Jania Stout is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including OneDigital Investment Advisors LLC and Hightower Advisors. She is a partner at CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. 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, and family office solutions, employing a mix of core/satellite, thematic, and tactical strategies with both discretionary and non-discretionary management approaches.

Taylor Manry is a CFP® with 19 years of industry experience and is currently an advisor at Prime Capital Financial. His prior roles include positions at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. He serves as a trustee and board member for George Walton Academy, a private K3-12 academic institution. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and maintains affiliated tax and family office services.

Ross Copeland is a CFP® professional with seven years of experience in the financial services industry. He is currently an advisor at Creative Planning, LLC and previously worked at Onedigital Investment Advisors, Bukaty Companies Financial Services, and State Street 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 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 additional approaches such as direct indexing and tax-loss harvesting.

Cade Green is a financial advisor at Prime Capital Financial with a Series 65 credential and four years of industry experience. Prior to joining Prime Capital Financial, he held positions at Conagra Brands and Kansas State University. He serves as an ambassador for the Go Further Foundation, a nonprofit supporting young professionals transitioning into the workforce. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans, offering asset management, financial planning, and family office services. The firm employs a range of investment strategies and delivers integrated solutions including tax planning through its affiliated accounting subsidiary.

Jacob Cross is a financial advisor with Hightower Advisors, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at HighTower Securities LLC, MML Investors Services, Mass Mutual Life Insurance Co, and other financial services firms. He is also involved with Guided Path, LLC, assisting by introducing clients to legal service providers when needed. Hightower Advisors serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers with a broad range of investment vehicles and strategies.

Brett Broyles is a financial advisor at Creative Planning with 25 years of industry experience. He has been with Creative Planning since 2011 and holds Series 63 and Series 66 licenses. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Steven Sterner is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jackson Petefish is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF and Tiaa in 2026, he worked at Empower Advisory Group, LLC and Gwfs Equities, Inc. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Derek Louderbaugh is a financial advisor at Oppenheimer with a Series 66 designation and currently has less than one year of industry experience. Prior to joining Oppenheimer, he worked as a veterinarian and a self-employed beef cattle farmer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Trent Dudenhoeffer is a CFP® and Series 66 licensed advisor at Creative Planning with eight years of industry experience. His prior roles include positions at Watchdog Capital, LPL Financial, Edward Jones, and AF Asset Management. He is a co-founder of an educational venture focused on Bitcoin. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a comprehensive network of legal, accounting, and trust services.

Brayden Van Meeteren is a financial advisor at Creative Planning with a Series 65 credential and recent experience starting in 2026. His work history includes roles in lawn care and landscaping, education, construction, and prior employment at New Tec Inc and Van Bruggen & Vande Vegte PC. 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 alongside selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Edvan Araiza Hermosillo is a financial advisor at Empower Advisory Group with three years of industry experience. He has previously worked at KeyBank and FirstBank, and has experience in education from roles at Colorado Mountain College and Glenwood Springs High School. Outside of advising, he is the owner of Libertad Investments Ltd., a business involved in real estate and property management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Shelton is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2003, following five years at Piper Sandler & Co. Outside of his advisory work, Shelton volunteers as a tutor for math and science through the Navy Reserve Building Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Brayden Elmer is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Invista, 6 Meridian, and the Wichita State Office of Research. Elmer has also been involved with Lawn Buddy, a venture outside traditional finance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a range of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.

Vanessa Yaghmour is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Creative Planning since 2021, with prior roles at Sonic, Scooter's Coffee, The Impeccable Pig, University of Central Florida, and Pittsburg High School. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base that includes 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, supplemented by various specialized portfolio management techniques, and offers a broad range of affiliated legal, trust, and retirement plan services.

Travis Knight is a CFP® and holds a Series 65 license, with 22 years of experience in the financial industry. He has worked at Creative Planning since 2019 and previously spent 14 years with BKD Wealth Advisors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Charise Alexander is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo and Basys Processing before joining Empower Retirement and later Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. outside of her current role. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a diverse client base including individuals, charities, and corporations.

Ethan Moore is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes positions at Chick-fil-A, Saint Luke's East Hospital, and he has operated Moore Mowing Co. since 2014. 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 for long-term goals, supplemented by direct indexing, tax-loss harvesting, and private market investments.

Collin Sechrist is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and has previously worked at Ivy Distributors, Waddell & Reed, and Union Bank & Trust Company. In addition to his advisory role, Sechrist serves as a Brigade Paralegal in the United States Army Reserve and co-owns an event bartending business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing assets of approximately $295.6 billion across more than 1,100 advisors.