Bill Day is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His work history includes roles at Cetera and Integrated Wealth Advisory Services Inc. He is also a co-owner of Growing Days, LLC, a business involved in interior design and home remodeling shows managed by his spouse. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, retirement plan services, and utilizes a discretionary model portfolio approach overseen by an in-house Investment Committee.

Duayne Madl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Independent Financial Group since 2012 and previously spent nine years with Main Street Advisors, LLC. Madl also operates The MADL Company, a marketing entity he owns and directs. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and utilizes a variety of advisory programs and third-party asset managers.

Eric Medlock is a CFP® and holds a Series 65 license with over three years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he held roles at HNTB, Kirk's Fly Shop, the University of Kansas, and Pembroke Hill School. 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 private market exposure and customized portfolio management.

Jeffrey Daniels is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Advised Assets Group, AE Wealth Management, and Miller Retirement Group. Daniels is based in Overland Park, KS. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services separating point-in-time planning from ongoing management and acts as adviser to the TIAA Donor Advised Fund.

Dalton Engle is a CFP® professional with three years of industry experience, currently serving at Creative Planning. His prior roles include positions at Independent Financial Group, Urban Holdings, and The Vanguard Group. Engle has also worked as a peer mentor and was involved with K-State Athletics during his earlier career. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Robert Mccarthy is a CFP® and holds a Series 63 license, with 17 years of experience in financial advisory. He has been with Creative Planning in Overland Park, KS since 2009. 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 offers a financial planning–led investment process focused on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Justin Richardson is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and has worked at Mariner since 2018. Prior to that, he was associated with Renaissance Financial Corporation, Securian Financial Services Inc., and Minnesota Life. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Joshua Noland is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, LYFT, UBER, and Tamko Building Products. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.

John Williams is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he worked in education with Camdenton R3 Schools and currently serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where he recruits and trains insurance agents specializing in life, long-term care, and health insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Hunter Cole is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Hightower Advisors, he worked at American Century Investment Services and has entrepreneurial experience through In The Zone Pro Shop LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, supported by proprietary research and various investment strategies.

Jensen Bryan is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has a background that includes roles in education and healthcare. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Connor Stremel is a financial advisor at Creative Planning with eight years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Pegasus Capital Management, HighTower Securities, and Williams Education Fund. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Shannon Suarez is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 65 and Series 63 licenses and 35 years of industry experience. She has been with GWN Securities since 2010 and is also involved in insurance services, offering life, health, disability, dental, supplemental insurances, and fixed and indexed annuities through her own business entity. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and third-party sub-advisers and employs both traditional and tactical investment strategies.

Corey Holliman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses and is based in Overland Park, KS. 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 offers a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Thomas Willenborg Jr. is a financial advisor with Empower Advisory Group in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he is also active as an Uber driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Heeney is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2014. He currently also works with Infinitas Coordinated Wealth Counsel. Heeney is involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Chaney is a financial advisor with Independent Financial Group, LLC in Kansas City, MO, holding a Series 66 license and 21 years of industry experience. He previously worked at Edward Jones for five years before joining Independent Financial Group in 2021. Outside of his advisory role, Chaney serves as a board member for GiveSafeWater, a charity focused on fundraising efforts, and is involved in investor education through Understand Advisor Fees, a teaching initiative. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party managed portfolios tailored to client risk profiles and delivered through multiple platforms.

Guilherme Silva Dos Santos is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America N.A. Outside of advising, he works part-time as a delivery driver for Amazon Flex. Creative Planning offers investment advisory and financial planning services to a diverse client base, utilizing a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Jackson Dierenfeldt is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Pension Consultants before joining Mariner. His background also includes three years in full-time education and a role at Gladstone Community Center. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, alongside integrated tax, accounting, and financial wellness solutions.

Caleb Hendrixson is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked for five years at Lewisville Independent School District. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach centered on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.