Robert Myers Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he spent 21 years at American Century Investment Services, Inc. from 1996 to 2017. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management techniques and affiliated non-investment businesses such as an affiliated law firm and trust company.

Nicholas Burchstead is a Series 65-credentialed financial advisor with nine years of industry experience. He has worked at Creative Planning since 2018 and previously spent two years at Waddell & Reed. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, 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, alongside selective private market exposure and tax-efficient strategies.

Taylor Hindes 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 positions at CGN Advisors, Linscomb Wealth, and UMB Bank, among others. He has also worked in various roles outside finance, including at Tallgrass Tap House and Kansas State University. 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 process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and fundamental equity sleeves, supported by a large advisory team and centralized investment infrastructure.

Bill Meador is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at The Wright Legacy Group for 16 years and continues to advise on insurance products through a related business. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Kaylynn Watts is a CFP® professional with 15 years of industry experience, currently serving at Creative Planning since 2012. She holds Series 63 and Series 66 licenses and is based in Overland Park, KS. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Spencer Sabates is a financial advisor with CWM, LLC, holding a Series 65 credential and no prior industry experience. His background includes roles in academia at the University of Kansas and the University of Missouri-Kansas City, as well as work in healthcare at Sabates Eye Centers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Paul Armenta is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has worked at Empower Advisory Group since 2024 and has also been associated with Gwfs Equities, Inc. since 2014. 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 clients. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Kane Harrish is a financial advisor at Prime Capital Financial with a Series 65 designation and less than one year of industry experience. His prior work history includes roles at UPS, Bow River, and various positions at Kansas State University. 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, qualified retirement plan sponsor and trustee services, family office offerings, and third-party manager selection.

Kyle Mack is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021, following roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. 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 and buy-and-hold strategies for long-term goals, supplemented by various portfolio management techniques and access to private market investments.

Zachary Kellner is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2024. Prior to this, he was with Equitable Advisors and has experience in education and other sectors. Creative Planning provides investment advisory and financial planning services to a broad 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Mark Hogan is a financial advisor at Prime Capital Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Private Client Services and Cambridge Investment Research. Hogan serves as a board member of the Kansas City Athletic Club. 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, qualified retirement plan services, and family office offerings, utilizing a mix of core/satellite, thematic, and tactical investment strategies.

Cole Tripp is a Series 65-licensed financial advisor at Creative Planning with eight years of industry experience. He previously worked at Waddell & Reed and has experience driving for rideshare services such as Uber and Lyft. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of affiliated non-investment businesses.

James Dunn is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, he worked at Edelman Financial Engines for eight years and has experience in higher education at the University of Missouri Kansas City. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios and provides integrated tax, accounting, and family office services.

Shane Martin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at RSG Investments LLC, Central Bank, Movement Mortgage, and Arvest Bank. Outside of his advisory work, he manages multiple investment property LLCs in partnership with others. Creative Planning provides comprehensive 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 centralized investment infrastructure.

Jeremy Kohn is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Eric Philips is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. His prior roles include positions at J.P. Morgan Securities LLC, Sugarloaf Wealth Management, and other firms. Outside of advising, he is involved with Sugarloaf Wealth Management, LLC as an associate financial planner. 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, qualified retirement plan sponsor and trustee services, and family office offerings. The firm manages accounts using both discretionary and non-discretionary strategies, employing various investment approaches and platforms to meet client needs.

Jason Heffner is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Union Financial and Stephens / Heffner Financial Partners. He serves as a board member of the Baldwin Education Foundation, an organization supporting innovative public education initiatives. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Isaac Swick is a financial advisor at Creative Planning with a Series 65 designation and experience dating back to 2016. Prior to joining Creative Planning in 2023, he worked at BerganKDV LLC, HSMC Orizon LLC, and operated Swick Consulting. 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 incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Matthew Swatek is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Prime Capital Investment Advisors, LLC in 2020, he worked at The Retirement Planning Group from 2015 to 2020. Outside of advisory work, he is also licensed as an insurance agent, providing insurance products to clients. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, tax-efficient rebalancing for held-away accounts, and maintains an affiliated tax advisory subsidiary.

Andrew Prignitz is a CFP® professional with 17 years of industry experience. He has worked at Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to 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 and manages approximately $295.6 billion in client assets.