Mark Vater is a Certified Financial Planner® with over 10 years of industry experience, currently serving as an advisor at Creative Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Stilwell, Kansas. 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 through a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Christian Crumpacker is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with Eagle Strategies (NY Life) since 2025. He has been associated with New York Life and Nylife Securities LLC since 2009. Outside of his advisory role, Crumpacker volunteers as a committee member for Scouting America’s Heart of America Council. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Tobin Brandt is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed, LPL Financial, and MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by an in-house team and third-party managers, alongside integrated tax and accounting services and unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

Drew Schlipman is a Series 65-licensed advisor with CWM, LLC, based in Overland Park, KS, with two years of industry experience. His work history includes roles at Schlipman Wealth Advisors and Carson Wealth, among others, and prior to entering the financial industry, he held positions in education and other fields. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through more than 600 advisors. The firm manages accounts largely on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools while emphasizing fiduciary processes, retirement plan services, and institutional solutions.

William Boatman is a financial advisor at Mariner with two years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Advantage Tech Inc. and the University of Missouri - Columbia. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax services along with administrative family office capabilities.

Braden Hoffman is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He has been with Prime Capital Financial since 2025 and has prior experience with the University of Kansas and KU Innovation Park. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm manages accounts using both discretionary and non-discretionary approaches and employs a mix of core/satellite, thematic, and tactical investment strategies.

Adam Cole is a CFP® professional with one year of industry experience, currently advising at Creative Planning. His prior roles include positions at Freedom Hoops and Austin Nichols Technical Search, as well as work at Wichita State University. Creative Planning offers 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 utilizes a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Brayden Harden is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. His prior roles include positions at Modern Wealth Management, Reinert Wealth Management, and Capitol Federal Savings 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 employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Herbert Kyles is a CFP® with 11 years of industry experience, currently serving at Farther Finance Advisors since 2024. His previous roles include positions at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. He is also an Independent Insurance Agent and serves as an Advisor Council Member for Bizora, a tax research and scenario analysis business. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs algorithmic rebalancing with a focus on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

Robert Bloom is a financial advisor at Creative Planning with a Series 65 credential. He has been with Creative Planning since 2025 and has prior experience at Worldwide Express, Kansas State University, Southwest National Bank, and the YMCA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure.

Connor Gellender is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. Before joining Creative Planning, he worked in academic roles at several universities and operated Tad's Shaved Ice for ten years. 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 emphasizing low-cost indexing and buy-and-hold strategies while offering access to private market investments and managed account services.

Jacob Kern is a Series 65-licensed financial advisor with Mariner Wealth Advisors in Overland Park, KS, where he has worked since 2008. He has 18 years of industry experience. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of strategies.

Samuel Snyder is a Series 66-licensed financial advisor with Creative Planning, LLC, based in Overland Park, KS, and has two years of industry experience. Prior to joining Creative Planning, he held roles at Ameriprise Financial Services and American Century Investments. Outside of his advisory work, he serves as an assistant to the referee (chain gang) for Washburn football games. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Madison Ring is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, Ring worked at UnitedHealth Group’s Optum Rx and Temp-Con Inc., and held roles at Rockhurst University and Young Harris College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Angela Hankins is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where she has worked since 2016. She has seven years of industry experience. Outside of her advisory role, she is also a real estate agent with Platinum Realty. 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, buy-and-hold strategies, and selective private market exposure.

Joe Sopha is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory work, he serves as Co-President of the Indian Hills Middle School Parent/Teacher Association, is an executive member of the Prairie Fields Home Owners Association, and is a board director for the All For Moms Foundation, a nonprofit supporting safe home environments for mothers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party tools to deliver point-in-time financial plans and optional managed account solutions within a large enterprise framework.

David Nyman is a financial advisor at Cetera Planning Partners with five years of industry experience and holds a Series 65 designation. Prior to joining Cetera Planning Partners in 2020, he worked at Avila University and Mid-America Nazarene University and operated a cleaning service for ten years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives, with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.

Melissa Daigle is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include five years at Wise Wealth, LLC and two decades at American Century Investments. Creative Planning offers 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and supports clients through a large advisory team and integrated investment infrastructure.