Jeffery Kline is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has prior experience at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, Hillsong Kansas City, and Thrivent Financial. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process that includes active due diligence and proprietary multi-strategy funds.

Claire Schulte is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked at Sharkey, Howes and Javer, Inc. from 2018 to 2024 and OppenheimerFunds from 2014 to 2018. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Susan Wickoren is a CFP® and Series 65–licensed advisor at Creative Planning with four years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KCPT - 90.9 The Bridge and FCI Advisors. Outside of her advisory work, she serves as President on the Board of Directors for Day Care Connection in Lenexa, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, tax-loss harvesting, and private market investments, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Connor O'Keefe is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and ownership of Connor O'Keefe Company, LLC. Outside of his advisory work, he has been involved in financial planning and investment management through his own company and related businesses. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active management, supported by an internal Investment Committee and various implementation tools, managing over $122 billion in assets through a broad advisor network.

Joseph Healey is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Bank Midwest for six years before joining Creative Planning in 2021. Creative Planning offers a broad range of investment advisory and financial planning services to 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 a centralized investment infrastructure, managing approximately $217 billion in client assets.

Ian Middendorf is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held positions at various organizations including Paramount Parking, Conagra, and The Federal Reserve Bank of Kansas City. 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, managing approximately $295.6 billion in client assets.

Scott Buffa Jr. is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he spent nine years at Life Strategies Analytics. 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, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques, supported by a large advisory team and centralized investment infrastructure.

Gregory Lott is a financial advisor with Creative Planning, holding a Series 66 designation and 13 years of industry experience. He has been 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Alisa Roth is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Mariner since 2009 and is also associated with Msec, LLC. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, retirement consulting, and integrated tax and accounting services, utilizing both in-house research and third-party managers across a wide range of strategies.

Corey Mc Cready is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held roles at Textron Aviation and has a background that includes positions in education and hospitality. 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 approach with an emphasis on low-cost indexing and supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Troy Kuhn is a CFP® professional with over 21 years of experience in the financial services industry. He has been with Creative Planning since 2017 and previously worked at Harvest Advisors, LLC and Gradient Securities, LLC. 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, supplemented by various specialized approaches and comprehensive retirement plan services.

Brady Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2019, he held positions at Cerner Corporation and Sprint Corporation. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, and offers integrated tax services and family office capabilities alongside traditional portfolio management.

Adam Wilson is a CFP® professional with 23 years of industry experience. He is currently with Prime Capital Financial and has held prior roles at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. Wilson serves on the boards of two nonprofit organizations, the Community Foundation for NE Georgia and the Titan Club, a fundraising group for a local high school. 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, and family office offerings, employing diverse investment strategies and maintaining affiliated tax advisory capabilities.

Tyler Geiman is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has three years of industry experience and has worked at Falcon Wealth Advisors since 2022. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing proprietary research and a diverse set of investment vehicles including mutual funds, ETFs, and alternative investments.

Steven Pugh is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at Edward Jones and American Century Investment Services Inc. 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 emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as tax-loss harvesting and direct indexing.

Tyler Fortney is a financial advisor with Creative Planning, holding a Series 66 designation and 11 years of industry experience. He has worked at Creative Planning since 2018 and previously at Scottrade, Inc. from 2016 to 2018. 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 combined with selective private market exposure.

Brian Cunningham is a financial advisor at Mariner with ten years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc, and Scottrade/TD Ameritrade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by a combination of in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Ryan Klaus is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 credential and has worked previously at Waddell & Reed, Inc., among other roles. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, 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, supported by supplemental approaches and a broad suite of retirement plan services.

Joseph Ida is a financial advisor at Mariner with 10 years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, utilizing discretionary, customized portfolios supported by in-house research and third-party managers.

Jonathan Holland is a financial advisor with Principal Financial Services based in Kansas City, MO, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors LLC. He is also the owner of Pinnacle Planning, an LLC used primarily for recordkeeping. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.