David Shropshire IV is a Series 65-licensed financial advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience and has been with Creative Planning since 2014. 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 includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Zachary Lyman is a CFP® professional with seven years of industry experience, currently serving at Creative Planning since 2017. Prior to joining Creative Planning, he worked at KPMG for two years. 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 tactical approaches and a suite of retirement plan services.

David Stofer is a ChFC® with over 40 years of industry experience. He is currently with Mariner, where he has worked since 2018 in various roles including Mariner Institutional and Mariner Wealth Advisors. His prior work includes a decade at Msec, LLC. Outside of his advisory work, he serves on the board of Evoshare, a non-investment-related organization. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house and third-party management, and offers integrated tax, accounting, and financial wellness services uncommon for firms of its size.

Shawn Staab is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. Shawn has worked at Gwfs Equities, Inc. since 2014 and has been affiliated with JPMorgan Retirement Plan Services LLC and J.P. Morgan Institutional Investments Inc. since 2012. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach includes an integrated financial planning model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Tray Wiltse is a financial advisor with CWM, LLC in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Geneos Wealth Management Inc and Integrated Wealth Advisory Services, Inc. Wiltse is also a co-owner of IWAS Holdings, Inc., a business involved in expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios guided by an in-house Investment Committee and various third-party resources.

Christy Dodge is a financial advisor at Prime Capital Financial with 17 years of industry experience. She holds a Series 65 designation and has worked previously at Financial Engines Advisors, LLC, Triad Wealth Partners, and TMFS Advisors, LLC. Outside of her advisory role, she serves as treasurer for both the Grey Oaks Homes Association and the Monticello Trails Middle School PTA, and is Vice President of Philanthropy for the National Charity League’s Heart of KC Chapter. 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, qualified retirement plan services, family office offerings, and utilizes a variety of investment strategies and platforms tailored to client needs.

Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.

Lisa Moberly is a financial advisor at Mariner with 17 years of industry experience. She holds a Series 66 designation and has previously worked at BOKF, NA and BOK Financial Securities, Inc. in addition to her current roles at Mariner and MSEC, LLC. Outside of her advisory work, she also engages in grocery delivery through Instacart. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides specialized offerings such as ERISA 3(38) retirement solutions and integrated tax and accounting services.

Elizabeth Harding is a financial advisor at Mariner with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner Wealth Advisors and MSEC, LLC since 2015. 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 third-party managers to create customized discretionary portfolios and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Paul Raccuglia is a CFA® charterholder with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. for 15 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Knapp is a financial advisor at Creative Planning with 11 years of industry experience. He holds the Series 65 designation and has been with Creative Planning since 2014. 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 offers a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Chad Berg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Infinitas, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ted Emmet Krause is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Creative Planning since 2014. 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 around $217 billion in assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies such as direct indexing and tax-loss harvesting. Creative Planning also offers a broad range of retirement plan services and operates affiliated non-investment businesses, including a law firm, trust company, and recordkeeping business.

Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kaleb Langsdorf is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 credential and has worked previously at State Farm Insurance, Auxilion, Pioneer Industrial Corporation, and the University of Missouri. Creative Planning provides investment advisory and financial planning services to 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 a large advisory team and centralized investment infrastructure.

Jordan Canupp is a CFP® professional with six years of industry experience. He has been with Creative Planning since 2018 and previously worked at Commerce Trust Company from 2016 to 2018. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and individualized equity and bond management.

Michael Patton is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2009 to 2021. 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 emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, along with a variety of passive and active strategies tailored to client needs.

Jacob Larkey is a financial advisor with Primerica Advisors who holds a Series 66 designation and has one year of industry experience. He previously worked at Park Avenue Securities, Guardian Life Insurance Company, Barby Minnick and Associates, and Selectquote. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.

Skyler Ray is a CFP® with over three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he held roles at PFS Investments Inc. and Primerica Financial Services. He has also been involved in educational and recreational organizations including the University of Missouri-Kansas City, Hallbrook Country Club, and Nicklaus Golf Club at Lionsgate. 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, supplemented by tax-loss harvesting and selective private market exposure.

Tanner Strathman is a financial advisor at Creative Planning with 10 years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2015. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.