Matthew Kennedy is a CFP® and Series 65-registered advisor at Creative Planning with three years of industry experience. His prior roles include positions at Commerce Bank, Mission Hills Country Club, and Kansas State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and managed account solutions.

Adam Hasty is a CFP® and Series 65 professional with nine years of industry experience. He has been with Mariner since 2015, including eight years at Mariner Wealth Advisors, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and it provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Patrick Sullivan is a Series 65-licensed financial advisor with Mariner, where he has worked since 2018. He has seven years of industry experience and previously co-founded an e-commerce business selling sunglasses and apparel. Mariner serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and employer financial wellness programs.

Kristopher Koenig is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of his advisory work, Koenig serves on the board of the Red Shoe Society, a charitable organization, and is involved with the Children’s Mercy Hospital Planned Giving Council. Prime Capital Financial is an SEC-registered firm that serves individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, qualified retirement plan support, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Stephanie Kuwaye is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Lee Financial Group Hawaii, Inc., Lee Financial Securities, Inc., and Lee Financial Recordkeeping, Inc. She is currently based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, supplemented by services such as tax planning, bookkeeping, and estate planning through a third-party provider.

William Cole is a CFP® with 17 years of industry experience and has been with Creative Planning since 2014. He holds a Series 65 license 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 manages approximately $217 billion in assets and emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

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.

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.

Robert O'Blennis is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Cetera Planning Partners since 2006. In addition to his advisory role, Mr. O'Blennis maintains a part-time law practice focused on estate and business planning and serves as a commissioner on the Town and Country Parks and Trails Commission in Missouri. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates services such as tax planning, bookkeeping, and estate planning through affiliated providers.

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.

Scott Gilman is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also been associated with Agia since 2022. Outside of his advisory work, Gilman serves as the head coach for the Saint James Girls Lacrosse Club. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network, utilizing discretionary unified managed accounts with third-party model managers and offering tax-aware and ESG overlay options.