Todd Zimlich is a financial advisor at CreativeOne Wealth, LLC with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as board treasurer for Grace Point Church in Topeka, KS. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, incorporating a range of investment strategies including ETFs, mutual funds, and options.

Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.

Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Cole Baker is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to joining Creative Planning, he was employed at KPMG, LLP for one year. Outside of his advisory role, Baker is a licensed real estate agent and also works as a tax preparer. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers a range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Nancy Lott is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Stonex Group Inc, Stonex Financial Inc, and Waddell & Reed, Inc. Nancy is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios managed by an Investment Committee with integrated tax and accounting services, offering capabilities that include alternatives, digital assets, and employer financial-wellness tools.

Andrew Heffernon is a CFP® with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at Infinitas, Prime Capital Investment Advisors, Creative Planning, LLC, and Holmes Murphy & Associates. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.

James Tinsley is a financial advisor at Mariner with 15 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes nine years at Two West Capital Advisors and seven years at Mariner Wealth Advisors before joining Mariner Institutional. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with offerings that include alternatives, structured notes, and digital assets, alongside integrated tax and accounting services.

Grace Smith is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 credentials and seven years of industry experience. She has worked at Empower Advisory Group since 2026 and previously held positions at GWFS Equities, Elite Human Capital, Cosentino's Market, and Price Chopper. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning.

Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.

Peter Zhang is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes positions at Shamrock Trading Corporation, UMKC, and Olathe East High School. 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 objectives, supplemented by tailored tax and private market investment options.

Cameron Lindholm is a financial advisor at Prime Capital Financial with Series 63 and Series 65 credentials. He has recently begun his career in the financial industry, joining Prime Capital Financial and LPL Financial in 2026. Prior to this, he held various roles in banking and other industries. 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 services, and family office offerings, employing both discretionary and non-discretionary investment strategies.

Kyle Wheeler is a CFP® professional at Creative Planning with three years of industry experience. He has been with Creative Planning since 2018 and previously held positions in various other fields including retail and university employment. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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 while incorporating tax-loss harvesting, direct indexing, and selective private market exposure.

Jack Curtis is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Alliance since 2025 and has been involved with Lion Street Financial and Curtis & Associates since 2018. Outside of his advisory role, Curtis is engaged in providing financial services, including insurance, retirement plans, and investment advisory through Curtis & Associates. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a large network of independent advisers. The firm employs a variety of portfolio management approaches and utilizes multiple custodial platforms and program sponsors to support client services.

Conor Kelly is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Prime Capital Financial and previously worked for 14 years at The ETF Store, Inc. Outside of his advisory role, he serves as an outside director for Bison State Bank and is the finance chair at Visitation Catholic School. He is also a co-founder of Routine Success, a company that provides caregivers tools to help young people achieve increasing independence. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Wendy Crowell is a CFP® and Series 65-licensed advisor with Creative Planning, where she has worked since 2018. She has six years of industry experience, including prior roles at Apex Systems and Crowell Business Group, Inc. Outside of financial advising, she is an independent contractor involved in Amway sales. Creative Planning serves a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and a range of retirement plan fiduciary services.

Michael Kimbell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors and Lion Street Financial for 10 years. Outside of advising, he serves as a board member of Saint George Serbian Orthodox Church and is involved in managing several family trusts. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers various investment management and consulting services, utilizing both advisor-managed and model-based portfolios with a range of asset allocation strategies.

Aaron Kriebel is a financial advisor at Creative Planning with nine years of industry experience. He holds the Series 66 designation and previously worked at SII before joining Creative Planning in 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm emphasizes a financial-planning-led investment approach, incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $296 billion in client assets.

Jeffrey Needham is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2015. 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 retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jeffery Belzeski is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual and Park Avenue Securities. In addition to his advisory role, he is involved in life insurance brokerage through 1847Financial and Total Financial Partners in Kansas. Hornor, Townsend & Kent serves individuals, businesses, trusts, and charitable organizations, providing advisory services primarily on a non-discretionary basis through third-party asset managers, with a focus on client-directed implementation and oversight.

Aidan Hamaker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He is also the owner of Field Blend, a small business selling interior decorative products via Amazon. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by private market investments and various specialized portfolio management services.