Jennifer Boroff is a CFP® professional with nine years of experience in the financial services industry. She has worked at Creative Planning since 2017 and previously spent a year at Water Oak Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Francis Stasi is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. His prior roles include positions at The Jayhawk Club, Bella Napoli, Lockton Companies, Commerce Bank Trust Company, and The University of Kansas. He is also involved with Blue Hills Country Club. Creative Planning offers 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment techniques.

Ethan Diedel is a CFP® and Series 65 credentialed advisor at Creative Planning with three years of industry experience. He previously worked at Tax Advantage Advisors, Inc. and has been involved in multiple roles including youth soccer coaching. Outside of his advisory work, he serves as a youth soccer coach for Sporting Blue Valley in Overland Park, KS. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment solutions.

David Miller is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of advising, he is also active as a licensed insurance agent. 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, family office offerings, and tax-related services through its affiliated accounting subsidiary.

Victoria Arrieta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2014. Outside of her advisory role, she is involved as a distributor for Herbalife Nutrition products. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services through proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Sara Krause is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. She has been with Creative Planning since 2016. 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, managing approximately $295.6 billion in client assets.

Beckie Doty is a financial advisor at Creative Planning with 16 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets from 2014 to 2021 before joining Creative Planning in 2021. 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 various tactical approaches and a range of retirement plan services.

Benjamin Polich is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2011. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Katherine Ferro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her background includes roles at Lockton Companies, The Hawk Tavern, and various educational institutions, including the University of Kansas Business School and Saint Thomas Aquinas High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including 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 complemented by selective private market exposure.

Lisa Johnson is a financial advisor at Mariner with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. In addition to her advisory role, she serves as a director and manager focused on employee benefits at Hogan - Hansen, P.C., a CPA firm. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax and accounting services uncommon among firms of its size.

Max Collins is a CFP® and Series 65-registered advisor with Creative Planning, LLC, based in Overland Park, KS. He has three years of industry experience and joined Creative Planning in 2023. Prior to his current role, Max held positions in diverse sectors including hospitality, retail, and education. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Sonja Cashion is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She has been with Creative Planning since 2015 and has prior experience with Cambridge Investment Research, Inc. and Strategic Financial Solutions. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment approaches and comprehensive retirement plan services.

Patrick Brown is a financial advisor at Creative Planning with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Creative Planning in 2024, he worked at Purshe Kaplan Sterling, Edmunds Duncan Registered Investment Advisors, Cetera Advisors, and Abram Brown Financial Consultants. Outside of advising, he is involved in financial literacy education through seminars and presentations and operates a small business designing and selling T-shirts. 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 emphasizes a financial planning–led investment process with low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a broad advisory team and integrated investment infrastructure.

Sanford Warmund is a financial advisor with GWN Securities Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with GWN Securities since 2010 and is a 49% owner and Executive Vice President of Reliant Financial Services, a financial services marketing company. Sanford also works as a life insurance sales representative on occasion. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and focuses on asset allocation and Modern Portfolio Theory, with some programs using tactical, momentum-based strategies.

Jesse Reed is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, bringing nine years of industry experience. His background includes roles at Allworth Financial and ongoing service as a Navy Reservist, where he is an instructor pilot. Outside of advising, Reed also works as a pilot for Delta Air Lines and delivers motivational talks through a public speaking venture. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental portfolio techniques and a range of affiliated non-investment businesses supporting estate, legal, trust, and retirement plan services.

Calvin Dillon is an advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked at the University of Central Missouri for five years and has experience in golf club management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

John Bastarache is a financial advisor with Prime Capital Financial and holds a Series 65 designation. He has four years of industry experience, including roles at Prime Capital Investment Advisors LLC and prior work in various sectors such as Door Dash and KC Sports. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs diversified investment strategies and maintains an affiliated accounting subsidiary that provides tax planning and bill-pay services.

David Hensley is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Bankers Life and its affiliated entities since 2013. In addition to his advisory role, he serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Bryan Nelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at KPMG, LLP from 2012 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Jon Travis is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at GWFS Equities, Cardinal Health, FedEx, Hallmark, Ball's Food, Safe Haven Security, and LMV Automotive. 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 account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts within plan lineups selected by plan sponsors.