Bret Ambrosier is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and three years of industry experience. He has held positions at Mariner Wealth Advisors, Ascend Wealth Management, and CGN Advisors, LLC. Bret’s background also includes roles outside of finance, such as work with Precision Electrical Contractors and agricultural-related businesses. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services along with unique operational capabilities such as administrative CFO services and a financial wellness platform for employer clients.

Michael Goostree is a CFP®-credentialed financial advisor with 19 years of industry experience, currently practicing at Commonwealth Financial Network since 2015. He is the owner of Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Additionally, he has authored a non-investment related piece titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment program structures and supports affiliated advisors with operations, trading, technology, compliance, and practice management.

Mark Vater is a Certified Financial Planner® with over 10 years of industry experience, currently serving as an advisor at Creative Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Stilwell, 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 through 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, supported by a large advisory team and centralized investment infrastructure.

Christian Crumpacker is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with Eagle Strategies (NY Life) since 2025. He has been associated with New York Life and Nylife Securities LLC since 2009. Outside of his advisory role, Crumpacker volunteers as a committee member for Scouting America’s Heart of America Council. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Tammy Tetzlaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Commonwealth Financial Network and Trinity Planning Group, LLC, and is the owner of Infinitas Retirement Plan Solutions, LLC, which focuses on qualified plan business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering a range of discretionary model portfolios and program structures.

Tobin Brandt is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed, LPL Financial, and MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by an in-house team and third-party managers, alongside integrated tax and accounting services and unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

Brennan Masterson is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Infinitas, Wells Fargo Advisors, and FCS Family Office. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a broad range of securities and insurance products.

Drew Schlipman is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. His previous roles include positions at Schlipman Wealth Advisors, Carson Wealth, and Carson Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes, centralized custody, and regular client reporting.

William Boatman is a financial advisor at Mariner Wealth Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Mariner, he worked at Advantage Tech Inc. and studied at the University of Missouri - Columbia. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Adam Cole is a CFP® professional with one year of industry experience, currently advising at Creative Planning. His prior roles include positions at Freedom Hoops and Austin Nichols Technical Search, as well as work at Wichita State University. 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 assets and utilizes a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Brayden Harden is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. His prior roles include positions at Modern Wealth Management, Reinert Wealth Management, and Capitol Federal Savings Bank. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Herbert Kyles is a CFP® with 11 years of industry experience, currently serving at Farther Finance Advisors since 2024. His previous roles include positions at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. He is also an Independent Insurance Agent and serves as an Advisor Council Member for Bizora, a tax research and scenario analysis business. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs algorithmic rebalancing with a focus on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

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 17 years of industry experience. He holds the Series 65 designation and has been with Mariner Wealth Advisors since 2008. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm’s approach combines discretionary customized portfolios overseen by an Investment Committee with in-house research and third-party allocations, and it provides integrated tax services, Core Family Office services, and employer financial-wellness tools.

Samuel Snyder is a Series 66-licensed financial advisor with Creative Planning, LLC, based in Overland Park, KS, and has two years of industry experience. Prior to joining Creative Planning, he held roles at Ameriprise Financial Services and American Century Investments. Outside of his advisory work, he serves as an assistant to the referee (chain gang) for Washburn football games. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Madison Ring is a Series 65-licensed financial advisor with Creative Planning, LLC, where she has worked since 2021. She has one year of industry experience and previously held roles at UnitedHealth Group and Temp-Con Inc., as well as positions at Rockhurst University and Young Harris College. 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 includes low-cost indexing, buy-and-hold strategies, 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., holding a Series 66 designation and 12 years of industry experience. She has been associated with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of advising, she serves as a volunteer city council member for Lake Quivira, Kansas. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

Joe Sopha is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory work, he serves as Co-President of the Indian Hills Middle School Parent/Teacher Association, is an executive member of the Prairie Fields Home Owners Association, and is a board director for the All For Moms Foundation, a nonprofit supporting safe home environments for mothers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party tools to deliver point-in-time financial plans and optional managed account solutions within a large enterprise framework.