Kevin Kaylakie is a CFP® with 19 years of industry experience, currently serving at Prime Capital Financial since 2025. His prior roles include positions at Sinecera Capital LLC and Northern Trust Securities and Bank. He is active in several nonprofit investment committees, including serving as Board Member, Treasurer, and Investment Committee Chairman of the Hospice Austin Fund and as an Investment Committee Member for the Catholic Diocese of Austin. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a mix of investment strategies and maintains affiliated tax advisory and family office services.

Wendy Perrin is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Prime Capital Investment Advisors, LLC since 2014, following three years at Goldleaf Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and uses a variety of investment strategies along with affiliated tax advisory services.

Jacob Waldenmeyer is a CFP® with nine years of industry experience currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Charles Schwab Bank and GFP Private Wealth. 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 as well as institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Anne Dorian is a financial advisor at Mariner with 16 years of industry experience. She holds the Series 66 credential and has been with Mariner Wealth Advisors since 2018. Dorian is also president of MSEC, LLC, an investment-related business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Vincent Clark is a Series 65 licensed advisor at Creative Planning with 10 years of industry experience, having been with the firm since 2015. He serves on multiple nonprofit boards, including Park University’s Board of Trustees and Foundation Board, Children’s Mercy Hospital, Kansas City Ballet, and American Public Square, contributing to fiduciary oversight and organizational governance. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Jonathan Slabaugh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior experience includes roles at State Street Corporation and Assurity Life Insurance Company. Outside of finance, he has worked in the hospitality industry. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including 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 direct indexing, tax-loss harvesting, and selective private market exposure.

Hannah Knoll is a CFP® and Series 65-licensed advisor with Creative Planning, bringing 11 years of industry experience. She has been with Creative Planning since 2014 and briefly worked at Crate and Barrel in 2016. Outside of her advisory role, she occasionally assists with woodworking projects connected to her spouse’s companies. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, 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 approaches and a range of retirement plan services, supported by affiliated legal, trust, and recordkeeping businesses.

Matthew Navickas is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities LLC since 2019. Outside of finance, Navickas owns and operates M&M Mowing LLC, a landscaping business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach incorporating both affiliated and third-party managers, offering a range of portfolio management and financial planning services.

Michael Pollakowski is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he serves on the boards of Mackenzie Bay and Clean Green Energy and oversees farmland operations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including both traditional and legacy active strategies.

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.

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.

Jamie Weems is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2014. Based in Overland Park, KS, Weems holds a Series 65 license and focuses on client financial planning and investment management. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering services such as investment management, retirement plan consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolio management with in-house research and third-party solutions, supported by integrated tax, accounting, and administrative capabilities.

Adam Dunavant is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC. Outside of finance, 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 provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies and offering a variety of proprietary and legacy investment programs.

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.

Brad Residori is a financial advisor at Mariner with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 15 years at Waddell & Reed, Inc. He is also the sole member of BMR Capital Enterprises, LLC, an investment-related business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and Investment Committee, and provides integrated tax services, family office capabilities, and employer financial wellness tools.

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.