Stanley Strecker is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Central States Capital Markets, and Empower Retirement. Strecker also serves as Chief Operating Officer at Clearwater Wealth Management, a registered private staff supporting financial professionals in planning, securities, and insurance sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm focuses on advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Darrah is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 designations and 18 years of industry experience. He has worked with Principal Financial Services since 2014 and is also affiliated with Stephens - Heffner Financial Partners. Outside of his advisory role, Darrah serves as a board member and bookkeeper for New Horizon Ranch, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

William Greiner Jr. is a CFA® charterholder at Mariner with 14 years of industry experience, all with Mariner Wealth Advisors. He serves as a director on the board and investment committee of the Washburn University Endowment Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and employer financial wellness services.

Susan Geiersbach is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Heim, Young & Associates, Inc. and Lockton Companies. She also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a registered investment adviser that supports 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 offers a variety of program structures and emphasizes operational, trading, technology, compliance, and practice-management support for its affiliated advisors.

Cansada Coleman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Benjamin F. Edwards since 2017 and previously at Waddell & Reed Inc from 2013 to 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services using a mix of firm-developed and third-party model strategies.

Joseph Harrish is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations. Before joining Prime Capital Investment Advisors LLC in 2020, he worked at Ozark National Life Insurance and NIS Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, and qualified retirement plan sponsor services. The firm employs both discretionary and non-discretionary investment strategies and offers family office services along with affiliated tax advisory and consolidated reporting capabilities.

Manuel Gonzalez Teran is a CFP® with six years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Goldman Sachs Personal Financial Management and TD Ameritrade. Outside of his advisory work, he is the vice president of a homeowners association and participates in food delivery services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, managing accounts through both discretionary and non-discretionary strategies.

Dane Lofquist is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has experience in the financial services industry beginning in 2024, including roles at Principal Life Insurance Company and Principal Securities, Inc. Outside of his financial career, he has been involved with Cornerstone Senior Services since 2024. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Carmen Alvarado is a financial advisor at Creative Planning with eight years of industry experience. Prior to joining Creative Planning, she worked at Gwfs Equities, Inc. for seven years. She holds Series 63 and Series 65 designations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, 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 while offering a range of institutional and retirement plan services.

Randall Johnson is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including 15 years at Massmutual and MML Investors Services Inc, and has been with Commonwealth and Infinitas since 2016. He is also co-owner of RMJ Financial LLC, a private entity established for tax purposes. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management.

Brian Leimer is a CFP® and Series 65–registered advisor with seven years of industry experience. He has been with Mariner since 2018, following two years at The Underground Lab. Leimer is based in Overland Park, KS. 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 an internal team and third-party managers, along with specialized tax integration and family office capabilities.

Kathleen Dunn is a financial advisor at Mariner with 20 years of industry experience and holds a Series 66 designation. She has worked at Mariner Wealth Advisors since 2009 and previously at Msec, LLC from 2011 to 2019. Dunn serves on the University of Kansas Advancement Board and is a board member of the Dunn Family Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with additional services such as family office capabilities and employer financial-wellness tools.

Miles Morrissey is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with AE Wealth Management, LLC and AE Financial Services, LLC since 2025, following prior roles at UBS Financial Services and other financial firms. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

David Koehler Jr. is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with AE Wealth Management, LLC and AE Financial Services, LLC, having previously worked at Good Life Advisors, LPL Financial, and Waddell & Reed. Outside of his advisory role, he is also involved as a server and bartender at Kansas City Bier Company. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by internal consulting and licensing programs.

Claire Stradinger is a CFP® and Series 65 credentialed advisor at Creative Planning with six years of experience at the firm. She also has prior experience with Creative Planning Benefits and served at the University of Kansas for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives, supplemented by various active and passive techniques, managing approximately $295.6 billion in client assets.

Timothy Sutton is a CFP® professional with 23 years of industry experience, currently serving at Creative Planning since 2011. He has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2005 and 2000, respectively. 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, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

William Carroll is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. His prior work includes roles at Manhattan Running Company, Country Club Bank, and Kansas State University. Creative Planning provides wealth management and financial planning services to 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mark Prestwood is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with VOYA since 2014 and previously operated Prestwood Financial Group, LLC from 2010 to 2022. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm utilizes a combination of model portfolios and manager-driven sleeves to deliver investment guidance, supporting both discretionary and predominantly non-discretionary asset management.

Scott Duba is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Prime Capital Financial. His previous roles include positions at Mariner Wealth Advisors, Antora Peak Capital Management, and Artisan Partners. Outside of his advisory work, he is the managing member of 425 Holdings LLC, which provides strategic consulting services and investments in private and public ventures. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and administrative solutions to support both discretionary and non-discretionary accounts.

Brian Lester is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at USAA in various investment and financial planning roles from 2005 to 2018. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.