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.

Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.

Melissa Daigle is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include five years at Wise Wealth, LLC and two decades at American Century Investments. Creative Planning offers 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and supports clients through a large advisory team and integrated investment infrastructure.

Steven Ledgerwood is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at GWFS Equities and Reveal Management Services prior to joining Empower Advisory Group. Outside of his advisory role, he is active as a delivery driver for DoorDash and serves as a youth soccer referee with the Heartland Soccer Association. 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 integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through a point-in-time financial planning model.

Justin Magott is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and eight years of industry experience. He has previously worked at Waddell & Reed, Inc. and Kansas State Recreational Services prior to joining Empower. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Craig Seiler is a financial advisor with Creative Planning, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Fidelity Group LLC since 2003 and is also a partner and producer in an insurance business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Alec Bethurum is an investment advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including eleven years at Sterneck Capital Management before joining NewEdge Advisors in 2024. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Dylan Aldrich is a financial advisor at Creative Planning with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at American Century Investment Services, Inc. from 2011 to 2017. 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 that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-loss harvesting.

Kevin Kaylakie is a CFP® with 19 years of industry experience, currently serving at Prime Capital Financial since 2025. His prior roles include positions at Sinecera Capital LLC and Northern Trust Securities and Bank. He is active in several nonprofit investment committees, including serving as Board Member, Treasurer, and Investment Committee Chairman of the Hospice Austin Fund and as an Investment Committee Member for the Catholic Diocese of Austin. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a mix of investment strategies and maintains affiliated tax advisory and family office services.

Wendy Perrin is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Prime Capital Investment Advisors, LLC since 2014, following three years at Goldleaf Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and uses a variety of investment strategies along with affiliated tax advisory services.

Jacob Waldenmeyer is a CFP® with nine years of industry experience currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Charles Schwab Bank and GFP Private Wealth. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals as well as institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Anne Dorian is a financial advisor at Mariner with 16 years of industry experience. She holds the Series 66 credential and has been with Mariner Wealth Advisors since 2018. Dorian is also president of MSEC, LLC, an investment-related business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Angela Remington is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and previously worked for USD 469 for nine years. Remington is also the owner of AJ Remington LLC, an independent contracting business, and a partner in Pony Express Advisors, LLC, which manages branch-related business expenses. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized investment management team and prescreened third-party managers.

Jonathan Slabaugh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior experience includes roles at State Street Corporation and Assurity Life Insurance Company. Outside of finance, he has worked in the hospitality industry. 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, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Hannah Knoll is a CFP® and Series 65-licensed advisor with Creative Planning, bringing 11 years of industry experience. She has been with Creative Planning since 2014 and briefly worked at Crate and Barrel in 2016. Outside of her advisory role, she occasionally assists with woodworking projects connected to her spouse’s companies. 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 process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches and a range of retirement plan services, supported by affiliated legal, trust, and recordkeeping businesses.

Matthew Navickas is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities LLC since 2019. Outside of finance, Navickas owns and operates M&M Mowing LLC, a landscaping business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach incorporating both affiliated and third-party managers, offering a range of portfolio management and financial planning services.

Bradley Ray is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Creative Planning since 2018 and worked previously at Commerce Bank and the University of Missouri - Kansas City. Outside of financial advising, he is an owner of Mo Tasty Brands, LLC, a company that sells seasonings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Andrew Shearer is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2012. Outside of advisory work, he is a one-third owner of 2 Dogs Land LLC, a farm land investment entity. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Colton Fee is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at PricewaterhouseCoopers, Fee Insurance Group, 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, trusts, 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, managing approximately $295.6 billion in client assets.