David Miller is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of advising, he is also active as a licensed insurance agent. 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, family office offerings, and tax-related services through its affiliated accounting subsidiary.

Sara Krause is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. She has been with Creative Planning since 2016. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Beckie Doty is a financial advisor at Creative Planning with 16 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets from 2014 to 2021 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 client 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 range of retirement plan services.

Benjamin Polich is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2011. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Katherine Ferro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her background includes roles at Lockton Companies, The Hawk Tavern, and various educational institutions, including the University of Kansas Business School and Saint Thomas Aquinas High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including 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 complemented by selective private market exposure.

Lisa Johnson is a financial advisor at Mariner with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. In addition to her advisory role, she serves as a director and manager focused on employee benefits at Hogan - Hansen, P.C., a CPA firm. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax and accounting services uncommon among firms of its size.

Richard Liess is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Sigma Planning Corporation since 2011 and Sigma Financial Corporation since 2010. Outside of his advisory work, he provides tax preparation assistance and serves as a consultant for small business accounting and tax services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering solutions through discretionary and nondiscretionary arrangements tailored to client needs.

Charles O'Neill is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Lion Street Financial, Cetera Advisor Networks LLC, and Renaissance Financial. Outside of finance, he has experience with Joe's Kansas City and Stehney Quarterhorses, LLC. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm features a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platforms and investment approaches.

Max Collins is a CFP® and Series 65-registered advisor with Creative Planning, LLC, based in Overland Park, KS. He has three years of industry experience and joined Creative Planning in 2023. Prior to his current role, Max held positions in diverse sectors including hospitality, retail, and education. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Sonja Cashion is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She has been with Creative Planning since 2015 and has prior experience with Cambridge Investment Research, Inc. and Strategic Financial Solutions. 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 specialized investment approaches and comprehensive retirement plan services.

Patrick Brown is a financial advisor at Creative Planning with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Creative Planning in 2024, he worked at Purshe Kaplan Sterling, Edmunds Duncan Registered Investment Advisors, Cetera Advisors, and Abram Brown Financial Consultants. Outside of advising, he is involved in financial literacy education through seminars and presentations and operates a small business designing and selling T-shirts. 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 emphasizes a financial planning–led investment process with low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a broad advisory team and integrated investment infrastructure.

Scott Gilman is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also been associated with Agia since 2022. Outside of his advisory work, Gilman serves as the head coach for the Saint James Girls Lacrosse Club. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network, utilizing discretionary unified managed accounts with third-party model managers and offering tax-aware and ESG overlay options.

Scott Turley is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at American General Life Insurance, AIG Capital Services, Lincoln Financial Distributors, and Ohio National Financial Services. He serves as a board member of Midwest Regional Bank and is appointed as an agent for AGIA, selling non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Jesse Reed is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, bringing nine years of industry experience. His background includes roles at Allworth Financial and ongoing service as a Navy Reservist, where he is an instructor pilot. Outside of advising, Reed also works as a pilot for Delta Air Lines and delivers motivational talks through a public speaking venture. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental portfolio techniques and a range of affiliated non-investment businesses supporting estate, legal, trust, and retirement plan services.

John Bastarache is a financial advisor with Prime Capital Financial and holds a Series 65 designation. He has four years of industry experience, including roles at Prime Capital Investment Advisors LLC and prior work in various sectors such as Door Dash and KC Sports. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs diversified investment strategies and maintains an affiliated accounting subsidiary that provides tax planning and bill-pay services.

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.

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.