Halle Holmes is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KPMG, Terry M Garrett, and the University of Kansas. 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 employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Zachary Pflughaupt is a financial advisor at Mariner with eight years of industry experience and a Series 66 designation. He has held roles at Waddell & Reed, Inc. and currently is associated with MSEC, LLC as well as Mariner Wealth Advisors. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Scott Baltuska is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he manages a rental property through an LLC he established for personal liability purposes. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Brian Dunmire is a financial advisor with Mariner in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial Engines and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses a combination of in-house research and third-party managers to implement customized, discretionary portfolios across various asset classes and strategies.

Clayton Allison is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel, George K. Baum & Company, and Koch Supply & Trading. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and also offers affiliated tax advisory services and consolidated reporting for private investments.

Rustyn Gallagher is a wealth advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mariner Wealth Advisors and Msec, LLC since 2011. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm uses a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with third-party managers, while also providing integrated tax and accounting services uncommon for a firm of its size.

Benjamin Sight is a CFP® with seven years of industry experience, currently with Prime Capital Financial. His prior roles include positions at The ETF Store, Inc., Securian Financial Services, Minnesota Life Insurance Company, Renaissance Financial, RTS Financial, and AREA Real Estate Advisors. He is also involved in the sale and service of fixed-insurance products through an affiliated entity. 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, qualified retirement plan services, family office offerings, and utilizes a variety of investment strategies and platforms.

Kristi Dolan is a financial advisor at Creative Planning with eight years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies from 2017 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by selective use of private market investments and sub-advisor portfolios.

Samantha Waters is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2016 before joining Hightower Advisors in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a range of affiliated and third-party managers.

Jennifer Guerrero is a financial advisor at Prime Capital Financial with 19 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Waddell & Reed, Inc. Guerrero is based in Overland Park, KS. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and family office solutions.

Patrick Mc Anulty is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, including a prior role as private staff for Jeff Schoenekase and nine years at Charlie Hustle USA LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and active-duty military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Whitney Reagan is a Series 66-licensed financial advisor at Mariner with 13 years of industry experience. She has been with Mariner Wealth Advisors since 2015 and previously worked at Msec, LLC. Reagan serves on the board and finance committee of The Children's Place Charitable Foundation and is chairman of the board for the Bicknell Legacy Foundation, a family foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes and strategies.

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.

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 with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His work history includes roles at Cetera and Integrated Wealth Advisory Services Inc. He is also a co-owner of Growing Days, LLC, a business involved in interior design and home remodeling shows managed by his spouse. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, retirement plan services, and utilizes a discretionary model portfolio approach overseen by an in-house Investment Committee.

Duayne Madl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Independent Financial Group since 2012 and previously spent nine years with Main Street Advisors, LLC. Madl also operates The MADL Company, a marketing entity he owns and directs. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and utilizes a variety of advisory programs and third-party asset managers.

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 at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Advised Assets Group, AE Wealth Management, and Miller Retirement Group. Daniels is based in Overland Park, KS. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services separating point-in-time planning from ongoing management and acts as adviser to the TIAA Donor Advised Fund.