William Marshall is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience with Equity Services, Inc. and National Life Group. Outside of his advisory role, Mr. Marshall is a licensed insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Shelli Buffington is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Voya since 2014, following a tenure at Prestwood Financial Group. Outside of her advisory work, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and access to third-party money managers through various program structures, with a focus on non-discretionary, recommendation-based advice.

Steven Pugh is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at Edward Jones and American Century Investment Services Inc. 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 emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as tax-loss harvesting and direct indexing.

Tyler Fortney is a financial advisor with Creative Planning, holding a Series 66 designation and 11 years of industry experience. He has worked at Creative Planning since 2018 and previously at Scottrade, Inc. from 2016 to 2018. 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 emphasizing low-cost indexing and buy-and-hold strategies combined with selective private market exposure.

Brian Cunningham is a financial advisor at Mariner with ten years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc, and Scottrade/TD Ameritrade. 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 offers discretionary, customized portfolios supported by a combination of in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Ryan Klaus is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 credential and has worked previously at Waddell & Reed, Inc., among other roles. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including 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 supplemental approaches and a broad suite of retirement plan services.

Joseph Ida is a financial advisor at Mariner with 10 years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, utilizing discretionary, customized portfolios supported by in-house research and third-party managers.

Kolton Knox is a financial advisor with Principal Financial Services based in Overland Park, KS, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Stephens Heffner Financial Partners since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2018. Knox also owns Knox Financial LLC, which provides administrative support services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.

Chad Shaddox is a financial advisor with \u0026Partners, LLC, based in Overland Park, KS. He holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 22 years with Edward Jones prior to joining \u0026Partners. \u0026Partners serves a diverse range of individual and institutional clients, offering both investment advisory and brokerage services. The firm employs multiple portfolio management strategies using the Envestnet platform and combines roles as broker-dealer, registered investment advisor, and municipal advisor.

Tim Hakes is a financial advisor at Prime Capital Financial with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Lawing Financial. Outside of his advisory work, he is a member of Maverick Investors LLC, where he advises on business activities, marketing, and forecasting. 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 discretionary and non-discretionary management strategies and supports held-away accounts with tax-efficient rebalancing, also providing affiliated tax advisory and consolidated reporting services.

Sabrina Saxer is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She previously worked at Ivy Investment Management Company for 23 years and had a brief tenure at Shell Law & Tax. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Daniel Mathews is a CFP® and Series 63 credentialed advisor at Creative Planning with 18 years of industry experience. 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 employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other tactical approaches.

Peyton Wiklund is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 credential and one year of industry experience. His prior roles include positions at Chubb and RTS Financial, as well as experience working at the University of Kansas and Kansas City Country Club. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, with ongoing due diligence and portfolio monitoring conducted by in-house and third-party managers.

Brett Manahan is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He has worked at Creative Planning since 2020 and previously held positions at The University of Kansas School of Business, University of Kansas, The Bromley Companies, and Maize USD 266. 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 for long-term goals, supplemented by advanced indexing and tax management techniques.

Peter Zobel is a CFP® with seven years of experience in the financial services industry. He has worked at Creative Planning, Inc. since 2020 and previously spent four years with Moneta Group Investment Advisors LLC. Zobel serves as a board member and finance committee member of the Johnson County Library Foundation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and other tailored strategies.

Kevin Shea is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2017 and previously at Waddell & Reed Financial, Inc. from 2014 to 2017. 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 approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Joseph Coletta is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked with Mariner Wealth Advisors since 2017, following two years at Reed Financial Group. He holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.

Christopher Weeks is a Series 66-licensed financial advisor at Creative Planning with 14 years of industry experience. He has been with Creative Planning since 2015. Creative Planning offers 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 process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Zachary Pruitt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he operates a personal sales business on eBay. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amanda Johnson is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors, Financial Engines Advisors L.L.C., Edelman Financial Services, and Fidelity Brokerage Services. 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 customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.