Anthony Dilaveri is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 65 and Series 63 registrations and has been with Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Tyler Mann is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Creative Planning in 2025, he worked at Northwestern Mutual Wealth Management Company and American Century Investments. Outside of his advisory role, he coaches youth wrestling at Purler Wrestling Academy. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and integrated retirement plan services.

Richard Stewart is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Creative Planning, LLC and has previous experience at Iqvia, S&G Washing and Services, and other diverse roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets using a financial-planning-led approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kyle Andrews is a financial advisor at Creative Planning with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for nine years. 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 large advisory team and centralized investment infrastructure.

James Viers is a financial advisor at Mariner with 15 years of industry experience. He holds a Series 66 designation and previously worked at George K. Baum & Company before joining Mariner in 2020. He also serves as a senior manager in compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios managed by an Investment Committee and blends in-house research with third-party managers, while providing specialized tax, accounting, and financial wellness services.

Daniel Rose is a financial advisor with Empower Advisory Group holding a Series 66 designation. He has been with Empower since 2026 and has a background that includes roles at Geico and work in both retail and education sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Robert Turley III is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked at Tolleson Private Wealth Management and Goldman Sachs. He also has experience at Creighton University. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Christian Lewis is a financial advisor at Empower Advisory Group with seven years of industry experience. His background includes roles at American Century Investments and American Century Investment Services Inc. He holds Series 66, Series 63, and Series 65 credentials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Brian Leitner is a CFP® and ChFC® with 21 years of industry experience. He has been with Mariner Wealth Advisors since 2010 and also served as president of Msec, LLC. Leitner is a board member of Giving The Basics and volunteers with the Certified Financial Planner Board, providing insights on exam requirements and curriculum. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it maintains robust tax and accounting integration along with specialized financial wellness and family office services.

Terry Neace is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Great West since 2014. Outside of his advisory role, he works part-time as a delivery driver for Amazon Flex and as a driver for Uber. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s administrative platforms and offers financial plans focused on long-term portfolio returns, annual rebalancing, and savings rates.

David Lusso is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Creative Planning in 2026, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as American Century Investment and Cardinal Health. 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 and buy-and-hold strategies for long-term goals while incorporating tax-loss harvesting, private market exposure, and fiduciary oversight for retirement accounts.

Drew Meecham is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at KeyBank Real Estate Capital and RedTire, as well as experience at the University of Kansas School of Business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm utilizes a range of investment strategies and offers services including asset management, financial planning, qualified retirement plan sponsorship, family office offerings, and tax advisory through its affiliated subsidiary.

Bing Chen is a CFP®, CFA®, and Series 63 credentialed financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously at UMB Bank from 2013 to 2019. Chen serves as Treasurer for the National Association of Asian American Professions in Kansas City, MO. 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 includes low-cost indexing and supplemental strategies, supported by affiliated legal, trust, and recordkeeping businesses.

Sanja Hardy is a CFP®-credentialed financial advisor at Mariner with six years of industry experience. She has been with Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office capabilities.

Logan Wiedel is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at Osaic, FP Wealth Management, and the Thayer County Economic Development Alliance, as well as experience with the University of Nebraska-Lincoln and local government and education institutions. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad array of supplemental investment options and integrated retirement plan services.

Katrina Radenberg is a financial advisor at Mariner with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner and related entities since 2009, including a prior role at Montage Investments. Outside of advising, she is a yoga instructor and serves as president of the Mariner Foundation board as well as a trustee of the Bicknell Family Foundation. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and corporations, providing investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by an internal management team and third-party managers, with a notable emphasis on integrated tax and accounting services alongside traditional portfolio management.

Dominic Saladino is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked at UMB Financial Services Inc and UMB 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 incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Zachary Shahrokhi is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Creative Planning in 2026, he worked at American Century Investment Services, Inc. from 2022 to 2026. Creative Planning provides investment advisory and financial planning services to a broad range of clients, including 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 a large advisory team and integrated investment infrastructure.

Michael Persell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes ten years at American Century Investments and a brief tenure at CommunityAmerica Financial Solutions. Outside of finance, he owns Lovely Day Acres, LLC, a business engaged in the sale of flowers, eggs, honey, and baked goods. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, retirement 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, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Jeffrey Wilcox is a financial advisor with Brookstone Capital Management LLC in Olathe, KS. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2013, he has been affiliated with Jw Advisory Group. In addition to advisory work, he is involved in insurance and fixed annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.