Stacia Williams is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. She also serves as a board member of Commissioned To Heal Incorporated, a nonprofit providing resources to the homeless, women, and children, including a food and clothing pantry and mental health counseling. Williams has held roles with S R Williams Holdings LLC dba Prosperity Wealth Management LLC and Williams Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.

Grant Spencer is a financial advisor with Prime Capital Financial in Overland Park, Kansas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His career includes roles at Prime Capital Investment Advisors, Dimensional Fund Advisors, and Wells Fargo Securities. He also serves as a senior associate in mergers and acquisitions at Prime Capital Investment Advisors. 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, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts through both discretionary and non-discretionary approaches using diversified investment strategies.

Katherine Koenig is a Series 65 credentialed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, she held various roles primarily in the hospitality and service sectors while completing her studies at the University of Missouri. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Daniel Lobb is a financial advisor at Creative Planning with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Creative Planning since 2014. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting. The firm also offers a range of affiliated non-investment businesses, including legal, trust, and recordkeeping services, along with private-market investment opportunities.

Jonae Daniels is a Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. Prior to joining Creative Planning, Daniels worked at OneDigital Investment Advisors and held roles with the City of Kansas City Missouri, UMB Bank, Kelly Services, and Academie Lafayette. Creative Planning provides wealth management and financial planning services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Carl Bever is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior work includes roles at Allstate Benefits, Broker Source, and positions at the University of Kansas and Johnson County Community College. 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 that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Zachary Oldham is a financial advisor at Principal Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Investment Management and Mass Mutual Investors Services. Prior to his advisory career, he spent over a decade with Planet Sub. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Dolan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Ameritas Investment Company, LLC, and TFB Advisors, LLC. He is also involved with Tax Favored Benefits, Inc., where he provides financial services and client support. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach combining passive and active managers overseen by an internal Investment Committee.

Paul Selzer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include work at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent focusing on fixed insurance products and collaborates with other insurance professionals to find suitable plans for clients. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, with oversight from an internal Investment Committee.

Colin Dawson is a financial advisor with Empower Advisory Group in Olathe, KS, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and previously spent a year at J.P. Morgan Institutional Investments Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its planning approach.

Molly Rothove is a CFP® and Series 66-registered financial advisor with Creative Planning, where she has worked since 2003. She has 21 years of industry experience and is based in Overland Park, KS. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and a range of retirement plan fiduciary services.

Kirk Boster is a CFP® with 21 years of industry experience, currently serving at Mariner and Msec, LLC. He has been with Mariner Wealth Advisors since 2010 and Msec, LLC since 2011. His practice includes providing retirement plan consultation. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax and family office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Katelyn Silcox is a Series 65 licensed advisor at Creative Planning with one year of industry experience. Her prior roles include positions at CGN Advisors and Powercat Financial at Kansas State University. She completed full-time education at Kansas State University from 2022 to 2025. 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 additional portfolio management techniques and comprehensive retirement plan services.

Eric Bowen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Cetera, Prosperity Network of Advisors, C2FO, Ivy Distributors, and Waddell & Reed, among others. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and program platforms, incorporating both firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities.

Brandon Van Goethen is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. He is also involved in operations and trading support at Elevon Wealth Management. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and utilizes a range of investment strategies with an affiliated tax advisory subsidiary.

Blake Mc Govern is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. His work history includes roles at Hightower Securities, Mylo, LLC, and prior experience in hospitality and event services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers across a range of investment vehicles and strategies.

Broderick Kyle is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with various entities within the Bankers Life group since 2020 and has additional experience in genetics and photography. Outside of financial advising, he owns a photography business and participates in livestock production through a family farm partnership. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analyses to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Michael Segalo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked at TIAA-CREF from 2014 to 2021. He is listed as a distributor for a home-based essential oils business run by his spouse, though he is not an active participant. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Joshua Musick is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, where he is also a licensed insurance agent. Musick is involved in insurance and annuity-related businesses through EnlightnU, LLC and J.D. Mellberg Financial. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and offers discretionary investment management primarily via model portfolios and unified managed accounts.

William Anderson is a financial advisor with Oppenheimer, holding a Series 63 designation and 41 years of industry experience. He has worked at Oppenheimer since 2009, following tenures 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, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including strategic and tactical asset allocation and manager selection, delivered on both discretionary and non-discretionary bases.