Alexander Spence is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Arkansas, PepsiCo, O'Reilly Auto Parts, and several country clubs. 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, complemented by various tax-efficient and private market investment options.

Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Aidan Siefkes is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning, he held roles at Olathe Ford Commercial, Scheffield Tree Service, Fry Wagner, and other organizations. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by passive short-term allocations, tax-loss harvesting, and selective private market exposure.

Mary Lucas is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Umb Financial Services, Emprise Bank, and Cetera. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, employing a variety of investment strategies and maintaining an affiliated accounting subsidiary.

Marguerite Armitage is a CFP® with 10 years of industry experience, currently advising at Mariner. She previously worked at Mariner Wealth Advisors in Leawood and has experience at Roden + Fields. Armitage serves as a board member for Seeds of Hope Brazil, Inc., a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Haley Elder is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at George K. Baum & Company for 11 years. Outside of her advisory role, she has experience working at St. Andrews Golf Course. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio techniques.

Jake Taylor is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior work includes roles at Bell Management, Pittsburg State University, Walmart, and Joplin High School. 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 emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, managing approximately $295.6 billion in client assets through a network of over 1,100 advisors.

Jack Pine is a Series 65 licensed financial advisor at Creative Planning with three years of industry experience. His background includes roles outside of finance, such as positions at B&R Environmental, Iron Horse Golf Course, and the University Daily Kansan. Creative Planning offers 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, supported by a large advisory team and extensive investment infrastructure.

Donald Recker is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2008. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Joshua Banwart is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for seven years. In addition to his role at Principal, he is the founder and owner of Clearwater Wealth Management, through which he provides financial planning, advisory services, and insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Maryse Schlenk is a financial advisor at Prime Capital Financial with a Series 65 credential and several years of industry experience, including prior roles at TFB Advisors, Two West Capital Advisors LLC, and Paragon Capital Management, LLC. She has worked in various advisory capacities since 2008. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated accounting subsidiary to provide tax planning and related services.

Christopher Nelson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of his advisory role, Nelson is involved in real estate through ownership and management of multiple rental properties via an LLC. Creative Planning is an enterprise firm that 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated legal, trust, and recordkeeping services.

Sean Day is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations and is based in Kansas City, MO. His prior work includes roles at Empower Financial Services, Sunrun, and multiple lending firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Christopher Kohne is a CFP® with 29 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at firms including Lincoln Financial Advisors Corporation and Sugarloaf Wealth Management. Outside of his advisory role, he is also a part-time freelance guitarist. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. It offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.

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®-credentialed financial advisor with 19 years of industry experience, currently practicing at Commonwealth Financial Network since 2015. He is the owner of Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Additionally, he has authored a non-investment related piece titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment program structures and supports affiliated advisors with operations, trading, technology, compliance, and practice management.

Mark Vater is a Certified Financial Planner® with over 10 years of industry experience, currently serving as an advisor at Creative Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Stilwell, Kansas. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

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.