Cole Tripp is a Series 65-licensed financial advisor with nine years of industry experience, currently working at Creative Planning since 2018. Prior to that, he was with Waddell & Reed for two years. Outside of his advisory role, he works part-time as a driver for Uber and Lyft in Kansas City, Missouri. 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 integrates low-cost indexing and buy-and-hold strategies with selective private market exposure.

James Dunn is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, he worked at Edelman Financial Engines for eight years and has experience in higher education at the University of Missouri Kansas City. 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 combines in-house research with third-party managers to implement discretionary, customized portfolios and provides integrated tax, accounting, and family office services.

Shane Martin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at RSG Investments LLC, Central Bank, Movement Mortgage, and Arvest Bank. Outside of his advisory work, he manages multiple investment property LLCs in partnership with others. Creative Planning provides comprehensive 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Ryan Schweiger is a financial advisor at Empower Advisory Group with 11 years of experience in the industry. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. since 2015 prior to joining Empower Advisory Group in 2025. 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 account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Jeremy Kohn is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Eric Philips is a CFP® certified financial advisor with 10 years of industry experience. He is currently with Prime Capital Financial and has previously worked at firms including J.P. Morgan Securities LLC and Sugarloaf Wealth Management. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, utilizing a variety of investment strategies and platforms to meet client needs.

Jason Heffner is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Union Financial and Stephens / Heffner Financial Partners. He serves as a board member of the Baldwin Education Foundation, an organization supporting innovative public education initiatives. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Isaac Swick is a financial advisor at Creative Planning with a Series 65 designation and experience dating back to 2016. Prior to joining Creative Planning in 2023, he worked at BerganKDV LLC, HSMC Orizon LLC, and operated Swick Consulting. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Matthew Swatek is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Prime Capital Investment Advisors, LLC in 2020, he worked at The Retirement Planning Group from 2015 to 2020. Outside of advisory work, he is also licensed as an insurance agent, providing insurance products to clients. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, tax-efficient rebalancing for held-away accounts, and maintains an affiliated tax advisory subsidiary.

Andrew Prignitz is a CFP® professional with 17 years of industry experience. He has worked at Creative Planning since 2016. 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 and buy-and-hold strategies and manages approximately $295.6 billion in client assets.

Jack Souder is a financial advisor at Prime Capital Financial with a Series 65 credential and experience beginning in 2023. His prior work includes roles at the University of Colorado Springs and T-Mobile. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a wide range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, using both discretionary and non-discretionary investment approaches.

Austin Keller is a financial advisor at Creative Planning with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Creative Planning, he held positions at Hilti North America, Joe's Kansas City Barbeque, and several educational institutions including the University of Kansas and Olathe South High School. 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 approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques, supported by a large advisory team and centralized infrastructure.

Matthew Tomlin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at HighTower Advisors LLC and American Century Investment Services, Inc., and has experience in both the investment services industry and academia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth 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, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Lindsey Serrano is a Series 65-licensed financial advisor at Mariner with nine years of industry experience. She has been with Mariner Wealth Advisors since 2016. Serrano serves as a board member for the Epilepsy Foundation of Missouri and Kansas, where she participates in monthly meetings and assists with fundraisers and committees. Mariner serves a diverse client base including individuals, pensions, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm combines bespoke portfolio management with in-house research and third-party strategies, and provides integrated tax and accounting services alongside administrative family office and employer financial wellness solutions.

Elizabeth Snodgrass is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at Waddell & Reed Inc for 11 years and LPL Financial for one year prior to joining Principal Securities and Principal Life Insurance Company. She serves as a board member on the advisory board for Kansas State University, where she contributes to curriculum discussions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jerry Perfect is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth and Wurzer & Associates since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive back-office, technology, and compliance resources.

Morgan Davidson is a financial advisor at Prime Capital Financial with a Series 65 designation and no industry experience to date. He has been associated with Prime Capital Financial since 2025, with prior periods of unemployment. Outside of advising, he is involved in the sale of fixed life insurance products through PCRM, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing various investment strategies and maintaining an affiliated tax advisory subsidiary.

Brenna Saunders is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2007. She holds Series 63 and Series 65 licenses and is based in Overland Park, Kansas. Creative Planning provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and combines a financial planning–led investment approach with a range of supplemental strategies, supported by affiliated legal, trust, and retirement plan service businesses.

Michael Smoots Jr. is a financial advisor with Prime Capital Financial, holding Series 65 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Cambridge Investment Research, and Lawing Financial. He also works as a business consultant focused on project management and financial analysis for small business owners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, using both discretionary and non-discretionary strategies across various investment approaches.

Mark Kipp is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Lawing Financial Associates, Inc., Cambridge Investment Research, Inc., and Private Client Services. He also serves as a city councilman in Bonner Springs, KS. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—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 offerings.