Michael Stolberg is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Lawing Financial. Outside of his advisory role, Stolberg is a band member in a local musical group. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsorship. The firm employs a range of investment strategies and offers family office services, supported by an affiliated accounting subsidiary that provides tax planning and financial administration.

Brad Holdhusen is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His career includes roles at Cambridge Investment Research, Lawing Financial Inc., and Prime Capital Investment Advisors. Outside of his advisory work, he serves as CEO and co-director of The Father's Club, Inc., a community organization supporting the Blue Valley School District. 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, retirement plan services, and family office offerings. The firm employs a mix of investment strategies and provides consolidated reporting, tax advisory services, and continuity mechanisms for client relationships.

Gunnar Covinsky is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at 49 Wealth Management LLC, Capital Investment Management, and Northwestern Mutual. Gunnar is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Jacob Traen is a financial advisor at Cetera Planning Partners with a Series 65 credential and one year of industry experience. His prior work includes roles with the Iowa State Athletic Department, Sporting Kansas City, and Venkeer Memorial Golf Course. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides 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 funds and ETFs tailored to clients' objectives and risk tolerance.

Alexander Allen is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2018, including his current role since 2019. Prior to his advisory career, he was a full-time student and briefly worked at Pittsburg State University. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical investment options.

William Hess is a CFP® and Series 65-registered advisor with Creative Planning, LLC, bringing two years of industry experience. His prior work includes roles at MarksNelson, Deloitte, and RSM, as well as experience at Benedictine College and involvement with Midwest Sports Productions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional services and operating affiliated legal and accounting entities.

Edward Simmons is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with VOYA Financial Advisors since 2014 and leads Simmons Wealth Management, a firm offering fixed insurance, securities, and investment products. Simmons also operates as an independent insurance agent. VOYA Financial Advisors serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures such as Unified Managed Accounts and third-party money manager programs. The firm emphasizes recommendation-based advice and maintains both SEC-registered investment adviser and broker-dealer registrations.

Derek Mitchell is a financial advisor at Prime Capital Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Private Client Services, Lawing Financial Inc, and Cambridge Investment Research. Outside of his advisory role, he is a certified scuba instructor at a dive shop in Independence, Missouri. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of asset management and financial planning services. The firm employs a variety of investment strategies and offers family office services along with tax planning through an affiliated accounting subsidiary.

Ethan Burnett is a financial advisor with Creative Planning in Overland Park, KS. He holds a Series 65 designation and joined the firm in 2026. Prior to his current role, he gained experience at Forvis Mazars and held various positions while completing his education. Creative Planning offers 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 emphasizing low-cost indexing and buy-and-hold strategies supported by supplemental investments and sub-advisory arrangements.

Milo Mc Farland is a CFP® licensed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he held various roles including positions at Purdue University, Spirit Aerosystems, and Flint Hills National Golf Club. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting.

Jessica Stegman is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with one year of industry experience. Her prior experience includes positions at Academy Bank, Country Club Bank, and North American Savings Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed portfolios, and selective private market investments.

Avery Burwell is a Series 65 licensed financial advisor with Prime Capital Financial in Overland Park, KS. Burwell has been with Prime Capital Financial since 2024. Prior work experience includes positions in the food service industry and roles at the University of Kansas and University of Arkansas. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing a variety of investment strategies and platforms.

Theresa Hultz is a financial advisor at Mariner Wealth Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner since 2006 and Msec, LLC since 2011. She is involved with Barton Capital LLC, providing financial support for her daughter's floral business. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining internal research with third-party managers across various asset classes.

David Hutchins is a Series 65-licensed advisor with five years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to joining Mariner, he held roles at Avantax Advisory Services and BOK Financial Corporation. He was also involved with Hutchco, LLC, a business he operated from 2017 to 2023. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Peter Mallouk is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 1998, with a one-year tenure at Nextedge, LLC. Outside of advisory work, he is an attorney and majority owner of a law firm providing estate and legal services, and holds minority ownership interests in professional baseball and soccer clubs. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio options and integrated retirement plan services.

Dustin Landau is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, he was employed at Sprint Corporation from 2015 to 2018. 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 employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Trace Weatherford is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and previously worked at The Retirement Planning Group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach aligned with client objectives and risk tolerance.

Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Murawski is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2014. Prior to that, she worked at Msec, LLC from 2014 to 2019. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations through 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, offering a range of strategies across equities, fixed income, alternatives, and digital assets.

Grant Minick is a CFP® and Series 65-registered advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience, all spent with Creative Planning since 2016. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by institutional and retirement plan services, private market investments, and multiple affiliated legal and accounting resources.