Jonathan Knapp is a financial advisor at Creative Planning with 11 years of industry experience. He holds the Series 65 designation and has been with Creative Planning since 2014. 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 offers a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Chad Berg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Infinitas, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ted Emmet Krause is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Creative Planning since 2014. 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 around $217 billion in assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies such as direct indexing and tax-loss harvesting. Creative Planning also offers a broad range of retirement plan services and operates affiliated non-investment businesses, including a law firm, trust company, and recordkeeping business.

Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kaleb Langsdorf is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 credential and has worked previously at State Farm Insurance, Auxilion, Pioneer Industrial Corporation, and the University of Missouri. Creative Planning provides investment advisory and financial planning services to 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 investment infrastructure.

Jordan Canupp is a CFP® professional with six years of industry experience. He has been with Creative Planning since 2018 and previously worked at Commerce Trust Company from 2016 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and individualized equity and bond management.

Michael Patton is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2009 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, along with a variety of passive and active strategies tailored to client needs.

Jacob Larkey is a financial advisor with Primerica Advisors who holds a Series 66 designation and has one year of industry experience. He previously worked at Park Avenue Securities, Guardian Life Insurance Company, Barby Minnick and Associates, and Selectquote. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.

Skyler Ray is a CFP® with over three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he held roles at PFS Investments Inc. and Primerica Financial Services. He has also been involved in educational and recreational organizations including the University of Missouri-Kansas City, Hallbrook Country Club, and Nicklaus Golf Club at Lionsgate. 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 for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Tanner Strathman is a financial advisor at Creative Planning with 10 years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2015. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Timothy Duncan is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Mariner affiliates since 2014, including Mariner Institutional and Mariner Wealth Advisors. He is also a member of the Lincoln Financial Group Consultant Advisory Council. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Sharon Greenfield is a CFP® professional with over 25 years of experience in the financial industry. She has worked at Creative Planning since 2019 and previously held roles at Ivy Funds Distributor, 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and various institutional services.

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. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has previously worked at firms including Raymond James Financial and Keating Financial Advisory Services and also operates Freeman Financial Concepts, an investment-related S-Corp. OSAIC Institutions serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through a network of investment adviser representatives who utilize both fundamental and technical analysis.

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.