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 credential and one year of industry experience. His previous roles include positions at Schlipman Wealth Advisors, Carson Wealth, and Carson Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes, centralized custody, and regular client reporting.

William Boatman is a financial advisor at Mariner Wealth Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Mariner, he worked at Advantage Tech Inc. and studied at the University of Missouri - Columbia. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

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 11 years of industry experience, currently serving at Farther Finance Advisors since 2024. His previous roles include positions at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. He is also an Independent Insurance Agent and serves as an Advisor Council Member for Bizora, a tax research and scenario analysis business. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs algorithmic rebalancing with a focus on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

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 17 years of industry experience. He holds the Series 65 designation and has been with Mariner Wealth Advisors since 2008. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm’s approach combines discretionary customized portfolios overseen by an Investment Committee with in-house research and third-party allocations, and it provides integrated tax services, Core Family Office services, and employer financial-wellness tools.

Samuel Snyder is a Series 66-licensed financial advisor with Creative Planning, LLC, based in Overland Park, KS, and has two years of industry experience. Prior to joining Creative Planning, he held roles at Ameriprise Financial Services and American Century Investments. Outside of his advisory work, he serves as an assistant to the referee (chain gang) for Washburn football games. 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.

Madison Ring is a Series 65-licensed financial advisor with Creative Planning, LLC, where she has worked since 2021. She has one year of industry experience and previously held roles at UnitedHealth Group and Temp-Con Inc., as well as positions at Rockhurst University and Young Harris College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, 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., holding a Series 66 designation and 12 years of industry experience. She has been associated with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of advising, she serves as a volunteer city council member for Lake Quivira, Kansas. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

Joe Sopha is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory work, he serves as Co-President of the Indian Hills Middle School Parent/Teacher Association, is an executive member of the Prairie Fields Home Owners Association, and is a board director for the All For Moms Foundation, a nonprofit supporting safe home environments for mothers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party tools to deliver point-in-time financial plans and optional managed account solutions within a large enterprise framework.

Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.

Melissa Daigle is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include five years at Wise Wealth, LLC and two decades at American Century Investments. Creative Planning offers 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and supports clients through a large advisory team and integrated investment infrastructure.

Steven Ledgerwood is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at GWFS Equities and Reveal Management Services prior to joining Empower Advisory Group. Outside of his advisory role, he is active as a delivery driver for DoorDash and serves as a youth soccer referee with the Heartland Soccer Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through a point-in-time financial planning model.

Justin Magott is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and eight years of industry experience. He has previously worked at Waddell & Reed, Inc. and Kansas State Recreational Services prior to joining Empower. 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 account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.