Earnest Harris Jr. is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Institutional Investments Inc., J.P. Morgan Retirement Plan Services LLC, and Gwfs Equities, Inc. Outside of advisory work, he owns and operates a car rental business on the Turo platform. 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, supported by a large advisory team and centralized investment infrastructure.

Daniel Shay is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2026. Prior to that, he spent nine years at Stepp & Rothwell, Inc. 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 uses a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.

Natalie Kurland is a financial advisor at Creative Planning with a Series 65 credential. She has one year of industry experience, including prior roles at Voya Financial, Charles Schwab, and Palmer Square Capital Management. Outside of finance, she has experience working in the food service industry and has been involved with educational organizations. 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Bezanson is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Creative Planning, LLC and CRB Group before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

Ryan Gress is a CFP® and holds a Series 66 license with seven years of industry experience. He currently serves as a financial advisor at Creative Planning, LLC, having joined in 2022. Prior to this, he worked at Copper Financial Network LLC and held various roles in the financial services sector. Outside of his advisory work, he is a part owner of CERULEAN KC, LLC, a mobile event space in Kansas City. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Joseph Reynoldson is a CFP® designated financial advisor with seven years of industry experience. He has been with Mariner since 2019 and previously worked at DST Systems and Masters Contracting. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party allocations, and it provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Richard Laing is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of advisory work, he is a minority owner of a trucking company and involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm providing asset management, financial planning, and retirement plan services to individuals, trusts, corporations, and high-net-worth clients. The firm employs a range of investment strategies and offers family office services along with tax and financial administration through its affiliated entities.

Margaret Haake is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. She previously worked at RBC Capital Markets and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Phillip Newton is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at GWFS Equities, Inc. and American Century Investment Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Preston Henry is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Prime Capital Financial and has held positions at firms including Sugarloaf Wealth Management, Triad Advisors, and TIAA-CREF. He also serves as Director of Financial Planning and Investments at Prime Capital Financial. Prime Capital Financial is an SEC-registered firm that provides a range of services to individuals, trusts, corporations, and retirement plans, including asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary investment management strategies and operates an affiliated tax advisory subsidiary.

Samuel Romersberger is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently an advisor at Creative Planning, LLC, where he has worked since 2022. Prior to this, he was with Fidelity Security Life Insurance and Vantage Investment Partners. Outside of his advisory role, Romersberger serves as treasurer for a family farming business in Goodfield, Illinois. 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, supported by a large advisory team and centralized investment infrastructure.

Jonathan Barton is a financial advisor with Creative Planning, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Empire Enterprise, The Swap Club, and educational institutions such as the University of Central Missouri and Olathe West High School. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Jessica Stephan Lebar is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Lockton Companies and affiliated firms from 1999 to 2021 before joining Creative Planning in 2021. Outside of advising, she is the owner of an Airbnb property in Frisco, Colorado. 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 includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Timothy Accurso is a financial advisor with Prime Capital Financial who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of advising, he serves on the board of directors for New Mexico Water Resources, a company involved in water infrastructure. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and provides tax planning through an affiliated accounting subsidiary.

Hudson Gray is a financial advisor at Prime Capital Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at Victor E Apparel & Gift Co and Memorial Union. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing various investment strategies and maintaining an affiliated accounting subsidiary.

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® and Series 63 registered advisor with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Sharkey, Howes and Javer, Inc. and OppenheimerFunds. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, utilizing a long-term investment approach that blends active and passive strategies within an enhanced open architecture framework.

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.