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 worked with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing strategic asset allocation and a range of investment strategies.

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.

Jessica Culpepper is a financial advisor at Creative Planning with 15 years of industry experience. She has been with Creative Planning since 2009, holding roles across the firm and its affiliated entities. 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 portfolio management techniques and integrated retirement plan services.

John Faulkenberry is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at American Century Investment Services Inc. for one year. 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 centralized investment infrastructure.

Daniel Toy is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of finance, he owns and manages Elements Acupuncture & Chinese Medicine LLC, a health services and products business. 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 centralized investment infrastructure.

Stacia Williams is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. She also serves as a board member of Commissioned To Heal Incorporated, a nonprofit providing resources to the homeless, women, and children, including a food and clothing pantry and mental health counseling. Williams has held roles with S R Williams Holdings LLC dba Prosperity Wealth Management LLC and Williams Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.

Grant Spencer is a financial advisor with Prime Capital Financial in Overland Park, Kansas. He holds Series 63 and Series 66 registrations and has nine years of industry experience. Prior to joining Prime Capital, he worked at Dimensional Fund Advisors and Wells Fargo Securities. He is also involved in mergers and acquisitions within Prime Capital Investment Advisors as a senior associate. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides specialized services such as tax planning through an affiliated accounting subsidiary and consolidated family office reporting.

Katherine Koenig is a Series 65 credentialed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, she held various roles primarily in the hospitality and service sectors while completing her studies at the University of Missouri. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Daniel Lobb is a financial advisor at Creative Planning with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Creative Planning since 2014. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting. The firm also offers a range of affiliated non-investment businesses, including legal, trust, and recordkeeping services, along with private-market investment opportunities.

Jonae Daniels is a Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. Prior to joining Creative Planning, Daniels worked at OneDigital Investment Advisors and held roles with the City of Kansas City Missouri, UMB Bank, Kelly Services, and Academie Lafayette. Creative Planning provides wealth management and financial planning services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Carl Bever is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior work includes roles at Allstate Benefits, Broker Source, and positions at the University of Kansas and Johnson County Community College. Creative Planning provides investment advisory and financial planning services to 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 includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Zachary Oldham is a financial advisor at Principal Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Investment Management, Mass Mutual Investors Services, Vestech Asset Management, and Valic Financial Advisors. Prior to his financial career, he spent over a decade with Planet Sub. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Dolan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Ameritas Investment Company, LLC, and TFB Advisors, LLC. He is also involved with Tax Favored Benefits, Inc., where he provides financial services and client support. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach combining passive and active managers overseen by an internal Investment Committee.

Shannon Cheah is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed, Inc. and Copper Financial Network LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Paul Selzer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include work at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent focusing on fixed insurance products and collaborates with other insurance professionals to find suitable plans for clients. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, with oversight from an internal Investment Committee.