Jakob Benelli is a financial advisor with Cetera Planning Partners in Leawood, KS. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Cetera, he worked with The Retirement Planning Group and American Century Investment Services, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach focuses on diversified allocations using mutual funds and ETFs tailored to client objectives, supported by a formal planning process and ongoing updates.

Alec Barber is a financial advisor at Creative Planning with five years of industry experience. He has held roles at American Century Investment Services, Empower Advisory Group, and Northwestern Mutual. Alec holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Darin Henderson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Private Client Services and Lawing Financial Inc., among others. Outside of his advisory work, he serves as a director for the Blue Valley High School Boys Soccer Booster Club. 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, retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Jennifer Price is a financial advisor at Creative Planning with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Raymond James Financial Services and Quest Capital Management Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Adam Hutsell is a financial advisor with Commonwealth Financial Network in Olathe, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His work history includes positions at COUNTRY FINANCIAL since 2009 and at both Commonwealth Financial Network and Infinitas since 2022. He is also involved in fixed insurance sales, dedicating a small portion of his business time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

George Cater V is a Series 65-licensed financial advisor with one year of industry experience. He is currently associated with Commonwealth Financial Network and has past experience at several firms including Grant Capital and New York Life. Outside of finance, he has worked at Blanc Champagne Bar since 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Robert Abraham II is a financial advisor at Mariner with six years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, and Northwestern Mutual. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax, accounting, and family office services uncommon for enterprises of its size.

Aaron Stockmann is a Series 66-licensed advisor at Prime Capital Financial with three years of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including as a delivery driver for DoorDash and Uber Eats. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm uses a range of investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Steven Babcock is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has less than one year of industry experience and previously served four years in the Marine Corps. His prior work history includes roles at First Command Brokerage Services Inc., Olathe Toyota, and Waterway. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Bradley Blessen is a Series 65-licensed financial advisor at Creative Planning with 10 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he is involved in non-investment-related real estate property ownership and maintenance. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Zimran Lawrence is a CFP® with four years of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning, he worked with Northwestern Mutual in several roles and has been involved with Kansas City Christian School. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach combining low-cost indexing and selective private market exposure, supported by legal, accounting, and trust service affiliates.

Donald Duncan is a CFP® with over 31 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at Edmonds Duncan Registered Investment Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he is involved with a family farm, which is unrelated to his investment activities. 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 employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of affiliated non-investment businesses supporting comprehensive client needs.

Caleb Hoopes is a CFP® and Series 65-registered advisor with Creative Planning, bringing two years of industry experience. Prior to joining Creative Planning, he held positions at Spire Outsourcing, BMG Advisors, Planning Zoo, Walmart, Texas Tech University, and Blue Valley High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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 across more than 1,100 advisors and 151 offices.

Andrew Tyler is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Prior to joining Creative Planning in 2021, he worked at Murphy-Hoffman Company and Country Club Bank, and spent four years at The University of Kansas. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Matthew Kennedy is a CFP® and Series 65-registered advisor at Creative Planning with three years of industry experience. His prior roles include positions at Commerce Bank, Mission Hills Country Club, and Kansas State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and managed account solutions.

Adam Hasty is a CFP® and Series 65 professional with nine years of industry experience. He has been with Mariner since 2015, including eight years at Mariner Wealth Advisors, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and it provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Patrick Sullivan is a Series 65-licensed financial advisor with Mariner, where he has worked since 2018. He has seven years of industry experience and previously co-founded an e-commerce business selling sunglasses and apparel. Mariner serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and employer financial wellness programs.

Kristopher Koenig is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of his advisory work, Koenig serves on the board of the Red Shoe Society, a charitable organization, and is involved with the Children’s Mercy Hospital Planned Giving Council. Prime Capital Financial is an SEC-registered firm that serves individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, qualified retirement plan support, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Stephanie Kuwaye is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Lee Financial Group Hawaii, Inc., Lee Financial Securities, Inc., and Lee Financial Recordkeeping, Inc. She is currently based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, supplemented by services such as tax planning, bookkeeping, and estate planning through a third-party provider.

William Cole is a CFP® with 17 years of industry experience and has been with Creative Planning since 2014. 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 assets and emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.