Stacia Miller is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ivy Distributors, Inc. and Waddell & Reed, Inc. 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 assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches.

Danielle Riemann is a financial advisor at Prime Capital Financial with a Series 65 license and two years of industry experience. Her prior roles include positions at Beloit Chamber of Commerce, Fort Hays State University, and Kansas University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary.

Benjamin Martinez 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 Blue Hills Country Club for two years and was a full-time student for several years. 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 manages approximately $295.6 billion in client assets and utilizes a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Scott Stanfield is a CFP® professional at Creative Planning with 25 years of industry experience. He has worked at Creative Planning since 2017 and previously held positions at GreenLeaf Financial Network, LLC and Private Client Services, LLC. 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 and buy-and-hold strategies for long-term goals, alongside selective private market exposure and tax-efficient investing techniques.

Brett Penne is a CFP® and Series 65-licensed financial advisor at Creative Planning with four years of industry experience. He has worked at Creative Planning since 2021 and previously held positions at SS&C Technologies, State Street Corporation, Goodwill of Western Missouri & Eastern Kansas, and the University of Central Missouri. 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 and buy-and-hold strategies, supported by access to private market investments and multiple specialized service affiliates.

Grace Hill is a financial advisor with Mariner holding a Series 65 credential, currently based in Overland Park, KS. She has been with Mariner since 2025 and has no prior industry experience before joining the firm. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, providing 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, and offers integrated tax, accounting, and financial wellness solutions.

Jeffrey Curtis is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has a long tenure with Curtis & Associates, Inc. and has also been affiliated with Lion Street Financial and Lion Street Advisors. Curtis serves as a board member of Indian Hills Country Club and participates on the MFC Scholarship committee supporting local students. Integrity Alliance operates as a large advisor network with over 300 independent advisers managing approximately $5.4 billion in client assets. The firm provides a range of advisory and brokerage services to individuals, corporations, and retirement plans, utilizing diverse investment approaches and platforms to meet client needs.

Tyler Higgins is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Creative Planning since 2021. Prior to his advisory career, his work history includes roles at SS&C Technologies, Bass Pro Shops, and Academy Sports + Outdoors. 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, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Sydney Bohlinger is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Creative Planning and has previously held roles at Investment Center Advisor Group, Live Action, Bank of Colorado, and the University of Wyoming Athletic Department. 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 emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Ann Erskine is a financial advisor at Mariner with 20 years of industry experience. She holds a Series 66 designation and has worked at Waddell & Reed, Inc. and Ivy Funds Distributor, Inc. for 16 years. Outside of advisory work, she serves as Vice President of Compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Jayedon Manswell is a financial advisor at Hightower Advisors with a Series 66 designation and experience in the industry since 2023. Prior to joining Hightower in 2026, he worked at Assured Trust Company for three years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles tailored to different client needs.

Marie Mc Graw is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at The Colt Group and RPS Financial. Outside of her advisory role, she assists with HR and bookkeeping tasks at a family-owned fire and flood restoration business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Angelyn Rosson is a financial advisor at Mariner with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Mariner entities since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and financial wellness solutions uncommon in large advisory enterprises.

Karla Haston is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at Waddell & Reed, UBS Financial Services, and Piper Sandler & Co. Outside of her advisory work, she owns a baby gifts sales business. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services with traditional portfolio management.

Robert Woodard is a CFP®, CFA®, and ChFC® with 11 years of experience in financial advising. He is currently with Mariner, where he has held roles at Mariner Institutional Consulting, Mariner Wealth Advisors, and Mariner Institutional since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and third-party allocations, with additional capabilities in tax compliance, family office services, and employer financial wellness programs.

Jason Maddox is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, bringing one year of industry experience. His prior roles include positions at Girard Capital Management and TD Ameritrade, as well as experience outside the financial sector at Domino's. Creative Planning serves a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and comprehensive retirement plan services.

Casey Jensen is a Certified Financial Planner® with 12 years of industry experience. He has worked at Creative Planning since 2019 and previously held multiple roles at Northwestern Mutual from 2012 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments.

Kaden Wren is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in construction and custom cabinetry. Outside of advising, Wren owns Heartland Holiday Lights, a seasonal lighting business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and third-party manager selection. The firm uses diversified investment strategies and offers family office services, supported by an affiliated accounting subsidiary and a variety of retirement plan solutions.

John Donnes is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Broken Sound Country Club, Cocktail Hour Entertainment, and Lynn University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and also provides tax planning and billing services through its affiliated accounting subsidiary.

Keith Carpenter is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth since 2006 and previously worked at Summit Wealth Advisors, Legacy Financial Group, and Mass Mutual Investors Services. Carpenter is also president and owner of Summit Wealth Management, Inc., and a partner and co-owner of Infinitas, LLC, both private entities related to securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a nationwide network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.