Curtis Yohon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network, where he has worked since 2001. He also has experience with The Advocates since 2024. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Chatten Scruggs is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2017. Prior to that, he spent 18 years at VSR Financial Services, Inc., and had shorter tenures at Private Client Services and GreenLeaf Financial Network, LLC. Outside of advising, he is involved in insurance sales through Christian Wealth Services. 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 employs a financial-planning-led approach emphasizing low-cost indexing, buy-and-hold strategies, and offers access to private markets, alongside a range of institutional and retirement plan services.

Jason Baugh is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Stepp & Rothwell and Children's Mercy Hospital. Outside of his advisory role, he owns JEB Capital LLC, a bookkeeping and property management business, and models for RTA/Bark Productions in Kansas City. 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.

Gregory Day is a financial advisor with Kestra Advisory in Shawnee, Kansas, holding a Series 63 designation and over 44 years of industry experience. He has been with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and employs multiple management platforms alongside third-party solutions.

Logan Baldner is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and 15 years of industry experience. He has worked with Mariner since 2021 and previously held positions at Waddell & Reed, Inc. and GWFS Equities, Inc. Baldner is also involved with MSEC, LLC, serving as an advisor transition specialist. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Alana Scott is a CFP® with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2009. Based in Overland Park, KS, she holds the Series 63 designation and has worked at Mariner for 17 years. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with multi-asset strategies and integrates tax and accounting services, including specialized CFO capabilities and financial wellness tools for employer clients.

Mason Mead is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Creative Planning, he worked at American Century Investment Services and held multiple roles at Kansas State and other organizations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Corey Cowan is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He joined Creative Planning in 2021 after seven years at State Street Corporation. 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 direct indexing, tax-loss harvesting, and other portfolio management techniques.

Logan Lea is a CFP® professional at Creative Planning with five years of industry experience. His prior roles include positions at Aspyre Wealth Partners and Mariner Wealth Advisors. Outside of financial advising, he operates a sole proprietorship selling online calendars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Patrick Cassidy is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He began his industry career in 2026. Prior to joining Prime Capital Financial, he was affiliated with the University of Kansas in various capacities from 2020 to 2025. 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 a mix of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

James Popper is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked at H&R Block and has experience with CAPA Global Education Network and Bank of Prairie Village. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Michael Kijowski is a financial advisor with LPL Financial in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 13 years at Peoples Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Hungerford is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and Waddell & Reed. Hungerford maintained a service role with Christ Is The Key for two decades. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kevin Makalous is a financial advisor with Edward Jones in Shawnee, KS, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including 18 years with Edward Jones. Outside of his advisory role, he and his wife formed an LLC to own the building that will house his Edward Jones branch office. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Luke Scott is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with Cetera and has held roles at Renaissance Financial since 2010 as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. Scott also serves as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform that includes both discretionary and non-discretionary program options.

Brett Jergens is a financial advisor with Cetera based in Overland Park, KS, holding CFP® and CFA® designations and having seven years of industry experience. He has held roles at firms including Tortoise Capital Advisors and operates several financial services businesses, serving as Chief Investment Officer for Prosperity Advisors LLC and Prosperity Network of Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Thomas Saunders Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined 18 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cecil Samson is a financial advisor with Primerica Advisors based in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Rudman International for 15 years and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1992. Cecil also serves as COO of a legal entity formed for Primerica business purposes and is involved in sales of non-investment home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-delivery strategies overseen by unaffiliated asset managers and supports trade execution and custody through established third-party providers.

Darren Gray is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked with Securities America Advisors and Securities America Inc for nine years. Gray also operates Freedom Peak Financial, where he creates and manages investment and model portfolios. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors. The firm utilizes a variety of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, and managed account services.

Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.