Kelli Rawley is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Waddell & Reed, Inc. and Pulse Systems, Inc. Outside of her advisory work, she is the owner of KJR Financial, LLC, a real estate investment business. Creative Planning provides wealth management and financial planning 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, tax-loss harvesting, and selective private market exposure.

Lennie Walters is a financial advisor with Steward Partners Investment Advisory, LLC based in Shawnee, KS. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Ameritas Investment Company, Ivy Funds Distributor Inc., and Waddell & Reed, Inc. Outside of his advisory work, he is the sole proprietor of Walters LLC, a farming business focused on cattle. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

John Freeman is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and over 41 years of experience in the industry. He has held roles at several firms, including Raymond James Financial and LPL Financial, and has operated his own advisory firm, Freeman Financial Concepts, since 2010. Freeman also serves as an insurance agent through Virtue Financial Advisors, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisors. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, providing clients with access to alternative investments, lending solutions, and a mix of discretionary and non-discretionary account management.

Kenneth Powell is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Mariner Wealth Advisors, LLC since 2007. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and integrates tax and accounting services uncommon for large advisory enterprises.

Michael Latinis is a CFP® with 11 years of industry experience and has been with Creative Planning since 2014. He also operates Latinis Consulting LLC, a family business consulting venture that assists with bill paying for a physician practice. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets through a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques. The firm distinguishes itself with affiliated non-investment businesses, including legal and trust services, and maintains private equity investments that contribute to a vertically integrated approach.

Brian Heithoff is a CFP® professional with 32 years of industry experience. He has worked at Mariner Wealth Advisors since 2015 and is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services uncommon for firms of its size.

Ashlea Jones is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Prime Capital Investment Advisors, LLC and Private Client Services since 2019 and previously held roles at Ozark National Life Insurance and N.I.S. Financial Services. 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 employs both discretionary and non-discretionary management approaches with diverse investment strategies and supports tax-efficient rebalancing and consolidated reporting.

Christopher Remmich is a CFP® professional with Creative Planning in Olathe, KS. He joined the firm in 2022 after eight years with Garden City Public Schools USD 457. 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 featuring low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques.

Kara Walters is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her work history includes roles at GWFS Equities, Prudential Investment Management Services, Mutual Securities, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Luke Sullivan is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Falcon Wealth Advisors for three years and held roles at Best Buy from 2015 to 2020. Outside of his advisory work, Sullivan serves as the editor and producer of the Kansas Golf Foundation’s podcast. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s model focuses on manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

August Liberty is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience at firms including RT Specialty and Hy-Vee, Inc. His background also includes work with the St. Isidore Catholic Student Center and Kansas State University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Nick Nguyen is a financial advisor at Cetera Planning Partners with a Series 65 credential and three years of industry experience. His prior roles include positions at Keen Wealth Advisors, BAMBU, UMB Private Wealth Management, and UMB Bank. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach includes diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and estate planning through its Legacy Wealth Strategies offering.

Halle Holmes is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KPMG, Terry M Garrett, and the University of Kansas. Creative Planning provides 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 featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Zachary Pflughaupt is a financial advisor at Mariner with eight years of industry experience and a Series 66 designation. He has held roles at Waddell & Reed, Inc. and currently is associated with MSEC, LLC as well as Mariner Wealth Advisors. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Scott Baltuska is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he manages a rental property through an LLC he established for personal liability purposes. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Brian Dunmire is a financial advisor with Mariner in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial Engines and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses a combination of in-house research and third-party managers to implement customized, discretionary portfolios across various asset classes and strategies.

Clayton Allison is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel, George K. Baum & Company, and Koch Supply & Trading. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and also offers affiliated tax advisory services and consolidated reporting for private investments.

Rustyn Gallagher is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Msec, LLC since 2011, as well as at Mariner Wealth Advisors from 2011 to 2018 and Securian Financial Services, Inc. in 2011. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers unique integrated tax and accounting services alongside traditional portfolio management.

Benjamin Sight is a CFP® with seven years of industry experience, currently with Prime Capital Financial. His prior roles include positions at The ETF Store, Inc., Securian Financial Services, Minnesota Life Insurance Company, Renaissance Financial, RTS Financial, and AREA Real Estate Advisors. He is also involved in the sale and service of fixed-insurance products through an affiliated entity. 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 services, family office offerings, and utilizes a variety of investment strategies and platforms.

Kristi Dolan is a financial advisor at Creative Planning with eight years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Creative Planning in 2021, she worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. 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 integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.