Samuel Scott is a CFP® professional with 24 years of experience in the financial advisory industry. He has worked at Creative Planning since 2020 and previously spent 18 years at Sunrise Advisors. He is based in Overland Park, KS, and holds a Series 65 license. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Zachary Tyson is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021. His previous experience includes five years at Gwfs Equities, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive investment solutions.

Nancy Thomsen is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Creative Planning since 2016 and is based in Overland Park, KS. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional approaches such as direct indexing and tax-loss harvesting.

Leonard Lehmann is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. He also works as a freelance photographer for Park Hill High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm combines proprietary and third-party planning methodologies with an integrated platform tied to Empower’s recordkeeping and administrative services.

Darren Osbahr is a CFP® and holds a Series 66 license with 17 years of industry experience. 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 specialized approaches such as direct indexing and tax-loss harvesting.

Emily Watson is a financial advisor at Creative Planning with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo, J.P. Morgan Securities, BOK Financial, and Commerce Bank. Creative Planning provides 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kaley Carter is a Series 65 licensed advisor with Mariner, based in Overland Park, KS, and has three years of industry experience. She has held various advisory roles within Mariner Wealth Advisors since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized, discretionary portfolios supported by internal research and third-party managers, along with integrated tax services and financial wellness tools.

Joanna Cecilia Fleming is a CFP® with 24 years of industry experience. She is currently with Prime Capital Financial and has prior experience at Edelman Financial Engines, Financial Engines Advisors L.L.C., and Edelman Financial Advisors, LLC. Fleming is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and receives a share of the company's profits. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan sponsor and trustee services, family office offerings, and employs a range of investment strategies including discretionary and non-discretionary management with tax-efficient solutions and affiliated tax advisory services.

Nicholas Zelie is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at The Vanguard Group, Discovery Land Company, and Grayhawk Golf Club. He is also the owner of EZF, LLC, an alternative investment vehicle. 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, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Jason Mcelwee is a financial advisor with Mariner Wealth Advisors, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Msec, LLC, Tortoise Securities, Tortoise Investment Partners, Montage Investments, and Montage Securities. He is based in Overland Park, Kansas. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios complemented by integrated tax, accounting, and family office services.

Derrick Williams is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He currently works at Creative Planning and has previously held roles at U.S. Bancorp Investments, Morgan Stanley, and other firms. His background also includes ownership and management experience with Jayhawk Cafe. 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.

Ai Shi is a financial advisor at Creative Planning with a Series 65 designation. Shi’s professional background includes roles at Shamrock Trading Corporation and in education at Blue Valley School District and Lincoln College Preparatory 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 assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Brook Deaver is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2006 and also works with BD GWM, Inc. Outside of his advisory roles, he co-owns an entity that manages residential real estate in Barnett, Missouri. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Dereck Cochran is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual Wealth Management Company and Grant Capital. Outside of advising, he is involved in fixed insurance sales. 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 around $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

George Schneck is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at CBiz, Kansas State University, Prime Capital Financial, and Best Buy. 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 that emphasizes low-cost indexing and tailored strategies, supported by affiliated legal, accounting, and trust services.

Zachary Baird is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ivy Distributors, Inc. and Waddell & Reed, Inc. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Lysa Garcia is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. Outside of her advisory work, Garcia is a finance and budget committee member of the National Congress of Black Women in Kansas City, Missouri. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing around $212.7 billion in client assets. The firm offers a broad platform including managed account programs, access to third-party asset managers, and custody services.

Steven Diederich is a CFP® professional with seven years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors in various capacities since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Nicole Dahmer is a financial advisor at Creative Planning with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. from 2019 to 2021. 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 advanced portfolio techniques and a range of retirement plan fiduciary services.

Peter Hansen is a financial advisor at Mariner with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2012 to 2020. Hansen is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and investment committee, and is notable for its integrated tax and accounting services as well as operational CFO capabilities.