Colin Christo is a financial advisor at Creative Planning with one year of industry experience. He previously worked at Renaissance Financial and has a background that includes roles at the University of Kansas and Mount Michael Benedictine High School. He holds a Series 65 designation. 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Anthony Woodard is a financial advisor at Prime Capital Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Private Client Services, Fiduciary Investment Trusts, LLC, Cambridge Investment Research, and Lawing Financial, Inc. Outside of his advisory work, he is the lead guitarist for the band Toxic A$$et$. 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, utilizing both discretionary and non-discretionary investment strategies.

Michael Harvey is a CFP® and holds a Series 65 license, with 19 years of experience in the financial advisory industry. 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 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 additional portfolio management techniques and a range of retirement plan services.

Jerry Mckinney is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Eagle Strategies since 2012 and has worked concurrently with NYLIFE Securities LLC and New York Life Insurance Company since 1996. Outside of his advisory role, he owns Raiderduck LLC, a venture developing alternative analytics for resume and candidate searches on major job platforms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Johnson is a financial advisor with Principal Financial Services in Kansas City, MO. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. Since 2011, he has worked with Principal Securities Inc and Principal Financial. In addition to his advisory role, Johnson serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Donald Lueke is a CFP® credentialed financial advisor with 29 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has served in various leadership roles at Heritage First, Inc. since 2005 and has been with AE Wealth Management since 2020. His outside activities include teaching educational workshops at the PREPARE Institute and involvement with the Society for Financial Awareness, a nonprofit promoting financial literacy. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion in assets across a large client network.

Ray Evans Jr. is a CFP®-credentialed financial advisor with over 40 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously spent 14 years with Pegasus Capital Management, Inc. and Commonwealth Financial Network. Evans is a managing partner and sole owner of Pegasus Capital Management LLC and is involved in insurance sales, including fixed and indexed annuities, life settlements, and traditional life insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee, and offers various program options and implementation tools through a large advisor network.

Christopher Scavuzzo is a CFP® professional currently with Creative Planning and has been in the industry since 2023. He previously worked at Great Plains Trust Co., Uhy, LLP, Deloitte & Touche, LLP, Benedictine College, and Skyview Academy. 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, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Aubrianna Peck is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Mid American Wealth Advisory Group and Stepp & Rothwell, Inc. Outside of finance, she owns Willow & Wildflowers Boutique, a custom apparel and home decor business. Creative Planning is an enterprise firm managing approximately $217 billion in client assets. It serves a diverse client base with a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and comprehensive retirement plan services.

Jennifer Cavanaugh is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors and Lockton Companies. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Sean Clancy is a financial advisor at Prime Capital Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of his advisory role, he is involved with Prevail Innovative Wealth Strategies, providing risk management solutions. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and employs a range of investment strategies across discretionary and non-discretionary accounts.

Michael Tibbles is a financial advisor with Integrity Alliance, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Gladstone Wealth Partners and Regulus, LLC. Outside of advisory work, he is involved in fixed insurance sales and agency management as president of T&T Senior Specialists, LLC, and serves as an insurance agent with American Senior Benefits. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services utilizing various portfolio approaches and third-party platforms.

Gianni Catenacci is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously held roles at Cerner Corporation, Kelley School of Business, First Merchants Corporation, and Indiana University. Outside of finance, he was involved with Catenacci Construction for two years. 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 a discretionary, customized portfolio approach supported by in-house research and third-party managers, combined with integrated tax and accounting services and unique administrative CFO capabilities.

Elizabeth Horton is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Her professional background includes positions at M3Sixty Administration LLC and academic roles at the University of Missouri - Kansas City and Kansas State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and other tailored investment strategies.

Sylvester Byrd III is a CFP®-certified financial advisor with eight years of industry experience, currently with Creative Planning. He previously worked at American Century Investment Services and has experience in mortgage lending and event management. Outside of advisory roles, he held positions at Harpo's and Signature Events. 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 approach with an emphasis on low-cost indexing and offers a range of supplemental strategies along with affiliated legal, trust, and retirement plan recordkeeping services.

Nicholas Zeitlow is a CFP® and Series 65-registered advisor with Creative Planning, where he has worked since 2021. He has three years of industry experience and a diverse background that includes roles in construction, education, and distribution. Creative Planning provides investment advisory and financial planning services to a broad 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized methods such as direct indexing and tax-loss harvesting.

Pierson Mc Atee is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Prime Capital Financial. His background includes roles at Prime Capital Investment Advisors and positions associated with Kansas State University and HCI Hospitality. He is the managing member of Wildcat NIL LLC, which supports K-State student-athletes in monetizing their Name, Image, and Likeness (NIL) rights by facilitating deals and providing education on current rules. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs diverse investment strategies and offers family office services, tax advisory support, and specialized retirement plan solutions.

Denise Crawford is a financial advisor with Valic Financial Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses and having eight years of industry experience. Her prior work includes positions at Icma Rc and Porsch Financial. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, and operates at scale with a large network of advisors and centralized technology solutions.

Daniel Pontarelli is a CFP® professional with 12 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Stepp & Rothwell, Inc. from 2014 to 2017. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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 various tactical approaches, and offers a range of affiliated non-investment businesses including legal, trust, and recordkeeping services.

Logan Baker is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Creative Planning. Prior to joining Creative Planning, he worked at Country Club Bank and has a background in education, having been employed at Creighton University and Lees Summit West High School. Creative Planning serves a diverse client base 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, supplemented by advanced portfolio techniques and offers integrated legal, trust, and retirement plan services.