James Azeltine is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes twelve years at Oppenheimer, eleven years at Wells Fargo Clearing, and a year with Prudential Equity Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

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., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Myrias Financial Management, Infinex Investment, INVEST Financial Corp, Bankers & Investors Co., Inc., Cambridge Investment Research Advisors, and CUSO Financial Services. He serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is an owner or partner in several insurance and financial services ventures. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and a distinctive hybrid adviser/broker-dealer structure with a sizable non-discretionary asset base.

Christopher Brooks is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 23 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked at Waddell & Reed Inc for nine years and has been self-employed for 15 years. Outside of advising, he is the owner of an investment property in Overland Park, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, as well as its partnerships for directed trustee services.

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 CFP® with eight years of industry experience, currently serving as an advisor at Creative Planning. He previously worked at Gwfs Equities, Inc. and has been with Creative Planning since 2021. 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 emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure, managing approximately $295.6 billion in client assets.

Calista Randall is a financial advisor at Valic Financial Advisors with a Series 66 credential and three years of industry experience. Her work history includes roles at Agia and multiple positions in education and community organizations. Outside of her advisory role, she provides non-securities insurance products through Agia and offers pet sitting and walking services via the Rover app. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and various overlay options for portfolio management.

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.

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 Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities LLC, 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, institutions, 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 investments.

Linda Hall is a CFP® professional with 39 years of industry experience, currently serving at Valic Financial Advisors since 1987. She also holds licenses for Series 63 and Series 65. In addition to her advisory role, she is affiliated with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party UMA model managers.

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 seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group and Discovery Land Company. Zelie is the owner of EZF, LLC, an alternative investment vehicle based in Prairie Village, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with access to private market investments.

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.

Martha Paterik is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments and Keen Wealth Advisors prior to joining Cetera Planning Partners in 2023. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.