Christopher Coppolo is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Sound Income Strategies LLC. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.

John Erny is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Central Trust Bank, LPL Financial, and Infinex Investments. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs through a large network of independent advisors managing approximately $5.4 billion in client assets.

Melissa Myers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Mass Mutual Investors Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, Myers owns Second Opinion Consulting, LLC, a business consulting firm based in Smithville, MO. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for its affiliated advisors.

Peter Mitchell is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked at KPMG for five years and has held positions at the University of Kansas, UMB Bank, and other companies. 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 uses a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jeffrey Lahr is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside his advisory work, he is also noted as a drummer in a side business called Toxic Assets. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan administration, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax and financial administration services.

Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.

Grant Trimble is a CFP® with 22 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Trimble Wealth Advisors, V Wealth Advisors LLC, and LPL Financial. Outside of his advisory work, he coaches youth soccer in Kansas City without accepting a coaching fee. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers discretionary portfolio management utilizing an in-house Investment Committee, third-party sub-advisors, and customized tools, with a particular focus on retirement plans and institutional services.

Sean Findley is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Century Investment Services, Edelman Financial Engines, AE Wealth Management, Retirement Solutions Group, Ivy Investments/Waddell and Reed, and Great West Financial. 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 and buy-and-hold strategies, supplemented by specialized execution and retirement plan services.

Jacob Jones is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Northwestern Mutual in various capacities from 2015 to 2020. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes customized portfolios supported by in-house research and third-party managers, while providing integrated tax and accounting services uncommon at its enterprise scale.

Rachael Thorn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Her prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Ameritas Investment Corp, and Central Financial Services Wichita. Outside of finance, she has a background in the food service industry through her work with Ziggy's Pizza. 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 offers 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.

Eric Jones is a CFP® with 18 years of industry experience and currently serves as a financial advisor at Creative Planning, where he has worked since 2017. Prior to that, he was with Stepp & Rothwell, Inc. for three years. He holds a Series 63 license and is based in Overland Park, KS. 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 client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Brian Kearney Spaw is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has been with Mariner Wealth Advisors since 2017 and previously worked at the University of Kansas from 2016 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios combining in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

William Gnad is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has prior work experience in banking and corporate roles, including positions at Commerce Bank and Lozier Corporation. 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.

Jonathan Pereira is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and Mariner Wealth Advisors, among others. He has worked at Principal Securities and Principal Life Insurance since 2022. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Karley Colclasure is a CFP® with four years of industry experience, currently advising clients at Creative Planning. Her prior work includes roles in hospitality and health clubs, including a position at Library Sports Bar. Creative Planning provides comprehensive wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and trusts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by a range of active and passive investment options and specialized services.

John O'Brien is a financial advisor at VOYA Financial Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with VOYA and its affiliated entities since 2014. Outside of his advisory role, he is involved in the sale and service of Voya Health Reimbursement Arrangement (HRA) products. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through a variety of program structures with a primary focus on non-discretionary client relationships.

Domenic Rizzi is a financial advisor at GWN Securities Inc. with 39 years of industry experience. He holds Series 65 and Series 63 licenses and has been with GWN Securities since 2010. Prior to that, he worked at Connecticut General Life Insurance Company for over 40 years. Rizzi serves on the advisory board of Catholic Radio, contributing to fundraising and strategic decisions. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical market-timing strategies in its portfolios.

Michael Orndorff is a CFA® charterholder with seven years of industry experience, currently associated with Commonwealth Financial Network. He previously worked at American Century Investments for 24 years. Orndorff is also co-owner of Cyclus Capital Management, LLC, a private entity facilitating securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Whitley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at TIAA and TIAA-CREF for ten years before joining Creative Planning in 2021. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized infrastructure.