Robert Bloom is a financial advisor at Creative Planning with a Series 65 credential. He has been with Creative Planning since 2025 and has prior experience at Worldwide Express, Kansas State University, Southwest National Bank, and the YMCA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory 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 and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure.

Connor Gellender is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. Before joining Creative Planning, he worked in academic roles at several universities and operated Tad's Shaved Ice for ten 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, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies while offering access to private market investments and managed account services.

Jacob Kern is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 65 designation and worked at Mariner Wealth Advisors from 2008 to 2018. 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 external managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Samuel Snyder is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and American Century Investments. Outside of advising, he serves as a chain gang assistant referee for Washburn football games. 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market investments.

Madison Ring is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, Ring worked at UnitedHealth Group’s Optum Rx and Temp-Con Inc., and held roles at Rockhurst University and Young Harris College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Angela Hankins is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where she has worked since 2016. She has seven years of industry experience. Outside of her advisory role, she is also a real estate agent with Platinum Realty. 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, buy-and-hold strategies, and selective private market exposure.

Julie Kurland is a financial advisor with VOYA Financial Advisors, Inc. based in Overland Park, KS, holding a Series 66 designation and with 12 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of her advisory role, Julie serves as a volunteer city council member for Lake Quivira, assisting with budgeting, ordinances, and community planning. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to implement investment recommendations across primarily non-discretionary client relationships.

Joe Sopha is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory role, he is actively involved in community organizations, serving as Co-President of the Indian Hills Middle School Parent/Teacher Association and as a Board Director of the All For Moms Foundation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio strategies and client savings rates.

David Nyman is a financial advisor at Cetera Planning Partners with five years of industry experience and holds a Series 65 designation. Prior to joining Cetera Planning Partners in 2020, he worked at Avila University and Mid-America Nazarene University and operated a cleaning service for ten years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives, with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.

Melissa Daigle is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include five years at Wise Wealth, LLC and two decades at American Century Investments. Creative Planning offers 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, supplemented by various portfolio management techniques, and supports clients through a large advisory team and integrated investment infrastructure.

Steven Ledgerwood is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, Inc. and Reveal Management Services. Outside of his advisory role, he is involved as a delivery driver for DoorDash and serves as a youth soccer referee with Heartland Soccer Association. 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’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time plans and optional managed accounts.

Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Empower Retirement and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Craig Seiler is a financial advisor with Creative Planning, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Fidelity Group LLC since 2003 and is also a partner and producer in an insurance business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisers.

Dylan Aldrich is a financial advisor with Creative Planning in Overland Park, KS, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to joining Creative Planning in 2017, he worked at American Century Investment Services, Inc. from 2011 to 2017 and briefly at Equitable Advisors in 2011. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, 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, direct indexing, and selective private market exposure.

Kevin Kaylakie is a CFP® professional with 19 years of experience in financial advising, currently with Prime Capital Financial. His prior roles include positions at Sinecera Capital LLC, Northern Trust Securities Inc., Northern Trust Bank, Maslow Wealth Advisors, Merrill, and Equitable Advisors. He serves as Board Member, Treasurer, and Investment Committee Chairman of the Hospice Austin Fund and is also involved with the Catholic Diocese of Austin and Emmaus Catholic Church in Austin, TX. 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 uses diverse investment strategies and maintains an affiliated accounting subsidiary to provide tax planning and financial administration 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.

Brentton Duck is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Merrill and Bank of America, N.A. before joining Brookstone. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies, and serves both as an independent advisor and a sub-advisor to other programs.

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.