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.

Micah Lawson is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Creative Planning since 2015 and has additional experience with Jason Parker Insurance Agency beginning in 2012. 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 approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Shannon Herrell is a CFP® with 11 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Herrell has held roles at multiple affiliated firms, including Cetera Wealth Services and White Ember Financial Planning. In addition to her advisory work, she provides notary services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Richard Chaffee is a financial advisor with Mariner, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Mariner Wealth Advisors and Mariner Institutional since 2022 and 2024 respectively, as well as prior positions at Northwestern Mutual Wealth Management Company and Empower. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a customized, discretionary portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and operational services uncommon for a firm of its size.

Danielle Ballard is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 designation and has previously worked at Longer Financial, Longer Investments, and Bear State Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—as well as trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

David Deckert is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 19 years of industry experience, previously working with LPL Financial and Independent Financial Partners. Deckert also engages in non-variable insurance sales through Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model of advisors and leveraging technology platforms to deliver a range of portfolio management and planning services.

Payton Thielmann is a financial advisor at Prime Capital Financial with a Series 65 credential and five years of industry experience. Prior to joining Prime Capital Investment Advisors in 2021, he held roles in insurance and other service industries. Thielmann is also involved with Prime Capital Risk Management, where he provides sales and service of fixed-insurance products. 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, and family office services, managing accounts through both discretionary and non-discretionary approaches with various investment strategies and sub-advisory arrangements.

Andrew Gryszowka is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at Fisher Investments and TD Ameritrade. He is an Investment Committee Member of the Jewish Community Foundation in Overland Park, KS. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Shane Sachse is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held various roles including positions at Kansas State University, Capitol Federal, and Maur Hill Mount Academy. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jonathan Spahr is a Series 65 registered advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked for 17 years at the U.S. Department of Labor, Employee Benefits Security Administration. 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 approaches such as direct indexing and tax-loss harvesting.

Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that blends passive and active strategies guided by an internal Investment Committee.

Caleb Beil is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior roles include positions at MDL Wine & Spirits and the Ferguson Smith Cohen Group at Morgan Stanley. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeremy Wilson is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously with Gwfs Equities, Inc. and J.P. Morgan Institutional Investments Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Lucas Austin is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, and he has operated his own firm, Austin Wealth Strategies, LLC, since 2013. He is also involved with AWSWP, LLC, a non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Erin Outlaw is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Empower Retirement and Waddell & Reed Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, delivering integrated solutions connected 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.