Michael Orndorff is a CFA® charterholder with seven years of industry experience, currently associated with Commonwealth Financial Network. He previously worked at American Century Investments for 24 years. Orndorff is also co-owner of Cyclus Capital Management, LLC, a private entity facilitating securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Whitley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at TIAA and TIAA-CREF for ten years before joining Creative Planning in 2021. 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 infrastructure.

Micah Lawson is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Creative Planning since 2015 and has additional experience with Jason Parker Insurance Agency beginning in 2012. 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 that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Shannon Herrell is a CFP® with 11 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Herrell has held roles at multiple affiliated firms, including Cetera Wealth Services and White Ember Financial Planning. In addition to her advisory work, she provides notary services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Danielle Ballard is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 designation and has previously worked at Longer Financial, Longer Investments, and Bear State Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—as well as trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Payton Thielmann is a financial advisor at Prime Capital Financial with a Series 65 credential and five years of industry experience. Prior to joining Prime Capital Investment Advisors in 2021, he held roles in insurance and other service industries. Thielmann is also involved with Prime Capital Risk Management, where he provides sales and service of fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, and family office services, managing accounts through both discretionary and non-discretionary approaches with various investment strategies and sub-advisory arrangements.

Andrew Gryszowka is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at Fisher Investments and TD Ameritrade. He is an Investment Committee Member of the Jewish Community Foundation in Overland Park, KS. 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 process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Shane Sachse is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held various roles including positions at Kansas State University, Capitol Federal, and Maur Hill Mount Academy. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jonathan Spahr is a Series 65 registered advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked for 17 years at the U.S. Department of Labor, Employee Benefits Security Administration. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Caleb Beil is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior roles include positions at MDL Wine & Spirits and the Ferguson Smith Cohen Group at Morgan Stanley. Creative Planning offers 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lucas Austin is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, and he has operated his own firm, Austin Wealth Strategies, LLC, since 2013. He is also involved with AWSWP, LLC, a non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Erin Outlaw is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Empower Retirement and Waddell & Reed Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, delivering integrated solutions connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Ryan Adams is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young, LLP. Adams serves as a board member for Pathway Financial Education, a nonprofit focused on educational services in Kansas City, MO. 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 techniques, supported by a large advisory team and integrated investment infrastructure.

Jonathan Horsman is a Certified Financial Planner (CFP®) with 13 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. 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.

Alex Andersen is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he held roles at PwC, Seaboard Corporation, and Grove City College. Creative Planning offers 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical options.

Kevin Jones is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2015. He holds the Series 66 designation and is based in Overland Park, Kansas. 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, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of retirement plan services.

Alec Barber is a financial advisor at Creative Planning with five years of industry experience. He has held roles at American Century Investment Services, Empower Advisory Group, and Northwestern Mutual. Alec holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension 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, buy-and-hold strategies, and selective private market exposure.

Darin Henderson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Private Client Services and Lawing Financial Inc., among others. Outside of his advisory work, he serves as a director for the Blue Valley High School Boys Soccer Booster Club. 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, retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Jennifer Price is a financial advisor at Creative Planning with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Raymond James Financial Services and Quest Capital Management Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Debra Fehl is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her background includes roles at Union Financial, Inc., Stephens Heffner Financial Partners, Principal Life Insurance Company, and Cigna Healthcare. She serves on the Liberty Area Chamber of Commerce board and the Regional Advisory Council of Liberty Hospital Foundation, and owns a personal LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.