David Shropshire IV is a Series 65-licensed financial advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience and has been with Creative Planning since 2014. 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 includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Zachary Lyman is a CFP® professional with eight years of industry experience, currently serving at Creative Planning since 2017. Prior to joining Creative Planning, he worked at KPMG from 2015 to 2017. 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 and buy-and-hold strategies supplemented by tax-loss harvesting, direct indexing, and private market exposure, managing approximately $295.6 billion in client assets.

David Stofer is a ChFC® with over 40 years of industry experience. He is currently with Mariner, where he has worked since 2018 in various roles including Mariner Institutional and Mariner Wealth Advisors. His prior work includes a decade at Msec, LLC. Outside of his advisory work, he serves on the board of Evoshare, a non-investment-related organization. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house and third-party management, and offers integrated tax, accounting, and financial wellness services uncommon for firms of its size.

Shawn Staab is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with firms including Gwfs Equities, Inc. and JPMorgan Retirement Plan Services LLC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Tray Wiltse is a financial advisor at Carson Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Geneos Wealth Management Inc and Integrated Wealth Advisory Services, Inc. Wiltse is a co-owner of IWAS Holdings, Inc., a business focused on expense management. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services using a model portfolio approach guided by an Investment Committee.

Christy Dodge is a Series 65–licensed financial advisor with 17 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held positions at Pathfinders Innovations, Triad Wealth Partners, and Financial Engines Advisors. Outside of her advisory role, she serves as treasurer for both the Grey Oaks Homes Association and Monticello Trails Middle School PTA, and she is the vice president of philanthropy for the National Charity League — Heart of KC Chapter. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and manages accounts on discretionary and non-discretionary bases while providing tax planning, consolidated reporting, and continuity mechanisms for client relationships.

Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.

Lisa Moberly is a financial advisor at Mariner with 17 years of industry experience. She holds a Series 66 designation and has previously worked at BOKF, NA and BOK Financial Securities, Inc. in addition to her current roles at Mariner and MSEC, LLC. Outside of her advisory work, she also engages in grocery delivery through Instacart. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides specialized offerings such as ERISA 3(38) retirement solutions and integrated tax and accounting services.

Elizabeth Harding is a financial advisor with Mariner who holds Series 63 and Series 66 credentials and has 22 years of industry experience. She has been affiliated with Msec, LLC since 2015 and worked at Mariner Wealth Advisors from 2015 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Sarra Hobbs is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at UMB for 26 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Paul Raccuglia is a CFA® charterholder with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. for 15 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Knapp is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where he has worked since 2014. He has 12 years of industry experience. 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 follows a financial-planning-led investment approach that includes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Chad Berg is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Overland Park, KS. His prior experience includes roles at Infinitas, Commonwealth Financial Network, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, estate planning, and family office services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private funds, complemented by educational content and firm-wide initiatives.

Ted Emmet Krause is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Creative Planning since 2014. 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 around $217 billion in assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies such as direct indexing and tax-loss harvesting. Creative Planning also offers a broad range of retirement plan services and operates affiliated non-investment businesses, including a law firm, trust company, and recordkeeping business.

Brian Thomas is a financial advisor at Cetera Planning Partners with three years of industry experience and holds a Series 66 designation. His prior roles include positions at The Retirement Planning Group, Bank of America, Merrill, and SelectQuote Insurance Services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach focuses on diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance, supplemented by ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kaleb Langsdorf is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 credential and has worked previously at State Farm Insurance, Auxilion, Pioneer Industrial Corporation, and the University of Missouri. Creative Planning provides 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 large advisory team and centralized investment infrastructure.

Jordan Canupp is a CFP® professional with six years of industry experience. He has been with Creative Planning since 2018 and previously worked at Commerce Trust Company from 2016 to 2018. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and individualized equity and bond management.

Michael Patton is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2009 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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, along with a variety of passive and active strategies tailored to client needs.

Jacob Larkey is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, bringing one year of industry experience. His prior roles include positions at Barby Minnick and Associates and Selectquote. Outside of his advisory work, he serves on a condo owner association board in Belgrade, Montana. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm delivers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory programs.