Anthony Woodard is a financial advisor at Prime Capital Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Private Client Services, Fiduciary Investment Trusts, LLC, Cambridge Investment Research, and Lawing Financial, Inc. Outside of his advisory work, he is the lead guitarist for the band Toxic A$$et$. 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, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Michael Harvey is a CFP® and holds a Series 65 license, with 19 years of experience in the financial advisory industry. 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 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 additional portfolio management techniques and a range of retirement plan services.

Jerry Mckinney is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Eagle Strategies since 2012 and has worked concurrently with NYLIFE Securities LLC and New York Life Insurance Company since 1996. Outside of his advisory role, he owns Raiderduck LLC, a venture developing alternative analytics for resume and candidate searches on major job platforms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Hirschler is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of his advisory work, Hirschler serves as co-executor for his mother’s estate. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individual, pension, charitable, and corporate clients. The firm emphasizes investment policy statements and model portfolios, combining in-house and external strategists, and offers a range of managed account programs with both discretionary and non-discretionary options.

Brett Rariden is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2021 and has been involved with Rariden Inc. since 2004. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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 for portfolio construction.

Taylor Pearson is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera Planning Partners in 2021, he worked at TD Ameritrade, AXA Advisors, The Vanguard Group, and Citizens Bank of Kansas. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, employing a diversified investment approach based on clients’ objectives and risk tolerance.

Kathy Lum is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Her career includes long-term roles with Lee Financial Group Hawaii, Inc. and related entities before joining Cetera Planning Partners in 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified portfolios aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through third-party partnerships.

Ray Evans Jr. is a CFP® with 42 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has held positions at Pegasus Capital Management, Inc. and Commonwealth Financial Network, among others. Evans is also the managing partner and sole owner of Ray Evans-Pegasus Capital Management LLC, an entity involved in securities and fixed insurance activities. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, retirement-plan consulting, and access to separate managed account 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 combining passive and active management, overseen by an internal Investment Committee.

Christopher Scavuzzo is a CFP® professional currently with Creative Planning and has been in the industry since 2023. He previously worked at Great Plains Trust Co., Uhy, LLP, Deloitte & Touche, LLP, Benedictine College, and Skyview Academy. 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 includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Sarah Kleinschmidt is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Lee Financial Group Hawaii, Inc. and related affiliates for five years. Since June 2024, she has served as Co-Chair of the Investment Commission Board for The Episcopal Church in Hawaii. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including tax, bookkeeping, payroll, and estate-planning services, with an investment approach centered on diversified allocations tailored to client objectives and risk tolerance.

Aubrianna Peck is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Mid American Wealth Advisory Group and Stepp & Rothwell, Inc. Outside of finance, she owns Willow & Wildflowers Boutique, a custom apparel and home decor business. Creative Planning is an enterprise firm managing approximately $217 billion in client assets. It serves a diverse client base with a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and comprehensive retirement plan services.

Sean Clancy is a financial advisor at Prime Capital Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of his advisory role, he is involved with Prevail Innovative Wealth Strategies, providing risk management solutions. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and employs a range of investment strategies across discretionary and non-discretionary accounts.

Kevin Jaegers is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified mutual fund and ETF allocations aligned with clients’ objectives and risk tolerance and offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Gianni Catenacci is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously held roles at Cerner Corporation, Kelley School of Business, First Merchants Corporation, and Indiana University. Outside of finance, he was involved with Catenacci Construction for two years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, combined with integrated tax and accounting services and unique administrative CFO capabilities.

Elizabeth Horton is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Her professional background includes positions at M3Sixty Administration LLC and academic roles at the University of Missouri - Kansas City and Kansas State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and other tailored investment strategies.

Dale Bartlett is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Veritas Praesidium, Northwestern Mutual Life Insurance Company, and NEF/Met/Mass Mutual. Outside of advisory work, he serves as a consultant for Cutwater Advisory on wealth management practices and is co-authoring a book on advisor succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Sylvester Byrd III is a CFP®-certified financial advisor at Creative Planning with nine years of industry experience. He previously worked at American Century Investment Services, Inc. for eight years and has experience in mortgage lending as well as roles outside finance, including positions at Harpo's and Signature Events. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical allocations and private market exposure.

Nicholas Zeitlow is a CFP® and holds a Series 65 license, with four years of industry experience. He has been with Creative Planning since 2021. His prior work includes roles in construction, education, and distribution. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio techniques and access to private market investments.

Pierson Mc Atee is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Prime Capital Financial. His background includes roles at Prime Capital Investment Advisors and positions associated with Kansas State University and HCI Hospitality. He is the managing member of Wildcat NIL LLC, which supports K-State student-athletes in monetizing their Name, Image, and Likeness (NIL) rights by facilitating deals and providing education on current rules. 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 third-party manager selection. The firm employs diverse investment strategies and offers family office services, tax advisory support, and specialized retirement plan solutions.

Daniel Pontarelli is a CFP® professional with 12 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Stepp & Rothwell, Inc. from 2014 to 2017. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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 tactical approaches, and offers a range of affiliated non-investment businesses including legal, trust, and recordkeeping services.