Cansada Coleman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2017, following four years at Waddell & Reed Inc. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Joseph Harrish is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations. Before joining Prime Capital Investment Advisors LLC in 2020, he worked at Ozark National Life Insurance and NIS Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, and qualified retirement plan sponsor services. The firm employs both discretionary and non-discretionary investment strategies and offers family office services along with affiliated tax advisory and consolidated reporting capabilities.

Manuel Gonzalez Teran is a CFP® with six years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Goldman Sachs Personal Financial Management and TD Ameritrade. Outside of his advisory work, he is the vice president of a homeowners association and participates in food delivery services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, managing accounts through both discretionary and non-discretionary strategies.

Dane Lofquist is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has experience in the financial services industry beginning in 2024, including roles at Principal Life Insurance Company and Principal Securities, Inc. Outside of his financial career, he has been involved with Cornerstone Senior Services since 2024. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Carmen Alvarado is a financial advisor at Creative Planning with eight years of industry experience. Prior to joining Creative Planning, she worked at Gwfs Equities, Inc. for seven years. She holds Series 63 and Series 65 designations. 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 employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Randall Johnson is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Infinitas and Mass Mutual Investors Services. He is a co-owner of RMJ Financial LLC, a private entity established for tax purposes. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Brian Leimer is a CFP® and Series 65–registered advisor with seven years of industry experience. He has been with Mariner since 2018, following two years at The Underground Lab. Leimer is based in Overland Park, KS. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax integration and family office capabilities.

Kathleen Dunn is a financial advisor at Mariner with 20 years of industry experience and holds a Series 66 designation. She has worked at Mariner Wealth Advisors since 2009 and previously at Msec, LLC from 2011 to 2019. Dunn serves on the University of Kansas Advancement Board and is a board member of the Dunn Family Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with additional services such as family office capabilities and employer financial-wellness tools.

Miles Morrissey is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with AE Wealth Management, LLC and AE Financial Services, LLC since 2025, following prior roles at UBS Financial Services and other financial firms. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Colin Watters is a CFP® designated financial advisor with nine years of industry experience. He is currently with Cetera Planning Partners and previously worked at The Retirement Planning Group and Watters Financial Services LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing notably on pre-retirees and retirees. The firm provides comprehensive financial planning, investment management, Social Security optimization, and retirement-related advice, along with auxiliary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Claire Stradinger is a CFP® and Series 65 credentialed advisor at Creative Planning with six years of experience at the firm. She also has prior experience with Creative Planning Benefits and served at the University of Kansas for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, 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 objectives, supplemented by various active and passive techniques, managing approximately $295.6 billion in client assets.

Timothy Sutton is a CFP® professional with 23 years of industry experience, currently serving at Creative Planning since 2011. He has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2005 and 2000, respectively. 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, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

William Carroll is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. His prior work includes roles at Manhattan Running Company, Country Club Bank, and Kansas State University. Creative Planning provides wealth management and financial planning 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mark Prestwood is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with VOYA since 2014 and previously operated Prestwood Financial Group, LLC. Outside of advising, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Scott Duba is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Prime Capital Financial. His previous roles include positions at Mariner Wealth Advisors, Antora Peak Capital Management, and Artisan Partners. Outside of his advisory work, he is the managing member of 425 Holdings LLC, which provides strategic consulting services and investments in private and public ventures. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and administrative solutions to support both discretionary and non-discretionary accounts.

Brian Lester is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at USAA in various investment and financial planning roles from 2005 to 2018. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

Jarrett Adam is a CFP® professional with one year of industry experience, currently affiliated with Mariner Wealth. His prior roles include positions at the University of Kansas, Adam & McGrevey P.A., and Stanford & Feuerborn, Inc. Mariner Wealth serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and administrative financial services.

Matthew Brady is a CFP® with 15 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of CATAHEE, LLC, an entity created to purchase recreational and rental farmland. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Patrick Grindinger is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Lauren Bauer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, she worked at Triad Financial Advisors, Inc. from 2015 to 2019. 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 approach with a range of strategies and affiliated non-investment businesses such as an estate law firm, trust company, and retirement plan recordkeeping services.