Nicholas Reddin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at Myers and Stauffer LC and Kansas State University. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Connee Sullivan is a financial advisor at Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Prime Capital Financial in 2025, she worked at Sinecera Capital LLC from 2020 to 2025. She also has volunteer experience and spent one year with Austin Opera. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm offers both discretionary and non-discretionary account management using varied investment strategies and provides family office services along with integrated tax planning through its affiliated accounting subsidiary.

Benjamin Albertson is a Series 65-credentialed advisor at Mariner with eight years of industry experience. His prior work includes positions at RTS Financial, Security Benefit, CBW Bank, and the Topeka Country Club. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with additional services such as Core Family Office offerings and employer financial-wellness tools.

Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2010 and has been with Bankers Life and its related firms since 2022. Outside of his advisory role, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Joshua Zdeb is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Powercat Financial at Kansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and platforms to manage discretionary and non-discretionary accounts and provides tax planning and consolidated reporting through affiliated subsidiaries.

Steven Enna is a financial advisor with Eagle Strategies (NY Life) in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He operates under the DBA Enna and Associates, focusing on selling New York Life products and services. Additionally, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Darren Watson is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and 30 years of industry experience. His work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also an independent insurance agent for various companies through Prevail Innovative Wealth Strategies. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary account management with a variety of investment strategies.

Malcolm Knowles is a financial advisor with Empower Advisory Group in Liberty, MO, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014 and previously at Wheeler's Plumbing Heating & Cooling Corp. from 2012 to 2022. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Autum Moore is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, INVEST Financial Corporation, and The Central Trust 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, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Stephen Brown is a CFP® with 22 years of industry experience, currently serving at Prime Capital Financial. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of advising, he reviews financial records and prepares budgets for a homeowner's association and plays guitar in a local band. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a broad range of services, including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage accounts both discretionary and non-discretionary, and it provides specialized tax advisory and consolidated reporting services.

Mitchell Fisher is a CFP® and Series 65-licensed financial advisor with Creative Planning, where he has worked since 2021. He has four years of industry experience, including prior roles at FCI Advisors and Brookridge Golf & Fitness. 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.

Elizabeth Hartung is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and has been with Creative Planning since 2011. In addition to her advisory role, she owns Hartung Insurance and works as a stylist for a women's clothing retailer. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental investment options and integrated retirement plan services.

Scott Liggett is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, Liggett serves as a director for Christian Youth Theater. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans with a range of services such as asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary management strategies and supports retirement plans through various investment platforms and advisory arrangements.

Jacob Schmitz is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas. He holds Series 63 and Series 66 licenses and has four years of industry experience. Jacob is a founding board member of the Young Catholic Professionals Kansas City chapter, where he mentors the leadership team. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisor representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a broad range of clients including plan sponsors and individual investors.

Kyle Whalley is a financial advisor at CWM, LLC with 19 years of industry experience. He previously worked at Edward Jones for 17 years and has held positions at Cetera Wealth Services, LLC and Carson Wealth. Outside of his advisory role, he is a member of Timber Ridge Trails, LLC, a recreational farming and hunting ground in Liberty, Missouri, and also manages an office rental business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and more than 600 advisors. The firm offers a range of portfolio management and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Casey Hauser is a financial advisor at Mariner with 11 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Vantage Investment Advisors and Montage Securities. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and also provides integrated tax, accounting, and family office services uncommon for firms of its size.

Nash Holm is a financial advisor at Prime Capital Financial with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at Lincoln Financial Advisors and TD Ameritrade. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Matthew Peterson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Citi Private Bank and Mission Peak Capital prior to joining Prime Capital Financial in 2020. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Samuel Shore is a financial advisor at AE Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services LLC and Madison Avenue Securities. Outside of his advisory role, he serves as an assistant debate coach at Greenhill School and officiates amateur ice hockey games. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a platform-centered approach combining proprietary and third-party model portfolios, discretionary asset management, and financial planning services.

Shari Mount is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, she worked at Empower Financial Services, National Advisors Trust, and American Century Investment Services. Outside of her advisory role, she is involved in managing rental properties and operates a business entity related to short-term rentals. Creative Planning provides investment advisory and financial planning services to 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, supported by additional portfolio management techniques and a broad suite of retirement plan services.