Ashlea Jones is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Prime Capital Investment Advisors, LLC and Private Client Services since 2019 and previously held roles at Ozark National Life Insurance and N.I.S. Financial Services. 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 family office offerings. The firm employs both discretionary and non-discretionary management approaches with diverse investment strategies and supports tax-efficient rebalancing and consolidated reporting.

Christopher Remmich is a CFP® professional with Creative Planning in Olathe, KS. He joined the firm in 2022 after eight years with Garden City Public Schools USD 457. 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 approach featuring low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques.

Kara Walters is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her work history includes roles at GWFS Equities, Prudential Investment Management Services, Mutual Securities, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

August Liberty is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience at firms including RT Specialty and Hy-Vee, Inc. His background also includes work with the St. Isidore Catholic Student Center and Kansas State University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Nick Nguyen is a financial advisor at Cetera Planning Partners with a Series 65 credential and three years of industry experience. His prior roles include positions at Keen Wealth Advisors, BAMBU, UMB Private Wealth Management, and UMB Bank. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach includes diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and estate planning through its Legacy Wealth Strategies offering.

Halle Holmes is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KPMG, Terry M Garrett, 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, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Zachary Pflughaupt is a financial advisor at Mariner with eight years of industry experience and a Series 66 designation. He has held roles at Waddell & Reed, Inc. and currently is associated with MSEC, LLC as well as Mariner Wealth Advisors. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Scott Baltuska is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he manages a rental property through an LLC he established for personal liability purposes. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Brian Dunmire is a financial advisor with Mariner in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial Engines and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses a combination of in-house research and third-party managers to implement customized, discretionary portfolios across various asset classes and strategies.

Clayton Allison is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel, George K. Baum & Company, and Koch Supply & Trading. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and also offers affiliated tax advisory services and consolidated reporting for private investments.

Rustyn Gallagher is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Msec, LLC since 2011, as well as at Mariner Wealth Advisors from 2011 to 2018 and Securian Financial Services, Inc. in 2011. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers unique integrated tax and accounting services alongside traditional portfolio management.

Benjamin Sight is a CFP® with seven years of industry experience, currently with Prime Capital Financial. His prior roles include positions at The ETF Store, Inc., Securian Financial Services, Minnesota Life Insurance Company, Renaissance Financial, RTS Financial, and AREA Real Estate Advisors. He is also involved in the sale and service of fixed-insurance products through an affiliated entity. 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.

Kristi Dolan is a financial advisor at Creative Planning with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jennifer Guerrero is a financial advisor at Prime Capital Financial with 19 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Waddell & Reed, Inc. Guerrero is based in Overland Park, KS. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and family office solutions.

Whitney Reagan is a Series 66-licensed financial advisor with Mariner, based in Overland Park, KS, and has 14 years of industry experience. She has worked with Mariner Wealth Advisors since 2015 and previously with Msec, LLC. Outside of her advisory role, she serves on the board and finance committee of The Children's Place Charitable Foundation and is chairman of the board for the Bicknell Legacy Foundation. 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 employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and administrative family office services.

Todd Ericson is a CFP® and ChFC® with 13 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022, following a seven-year tenure at Stepp & Rothwell, Inc. Ericson serves as a board member of the Financial Planning Association of Greater 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Ryan Dryer is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds a Series 65 license 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 client assets and offers 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.

Matthew Miller is a financial advisor with Creative Planning holding a Series 65 credential and has been in the industry since 2023. His prior experience includes roles at Commerce Trust, Kansas State University Foundation, and Academy Sports + Outdoors. He also has a background in education and recreation in the Blue Valley School District and Blue Valley Recreation. 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 that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure while maintaining fiduciary responsibilities for retirement accounts.

Kevin Conard is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with The Retirement Planning Group, Inc. since 2004 and was previously with Blooom, Inc. from 2013 to 2018. Outside of his advisory role, Conard is a partner in a real estate investment business, GRISWOLD LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and uses a diversified investment approach tailored to client objectives and risk tolerance.

Joshua Hill is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Assurity Life Insurance Co., Keating Financial Advisory Services, Inc., and Raymond James Financial Services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of internally managed and third-party strategies with a long-term investment approach.