Institutional Investments Inc. since 2012. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach includes an integrated financial planning model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Tray Wiltse is a financial advisor with CWM, LLC in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Geneos Wealth Management Inc and Integrated Wealth Advisory Services, Inc. Wiltse is also a co-owner of IWAS Holdings, Inc., a business involved in expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios guided by an in-house Investment Committee and various third-party resources.

Christy Dodge is a financial advisor at Prime Capital Financial with 17 years of industry experience. She holds a Series 65 designation and has worked previously at Financial Engines Advisors, LLC, Triad Wealth Partners, and TMFS Advisors, LLC. Outside of her advisory role, she serves as treasurer for both the Grey Oaks Homes Association and the Monticello Trails Middle School PTA, and is Vice President of Philanthropy for the National Charity League’s Heart of KC Chapter. 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, family office offerings, and utilizes a variety of investment strategies and platforms tailored to client needs.

Paul Raccuglia is a CFA® charterholder with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. for 15 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Knapp is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where he has worked since 2014. He has 12 years of industry experience. 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 follows a financial-planning-led investment approach that includes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Chad Berg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Infinitas, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ted Emmet Krause is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Creative Planning since 2014. 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 around $217 billion in assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies such as direct indexing and tax-loss harvesting. Creative Planning also offers a broad range of retirement plan services and operates affiliated non-investment businesses, including a law firm, trust company, and recordkeeping business.

Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.