Bill Day is a financial advisor at Carson Wealth with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Cetera and Integrated Wealth Advisory Services. Outside of advisory work, he co-owns Growing Days, LLC, a business focused on his spouse’s interior design and home remodeling activities. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach with access to customized portfolios and alternative investments.

Eric Medlock is a CFP® and holds a Series 65 license with over three years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he held roles at HNTB, Kirk's Fly Shop, the University of Kansas, and Pembroke Hill School. 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, supplemented by private market exposure and customized portfolio management.

Jeffrey Daniels is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Advised Assets Group, GWFS Equities, AE Wealth Management, and Miller Retirement Group. Daniels is based in Overland Park, KS. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time financial planning and ongoing discretionary portfolio management, offering both model-based and customized investment solutions.

Dalton Engle is a CFP® professional with three years of industry experience, currently serving at Creative Planning. His prior roles include positions at Independent Financial Group, Urban Holdings, and The Vanguard Group. Engle has also worked as a peer mentor and was involved with K-State Athletics during his earlier career. 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 large advisory team and centralized investment infrastructure.

Robert Mccarthy is a CFP® and holds a Series 63 license, with 17 years of experience in financial advisory. He has been with Creative Planning in Overland Park, KS since 2009. 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 focused on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Justin Richardson is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and has worked at Mariner since 2018. Prior to that, he was associated with Renaissance Financial Corporation, Securian Financial Services Inc., and Minnesota Life. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, 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 and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Joshua Noland is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, LYFT, UBER, and Tamko Building Products. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.

John Williams is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he worked in education with Camdenton R3 Schools and currently serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where he recruits and trains insurance agents specializing in life, long-term care, and health insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Jensen Bryan is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has a background that includes roles in education and healthcare. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Connor Stremel is a CFP® and Series 66-registered advisor with nine years of industry experience. He has worked at Creative Planning since 2023, and previously held roles at Pegasus Capital Management, HighTower Securities, and Williams Education Fund. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including 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, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Megan Carr is a Series 65-licensed advisor at Creative Planning with one year of industry experience. Her prior roles include positions at American Century Investments, American Eagle Outfitters, and Jones Advisory Group. She has also been involved with the Topeka Country Club and Hazel Hill Chocolate. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, 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 a variety of tailored portfolio management options.

Andrew Thomas is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Blooom Inc. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, providing investment management, financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations aligned to client objectives and risk tolerance.

Corey Holliman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds Series 63 and Series 65 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 offers a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Saul Rico is a financial advisor with Empower Advisory Group in Raymore, MO, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account options.

James Heeney is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2014. He currently also works with Infinitas Coordinated Wealth Counsel. Heeney is involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Guilherme Silva Dos Santos is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America N.A. Outside of advising, he works part-time as a delivery driver for Amazon Flex. Creative Planning offers investment advisory and financial planning services to a diverse client base, utilizing a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Jackson Dierenfeldt is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Pension Consultants before joining Mariner. His background also includes three years in full-time education and a role at Gladstone Community Center. 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 portfolio strategies supported by in-house research and third-party managers, alongside integrated tax, accounting, and financial wellness solutions.

Caleb Hendrixson is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked for five years at Lewisville Independent School District. 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 investment approach centered on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Clint Livingston is a financial advisor at Commonwealth Financial Network with four years of industry experience and a Series 66 designation. His work history includes multiple roles at Commonwealth Financial Network and Edward Jones. Prior to his advisory career, he spent eleven years at Palen Music Center. 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 over $212 billion in client assets. The firm offers a broad range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Daniel Schmitz is a CFP® and Series 65-registered advisor with Creative Planning, where he has worked since 2018. He has seven years of industry experience and has also been involved with local parishes in Overland Park, KS. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques, and offers a range of retirement plan fiduciary and recordkeeping services.