Ashif Siddique is a financial advisor at Creative Planning with two years of industry experience. He previously worked at OneDigital Investment Advisors LLC for three years. Outside of advisory work, he is a silent partner in SID Properties LLC, a multifamily residential rental business. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Micah Schmidt is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked with Prime Capital Investment Advisors, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Schmidt serves as a finance deacon for Bellicose Church, managing financial tasks including check writing and bookkeeping. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing a variety of investment strategies and platforms to manage client accounts.

Taylor Yaw is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, N.I.S. Financial Services, and Ozark National Life Insurance. Outside of advisory services, he operates a personal accounting business through TB Services 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 offerings, employing a variety of investment strategies and providing consolidated reporting and tax planning through its affiliated accounting subsidiary.

John Lynch is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 20 years of industry experience, with prior roles at Questar Asset Management and Woodbury Financial Services. Lynch also operates as an independent non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services using a variety of custodians and third-party managers.

William Arthur is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial LLC and CIH, LLC. Arthur also provides administrative support within his firm. Wealth Enhancement Advisory Services offers a wide range of financial planning and asset management services for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

William Greiner Jr. is a CFA® charterholder at Mariner with 14 years of industry experience, all with Mariner Wealth Advisors. He serves as a director on the board and investment committee of the Washburn University Endowment Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and employer financial wellness services.

Cansada Coleman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Benjamin F. Edwards since 2017 and previously at Waddell & Reed Inc from 2013 to 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services using a mix of firm-developed and third-party model strategies.

Joseph Harrish is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations. Before joining Prime Capital Investment Advisors LLC in 2020, he worked at Ozark National Life Insurance and NIS Financial Services. 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, and qualified retirement plan sponsor services. The firm employs both discretionary and non-discretionary investment strategies and offers family office services along with affiliated tax advisory and consolidated reporting capabilities.

Manuel Gonzalez Teran is a CFP® with six years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Goldman Sachs Personal Financial Management and TD Ameritrade. Outside of his advisory work, he is the vice president of a homeowners association and participates in food delivery services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, managing accounts through both discretionary and non-discretionary strategies.

Carmen Alvarado is a financial advisor at Creative Planning with eight years of industry experience. Prior to joining Creative Planning, she worked at Gwfs Equities, Inc. for seven years. She holds Series 63 and Series 65 designations. 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 employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Brian Leimer is a CFP® and Series 65–registered advisor with seven years of industry experience. He has been with Mariner since 2018, following two years at The Underground Lab. Leimer is based in Overland Park, KS. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax integration and family office capabilities.

Kathleen Dunn is a financial advisor at Mariner with 20 years of industry experience and holds a Series 66 designation. She has worked at Mariner Wealth Advisors since 2009 and previously at Msec, LLC from 2011 to 2019. Dunn serves on the University of Kansas Advancement Board and is a board member of the Dunn Family Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with additional services such as family office capabilities and employer financial-wellness tools.

Claire Stradinger is a CFP® and Series 65 credentialed advisor at Creative Planning with six years of experience at the firm. She also has prior experience with Creative Planning Benefits and served at the University of Kansas for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including 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 for long-term objectives, supplemented by various active and passive techniques, managing approximately $295.6 billion in client assets.

Timothy Sutton is a CFP® professional with 23 years of industry experience, currently serving at Creative Planning since 2011. He has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2005 and 2000, respectively. 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 emphasizing low‑cost indexing and buy‑and‑hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

William Carroll is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. His prior work includes roles at Manhattan Running Company, Country Club Bank, and Kansas State University. Creative Planning provides wealth management and financial planning 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Scott Duba is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Prime Capital Financial. His previous roles include positions at Mariner Wealth Advisors, Antora Peak Capital Management, and Artisan Partners. Outside of his advisory work, he is the managing member of 425 Holdings LLC, which provides strategic consulting services and investments in private and public ventures. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and administrative solutions to support both discretionary and non-discretionary accounts.

Brian Lester is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at USAA in various investment and financial planning roles from 2005 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, 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 specialized techniques such as direct indexing and tax-loss harvesting.

Jarrett Adam is a CFP® professional with one year of industry experience, currently affiliated with Mariner Wealth. His prior roles include positions at the University of Kansas, Adam & McGrevey P.A., and Stanford & Feuerborn, Inc. Mariner Wealth serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and administrative financial services.

Matthew Brady is a CFP® with 15 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of CATAHEE, LLC, an entity created to purchase recreational and rental farmland. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Patrick Grindinger is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2015. 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.