Jacob Gadwood is a CFP® professional with eight years of industry experience, currently advising at Creative Planning since 2021. Prior to joining Creative Planning, he worked at Lockton Financial Advisors and Lockton Companies from 2017 to 2021. Outside of his advisory role, Gadwood serves as CFO for real estate-related businesses, managing finances and acquisition analysis. 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 with low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of affiliated non-investment businesses including legal, trust, and retirement plan recordkeeping services.

William Falk is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2017, following three years at Gwfs Equities, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad range of clients, including high-net-worth 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 various specialized investment and advisory services.

Jamie Weems is a CFP® with 12 years of industry experience and is currently with Mariner. He previously worked at Mariner Wealth Advisors from 2014 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm features customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax and accounting services and specialized financial wellness and family office offerings.

Adam Dunavant is a Series 65 credentialed advisor with four years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Outside of financial advising, he has experience in the food industry with Bare Bones Smokin' BBQ and has been involved with the YMCA of Greater Kansas City. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alfonso Burgos is a financial advisor at Prime Capital Financial with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Financial Engines Advisors L.L.C. and Edelman Financial Services. Burgos is also a member of CHHSZ Holdings, LLC, which owns Prime Capital Financial, and receives a share of the company's profits. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax planning through an affiliated accounting subsidiary, and consolidated reporting across multiple custodians.

David Perky is a Certified Financial Planner (CFP®) with 15 years of experience in the financial services industry. He is currently with Creative Planning and previously worked at Honkamp Krueger Financial Services Inc. Additionally, he is a partner at TPP CPA LLC, where he focuses on tax compliance, tax planning, and general business consultations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, employing a financial planning–led investment approach supported by a large advisory team and centralized investment infrastructure.

Brad Residori is a financial advisor at Mariner with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 15 years at Waddell & Reed, Inc. He is also the sole member of BMR Capital Enterprises, 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 plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and Investment Committee, and provides integrated tax services, family office capabilities, and employer financial wellness tools.

Lisa Pamperin is a financial advisor at Creative Planning with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BMO Harris Bank, City Union Mission of Kansas City, J.P. Morgan Institutional Investments Inc., and Chase Investment Services Corp. 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.

David Shropshire IV is a Series 65-licensed financial advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience 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 employs a financial planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Zachary Lyman is a CFP® professional with eight years of industry experience, currently serving at Creative Planning since 2017. Prior to joining Creative Planning, he worked at KPMG from 2015 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, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting, direct indexing, and private market exposure, managing approximately $295.6 billion in client assets.

David Stofer is a ChFC® with over 40 years of industry experience. He is currently with Mariner, where he has worked since 2018 in various roles including Mariner Institutional and Mariner Wealth Advisors. His prior work includes a decade at Msec, LLC. Outside of his advisory work, he serves on the board of Evoshare, a non-investment-related organization. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house and third-party management, and offers integrated tax, accounting, and financial wellness services uncommon for firms of its size.

Shawn Staab is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Gwfs Equities, Inc., JPMorgan Retirement Plan Services LLC, and J.P. Morgan Institutional Investments Inc. since 2012. 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Tray Wiltse is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Geneos Wealth Management Inc and Integrated Wealth Advisory Services, Inc. Outside of advising, he is a co-owner of IWAS Holdings, Inc., a business focused on expense management and accounting oversight. CWM, LLC is an SEC-registered investment adviser managing over $50 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment decisions guided by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Christy Dodge is a Series 65–licensed financial advisor with 17 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held positions at Pathfinders Innovations, Triad Wealth Partners, and Financial Engines Advisors. Outside of her advisory role, she serves as treasurer for both the Grey Oaks Homes Association and Monticello Trails Middle School PTA, and she is the vice president of philanthropy for the National Charity League — Heart of KC Chapter. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and manages accounts on discretionary and non-discretionary bases while providing tax planning, consolidated reporting, and continuity mechanisms for client relationships.

Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.

Lisa Moberly is a financial advisor at Mariner with 17 years of industry experience. She holds a Series 66 designation and has previously worked at BOKF, NA and BOK Financial Securities, Inc. in addition to her current roles at Mariner and MSEC, LLC. Outside of her advisory work, she also engages in grocery delivery through Instacart. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides specialized offerings such as ERISA 3(38) retirement solutions and integrated tax and accounting services.

Elizabeth Harding is a financial advisor with Mariner who holds Series 63 and Series 66 credentials and has 22 years of industry experience. She has been affiliated with Msec, LLC since 2015 and worked at Mariner Wealth Advisors from 2015 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Paul Raccuglia is a CFA® charterholder with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. for 15 years. 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 around $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.

Jonathan Knapp is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where he has worked since 2014. He has 12 years of industry experience. 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 follows a financial-planning-led investment approach that includes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Chad Berg is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. He has worked with firms including Infinitas, Cambridge Investment Research Inc., Premier Income Partners, and Securities America. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.