Angela Wilcox is a financial advisor at Creative Planning with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill for three years and Hallmark Cards for seven years. 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 offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Marla Hart is a financial advisor at Oppenheimer & Co. Inc with eight years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment vehicles, while also acting as a qualified custodian.

Michael Westerfield is a financial advisor with TLG Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MetLife Securities, Inc., MassMutual Life Insurance Company, MML Investors Services, LLC, and The Leaders Group, Inc. He also serves as a Regional Vice President at The Insurance Partners, focusing on insurance solutions. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, and it provides both sub-advised accounts and a direct-to-consumer digital investment program.

Gary Liberty is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He holds Series 63 and Series 66 licenses and is based in Leawood, KS. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with ongoing oversight and client-tailored management.

Jack Sullivan is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including positions at U.S. Engineering, You Move Me, and Spin! Pizza. He also has experience related to education and country club settings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, 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, alongside a range of supplemental strategies and maintains several affiliated legal, accounting, and trust service entities.

Alexander Moore is a financial advisor at Creative Planning with a Series 66 designation and three years of industry experience. His prior roles include positions at Equitable Advisors and 88HEDGE. 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 range of supplemental portfolio approaches and integrated retirement plan services.

Reser Hall is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Prior to joining Mariner Wealth Advisors in 2022, he was with Two West Advisors for one year. He is also a member of an investment club, Windy Dunes Capital, LLC, in Prairie Village, KS. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon at its enterprise scale.

Bradford Mecklenburg is a CFP® professional at Valic Financial Advisors with 20 years of industry experience. He has worked at Valic Financial Advisors since 2019 and previously held roles at CommunityAmerica Financial Solutions, LLC and Agia. In addition to his advisory work, he is licensed as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, operating at scale with a heavy reliance on technology and model-driven solutions.

James Hall V is a CFA® charterholder with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously spent five years with Lockton Investment Advisors and related Lockton entities. Outside of his advisory role, he is involved with Austin James LLC and occasionally travels to Cuba. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Kenyon Wells is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with multiple firms including Ameritas Life Insurance Corp, Walla Street Wealth Management Inc, Central Financial Services, and Ameritas Investment Corp. Wells is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jason Edmonds is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edmonds Duncan Registered Investment Advisors, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is involved with a family LLC that holds private direct investments. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches, and offers a broad range of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Sydney Pemberton is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, Bank of America, Merrill Lynch, and other financial firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, serving over 127,000 clients with an emphasis on standardized model and platform services.

Cael Crispin is a financial advisor with CWM, LLC holding a Series 65 credential and two years of industry experience. Prior to joining CWM, he worked at Carson Wealth and The Retirement Planning Group. His background includes diverse roles outside finance, such as positions in education and local businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services using model portfolios guided by an in-house Investment Committee and various customization tools.

Zachary Brummel is a financial advisor with Creative Planning, holding a Series 66 designation and 19 years of industry experience. He has worked at Creative Planning since 2017 and previously spent six years at Waddell & Reed Inc. 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, supplemented by tactical approaches such as direct indexing and tax-loss harvesting.

Andrew Stiles is a CFP® and Series 65-licensed advisor with Creative Planning, bringing one year of industry experience. His prior roles include positions at Land Advisors Organization, Enterprise Bank & Trust, and Ottawa University. 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 emphasizing low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Nathanael Jones is a financial advisor with Creative Planning in Overland Park, KS, holding a Series 65 designation. He began his career at Creative Planning in 2026 and has prior experience in various roles including positions at C.H. Robinson, Hemel Electric LLC, and entrepreneurial ventures such as Agape Apparel LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm utilizes a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Stephanie Manning is a CFP® professional with 23 years of industry experience, currently serving as a senior relationship manager at Mariner and Msec, LLC. She has worked at Mariner Wealth Advisors since 2006 and at Msec, LLC since 2011. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, with a notable depth in tax and accounting integration uncommon for firms of its size.

Penny Vinson is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Equity Services in 2021, she worked at Waddell & Reed Inc for 15 years, and has also held roles at Instacart and Sam's Club. Vinson serves as Vice President of Membership for the Pawnee Elementary PTA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Claire Vallejo is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and six years of industry experience. Her prior roles include positions at Mutual Securities, Inc., Intellicents Investment Solutions, Inc., and Kornitzer Capital Management. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Dillon Wilhite is a financial advisor with Prime Capital Financial, holding a Series 65 designation and beginning his industry experience in 2023. His background includes roles at Ascendiant Capital Markets, McClure Real Estate, and work related to Name, Image, and Likeness (NIL) opportunities. He also has experience at the University of Kansas both as a student and in a professional capacity. 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, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides comprehensive tax advisory and financial administration services through its affiliated subsidiaries.