Bret Ambrosier is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and three years of industry experience. He has held positions at Mariner Wealth Advisors, Ascend Wealth Management, and CGN Advisors, LLC. Bret’s background also includes roles outside of finance, such as work with Precision Electrical Contractors and agricultural-related businesses. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services along with unique operational capabilities such as administrative CFO services and a financial wellness platform for employer clients.

Michael Goostree is a CFP®-designated financial advisor with 20 years of industry experience, currently with Commonwealth Financial Network since 2015. He owns Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of finance, he is the author of an article titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Mark Vater is a CFP®-certified financial advisor at Creative Planning with 11 years of industry experience. He has been with Creative Planning since 2015. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christian Crumpacker is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with Eagle Strategies (NY Life) since 2025. He has been associated with New York Life and Nylife Securities LLC since 2009. Outside of his advisory role, Crumpacker volunteers as a committee member for Scouting America’s Heart of America Council. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Tammy Tetzlaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Commonwealth Financial Network and Trinity Planning Group, LLC, and is the owner of Infinitas Retirement Plan Solutions, LLC, which focuses on qualified plan business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering a range of discretionary model portfolios and program structures.

Tobin Brandt is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed, LPL Financial, and MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by an in-house team and third-party managers, alongside integrated tax and accounting services and unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

Brennan Masterson is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Infinitas, Wells Fargo Advisors, and FCS Family Office. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a broad range of securities and insurance products.

Drew Schlipman is a financial advisor at CWM, LLC with a Series 65 license and two years of industry experience. His work history includes positions at Schlipman Wealth Advisors and Carson Wealth, as well as roles outside the financial sector. CWM, LLC is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion through a network of partner offices. The firm offers discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by a centralized Investment Committee.

William Boatman is a financial advisor at Mariner with two years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Advantage Tech Inc. and the University of Missouri - Columbia. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax services along with administrative family office capabilities.

Braden Hoffman is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He has been with Prime Capital Financial since 2025 and has prior experience with the University of Kansas and KU Innovation Park. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm manages accounts using both discretionary and non-discretionary approaches and employs a mix of core/satellite, thematic, and tactical investment strategies.

Adam Cole is a CFP® professional with one year of industry experience, currently advising at Creative Planning. His prior roles include positions at Freedom Hoops and Austin Nichols Technical Search, as well as work at Wichita 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 manages approximately $217 billion in assets and utilizes a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Brayden Harden is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. His prior roles include positions at Modern Wealth Management, Reinert Wealth Management, and Capitol Federal Savings 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 employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Herbert Kyles is a CFP® with 12 years of industry experience currently advising at Farther. He has previously worked at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. Outside of his advisory role, Kyles serves as an Advisor Council Member for Bizora, a tax research and scenario analysis firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, equities, fixed income, and AI tools subject to internal review.

Robert Bloom is a financial advisor at Creative Planning with a Series 65 credential. He has been with Creative Planning since 2025 and has prior experience at Worldwide Express, Kansas State University, Southwest National Bank, and the YMCA. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure.

Connor Gellender is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. Before joining Creative Planning, he worked in academic roles at several universities and operated Tad's Shaved Ice for ten years. 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 emphasizing low-cost indexing and buy-and-hold strategies while offering access to private market investments and managed account services.

Jacob Kern is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 65 designation and worked at Mariner Wealth Advisors from 2008 to 2018. 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 external managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Samuel Snyder is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and American Century Investments. Outside of advising, he serves as a chain gang assistant referee for Washburn football games. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market investments.

Madison Ring is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, Ring worked at UnitedHealth Group’s Optum Rx and Temp-Con Inc., and held roles at Rockhurst University and Young Harris College. 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 with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Angela Hankins is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where she has worked since 2016. She has seven years of industry experience. Outside of her advisory role, she is also a real estate agent with Platinum Realty. 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, buy-and-hold strategies, and selective private market exposure.

Julie Kurland is a financial advisor with VOYA Financial Advisors, Inc. and holds the Series 66 designation. She has 13 years of industry experience, working with Simmons Wealth Management since 2015 and VOYA Financial Advisors since 2014. Outside of her advisory role, she serves as a volunteer city council member for Lake Quivira, KS, through 2025. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm utilizes an investment approach centered on policy statements and model allocations, combining in-house and external strategists with technology-enabled tools, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.