Caroline Flannagan is a financial advisor with Creative Planning, holding a Series 65 credential and beginning her advisory career in 2025. Her prior experience includes roles at Arvest Bank, UMB Bank, and various positions outside the financial industry, including work with Sky Ranch Camps and John Brown University. Creative Planning provides investment advisory and financial planning services to a broad 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.

Katie Stamp is a financial advisor at Creative Planning with a Series 65 credential and has been in the industry since 2025. Prior to joining Creative Planning, she worked at KPMG for six years and held positions at the University of Kansas. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including 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 other portfolio management techniques and private market investments.

Timothy Walla is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Ameritas in various roles since 1999 and is the owner of Walla Street Wealth Management, Inc. In addition to his financial advisory work, he owns and manages R.W. Engineering, Inc., a business focused on industrial equipment sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms to deliver customized portfolio solutions while maintaining a corporate structure that includes affiliated broker-dealer and insurance entities.

Andrew Metzler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at TFB Advisors, LLC, Ameritas Advisory Services, Ameritas Investment Company, and Ameritas Life Insurance Corp. Outside of his advisory work, Metzler is involved with Brier Payne Meade Insurance and Tax Favored Benefits, Inc., where he engages in insurance sales, client support, and financial planning. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based strategies that blend passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Adam Finke is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Mariner. His career includes multiple roles within Mariner Wealth Advisors since 2017 and a brief tenure at Waddell & Reed. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for a firm of its size.

Michael Di Santo is a financial advisor with Empower Advisory Group in Olathe, KS, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes positions at Empower Financial Services, SmartAsset, Angi, and DST Enterprise Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Jenna Gilbo is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her prior work includes roles at Hudl, Sunlighten, and the University of Nebraska-Lincoln. She also spent four years with the Heartland Soccer Association. Creative Planning offers 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Jason Pugh is a CFP® and Series 65-registered advisor with Creative Planning, LLC, bringing one year of industry experience. Prior to joining Creative Planning, he worked in roles at Ryan Transportation, Ss&C, Pickleman's Gourmet Cafe, and the University of Kansas. 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, foundations, and corporations. The firm employs a financial-planning-led approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Melodie Hughes is a financial advisor at Mariner with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Equitable Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement consulting. The firm offers discretionary, customized portfolios supported by an internal management team and combines in-house research with third-party manager allocations, along with integrated tax and accounting services uncommon for a firm of its size.

Madison Johnson is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 license and has previously worked at Jorns and Associates LLC, Konza, and Bourbon and Baker. 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, supplemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Robert Davies is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Outside of his advisory work, he serves as an assistant high school soccer coach for Raymore Peculiar School District and is a member of the Avila University Alumni Board, where he is involved in student mentorship and event planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions. The firm operates at scale with close integration to affiliated Empower entities, serving a large participant base through plan sponsor-chosen investment lineups.

Abigail Cetola is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Creative Planning, where she has worked since 2022. Prior to that, she held roles at American Century Investments and Netsmart Technologies and has experience in educational settings including Kansas State University and Saint Thomas Aquinas High School. 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, buy-and-hold strategies, and selective private market exposure, and it operates with affiliated legal, accounting, and trust company resources.

Joseph M. Zdeb is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds a Series 65 credential and has previously worked at Cambridge Investment Research and Lawing Financial. In addition to his advisory role, he serves as a board member for War Horses for Veterans, providing counsel and support to the organization. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a range of investment strategies, including core/satellite, thematic, and tactical approaches, and offers family office services along with tax planning through an affiliated accounting subsidiary.

Anthony Dilaveri is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focusing on long-term portfolio returns and client savings rates.

Tyler Mann is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Creative Planning in 2025, he worked at Northwestern Mutual Wealth Management Company and American Century Investments. Outside of his advisory role, he coaches youth wrestling at Purler Wrestling Academy. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, 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 various active management techniques and integrated retirement plan services.

Richard Stewart is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Creative Planning, LLC and has previous experience at Iqvia, S&G Washing and Services, and other diverse roles. 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 assets using a financial-planning-led approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kyle Andrews is a financial advisor at Creative Planning with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for nine years. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

James Viers is a financial advisor at Mariner with 15 years of industry experience. He holds a Series 66 designation and previously worked at George K. Baum & Company before joining Mariner in 2020. He also serves as a senior manager in compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios managed by an Investment Committee and blends in-house research with third-party managers, while providing specialized tax, accounting, and financial wellness services.

Robert Turley III is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked at Tolleson Private Wealth Management and Goldman Sachs. He also has experience at Creighton University. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Lori Schumann is a financial advisor with Empower Advisory Group in Olathe, Kansas. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Since 2015, she has been advising at Assets Group LLC. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups designated by plan sponsors.