John Seibolt is a financial advisor at Prime Capital Financial with five years of industry experience. He holds the Series 65 designation and has worked at Prime Capital Investment Advisors and Medtronic. Seibolt is also a partner in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing a variety of investment strategies and maintaining an affiliated accounting subsidiary.

Mark Pratt is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at GWFS Equities, Inc., AAA Life Insurance Company, and Power Quality Improvement. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Adam Schlittler is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Commerce Trust and Veterans United Home Loans. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

Greggory Glass is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with Ameritas Investment Corp and Walla Street Wealth Management, Inc. since 2013, providing financial planning, investment management, and risk management services for individuals and businesses. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm delivers fee-based asset management, retirement-plan advisory, and fiduciary services through affiliated representatives using model portfolios, third-party sub-advisers, and custom strategies.

John Diederich is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he holds a 16.66% ownership interest in DK Farm and Ranch, LLC, a company that owns and operates farm and ranch land in Kansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary approaches monitored by an Investment Strategy Committee.

David Stangohr is a financial advisor at OSAIC Institutions, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinex Investments, Virtue Financial Advisors, INVEST Financial Corp, and Bankers & Investors Co., Inc. Stangohr is also involved with Virtue Financial Advisors, LLC, focusing on fixed insurance, annuities, and Medicare supplements. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a unique approach to investment management and third-party collaborations.

Shaun Newkirk is a CFA® charterholder with four years of industry experience. He is currently with Mariner, where he has worked since 2018, following three years at Financial Engines. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, offering a broad range of strategies and specialized administrative and tax-related services.

Ryan Lindsay is a CFP® and Series 65-licensed advisor at Creative Planning with five years of industry experience. He previously worked at Willis Towers Watson and has experience in academic and seminary settings. 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, tax-loss harvesting, and selective private market exposure.

Jay Beebe is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2013. Based in Overland Park, KS, he holds the Series 66 designation and has focused his career at Creative Planning. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and centralized infrastructure.

Deann Elmore is a financial advisor at Mariner with 19 years of industry experience. She holds a Series 66 designation and has worked at Mariner Wealth Advisors and MSEC, LLC since 2019, following five years at Waddell & Reed Inc. Elmore is also involved in managing investment-related activities through MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Shaun Dwyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including GWFS Equities, Inc. and HinzJJ, LLC. 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 certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within client plan lineups, supported by Empower’s recordkeeping and administrative platforms.

Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS, holding Series 66 and Series 63 licenses and totaling five years of industry experience. He has worked at Empower Retirement since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative systems and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Alexander Spence is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Arkansas, PepsiCo, O'Reilly Auto Parts, and several country clubs. 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 goals, complemented by various tax-efficient and private market investment options.

Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Aidan Siefkes is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning, he held roles at Olathe Ford Commercial, Scheffield Tree Service, Fry Wagner, and other organizations. 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 passive short-term allocations, tax-loss harvesting, and selective private market exposure.

Mary Lucas is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cetera, Emprise Bank, and UMB Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary as well as a family office practice.

Marguerite Armitage is a CFP® with 10 years of industry experience, currently advising at Mariner. She previously worked at Mariner Wealth Advisors in Leawood and has experience at Roden + Fields. Armitage serves as a board member for Seeds of Hope Brazil, Inc., a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Haley Elder is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at George K. Baum & Company for 11 years. Outside of her advisory role, she has experience working at St. Andrews Golf Course. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio techniques.

Jake Taylor is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior work includes roles at Bell Management, Pittsburg State University, Walmart, and Joplin High School. 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 employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, managing approximately $295.6 billion in client assets through a network of over 1,100 advisors.

Jack Pine is a Series 65 licensed financial advisor at Creative Planning with three years of industry experience. His background includes roles outside of finance, such as positions at B&R Environmental, Iron Horse Golf Course, and the University Daily Kansan. Creative Planning offers 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, supported by a large advisory team and extensive investment infrastructure.