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.

John Donnes is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Broken Sound Country Club, Cocktail Hour Entertainment, and Lynn University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and also provides tax planning and billing services through its affiliated accounting subsidiary.

Benjamin West is a CFP® with 16 years of industry experience, currently serving as an advisor at Prime Capital Financial since 2019. His prior experience includes roles at Financial Engines Advisors L.L.C. and The Mutual Fund Store. He is also the owner and chief executive member of PCIA Houston LLC, where he manages administrative and ownership duties. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides consolidated reporting and financial governance through its affiliated accounting subsidiary and family office practice.

Bobby Oppenheim is a financial advisor at Creative Planning with a Series 65 credential and one year of experience at the firm. His prior work includes a year at Legacy Financial Strategies and four years at the University of Kansas. Outside of finance, he has spent six years affiliated with Shadow Glen Golf Club. 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Richard Harper is a Series 65 credentialed advisor at Creative Planning with 12 years of industry experience. He has been with Creative Planning since 2012. 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, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and tax-efficient techniques.

Joseph Cummings is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to this, he worked at TIAA and Tiaa from 2012 to 2018. He is a member of the Executive Committee for the Children’s Mercy Planned Giving Council in Kansas City. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

James Marx is a financial advisor with Prime Capital Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, and Alera Investment Advisors, Inc. Marx is also involved with CHHSZ Holdings, LLC, a holding company for an investment advisory firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services spanning asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm manages accounts on discretionary and non-discretionary bases using diverse strategies and offers a family office practice, with additional tax advisory services through its affiliated accounting subsidiary.

Sean Smith is a CFP® and holds a Series 65 license with 12 years of experience in the financial industry, all of which have been spent at Creative Planning. He is based in Overland Park, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, foundations, and corporations. The firm utilizes a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market investments and tax-efficient strategies.

Jaime Rogers is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliates in 2026, Rogers was with Commonwealth Financial Network and Pegasus Capital Management for ten years. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

John Vu is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at The Retirement Planning Group, Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. 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 an estate-planning service called Legacy Wealth Strategies, and integrates resources from the larger Cetera network.

Spencer Phillips is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His work history includes roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, MassMutual, Ivy Distributors, Waddell & Reed, and American Century Investment Services. He is also a partner in a life insurance brokerage firm, Total Financial Partners, and engages in insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing execution, custody, and brokerage capabilities alongside investment advice, and had approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Robert Myers Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he spent 21 years at American Century Investment Services, Inc. from 1996 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, 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 range of supplemental portfolio management techniques and affiliated non-investment businesses such as an affiliated law firm and trust company.

Nicholas Burchstead is a Series 65-credentialed financial advisor with nine years of industry experience. He has worked at Creative Planning since 2018 and previously spent two years at Waddell & Reed. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, 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 strategies.

Taylor Hindes is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held positions at CGN Advisors, Linscomb Wealth, and UMB Bank, among others. He has also worked in various roles outside finance, including at Tallgrass Tap House and Kansas State University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm 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 fundamental equity sleeves, supported by a large advisory team and centralized investment infrastructure.

Kaylynn Watts is a CFP® professional with 15 years of industry experience, currently serving at Creative Planning since 2012. She holds Series 63 and Series 66 licenses and is based in Overland Park, KS. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Spencer Sabates is a financial advisor at CWM, LLC with a Series 65 credential and no prior industry experience. His background includes roles at Carson Wealth, multiple universities, and Sabates Eye Centers. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers a variety of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Kane Harrish is a financial advisor at Prime Capital Financial with a Series 65 designation and less than one year of industry experience. His prior work history includes roles at UPS, Bow River, and various positions at Kansas State University. 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 sponsor and trustee services, family office offerings, and third-party manager selection.

Kyle Mack is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021, following roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. 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, supplemented by various portfolio management techniques and access to private market investments.

Zachary Kellner is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2024. Prior to this, he was with Equitable Advisors and has experience in education and other sectors. Creative Planning provides investment advisory and financial planning services to a broad 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 process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.