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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

John Erny is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Central Trust Bank, LPL Financial, Infinex Investments, National Planning Corporation, and E360 Financial Solutions. He is based in Olathe, KS. Integrity Alliance is a large advisory and brokerage network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to various investment platforms and strategies.

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.

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.

Jeremy Newport is a financial advisor at Creative Planning with one year of experience at the firm. He holds the Series 65 designation and has a background that includes five years at Student Mobilization and previous roles at Kansas State University and Trinity Academy. 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, buy-and-hold strategies, and selective private market exposure, supported by a range of institutional services and affiliated legal and accounting resources.

Jacob Jones is a Certified Financial Planner® with 10 years of industry experience. He has worked at Mariner since 2020 and previously held roles at Northwestern Mutual Wealth Management Company and affiliated Northwestern Mutual entities from 2015 to 2020. Mariner serves a wide range of clients, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.