Janae Linenberger is a CFP® with ten years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. She is based in Overland Park, KS. 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 featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Robert Oldaker is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantor Fitzgerald & Co., Macquarie Investment Management, Delaware Distributors, Ivy Distributors, and Waddell & Reed. 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 focused on low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Timothy Gaigals is a CFP® with 23 years of experience in financial advisory and insurance services. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at TFB Advisors, LLC and Ameritas. Outside of his advisory work, he operates an independent insurance agency focused on fixed insurance products. 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 emphasizes diversified, risk-class based investment strategies that combine passive and active management and employs a comprehensive range of portfolio management and implementation tools.

Christopher Coppolo is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Sound Income Strategies LLC. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.

John Erny is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Central Trust Bank, LPL Financial, Infinex Investments, National Planning Corporation, and E360 Financial Solutions. He is based in Olathe, KS. Integrity Alliance is a large advisory and brokerage network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to various investment platforms and strategies.

Melissa Myers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Mass Mutual Investors Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, Myers owns Second Opinion Consulting, LLC, a business consulting firm based in Smithville, MO. 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 a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for its affiliated advisors.

Peter Mitchell is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked at KPMG for five years and has held positions at the University of Kansas, UMB Bank, and other companies. 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 uses a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jeffrey Lahr is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside his advisory work, he is also noted as a drummer in a side business called Toxic Assets. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan administration, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax and financial administration services.

Sean Findley is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Century Investment Services, Edelman Financial Engines, AE Wealth Management, Retirement Solutions Group, Ivy Investments/Waddell and Reed, and Great West Financial. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized execution and retirement plan services.

Jeremy Newport is a financial advisor at Creative Planning with one year of experience at the firm. He holds the Series 65 designation and has a background that includes five years at Student Mobilization and previous roles at Kansas State University and Trinity Academy. 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, buy-and-hold strategies, and selective private market exposure, supported by a range of institutional services and affiliated legal and accounting resources.

Jacob Jones is a Certified Financial Planner® with 10 years of industry experience. He has worked at Mariner since 2020 and previously held roles at Northwestern Mutual Wealth Management Company and affiliated Northwestern Mutual entities from 2015 to 2020. Mariner serves a wide range of clients, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

Rachael Thorn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Her prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Ameritas Investment Corp, and Central Financial Services Wichita. Outside of finance, she has a background in the food service industry through her work with Ziggy's Pizza. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

Eric Jones is a financial advisor with Creative Planning in Overland Park, KS. He holds the CFP® designation and has 19 years of industry experience, including prior work at Stepp & Rothwell, Inc. before joining Creative Planning in 2017. 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brian Kearney Spaw is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has been with Mariner Wealth Advisors since 2017 and previously worked at the University of Kansas from 2016 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios combining in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

William Gnad is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has prior work experience in banking and corporate roles, including positions at Commerce Bank and Lozier Corporation. 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 centralized investment infrastructure.

Karley Colclasure is a CFP® with four years of industry experience, currently advising clients at Creative Planning. Her prior work includes roles in hospitality and health clubs, including a position at Library Sports Bar. Creative Planning provides comprehensive wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and trusts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by a range of active and passive investment options and specialized services.

John O'Brien is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Voya Financial and its affiliated firms since 2009. Outside of his advisory role, he is involved in the sale and service of Voya's Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, offering both discretionary and non-discretionary account management.

Michael Orndorff is a CFA® charterholder with seven years of industry experience, currently associated with Commonwealth Financial Network. He previously worked at American Century Investments for 24 years. Orndorff is also co-owner of Cyclus Capital Management, LLC, a private entity facilitating securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Whitley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at TIAA and TIAA-CREF for ten years before joining Creative Planning in 2021. 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 large advisory team and centralized infrastructure.