John Diederich is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he holds a 16.66% ownership stake in DK Farm and Ranch, LLC, a company that owns and operates farm and ranch land in Kansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory services and implements a variety of model strategies, combining firm-developed and third-party approaches with ongoing oversight and client-customized investment solutions.

Shaun Newkirk is a CFA® charterholder with four years of industry experience. He is currently with Mariner, where he has worked since 2018, following three years at Financial Engines. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, offering a broad range of strategies and specialized administrative and tax-related services.

Ryan Lindsay is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. Before joining Creative Planning in 2021, he worked at Willis Towers Watson and held roles at Kenrick-Glennon Seminary and Benedictine College. 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 through a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Jay Beebe is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2013. Based in Overland Park, KS, he holds the Series 66 designation and has focused his career at Creative Planning. 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 an extensive advisory team and centralized infrastructure.

Deann Elmore is a financial advisor at Mariner with 19 years of industry experience. She holds a Series 66 designation and has worked at Mariner Wealth Advisors and MSEC, LLC since 2019, following five years at Waddell & Reed Inc. Elmore is also involved in managing investment-related activities through MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Shaun Dwyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including GWFS Equities, Inc. and HinzJJ, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within client plan lineups, supported by Empower’s recordkeeping and administrative platforms.

Alexander Spence is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Arkansas, PepsiCo, O'Reilly Auto Parts, and several country clubs. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including 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 for long-term goals, complemented by various tax-efficient and private market investment options.

Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Aidan Siefkes is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning, he held roles at Olathe Ford Commercial, Scheffield Tree Service, Fry Wagner, and other organizations. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by passive short-term allocations, tax-loss harvesting, and selective private market exposure.

Mary Lucas is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Umb Financial Services, Emprise Bank, and Cetera. 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, retirement plan sponsor and trustee services, and family office solutions, employing a variety of investment strategies and maintaining an affiliated accounting subsidiary.

Marguerite Armitage is a CFP® with 10 years of industry experience, currently advising at Mariner. She previously worked at Mariner Wealth Advisors in Leawood and has experience at Roden + Fields. Armitage serves as a board member for Seeds of Hope Brazil, Inc., a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Haley Elder is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at George K. Baum & Company for 11 years. Outside of her advisory role, she has experience working at St. Andrews Golf Course. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. 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 other portfolio techniques.

Jake Taylor is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior work includes roles at Bell Management, Pittsburg State University, Walmart, and Joplin High 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 employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, managing approximately $295.6 billion in client assets through a network of over 1,100 advisors.

Jack Pine is a Series 65 licensed financial advisor at Creative Planning with three years of industry experience. His background includes roles outside of finance, such as positions at B&R Environmental, Iron Horse Golf Course, and the University Daily Kansan. Creative Planning offers 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and extensive investment infrastructure.

Donald Recker is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2008. 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, supplemented by various portfolio management techniques and integrated retirement plan services.

Joshua Banwart is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for seven years. In addition to his role at Principal, he is the founder and owner of Clearwater Wealth Management, through which he provides financial planning, advisory services, and insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Maryse Schlenk is a financial advisor at Prime Capital Financial with a Series 65 credential and several years of industry experience, including prior roles at TFB Advisors, Two West Capital Advisors LLC, and Paragon Capital Management, LLC. She has worked in various advisory capacities since 2008. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated accounting subsidiary to provide tax planning and related services.

Christopher Nelson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of his advisory role, Nelson is involved in real estate through ownership and management of multiple rental properties via an LLC. Creative Planning is an enterprise firm that 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated legal, trust, and recordkeeping services.

Christopher Kohne is a CFP® with 29 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at firms including Lincoln Financial Advisors Corporation and Sugarloaf Wealth Management. Outside of his advisory role, he is also a part-time freelance guitarist. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. It offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.