James May is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial and First Bank and Trust Investment Services. In addition to his advisory role, he is involved in the sale and service of fixed insurance products through affiliated insurance entities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing diverse investment strategies and platforms to manage both discretionary and non-discretionary accounts.

Thomas Mancuso is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds a Series 66 designation and has 11 years of industry experience. Mancuso has previously worked at Private Client Services and Cambridge Investment Research. He is also involved in managing Thematic Investments, LLC, an ETF fund, serving as its Chief Compliance Officer, President, and Owner. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm utilizes both discretionary and non-discretionary account management strategies and provides specialized tax and family office services through affiliated entities.

Sean Troupe is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, with five years of industry experience. Prior to joining Creative Planning in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2020 to 2021 and at Burns and McDonnell from 2017 to 2020. 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 uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets with over 1,100 advisors across 151 offices.

Jeffrey Barnthouse is a CFP® professional with eight years of experience in financial advising. He has been with Creative Planning since 2013. 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 various tactical approaches and integrated retirement plan services.

Steven Dew is a financial advisor at Creative Planning with a Series 65 license and two years of industry experience. Prior to joining Creative Planning, he worked at State Farm Investment Management Corp and Chris Sutherland Insurance Agency. Outside of finance, he owns and directs DewVinci Productions, a photography and videography business, and Stop Motion Sensei, an online stop motion animation course provider. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, 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 integrated private market investment capabilities.

Michael Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. His prior work history includes roles at Grant Capital, Paychex, Sterling, and eScreen. Outside of advising, he is co-owner of JT Rental, LLC, a residential real estate management entity in Overland Park, KS. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, and compliance support while enabling advisors to construct portfolios from diverse securities and insurance products.

Gerhart Kloiber Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Mariner Wealth Advisors, FirstPoint Financial, and Montage Securities. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Alexander Montanez is a financial advisor with Empower Advisory Group based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Montanez has worked at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and disciplined rebalancing.

Nolan Plous is a Certified Financial Planner® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at Black & Veatch and MMGY Global. 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, supplemented by various portfolio management techniques, and offers integrated legal, trust, and retirement plan services through affiliated businesses.

Johnathan Cullen is a Series 65-licensed financial advisor with Creative Planning, bringing 10 years of industry experience. He worked at Waddell & Reed Inc from 2015 to 2018 before joining Creative Planning, where he has been since 2018. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by advanced techniques such as direct indexing, tax-loss harvesting, and fundamental equity sleeves, while also providing comprehensive retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Justin Bogardus is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. Prior to joining Creative Planning in 2019, he worked at Chipotle, Atlas Private Wealth Management, LLC, and The AYCO Company, L.P. Outside of his advisory role, he has worked as a crew member stocking at HyVee 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, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market investments.

Kai Sewell is a financial advisor at PlanMember Securities Corporation in Kansas City, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Security Life Insurance Company and Forrest T. Jones & Co., Inc. Sewell has been a college student since 2017 and previously worked at Vector Marketing. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

James Nelson is a financial advisor at Centaurus Financial, Inc. in Blue Springs, MO, holding Series 63, Series 65, and Series 66 designations with 31 years of industry experience. He has been with Centaurus Financial since 2011. Nelson operates under the DBA Nelson Wealth Management for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis alongside discretionary and non-discretionary investment arrangements.

James Azeltine is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Terri Lewis is a financial advisor at Prime Capital Financial with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Her work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers tax planning through an affiliated accounting subsidiary.

Jeffrey Goff is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc., Waddell & Reed, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Jerrod Pearce is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He is based in Overland Park, KS, and has worked exclusively with Creative Planning and its affiliated entities throughout his career. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Li Xing is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been associated with NYLIFE Securities LLC and New York Life Insurance since 2015 and joined Eagle Strategies LLC in 2026. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers tailored advice through various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jerrod Foresman is a financial advisor with OSAIC Institutions, Inc. He holds Series 63, 65, and 66 licenses and has 33 years of industry experience. His career includes roles at Myrias Financial Management, Inc., Infinex Investment, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. Foresman serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is involved in insurance and Medicare supplement sales through his ownership and leadership roles in related entities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services tailored through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, wrap fee programs, alternative investments via the CAIS platform, and lending and cash-management options.

Christopher Brooks is a financial advisor at Independent Financial Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc for nine years. He is also self-employed and has owned an investment real estate property in Overland Park, KS, since 2005. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options.