Jonathan Horsman is a Certified Financial Planner (CFP®) with 13 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. 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 offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Sherri Hazell is a financial advisor at Mariner with 22 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mariner Wealth Advisors since 2006 and Msec, LLC since 2011. Mariner serves a diverse client base including individuals, high-net-worth households, retirement plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting capabilities, which is uncommon among firms of its scale.

Alex Andersen is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he held roles at PwC, Seaboard Corporation, and Grove City College. Creative Planning offers 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical options.

Kevin Jones is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2015. He holds the Series 66 designation and is based in Overland Park, Kansas. 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, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of retirement plan services.

Bruce Kusmin is a financial advisor with Mariner in Overland Park, KS, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Mariner Wealth Advisors since 2006 and is also associated with Msec, LLC since 2011. Kusmin serves as a board member of the Global Orphan Project and the Joshau Center, both nonprofit organizations. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs discretionary, customized portfolios supported by internal research and third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Alec Barber is a financial advisor at Creative Planning with five years of industry experience. He has held roles at American Century Investment Services, Empower Advisory Group, and Northwestern Mutual. Alec holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension 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, buy-and-hold strategies, and selective private market exposure.

Darin Henderson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Private Client Services and Lawing Financial Inc., among others. Outside of his advisory work, he serves as a director for the Blue Valley High School Boys Soccer Booster Club. 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, retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Jennifer Price is a financial advisor at Creative Planning with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Raymond James Financial Services and Quest Capital Management Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension and profit-sharing plans, trusts, foundations, 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, managing approximately $295.6 billion in client assets.

Adam Hutsell is a financial advisor with Commonwealth Financial Network based in Lawrence, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at COUNTRY FINANCIAL since 2009 and at Infinitas and Commonwealth Financial Network since 2022. He is also involved in fixed insurance sales, dedicating a portion of his time to this activity during business hours. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who have discretion to construct client portfolios from diverse securities and insurance products.

Bradley Radtke is affiliated with First Command Advisory Services and holds Series 63 and Series 65 designations. He has been with First Command Brokerage Services Inc. since 2026 and has prior service experience with the Missouri and Indiana Air National Guards. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through centralized teams and employs a distinctive operational model in manager selection and portfolio administration.

Jeff Schoenekase is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Boulevard Wealth Advisors, Fountain City Financial Group, ProActive Financial Partners, and Principal Securities Inc. In addition to his advisory work, he is involved in group health insurance brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Braxton Mills is a financial advisor at Prime Capital Financial with a Series 65 credential and two years of experience in the industry. Prior to joining Prime Capital Financial, he worked at Multiview, Inc. for five years and held positions at several other companies, including Amazon and Austin Industries. 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 sponsor and trustee services, and family office offerings.

George Cater V is a Series 65-licensed financial advisor with one year of industry experience. He is currently associated with Commonwealth Financial Network and has past experience at several firms including Grant Capital and New York Life. Outside of finance, he has worked at Blanc Champagne Bar since 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Robert Abraham II is a financial advisor at Mariner with six years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., TD Ameritrade, and Northwestern Mutual. 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 portfolios supported by an internal management team and third-party managers, with additional services such as tax compliance, CFO capabilities, and a Financial Wellness Platform for employers.

Aaron Stockmann is a Series 66-licensed advisor at Prime Capital Financial with three years of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including as a delivery driver for DoorDash and Uber Eats. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm uses a range of investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Bradley Blessen is a Series 65-licensed financial advisor at Creative Planning with 10 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he is involved in non-investment-related real estate property ownership and maintenance. 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.

Donald Duncan is a CFP® with over 31 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at Edmonds Duncan Registered Investment Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he is involved with a family farm, which is unrelated to his investment activities. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of affiliated non-investment businesses supporting comprehensive client needs.

Caleb Hoopes is a CFP® and Series 65-registered advisor with Creative Planning, bringing two years of industry experience. Prior to joining Creative Planning, he held positions at Spire Outsourcing, BMG Advisors, Planning Zoo, Walmart, Texas Tech University, and Blue Valley High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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 across more than 1,100 advisors and 151 offices.

Andrew Tyler is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Prior to joining Creative Planning in 2021, he worked at Murphy-Hoffman Company and Country Club Bank, and spent four years at The University of Kansas. Creative Planning provides investment advisory and financial planning services to 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 additional portfolio management techniques and a range of retirement plan services.

Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused on long-term portfolio returns and client savings rates.