Jennifer Price is a financial advisor at Creative Planning with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Raymond James Financial Services and Quest Capital Management Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Adam Hutsell is a financial advisor with Commonwealth Financial Network based in Lawrence, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at COUNTRY FINANCIAL since 2009 and at Infinitas and Commonwealth Financial Network since 2022. He is also involved in fixed insurance sales, dedicating a portion of his time to this activity during business hours. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who have discretion to construct client portfolios from diverse securities and insurance products.

Braxton Mills is a financial advisor at Prime Capital Financial with a Series 65 credential and two years of experience in the industry. Prior to joining Prime Capital Financial, he worked at Multiview, Inc. for five years and held positions at several other companies, including Amazon and Austin 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 sponsor and trustee services, and family office offerings.

George Cater V is a Series 65-licensed financial advisor with one year of industry experience. He is currently associated with Commonwealth Financial Network and has past experience at several firms including Grant Capital and New York Life. Outside of finance, he has worked at Blanc Champagne Bar since 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Robert Abraham II is a financial advisor at Mariner with six years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., TD Ameritrade, and Northwestern Mutual. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional services such as tax compliance, CFO capabilities, and a Financial Wellness Platform for employers.

Aaron Stockmann is a Series 66-licensed advisor at Prime Capital Financial with three years of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including as a delivery driver for DoorDash and Uber Eats. 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, and family office offerings. The firm uses a range of investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Bradley Blessen is a Series 65-licensed financial advisor at Creative Planning with 10 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he is involved in non-investment-related real estate property ownership and maintenance. 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.

Donald Duncan is a CFP® with over 31 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at Edmonds Duncan Registered Investment Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he is involved with a family farm, which is unrelated to his investment activities. Creative Planning provides investment advisory and financial planning services to 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 portfolio management techniques and a range of affiliated non-investment businesses supporting comprehensive client needs.

Caleb Hoopes is a CFP® and Series 65-registered advisor with Creative Planning, bringing two years of industry experience. Prior to joining Creative Planning, he held positions at Spire Outsourcing, BMG Advisors, Planning Zoo, Walmart, Texas Tech University, and Blue Valley High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, 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 across more than 1,100 advisors and 151 offices.

Andrew Tyler is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Prior to joining Creative Planning in 2021, he worked at Murphy-Hoffman Company and Country Club Bank, and spent four years at The University of Kansas. Creative Planning provides investment advisory and financial planning services to 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 additional portfolio management techniques and a range of retirement plan services.

Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused on long-term portfolio returns and client savings rates.

Matthew Kennedy is a CFP® and Series 65-registered financial advisor at Creative Planning with two years of industry experience. His work history includes roles at Commerce Bank, Mission Hills Country Club, and Kansas State University. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm’s investment process emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques, and provides a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

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.

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.

Bryce Wallace is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. He previously worked with Dennis Henks and Jovie Boston before joining Principal Life Insurance Co and Principal Securities Inc. Wallace is based in Overland Park, KS. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.