Robert Bloom is a financial advisor at Creative Planning with a Series 65 credential. He has been with Creative Planning since 2025 and has prior experience at Worldwide Express, Kansas State University, Southwest National Bank, and the YMCA. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure.

Connor Gellender is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. Before joining Creative Planning, he worked in academic roles at several universities and operated Tad's Shaved Ice for ten years. 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 emphasizing low-cost indexing and buy-and-hold strategies while offering access to private market investments and managed account services.

Jacob Kern is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 65 designation and worked at Mariner Wealth Advisors from 2008 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with external managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Samuel Snyder is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and American Century Investments. Outside of advising, he serves as a chain gang assistant referee for Washburn football games. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market investments.

Madison Ring is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, Ring worked at UnitedHealth Group’s Optum Rx and Temp-Con Inc., and held roles at Rockhurst University and Young Harris College. 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 with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Angela Hankins is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where she has worked since 2016. She has seven years of industry experience. Outside of her advisory role, she is also a real estate agent with Platinum Realty. 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Julie Kurland is a financial advisor with VOYA Financial Advisors, Inc. and holds the Series 66 designation. She has 13 years of industry experience, working with Simmons Wealth Management since 2015 and VOYA Financial Advisors since 2014. Outside of her advisory role, she serves as a volunteer city council member for Lake Quivira, KS, through 2025. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm utilizes an investment approach centered on policy statements and model allocations, combining in-house and external strategists with technology-enabled tools, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Joe Sopha is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory role, he serves as Co-President of the Indian Hills Middle School Parent/Teacher Association and is a board director for the All For Moms Foundation, a nonprofit focused on creating safe home environments for mothers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

David Nyman is a financial advisor at Cetera Planning Partners with five years of industry experience and holds a Series 65 designation. Prior to joining Cetera Planning Partners in 2020, he worked at Avila University and Mid-America Nazarene University and operated a cleaning service for ten years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives, with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.

Melissa Daigle is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include five years at Wise Wealth, LLC and two decades at American Century Investments. Creative Planning offers 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 various portfolio management techniques, and supports clients through a large advisory team and integrated investment infrastructure.

Steven Ledgerwood is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and six years of industry experience. He previously worked at GWFS Equities, Inc. and Reveal Management Services. Outside of his advisory role, he serves as a youth soccer referee for the Heartland Soccer Association and works part-time as a DoorDash delivery driver. 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 are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Justin Magott is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and bringing nine years of industry experience. His prior roles include positions at Empower Retirement and Waddell & Reed, Inc. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Craig Seiler is a financial advisor with Creative Planning, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Fidelity Group LLC since 2003 and is also a partner and producer in an insurance business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisers.

Dylan Aldrich is a financial advisor at Creative Planning with nine years of industry experience. He holds Series 66 and Series 65 licenses and has worked at Creative Planning since 2017. His prior experience includes positions at American Century Investment Services and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, 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, supplemented by tax-loss harvesting and selective private market exposure.

Kevin Kaylakie is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. His prior experience includes roles at Sinecera Capital LLC, Northern Trust Securities Inc., Northern Trust Bank, Maslow Wealth Advisors, Merrill, and Equitable Advisors. He is active in several nonprofit finance roles, including Treasurer and Investment Committee Chairman of the Hospice Austin Fund and Investment Committee Member for the Catholic Diocese of Austin. Prime Capital Financial is an SEC-registered enterprise firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies across discretionary and non-discretionary accounts and includes affiliated tax advisory services and a family office practice.

Wendy Perrin is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Prime Capital Investment Advisors, LLC since 2014, following three years at Goldleaf Partners. 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, family office offerings, and uses a variety of investment strategies along with affiliated tax advisory services.

Brentton Duck is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill, Beleaf Medical, and JW Advisory Group. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.