Austin Keller is a financial advisor at Creative Planning with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Creative Planning, he held positions at Hilti North America, Joe's Kansas City Barbeque, and several educational institutions including the University of Kansas and Olathe South High School. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques, supported by a large advisory team and centralized infrastructure.

Matthew Tomlin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at HighTower Advisors LLC and American Century Investment Services, Inc., and has experience in both the investment services industry and academia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth 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, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Lindsey Serrano is a Series 65 licensed financial advisor at Mariner with nine years of industry experience. She has been with Mariner Wealth Advisors since 2016 and previously worked at the Nelson-Atkins Museum of Art for four years. Serrano serves as a board member of the Epilepsy Foundation of Missouri and Kansas, participating in monthly meetings and fundraising activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax services and family office capabilities alongside traditional portfolio management.

Elizabeth Snodgrass is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at Waddell & Reed Inc for 11 years and LPL Financial for one year prior to joining Principal Securities and Principal Life Insurance Company. She serves as a board member on the advisory board for Kansas State University, where she contributes to curriculum discussions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jerry Perfect is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth and Wurzer & Associates since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive back-office, technology, and compliance resources.

Morgan Davidson is a financial advisor at Prime Capital Financial with a Series 65 designation and no industry experience to date. He has been associated with Prime Capital Financial since 2025, with prior periods of unemployment. Outside of advising, he is involved in the sale of fixed life insurance products through PCRM, LLC. 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 solutions, employing various investment strategies and maintaining an affiliated tax advisory subsidiary.

Brenna Saunders is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2007. She holds Series 63 and Series 65 licenses and is based in Overland Park, Kansas. Creative Planning provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and combines a financial planning–led investment approach with a range of supplemental strategies, supported by affiliated legal, trust, and retirement plan service businesses.

Michael Smoots Jr. is a financial advisor with Prime Capital Financial, holding Series 65 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Cambridge Investment Research, and Lawing Financial. He also works as a business consultant focused on project management and financial analysis for small business owners. 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, retirement plan sponsor and trustee services, and family office offerings, using both discretionary and non-discretionary strategies across various investment approaches.

Mark Kipp is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Lawing Financial Associates, Inc., Cambridge Investment Research, Inc., and Private Client Services. He also serves as a city councilman in Bonner Springs, KS. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services, including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings.

Noah Brown is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for three years. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques, and offers a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Before joining Hightower, he worked in various roles including positions at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

David Antalick is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Planning Corporation, Cetera Advisors LLC, and Farmers Insurance District Office. In addition to his advisory work, he is a tax preparer at Prime Accounting Solutions, LLC, and an insurance agent selling life, health, disability, long-term care, and property and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and co-advisor arrangements with third-party managers.

Martha Wiles is a Series 66-licensed financial advisor with 11 years of industry experience. She has been with Mariner since 2018 and previously worked at Vantage Investment Advisors, Montage Securities, Montage Investments, OneLife Kansas City, and Woodside Health & Tennis Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized portfolios alongside distinctive tax, accounting, and financial wellness solutions.

Jason Wetmore is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Waddell and Reed and Transamerica Financial Advisors, Inc. His background includes sales of insurance and non-insurance products for Transamerica-affiliated companies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education services, using proprietary tools from Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.

John Dimarco is a CFP® and Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. His prior roles include positions at The Country Club at Loch Lloyd and Cummins, Coffman, and Schmitlien CPAs PA, as well as academic affiliations with the University of Missouri-Kansas City and the University of Kansas. 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.

Zachary Riggins is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Before joining Creative Planning in 2021, he worked at Broadridge Financial Solutions and Cerner Corporation. He also serves as an assistant boys' basketball coach at Shawnee Mission Northwest High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, 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 suite of supplemental investment options and affiliated non-investment businesses such as a law firm and trust company.

Brian Burwell is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prime Capital Investment Advisors, LLC since 2017. His previous roles include positions at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. Outside of advisory services, he is involved in Prime Capital Risk Management, focusing on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides tax planning services through an affiliated accounting subsidiary.

Adam Hoopes is a CFP®-certified financial advisor with Creative Planning, based in Overland Park, KS, and has 21 years of industry experience. He worked at Stepp & Rothwell, Inc. for 10 years before joining Creative Planning in 2017. 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 with a focus on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Julie Schieffer is a CFP® and Series 65-licensed financial advisor at Creative Planning with six years of industry experience. She has worked at Creative Planning since 2021 and previously spent seven years at Sprint. 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 with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.