Garrett Howard is a financial advisor at Mariner with one year of industry experience. He holds the Series 65 designation and previously worked at the Federal Reserve Bank of Kansas City and Capitol Federal Savings Bank. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to various third-party managers. The firm offers customized discretionary portfolios supported by both in-house research and external platforms, along with integrated tax and accounting services and administrative family office capabilities.

Michael Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2022. His prior experience includes roles at Creative Planning, Centriq Training, and CBOE Global Market. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and ancillary services such as tax planning and estate-planning support. The firm’s investment approach emphasizes diversified allocations aligned with clients’ objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

Ryan Costello is a CFP® professional with 23 years of industry experience, currently serving at Cetera Planning Partners since 2004. Based in Leawood, KS, he holds Series 63 and Series 65 licenses and has spent over two decades with his current firm. 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 advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to clients’ objectives and risk tolerance.

Sheri Birdsell is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Her career includes roles at Prestwood Financial Group and her own practice, S Birdsell FA. Birdsell also operates as an independent insurance agent, specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides a range of financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and third-party strategies, model portfolios, and technology tools to manage client relationships, offering both advisory and broker-dealer services.

Margaret Fitzgerald is a CFP® and Series 65-licensed financial advisor with Creative Planning, where she has worked since 2021. She has four years of industry experience, including prior roles at Waddell & Reed and G.L. Huyett. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, 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 supporting retirement plans with sub-advisory and managed account services.

Nolan Keim is a CFP® with seven years of experience at Mariner Wealth Advisors. He serves as a board member of the Financial Planning Association of Greater Kansas City and co-leads committee meetings focused on increasing financial awareness in the community. Keim is also a member of the finance council at Ascend Church in Olathe, KS. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and administrative family office services.

Dane Broadie is a CFP® professional affiliated with Oppenheimer, with 14 years of industry experience. His prior roles include positions at Rhino Financial, Perspectives Financial, and Allstate Insurance Co. among others. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of investment programs and consulting services, with a focus on both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

Kristen Shope is a financial advisor at Creative Planning with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Creative Planning since 2010. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client 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 portfolio options and affiliated legal, trust, and retirement plan services.

Christopher Rea is a financial advisor at First Citizens Investor Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BMO Bank, LPL Financial, BancWest Investment Services, and Bank of the West. His current role at First Citizens Investor Services began in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities through advisory and brokerage services. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing platform, applying fundamental, quantitative, and technical analysis to a broad range of investment products.

Trent Evans is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. Prior to joining Creative Planning in 2022, he worked at Ernst & Young, LLP from 2019 to 2022. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

Sean Spencer is a financial advisor at Prime Capital Financial with 15 years of industry experience. He has previously worked at PKS Investments, Access Capital LLC, and TRUENORTH, INC./IMA Wealth, Inc. Outside of his advisory roles, Spencer serves as a board member on the Dean’s Advisory Board for the W. Frank Barton School of Business at Wichita State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a range of investment strategies and maintaining affiliated tax advisory and family office practices.

Jeffrey Maher is a financial advisor at Mariner with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Mariner and its related entities since 2014. Maher is also involved with MSEC, LLC as a wealth advisor. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing a discretionary, customized portfolio approach supported by an internal investment team and third-party managers.

Alexander Van Patten is a financial advisor at Prime Capital Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Adams Brown, Koch Minerals & Trading, and Swindoll, Janzen, Hawk & Lloyd. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including 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 accounting subsidiary, and continuity mechanisms for legacy client relationships.

Ryan Lukasek is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Creative Planning, he worked at American Century Investment Services and served in law enforcement with the Wentzville and Shrewsbury Police Departments. 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 and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

James Stanziola is a ChFC®-designated financial advisor with 35 years of industry experience. He is affiliated with Commonwealth Financial Network and has been with the firm since 2012. Outside of his financial advisory work, he is the sole owner of Stanziola Law Practice, LLC, where he performs legal work in estate and business matters. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, third-party asset manager access, and custody services. The firm supports advisers with a range of investment options and back-office services for individual and institutional clients.

Kevin Kephart is a Series 65-registered financial advisor with Creative Planning in Overland Park, KS, where he has worked since 2018. He has 10 years of industry experience, including a prior role at Waddell & Reed from 2016 to 2018. 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 manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, tax-loss harvesting, and selective private market exposure.

James May is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial and First Bank and Trust Investment Services. In addition to his advisory role, he is involved in the sale and service of fixed insurance products through affiliated insurance entities. 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, qualified retirement plan services, and family office offerings, utilizing diverse investment strategies and platforms to manage both discretionary and non-discretionary accounts.

Joshua Schmalz is a financial advisor with Commonwealth Financial Network in Overland Park, KS. He holds a Series 66 designation and has two years of industry experience, including prior roles at Equitable Advisors and Northwestern Mutual. Before entering financial services, he spent seven years working in education at Jefferson County North schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad advisory-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Thomas Beauregard is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Fidelity Investments and Northwestern Mutual. His background includes various roles at Wheaton College and engagement with community organizations such as Salem Public Schools and Salem YMCA. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis, with accounts managed directly or through third-party managers.

Thomas Mancuso is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds a Series 66 designation and has 11 years of industry experience. Mancuso has previously worked at Private Client Services and Cambridge Investment Research. He is also involved in managing Thematic Investments, LLC, an ETF fund, serving as its Chief Compliance Officer, President, and Owner. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm utilizes both discretionary and non-discretionary account management strategies and provides specialized tax and family office services through affiliated entities.