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Mark K

Series 66, Series 63

Overland Park, KS

Prime Capital Financial

Mark Kipp is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lawing Financial Associates, Cambridge Investment Research, and Private Client Services. He serves as a city councilman in Bonner Springs, Kansas. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs both discretionary and non-discretionary investment approaches using diversified strategies and provides consolidated reporting and financial administration across multiple asset types.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Noah B

Series 66

Overland Park, KS

Creative Planning

Noah Brown is a financial advisor at Creative Planning with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, UPS, Cable Dahmer, and Chipotle. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Michael K

Series 66

Mission Woods, KS

Hightower Advisors

Michael Keegan is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles, and serves clients including pension plans, charitable organizations, corporations, and financial institutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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David A

Series 63, Series 66

Overland Park, KS

SPC

David Antalick is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Planning Corporation, Cetera Advisors LLC, and Farmers Insurance District Office. In addition to his advisory work, he is a tax preparer at Prime Accounting Solutions, LLC, and an insurance agent selling life, health, disability, long-term care, and property and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and co-advisor arrangements with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Martha W

Series 66

Overland Park, KS

Mariner

Martha Wiles is a financial advisor at Mariner with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Vantage Investment Advisors, Montage Securities, OneLife Kansas City, and Woodside Health & Tennis Club. 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 and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax, accounting, and operational CFO capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexander S

Series 65, Series 63

Shawnee, KS

Empower Advisory Group

Alexander Steininger is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 65 and Series 63 designations and has worked with Empower Retirement since 2016. Steininger joined Empower Advisory Group in 2026. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jason W

Series 63, Series 66

Leawood, KS

Transamerica Retirement Advisors, LLC

Jason Wetmore is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Waddell and Reed and Transamerica Financial Advisors, Inc. His background includes sales of insurance and non-insurance products for Transamerica-affiliated companies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education services, using proprietary tools from Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.

General retirement planning Retirement income strategy Income planning
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John D

CFP®, Series 65

Overland Park, KS

Creative Planning

John Dimarco is a CFP® and Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. His prior roles include positions at The Country Club at Loch Lloyd and Cummins, Coffman, and Schmitlien CPAs PA, as well as academic affiliations with the University of Missouri-Kansas City and the University of Kansas. 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.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Zachary R

Series 65

Overland Park, KS

Creative Planning

Zachary Riggins is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Before joining Creative Planning in 2021, he worked at Broadridge Financial Solutions and Cerner Corporation. He also serves as an assistant boys' basketball coach at Shawnee Mission Northwest High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, 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, supported by a broad suite of supplemental investment options and affiliated non-investment businesses such as a law firm and trust company.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Brian B

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Brian Burwell is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prime Capital Investment Advisors, LLC since 2017. His previous roles include positions at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. Outside of advisory services, he is involved in Prime Capital Risk Management, focusing on fixed-insurance products. 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, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides tax planning services through an affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam H

CFP®, Series 63, Series 66

Overland Park, KS

Creative Planning

Adam Hoopes is a CFP® with over 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked at Stepp & Rothwell, Inc. for 10 years and held positions at Merrill during two separate periods. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Mark M

Series 65

Olathe, KS

Integrity Alliance, LLC

Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Julie S

CFP®, Series 65

Overland Park, KS

Creative Planning

Julie Schieffer is a CFP® and Series 65-licensed financial advisor at Creative Planning with six years of industry experience. She has worked at Creative Planning since 2021 and previously spent seven years at Sprint. 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 with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Grant C

CFP®, Series 63, Series 65

Overland Park, KS

Creative Planning

Grant Cetola is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. His work history includes roles at Mutual Securities, Intellicents, Orion Advisor Technology, and AXA Advisors, among others. He is based in Overland Park, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, 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 through more than 1,100 advisors nationwide.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Cordell H

Series 65

Overland Park, KS

Mariner

Cordell Hollensteiner is a Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Al Gustin Golf Course and six years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm implements customized portfolios supported by an internal investment team and provides integrated tax, accounting, and financial wellness services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Connor Y

Series 66

Overland Park, KS

Commonwealth Financial Network

Connor Yohon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth, he worked at The Advocates and Oracle Corporation. 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 managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Mackenzie B

Series 65

Overland Park, KS

Creative Planning

Mackenzie Buysse is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. She has been with Creative Planning since 2020 and previously worked at Kansas State University for five years. 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 employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Janae L

CFP®

Overland Park, KS

Creative Planning

Janae Linenberger is a CFP® with ten years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. She is based in Overland Park, KS. 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 featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Robert O

Series 63, Series 66

Overland Park, KS

Creative Planning

Robert Oldaker is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantor Fitzgerald & Co., Macquarie Investment Management, Delaware Distributors, Ivy Distributors, and Waddell & Reed. 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 focused on low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Timothy G

CFP®, Series 63, Series 65

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Timothy Gaigals is a CFP® with 23 years of experience in financial advisory and insurance services. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at TFB Advisors, LLC and Ameritas. Outside of his advisory work, he operates an independent insurance agency focused on fixed insurance products. 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 emphasizes diversified, risk-class based investment strategies that combine passive and active management and employs a comprehensive range of portfolio management and implementation tools.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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