Tim Hakes is a financial advisor at Prime Capital Financial with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Lawing Financial. Outside of his advisory work, he is a member of Maverick Investors LLC, where he advises on business activities, marketing, and forecasting. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs discretionary and non-discretionary management strategies and supports held-away accounts with tax-efficient rebalancing, also providing affiliated tax advisory and consolidated reporting services.

Madeline Crawford is a financial advisor with Hightower Advisors, holding a Series 66 designation and three years of industry experience. She has worked at Hightower since 2018 and previously held roles at Barkley Evergreen & Partners/Crossroads Communication and Garmin International. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction across various investment vehicles.

Sabrina Saxer is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She previously worked at Ivy Investment Management Company for 23 years and had a brief tenure at Shell Law & Tax. 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 additional portfolio management techniques and comprehensive retirement plan services.

Daniel Mathews is a CFP® and Series 63 credentialed advisor at Creative Planning with 18 years of industry experience. He has been with Creative Planning since 2014. 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 direct indexing, tax-loss harvesting, and other tactical approaches.

Peyton Wiklund is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 credential and one year of industry experience. His prior roles include positions at Chubb and RTS Financial, as well as experience working at the University of Kansas and Kansas City Country Club. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, with ongoing due diligence and portfolio monitoring conducted by in-house and third-party managers.

Brett Manahan is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He has worked at Creative Planning since 2020 and previously held positions at The University of Kansas School of Business, University of Kansas, The Bromley Companies, and Maize USD 266. 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 that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by advanced indexing and tax management techniques.

Peter Zobel is a CFP® with seven years of experience in the financial services industry. He has worked at Creative Planning, Inc. since 2020 and previously spent four years with Moneta Group Investment Advisors LLC. Zobel serves as a board member and finance committee member of the Johnson County Library Foundation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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 for long-term goals, complemented by selective private market exposure and other tailored strategies.

Natalie Kranz is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Commerce Brokerage Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, offering services that include retirement plan advisory, comprehensive financial planning, and specialized wealth management programs.

Kevin Shea is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2017 and previously at Waddell & Reed Financial, Inc. from 2014 to 2017. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Joseph Coletta is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked with Mariner Wealth Advisors since 2017, following two years at Reed Financial Group. He holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.

Christopher Weeks is a Series 66-licensed financial advisor at Creative Planning with 14 years of industry experience. He has been with Creative Planning since 2015. 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 process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Zachary Pruitt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he operates a personal sales business on eBay. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amanda Johnson is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors, Financial Engines Advisors L.L.C., Edelman Financial Services, and Fidelity Brokerage Services. 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 employs customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Coleton Nelson is a financial advisor at Prime Capital Financial with two years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Mano's Wine. Outside of advising, Coleton is involved with Prime Capital Risk Management, focusing on the sale and service of fixed-insurance products. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, and family office solutions, employing both discretionary and non-discretionary investment strategies.

Benjamin Mulligan is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Century Investments and Empower Retirement prior to joining Creative Planning in 2018. 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 specialized approaches such as direct indexing and tax-loss harvesting.

Christy Nichols is a CFP® professional with seven years of industry experience, currently advising clients at Creative Planning since 2019. She previously worked at US Bank from 2012 to 2019. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, along with a range of additional portfolio management services and affiliated legal, accounting, and trust resources.

Lakisha Lewis is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and five years of industry experience. She has worked at Bankers Life Securities, Inc. since 2021 and Bankers Life since 2014. Outside of her advisory role, she coordinates programs at Assured Care, providing support services for individuals with mental disabilities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients' goals and risk tolerances.

Michael Rogers is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2018. Prior to his advisory role, he was employed at Brewer Science Inc. from 2011 to 2017. Outside of financial advising, he owns and operates an e-commerce business called Micro Collective 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 client assets and employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Marco Osorio is a financial advisor with Prime Capital Financial in Overland Park, Kansas, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at GenWealth Financial Advisors LLC, LPL Financial, and Ernst & Young. Osorio has also been involved in a personal business, Osorio Rentals 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 offerings, employing both discretionary and non-discretionary investment strategies.

Colleen Carmitchel is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at North Pointe CPA Group, North Pointe Wealth Advisors, and Cornerstone CPA Group. 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 uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations along with ongoing monitoring.