William Gnad is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has prior work experience in banking and corporate roles, including positions at Commerce Bank and Lozier Corporation. 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 centralized investment infrastructure.

Jonathan Pereira is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and Mariner Wealth Advisors, among others. He has worked at Principal Securities and Principal Life Insurance since 2022. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Karley Colclasure is a CFP® and Series 65-licensed advisor at Creative Planning with three years of industry experience. Prior to joining Creative Planning in 2022, she held roles in various service and management positions, including at Library Sports Bar and Genesis Health Clubs. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base that includes individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and retirement plan services.

Domenic Rizzi is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has been with GWN Securities since 2010 and also has a long tenure at Connecticut General Life Insurance Company dating back to 1986. Rizzi serves on the board of Catholic Radio and provides budget guidance as a board member for Daughters of May, Mother of Israel's Hope. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager selection. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both strategic asset allocation and momentum-based trading strategies in its offerings.

Stephen Whitley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at TIAA and TIAA-CREF for ten years before joining Creative Planning in 2021. 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 a large advisory team and centralized infrastructure.

Micah Lawson is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Creative Planning since 2015 and has additional experience with Jason Parker Insurance Agency beginning in 2012. 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 that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Shannon Herrell is a CFP® with 11 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Herrell has held roles at multiple affiliated firms, including Cetera Wealth Services and White Ember Financial Planning. In addition to her advisory work, she provides notary services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Richard Chaffee is a financial advisor with Mariner, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Mariner Wealth Advisors and Mariner Institutional since 2022 and 2024 respectively, as well as prior positions at Northwestern Mutual Wealth Management Company and Empower. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a customized, discretionary portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and operational services uncommon for a firm of its size.

Danielle Ballard is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 designation and has previously worked at Longer Financial, Longer Investments, and Bear State Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—as well as trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Payton Thielmann is a financial advisor at Prime Capital Financial with a Series 65 credential and five years of industry experience. Prior to joining Prime Capital Investment Advisors in 2021, he held roles in insurance and other service industries. Thielmann is also involved with Prime Capital Risk Management, where he provides sales and service of fixed-insurance products. 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, and family office services, managing accounts through both discretionary and non-discretionary approaches with various investment strategies and sub-advisory arrangements.

Andrew Gryszowka is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at Fisher Investments and TD Ameritrade. He is an Investment Committee Member of the Jewish Community Foundation in Overland Park, KS. 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 process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Shane Sachse 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 various roles including positions at Kansas State University, Capitol Federal, and Maur Hill Mount Academy. 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, supported by a large advisory team and centralized investment infrastructure.

Jonathan Spahr is a Series 65 registered advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked for 17 years at the U.S. Department of Labor, Employee Benefits Security Administration. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that blends passive and active strategies guided by an internal Investment Committee.

Caleb Beil is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior roles include positions at MDL Wine & Spirits and the Ferguson Smith Cohen Group at Morgan Stanley. Creative Planning offers 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeremy Wilson is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 19 years of industry experience. He has previously worked at Gwfs Equities, Inc. and J.P. Morgan Institutional Investments Inc., as well as JPMorgan Retirement Plan Services, 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Lucas Austin is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, and he has operated his own firm, Austin Wealth Strategies, LLC, since 2013. He is also involved with AWSWP, LLC, a non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Ryan Adams is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young, LLP. Adams serves as a board member for Pathway Financial Education, a nonprofit focused on educational services in Kansas City, MO. 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 includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a large advisory team and integrated investment infrastructure.

Jonathan Horsman is a Certified Financial Planner (CFP®) with 13 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. 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 offers 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.

Sherri Hazell is a financial advisor at Mariner with 22 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mariner Wealth Advisors since 2006 and Msec, LLC since 2011. Mariner serves a diverse client base including individuals, high-net-worth households, retirement plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting capabilities, which is uncommon among firms of its scale.