Kristen Meyer is a financial advisor at Mariner with a Series 65 credential and 13 years of industry experience. She worked at Bukaty Companies Wealth Management from 2012 to 2019 before joining Mariner, where she has been since 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by a dedicated investment committee and internal research, alongside access to third-party managers and a range of investment strategies.

Keaton Stramberg is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he held various roles including co-founding Lawrence Vending LLC, a business involved in selling consumables through vending machines. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals. The firm manages approximately $295.6 billion in assets and offers a range of services including discretionary portfolio management, institutional advisory, and access to private market investments.

Michael Goss is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Overland Park, Kansas, holding Series 63 and Series 65 registrations and having 44 years of industry experience. He has worked at Equity Services, Inc. and National Life of Vermont since 1981. Outside of his advisory role, he is president of Michael Goss & Associates, which provides insurance sales including life, disability, and long-term care insurance. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, utilizing multiple advisory platforms and third-party asset managers to provide a range of long-term and specialized investment strategies.

Joseph Rost is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. His prior work includes four years at Hightower Securities and roles outside finance at Blue Valley Recreation Camp and Overland Park Golf Course. 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 emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, along with selective private market exposure and other tailored investment solutions.

Kyle Gaines is a CFP® with 16 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at Sugarloaf Wealth Management, Triad Advisors, Inc., and OSAIC. Outside of his advisory role, he holds an active Georgia insurance license and is involved with The Palmer Agency, an insurance sales company. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and supports both discretionary and non-discretionary account management.

Kyndra Burgess is a financial advisor with Mariner, holding a Series 66 license and 20 years of industry experience. She has worked with Mariner Wealth Advisors since 2006 and previously spent 11 years at Msec, LLC. Outside of her advisory role, Burgess is a member of KBX2, LLC, a company focused on real estate investment. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides customized investment management, financial planning, retirement plan consulting, tax services, and coordinated family office solutions, utilizing a combination of in-house research and third-party managers.

Mikayla Hogue is a CFP® and Series 65-licensed advisor at Creative Planning with two years of industry experience. She has held positions at CGN Advisors, Kansas State University, and Gibraltar Capital Management. Outside of finance, she has worked in the nutrition and hospitality sectors. Creative Planning is an enterprise firm managing approximately $217 billion in client assets. The firm serves a diverse client base with 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.

Angela Wilcox is a financial advisor at Creative Planning with three 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 wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure.

Marla Hart is a financial advisor with Oppenheimer and Co. Inc, holding a Series 66 designation and nine years of industry experience. She has been with Oppenheimer since 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory solutions that span equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

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 Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, managing tens of billions in assets across several hundred advisors.

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 more than 30 years of industry experience. He has held roles at Ameritas Life Insurance Corp, Walla Street Wealth Management Inc, Central Financial Services, and Ameritas Investment Corp. He is also licensed as an independent insurance agent focused on selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.

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.