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 credentials and bringing 49 years of industry experience. He has worked at Main Street Advisors, LLC and has maintained a self-employed marketing entity, The MADL Company, since 1982. Madl is also involved as an insurance agent offering various types of insurance products through The MADL Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party models to develop client strategies, emphasizing strategic asset allocation, multi-manager portfolios, and ongoing due diligence across various risk profiles.

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.

Andrew Thomas is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Blooom Inc. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, providing investment management, financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations aligned to client objectives and risk tolerance.

Shannon Suarez is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 65 and Series 63 credentials and 36 years of industry experience. She has been with GWN Securities since 2010 and also operates an insurance business offering life, health, disability, dental, supplemental insurances, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and utilizes both affiliated and unaffiliated sub-advisers.

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.

Saul Rico is a financial advisor with Empower Advisory Group in Raymore, MO, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account options.

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 designation and 21 years of industry experience. His prior firms include UBS Financial Services, Woodbury Financial Services, and Edward Jones. He serves as a board member for the nonprofit fundraiser GiveSafeWater and is involved in educating clients about investment fees through the Understand Advisor Fees program. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party models to develop tailored investment strategies, blending passive and active exposures while conducting ongoing portfolio monitoring.

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.