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 seven years of industry experience, currently serving at Creative Planning since 2017. Prior to joining Creative Planning, he worked at KPMG for two years. 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, supplemented by various tactical approaches and a suite of retirement plan services.

David Stofer is a ChFC® with over 40 years of industry experience. He is currently with Mariner, where he has worked since 2018 in various roles including Mariner Institutional and Mariner Wealth Advisors. His prior work includes a decade at Msec, LLC. Outside of his advisory work, he serves on the board of Evoshare, a non-investment-related organization. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house and third-party management, and offers integrated tax, accounting, and financial wellness services uncommon for firms of its size.

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.

Lisa Moberly is a financial advisor at Mariner with 17 years of industry experience. She holds a Series 66 designation and has previously worked at BOKF, NA and BOK Financial Securities, Inc. in addition to her current roles at Mariner and MSEC, LLC. Outside of her advisory work, she also engages in grocery delivery through Instacart. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides specialized offerings such as ERISA 3(38) retirement solutions and integrated tax and accounting services.

Elizabeth Harding is a financial advisor at Mariner with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner Wealth Advisors and MSEC, LLC since 2015. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to create customized discretionary portfolios and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Sarra Hobbs is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at UMB for 26 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

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 financial advisor at Creative Planning with 11 years of industry experience. He holds the Series 65 designation 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 offers a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan 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.

Kaleb Langsdorf is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 credential and has worked previously at State Farm Insurance, Auxilion, Pioneer Industrial Corporation, and the University of Missouri. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jordan Canupp is a CFP® professional with six years of industry experience. He has been with Creative Planning since 2018 and previously worked at Commerce Trust Company from 2016 to 2018. 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 employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and individualized equity and bond management.

Michael Patton is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2009 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, along with a variety of passive and active strategies tailored to client needs.

Skyler Ray is a CFP® with over three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he held roles at PFS Investments Inc. and Primerica Financial Services. He has also been involved in educational and recreational organizations including the University of Missouri-Kansas City, Hallbrook Country Club, and Nicklaus Golf Club at Lionsgate. 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 for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Tanner Strathman is a financial advisor at Creative Planning with 10 years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2015. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Timothy Duncan is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Mariner affiliates since 2014, including Mariner Institutional and Mariner Wealth Advisors. He is also a member of the Lincoln Financial Group Consultant Advisory Council. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Sharon Greenfield is a CFP® professional with over 25 years of experience in the financial industry. She has worked at Creative Planning since 2019 and previously held roles at Ivy Funds Distributor, 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and various institutional services.

Kelli Rawley is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Waddell & Reed, Inc. and Pulse Systems, Inc. Outside of her advisory work, she is the owner of KJR Financial, LLC, a real estate investment business. Creative Planning provides wealth management and financial planning 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, tax-loss harvesting, and selective private market exposure.