Abeaku Jackson Kuofie is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Creative Planning since 2021 and previously spent nine years at PNC Bank. 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 client assets and employs a financial planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Robert Streb is a financial advisor at Mariner with a Series 65 designation. He joined Mariner in 2026 after a 14-year career with the PGA Tour. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax 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.

Tracy Shinn is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. Shinn has 28 years of industry experience and has worked extensively with Guardian Life and Park Avenue Securities since 2009. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Mark Vlasic is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing a combination of in-house research and third-party managers to create customized portfolios.

Carolina Duin is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Edward Jones and Steven D Dunning DDS PC. Outside of her advisory work, she is involved with Agia as an agent. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Keller Johnson is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and family office solutions. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.

Emory Linder is a CFP® and Series 65-registered advisor with two years of industry experience, currently with Prime Capital Financial. Prior to this, he worked at Sugarloaf Wealth Management and Banker's Life. Outside of financial advising, he performs handyman and administrative tasks for a dental practice owned by his family. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, employing both discretionary and non-discretionary investment approaches with various strategic overlays.

Kevin Ward is a financial advisor with Mariner, holding a Series 65 designation and 10 years of industry experience. He has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, coordinated tax services, family office functions, and employer financial wellness tools, utilizing customized discretionary portfolios supported by both in-house research and third-party managers.

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 24 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he holds a 16.66% ownership stake 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 individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory services and implements a variety of model strategies, combining firm-developed and third-party approaches with ongoing oversight and client-customized investment solutions.

David Stangohr is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinex Investments, Inc., Virtue Financial Advisors, LLC, INVEST Financial Corp, and Bankers & Investors Co., Inc. He is also involved with Virtue Financial Advisors, LLC, where he serves as an agent for fixed insurance, annuities, and Medicare supplements. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes a mix of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable focus on non-discretionary assets.

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 four years of industry experience. Before joining Creative Planning in 2021, he worked at Willis Towers Watson and held roles at Kenrick-Glennon Seminary and Benedictine College. 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 through a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

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.