Todd Shepherd is a CFP® with 23 years of experience and has been with Creative Planning in Overland Park, KS, since 2004. He holds the Series 65 designation and is part of a large advisory team 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 manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting. Creative Planning also offers a range of retirement plan services and operates several affiliated non-investment businesses, including a law firm, trust company, and recordkeeping business.

Sheryll Gianino is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. She has three years of industry experience with prior roles at Embark Financial Partners and LPL Financial. From 2017 to 2023, she was involved with Twelve Eleven LLC d/b/a Three Dog Bakery. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mercedes Givens is a financial advisor at Creative Planning with eight years of industry experience. She holds the CFP® designation and Series 65 license, and has worked at Creative Planning since 2020, following roles at PHD Retirement Consulting, Blue Valley Wealth Advisors, and Bank of Blue Valley. Givens is also a managing member and operator of a rental property business 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, pension plans, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by private market investments and fiduciary retirement services.

Loch Louis is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at Jax Mudjacking and was a student for several years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, 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 while managing roughly $295.6 billion in client assets across more than 1,100 advisors.

Craig Gordinier is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016. He is also involved with Jones Advisory Group, where he consults with prospective clients on retirement planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm employs discretionary model portfolios and offers a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Robert Ricci is a Series 65-licensed advisor with Creative Planning in Overland Park, Kansas, and has seven years of industry experience. He has worked at Creative Planning since 2017 and was previously employed at KGP Logistics. 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 through a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Regan Houchin is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds a Series 66 credential and has previously worked at CommunityAmerica Financial Solutions and Kansas State University. Outside of her advisory role, she serves as the middle school boys soccer head coach at Heritage Christian Academy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach combines proprietary and third-party methodologies, focusing on long-term portfolio returns and savings rates.

Andrew Merchant is a Series 66-credentialed advisor at Prime Capital Financial with 13 years of industry experience. His career includes roles at Prime Capital Investment Advisors, LLC, LPL Financial, VisionPoint Advisory Group, LLC, and Sunflower Bank. Outside of his advisory work, Merchant owns The Hub Consulting Group, which provides operational and membership engagement services to a nonprofit private club. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, family office offerings, and employs a mix of discretionary and non-discretionary investment strategies across a broad range of client segments.

Holly Villasi is a CFP® with 17 years of industry experience, currently serving at Creative Planning since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages a rental property in Kansas City, MO. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing 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 wide range of supplemental investment options and distinctive affiliated non-investment businesses.

Nicholas Noguchi is a financial advisor at Prime Capital Financial with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Charles Schwab & Co., TD Ameritrade, and Fidelity Financial Corporation. Outside of his advisory role, he is involved with knektions LLC, a business focused on reselling shoes, art, and managing online sales. 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 offerings, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.

Verne Marble is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Private Advisor Group, Financial Engines Advisors, Edelman Financial Services, and Linsco/Private Ledger Corp. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, Core Family Office services, and employer financial-wellness tools through discretionary, customized portfolios supported by internal and third-party resources.

Sarah Vrana is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her background includes roles in community organizations and education, including work at the Jewish Community Center of Greater Kansas City and local schools. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Marie Osterhaus is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Her prior roles include positions at the American College of Clinical Pharmacy and the University of Kansas, Edwards Campus. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to offer customized portfolios and also features integrated tax and accounting services alongside operational capabilities like administrative CFO support and a Financial Wellness Platform.

Clayton Baker is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior experience includes roles at TD Ameritrade and Scottrade. Outside of advising, he owns and manages a real estate business, Spectrum Realty, LLC, in Tulsa, OK. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.

Jeffrey Stolper is a CFP® with ten years of industry experience, currently serving at Creative Planning since 2015. He is based in Overland Park, KS, and holds the Series 65 designation. Outside of his advisory role, Stolper is president of the board of directors for Jewish Family Services and is involved with several nonprofit and community organizations including Pathway Financial Education and Congregation B'nai Jehudah. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated legal, trust, and retirement plan services.

Nicholas Schuessler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prime Capital Financial. He has worked at firms including Sugarloaf Wealth Management and Deloitte. Outside of his advisory role, he is involved as an insurance advisor in life, long-term care, and fixed annuity products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains specialized practices including an affiliated tax advisory subsidiary and consolidated reporting for private investments and real estate.

Joseph Madsen is a financial advisor at Mariner with 16 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2015. Prior to that, he was associated with Msec, LLC for five years. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to offer customized, discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

John Crosby is a financial advisor at Creative Planning with a Series 65 credential and experience beginning in 2024. Prior to joining Creative Planning, he worked at RTS Financial and had roles at My Freight World, Kansas State University, Fry Wagner Moving and Storage, and Bishop Miege High School. 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 utilizes a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Scott Colangelo is a financial advisor at Prime Capital Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research, Inc. and Lawing Financial, Inc. Outside of his advisory role, he is the founder and managing partner of Liquid Mobile IV Hydration Services and is involved in restaurant ownership. 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, using a combination of discretionary and non-discretionary strategies tailored to client needs.

Brett Ward is a financial advisor at Mariner with a Series 65 designation. He has been with Mariner in various capacities since 2023 and has prior experience at Triune Financial Partners and VanTrust Real Estate. His background also includes roles at Kansas State University, Hen House, and St James Academy. 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 employs discretionary, customized portfolios supported by internal research and third-party managers, alongside specialized tax and administrative CFO services.