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.

Jordan Chapman is a financial advisor with Creative Planning in Overland Park, KS, holding a Series 65 designation and one year of industry experience. Prior to joining Creative Planning in 2025, he worked at PNC Bank for six 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, 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, supported by a range of portfolio management options and affiliated legal, accounting, and trust services.

Scott Mc Gehee is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2018. His prior experience includes roles at The Trust Company and Reed Financial Services. He serves on the board of the Delta Upsilon Fraternity at Kansas State University and is a member of the advisory board for the Kansas State University Department of Personal Financial Planning. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services uncommon among large advisory enterprises.

Connor Hanrahan is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and previously worked at Lockton and in educational roles at the University of Kansas, University of Central Missouri, Saint Thomas Aquinas High School, and Ascension Catholic School. 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 manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals.

Cale Hill is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Securities, C2FO, CommunityAmerica Financial Solutions, and Charles Schwab. Creative Planning provides wealth management and financial planning services to 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 for long-term goals, supplemented by passive allocations for liquidity and selective private market exposure.

Dustin Meza is an investment advisor representative at AE Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed Inc., Thrivent Investment Management Inc., and Nuance Investments, LLC. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Andrew Seitz is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, he worked at Deloitte Consulting, LLP and Active Motif, and spent five years at the University of Kansas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that combines low-cost indexing with supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Kevin Tietz is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. Prior to joining Creative Planning, he worked at Pursch Kaplan and Sterling and Edmonds Duncan Registered Investment Advisors, and he spent eight years with Young Life. 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 large advisory team and integrated investment infrastructure.

Jessica Culpepper is a financial advisor at Creative Planning with 15 years of industry experience. She has been with Creative Planning since 2009, holding roles across the firm and its affiliated entities. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

John Faulkenberry is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at American Century Investment Services Inc. for one year. 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 large advisory team and centralized investment infrastructure.

Daniel Toy is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of finance, he owns and manages Elements Acupuncture & Chinese Medicine LLC, a health services and products business. 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 that emphasizes low‑cost indexing and buy‑and‑hold strategies, supported by a large advisory team and centralized investment infrastructure.

Stacia Williams is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. She also serves as a board member of Commissioned To Heal Incorporated, a nonprofit providing resources to the homeless, women, and children, including a food and clothing pantry and mental health counseling. Williams has held roles with S R Williams Holdings LLC dba Prosperity Wealth Management LLC and Williams Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.

Grant Spencer is a financial advisor with Prime Capital Financial in Overland Park, Kansas. He holds Series 63 and Series 66 registrations and has nine years of industry experience. Prior to joining Prime Capital, he worked at Dimensional Fund Advisors and Wells Fargo Securities. He is also involved in mergers and acquisitions within Prime Capital Investment Advisors as a senior associate. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides specialized services such as tax planning through an affiliated accounting subsidiary and consolidated family office reporting.

Katherine Koenig is a Series 65 credentialed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, she held various roles primarily in the hospitality and service sectors while completing her studies at the University of Missouri. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Daniel Lobb is a financial advisor at Creative Planning with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Creative Planning since 2014. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting. The firm also offers a range of affiliated non-investment businesses, including legal, trust, and recordkeeping services, along with private-market investment opportunities.

Jonae Daniels is a Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. Prior to joining Creative Planning, Daniels worked at OneDigital Investment Advisors and held roles with the City of Kansas City Missouri, UMB Bank, Kelly Services, and Academie Lafayette. Creative Planning provides wealth management and financial planning services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.