Jason Maddox is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, bringing one year of industry experience. His prior roles include positions at Girard Capital Management and TD Ameritrade, as well as experience outside the financial sector at Domino's. Creative Planning serves a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and comprehensive retirement plan services.

Dustin Barker is a financial advisor with OSAIC Institutions, INC. based in Basehor, KS, holding a Series 66 designation and 19 years of industry experience. He has worked at Infinex Investments, Inc. since 2019 and has been involved with First State Bank & Trust since 2016, where he also engages in business development, product development, investment research, and operational oversight in a trust department role. Prior to Infinex, he was with Cetera and Cetera Investment Services LLC from 2016 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which supports a variety of investment and lending solutions.

Casey Jensen is a Certified Financial Planner® with 12 years of industry experience. He has worked at Creative Planning since 2019 and previously held multiple roles at Northwestern Mutual from 2012 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments.

Kaden Wren is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in construction and custom cabinetry. Outside of advising, Wren owns Heartland Holiday Lights, a seasonal lighting business. 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, and third-party manager selection. The firm uses diversified investment strategies and offers family office services, supported by an affiliated accounting subsidiary and a variety of retirement plan solutions.

John Donnes is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Broken Sound Country Club, Cocktail Hour Entertainment, and Lynn University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and also provides tax planning and billing services through its affiliated accounting subsidiary.

Keith Carpenter is a financial advisor with Commonwealth Financial Network in Lawrence, KS, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Commonwealth since 2006 and also serves as president and owner of Summit Wealth Management, Inc. Outside of his advisory work, he is a partner and co-owner of Infinitas, LLC, and co-owner of WCBD, LLC, all entities related to securities and advisory business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, technology, compliance, and practice-management support.

Benjamin West is a CFP® with 16 years of industry experience, currently serving as an advisor at Prime Capital Financial since 2019. Prior to this, he worked at Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC. He is also the owner and chief executive member of PCIA Houston LLC, where he manages administrative responsibilities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services along with affiliated tax advisory capabilities.

Bobby Oppenheim is a financial advisor at Creative Planning with a Series 65 credential and one year of experience at the firm. His prior work includes a year at Legacy Financial Strategies and four years at the University of Kansas. Outside of finance, he has spent six years affiliated with Shadow Glen Golf Club. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Vincent Defeo is a financial advisor at Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials with 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, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Richard Harper is a Series 65 credentialed advisor at Creative Planning with 12 years of industry experience. He has been with Creative Planning since 2012. 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, 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 tax-efficient techniques.

Joseph Cummings is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to this, he worked at TIAA and Tiaa from 2012 to 2018. He is a member of the Executive Committee for the Children’s Mercy Planned Giving Council in 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

James Marx is a financial advisor with Prime Capital Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, and Alera Investment Advisors, Inc. Marx is also involved with CHHSZ Holdings, LLC, a holding company for an investment advisory firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services spanning asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm manages accounts on discretionary and non-discretionary bases using diverse strategies and offers a family office practice, with additional tax advisory services through its affiliated accounting subsidiary.

Jacob Tangpricha is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has been with AE Wealth Management since 2024 and has experience working with USA Wrestling since 2023. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, implementing investment decisions primarily through discretionary model portfolios and offering a broad range of services supported by a large advisor platform.

Sean Smith is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. Based in Overland Park, KS, he holds the Series 65 license and has been with the firm for over a decade. 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 employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jaime Rogers is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliates in 2026, Rogers was with Commonwealth Financial Network and Pegasus Capital Management for ten years. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Spencer Phillips is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Investors Services, American Century Investment Services, and The Penn Mutual Life Insurance Company. Phillips is also involved in life insurance brokerage through his roles at 1847Financial and Total Financial Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms, financial planning, and consulting. The firm is noted for its dual registration as an SEC-registered investment adviser and broker-dealer and its affiliation with 1847 Financial/Penn Mutual.

Robert Myers Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he spent 21 years at American Century Investment Services, Inc. from 1996 to 2017. 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 broad range of supplemental portfolio management techniques and affiliated non-investment businesses such as an affiliated law firm and trust company.

Nicholas Burchstead is a Series 65-credentialed financial advisor with nine years of industry experience. He has worked at Creative Planning since 2018 and previously spent two years at Waddell & Reed. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside selective private market exposure and tax-efficient strategies.

Taylor Hindes is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held positions at CGN Advisors, Linscomb Wealth, and UMB Bank, among others. He has also worked in various roles outside finance, including at Tallgrass Tap House and Kansas State University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and fundamental equity sleeves, supported by a large advisory team and centralized investment infrastructure.

Alfred Simmons is a financial advisor at Moneta Group Investment Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.