Sydney Bohlinger is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Creative Planning and has previously held roles at Investment Center Advisor Group, Live Action, Bank of Colorado, and the University of Wyoming Athletic Department. 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 emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christopher Hoppenthaler is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been advising at Asset Group LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Ann Erskine is a financial advisor at Mariner with 20 years of industry experience. She holds a Series 66 designation and has worked at Waddell & Reed, Inc. and Ivy Funds Distributor, Inc. for 16 years. Outside of advisory work, she serves as Vice President of Compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Marie Mc Graw is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at The Colt Group and RPS Financial. Outside of her advisory role, she assists with HR and bookkeeping tasks at a family-owned fire and flood restoration business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Angelyn Rosson is a financial advisor at Mariner with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Mariner entities since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and financial wellness solutions uncommon in large advisory enterprises.

Karla Haston is a financial advisor at Mariner Wealth Advisors with 25 years of industry experience and holds a Series 66 designation. Her career includes roles at Waddell & Reed, Ivy Distributors, and Theta Lake, as well as managing her own business. Outside of finance, she operates a small sales business specializing in baby gifts. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by an internal committee and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Robert Woodard is a financial advisor with Mariner, holding the CFP®, CFA®, and ChFC® designations and over 10 years of industry experience. He has been with Mariner in various roles since 2015, including Mariner Institutional Consulting and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines discretionary, customized portfolios overseen by an Investment Committee with a broad range of strategies, supported by a notable integration of tax and accounting services uncommon among large advisory firms.

Jason Maddox is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, bringing one year of industry experience. His prior roles include positions at Girard Capital Management and TD Ameritrade, as well as experience outside the financial sector at Domino's. Creative Planning serves a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and comprehensive retirement plan services.

Casey Jensen is a Certified Financial Planner® with 12 years of industry experience. He has worked at Creative Planning since 2019 and previously held multiple roles at Northwestern Mutual from 2012 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments.

Kaden Wren is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in construction and custom cabinetry. Outside of advising, Wren owns Heartland Holiday Lights, a seasonal lighting business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and third-party manager selection. The firm uses diversified investment strategies and offers family office services, supported by an affiliated accounting subsidiary and a variety of retirement plan solutions.

John Donnes is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Broken Sound Country Club, Cocktail Hour Entertainment, and Lynn University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and also provides tax planning and billing services through its affiliated accounting subsidiary.

Keith Carpenter is a financial advisor with Commonwealth Financial Network in Lawrence, KS, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Commonwealth since 2006 and also serves as president and owner of Summit Wealth Management, Inc. Outside of his advisory work, he is a partner and co-owner of Infinitas, LLC, and co-owner of WCBD, LLC, all entities related to securities and advisory business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, technology, compliance, and practice-management support.

Benjamin West is a CFP® with 16 years of industry experience, currently serving as an advisor at Prime Capital Financial since 2019. Prior to this, he worked at Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC. He is also the owner and chief executive member of PCIA Houston LLC, where he manages administrative responsibilities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services along with affiliated tax advisory capabilities.

Bobby Oppenheim is a financial advisor at Creative Planning with a Series 65 credential and one year of experience at the firm. His prior work includes a year at Legacy Financial Strategies and four years at the University of Kansas. Outside of finance, he has spent six years affiliated with Shadow Glen Golf Club. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Vincent Defeo is a financial advisor at Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Richard Harper is a Series 65 credentialed advisor at Creative Planning with 12 years of industry experience. He has been with Creative Planning since 2012. 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, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and tax-efficient techniques.

Joseph Cummings is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to this, he worked at TIAA and Tiaa from 2012 to 2018. He is a member of the Executive Committee for the Children’s Mercy Planned Giving Council 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

James Marx is a financial advisor with Prime Capital Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, and Alera Investment Advisors, Inc. Marx is also involved with CHHSZ Holdings, LLC, a holding company for an investment advisory firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services spanning asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm manages accounts on discretionary and non-discretionary bases using diverse strategies and offers a family office practice, with additional tax advisory services through its affiliated accounting subsidiary.

Jacob Tangpricha is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has been with AE Wealth Management since 2024 and has experience working with USA Wrestling since 2023. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, implementing investment decisions primarily through discretionary model portfolios and offering a broad range of services supported by a large advisor platform.

Sean Smith is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. Based in Overland Park, KS, he holds the Series 65 license and has been with the firm for over a decade. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.