Todd Ericson is a CFP® and ChFC® with 13 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022, following a seven-year tenure at Stepp & Rothwell, Inc. Ericson serves as a board member of the Financial Planning Association of Greater Kansas City. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Ryan Dryer is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds a Series 65 license 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 client assets and offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Matthew Miller is a financial advisor with Creative Planning holding a Series 65 credential and has been in the industry since 2023. His prior experience includes roles at Commerce Trust, Kansas State University Foundation, and Academy Sports + Outdoors. He also has a background in education and recreation in the Blue Valley School District and Blue Valley Recreation. 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 incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure while maintaining fiduciary responsibilities for retirement accounts.

Kevin Conard is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with The Retirement Planning Group, Inc. since 2004 and was previously with Blooom, Inc. from 2013 to 2018. Outside of his advisory role, Conard is a partner in a real estate investment business, GRISWOLD LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and uses a diversified investment approach tailored to client objectives and risk tolerance.

Joshua Hill is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Assurity Life Insurance Co., Keating Financial Advisory Services, Inc., and Raymond James Financial Services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of internally managed and third-party strategies with a long-term investment approach.

Bill Day is a financial advisor at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Cetera and Integrated Wealth Advisory Services. Outside of his advisory role, he is co-owner of Growing Days, LLC, a business associated with his spouse's interior design and home remodeling activities. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a dedicated Investment Committee and various third-party partnerships.

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 with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes positions at Advised Assets Group, GWFS Equities, AE Wealth Management, and Miller Retirement Group. Daniels has been with TIAA-CREF since 2022. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with an emphasis on fiduciary standards and customized investment solutions.

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.

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 CFP® and Series 66-registered advisor with nine years of industry experience. He has worked at Creative Planning since 2023, and previously held roles at Pegasus Capital Management, HighTower Securities, and Williams Education Fund. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, 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.

Megan Carr is a Series 65-licensed advisor at Creative Planning with one year of industry experience. Her prior roles include positions at American Century Investments, American Eagle Outfitters, and Jones Advisory Group. She has also been involved with the Topeka Country Club and Hazel Hill Chocolate. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and a variety of tailored portfolio management options.

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 at GWN Securities Inc. in Kansas City, MO, with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at GWN Securities since 2010, following a decade at Lincoln Investment. Outside of her advisory role, she owns the Suarez Group, LLC, which operates as an insurance business offering various life, health, disability, and supplemental insurance products, along with fixed and indexed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, asset allocation strategies, and incorporates market-timing and momentum-based approaches in some legacy programs.

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.