James Hall V is a CFA® charterholder with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously spent five years with Lockton Investment Advisors and related Lockton entities. Outside of his advisory role, he is involved with Austin James LLC and occasionally travels to Cuba. 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 incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Jason Edmonds is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edmonds Duncan Registered Investment Advisors, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is involved with a family LLC that holds private direct investments. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. 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 broad range of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Cael Crispin is a Series 65-licensed financial advisor with two years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at The Retirement Planning Group and Assured Partners. His background includes roles outside of finance, such as positions at the University of Iowa and various local organizations. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor portfolios with both fundamental and technical approaches.

Zachary Brummel is a financial advisor with Creative Planning, holding a Series 66 designation and 19 years of industry experience. He has worked at Creative Planning since 2017 and previously spent six years at Waddell & Reed Inc. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, 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 tactical approaches such as direct indexing and tax-loss harvesting.

Andrew Stiles is a CFP® and Series 65-licensed advisor with Creative Planning, bringing one year of industry experience. His prior roles include positions at Land Advisors Organization, Enterprise Bank & Trust, and Ottawa University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Nathanael Jones is a financial advisor with Creative Planning in Overland Park, KS, holding a Series 65 designation. He began his career at Creative Planning in 2026 and has prior experience in various roles including positions at C.H. Robinson, Hemel Electric LLC, and entrepreneurial ventures such as Agape Apparel LLC. 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 utilizes a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Stephanie Manning is a CFP® professional with 23 years of industry experience, currently affiliated with Mariner. She has worked at Mariner Wealth Advisors from 2006 to 2018 and Msec, LLC since 2011. Manning holds the Series 66 license and is based in Overland Park, KS. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines customized portfolio strategies with in-house research and third-party managers, and it provides integrated tax services and financial wellness tools not commonly found at firms of its size.

Penny Vinson is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed Inc. and Instacart. Penny also serves as Vice President of Membership for the Pawnee Elementary PTA. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Dillon Wilhite is a financial advisor with Prime Capital Financial, holding a Series 65 designation and beginning his industry experience in 2023. His background includes roles at Ascendiant Capital Markets, McClure Real Estate, and work related to Name, Image, and Likeness (NIL) opportunities. He also has experience at the University of Kansas both as a student and in a professional capacity. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides comprehensive tax advisory and financial administration services through its affiliated subsidiaries.

Alec Giesting is a CFP® professional with eight years of industry experience currently advising at Prime Capital Financial. His prior roles include positions at Fidelity Financial and Renaissance Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax planning through an affiliated subsidiary, and consolidated reporting across custodians and private investments.

Caitlyn Neufeldt is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, she worked at Central Financial Services and has held various roles including positions at Angel Wings Learning Center and Scooter's Coffee Shop. 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.

Christian Chalabi is a financial advisor at Prime Capital Financial with six years of industry experience. He has worked at Prime Capital Investment Advisors since 2019 and previously held roles at Northwestern Mutual and William Jewell College. Chalabi holds a Series 65 designation. 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 trustee services, and family office offerings, employing a variety of investment strategies and platforms.

Amy Goodwin is a financial advisor at Creative Planning with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Client One Securities, LLC and George K. Baum & Company. 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 incorporates low-cost indexing, buy-and-hold allocations, and supplemental strategies such as direct indexing and tax-loss harvesting.

Shane Hunt is a CFP® professional with three years of industry experience. He is currently with Creative Planning, where he has worked since 2022, following six years at Heartland Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension 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, supplemented by other tailored investment options.

Carolyn Vertovec is a CFP® with 18 years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at UBS Financial Services, BMO Wealth Management, Fisher Investments, Bank of America, Merrill, and Prudential. She is also a co-owner of Rivtop Enterprises, a business based in Kansas City, MO. 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-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate-planning solutions through third-party providers, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Thomas Moreland is a financial advisor at Creative Planning with a Series 65 license and one year of industry experience. Prior to joining Creative Planning, he worked at Hooke & MacDonald and has experience in educational roles at the University of Kansas, Shawnee Mission East High School, and Indian Hills Middle School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm applies a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, along with access to private market investments and a range of institutional services.

Mark Henke is a CFP® with 17 years of experience in financial advisory, currently serving at Creative Planning since 2009. He holds Series 63 and Series 65 licenses and is based in Prairie Village, KS. Henke is also a trustee of the John J. Sullivan, Jr. Charitable Trust, a role he has held since 1997. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a broad range of affiliated services.

Skylar Wright is a CFP® professional with 10 years of industry experience, currently advising at Kestra Advisory. His prior experience includes roles at LPL Financial and Waddell & Reed. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Victoria Davis is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at multiple firms, including LexAurum Advisors, LLC and RBC Capital Markets, LLC, before joining her current firm. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

Jania Stout is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including OneDigital Investment Advisors LLC and Hightower Advisors. She is a partner at CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. 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, and family office solutions, employing a mix of core/satellite, thematic, and tactical strategies with both discretionary and non-discretionary management approaches.