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 with GWN Securities Inc. in Kansas City, MO, holding Series 65 and Series 63 credentials and 36 years of industry experience. She has been with GWN Securities since 2010 and also operates an insurance business offering life, health, disability, dental, supplemental insurances, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and utilizes both affiliated and unaffiliated sub-advisers.

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.

Thomas Willenborg Jr. is a financial advisor with Empower Advisory Group in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he is also active as an Uber driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Heeney is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2014. He currently also works with Infinitas Coordinated Wealth Counsel. Heeney is involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Chaney is a financial advisor with Independent Financial Group, LLC in Kansas City, MO, holding a Series 66 designation and 21 years of industry experience. His prior firms include UBS Financial Services, Woodbury Financial Services, and Edward Jones. He serves as a board member for the nonprofit fundraiser GiveSafeWater and is involved in educating clients about investment fees through the Understand Advisor Fees program. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party models to develop tailored investment strategies, blending passive and active exposures while conducting ongoing portfolio monitoring.

Guilherme Silva Dos Santos is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America N.A. Outside of advising, he works part-time as a delivery driver for Amazon Flex. Creative Planning offers investment advisory and financial planning services to a diverse client base, utilizing a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Jackson Dierenfeldt is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Pension Consultants before joining Mariner. His background also includes three years in full-time education and a role at Gladstone Community Center. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, alongside integrated tax, accounting, and financial wellness solutions.

Caleb Hendrixson is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked for five years at Lewisville Independent School District. 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 investment approach centered on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Clint Livingston is a financial advisor at Commonwealth Financial Network with four years of industry experience and a Series 66 designation. His work history includes multiple roles at Commonwealth Financial Network and Edward Jones. Prior to his advisory career, he spent eleven years at Palen Music Center. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Daniel Schmitz is a CFP® and Series 65-registered advisor with Creative Planning, where he has worked since 2018. He has seven years of industry experience and has also been involved with local parishes in Overland Park, KS. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques, and offers a range of retirement plan fiduciary and recordkeeping services.

Jordan Chapman is a financial advisor with Creative Planning in Overland Park, KS, holding a Series 65 designation and one year of industry experience. Prior to joining Creative Planning in 2025, he worked at PNC Bank for six years. 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 emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supported by a range of portfolio management options and affiliated legal, accounting, and trust services.

Scott Mc Gehee is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2018. His prior experience includes roles at The Trust Company and Reed Financial Services. He serves on the board of the Delta Upsilon Fraternity at Kansas State University and is a member of the advisory board for the Kansas State University Department of Personal Financial Planning. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services uncommon among large advisory enterprises.

Connor Hanrahan is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and previously worked at Lockton and in educational roles at the University of Kansas, University of Central Missouri, Saint Thomas Aquinas High School, and Ascension Catholic School. 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 manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals.

Cale Hill is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Securities, C2FO, CommunityAmerica Financial Solutions, and Charles Schwab. Creative Planning provides wealth management and financial planning services to 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 for long-term goals, supplemented by passive allocations for liquidity and selective private market exposure.

Dustin Meza is an investment advisor representative at AE Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed Inc., Thrivent Investment Management Inc., and Nuance Investments, LLC. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Tyson Bauer is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2012. The firm serves a diverse client base including individuals, corporations, and charitable organizations, offering a broad range of investment programs across discretionary and non-discretionary accounts. Oppenheimer combines investment management with broker-dealer operations and reports a significant portion of its advisory assets as non-discretionary.

Andrew Seitz is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, he worked at Deloitte Consulting, LLP and Active Motif, and spent five years at the University of Kansas. 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 approach that combines low-cost indexing with supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Margaret Glenn is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She worked at KPMG LLP for five years prior to joining Moneta. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Kevin Tietz is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. Prior to joining Creative Planning, he worked at Pursch Kaplan and Sterling and Edmonds Duncan Registered Investment Advisors, and he spent eight years with Young Life. 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 large advisory team and integrated investment infrastructure.