Aaron Stockmann is a Series 66-licensed advisor at Prime Capital Financial with three years of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including as a delivery driver for DoorDash and Uber Eats. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm uses a range of investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Bradley Blessen is a Series 65-licensed financial advisor at Creative Planning with 10 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he is involved in non-investment-related real estate property ownership and maintenance. 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.

Donald Duncan is a CFP® with over 31 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at Edmonds Duncan Registered Investment Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he is involved with a family farm, which is unrelated to his investment activities. 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, supplemented by various portfolio management techniques and a range of affiliated non-investment businesses supporting comprehensive client needs.

Caleb Hoopes is a CFP® and Series 65-registered advisor with Creative Planning, bringing two years of industry experience. Prior to joining Creative Planning, he held positions at Spire Outsourcing, BMG Advisors, Planning Zoo, Walmart, Texas Tech University, and Blue Valley High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, 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 across more than 1,100 advisors and 151 offices.

Andrew Tyler is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Prior to joining Creative Planning in 2021, he worked at Murphy-Hoffman Company and Country Club Bank, and spent four years at The University of Kansas. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, 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 additional portfolio management techniques and a range of retirement plan services.

Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused on long-term portfolio returns and client savings rates.

Matthew Kennedy is a CFP® and Series 65-registered financial advisor at Creative Planning with two years of industry experience. His work history includes roles at Commerce Bank, Mission Hills Country Club, and Kansas State University. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm’s investment process emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques, and provides a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Adam Hasty is a CFP® and Series 65 professional with nine years of industry experience. He has been with Mariner since 2015, including eight years at Mariner Wealth Advisors, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and it provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Patrick Sullivan is a Series 65-licensed financial advisor with Mariner, where he has worked since 2018. He has seven years of industry experience and previously co-founded an e-commerce business selling sunglasses and apparel. Mariner serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and employer financial wellness programs.

Kristopher Koenig is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of his advisory work, Koenig serves on the board of the Red Shoe Society, a charitable organization, and is involved with the Children’s Mercy Hospital Planned Giving Council. Prime Capital Financial is an SEC-registered firm that serves individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, qualified retirement plan support, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

William Cole is a CFP® with 17 years of industry experience and has been with Creative Planning since 2014. He holds a Series 65 license 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 emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Jennifer Boroff is a CFP® professional with nine years of experience in the financial services industry. She has worked at Creative Planning since 2017 and previously spent a year at Water Oak Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Francis Stasi is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. His prior roles include positions at The Jayhawk Club, Bella Napoli, Lockton Companies, Commerce Bank Trust Company, and The University of Kansas. He is also involved with Blue Hills Country Club. Creative Planning offers 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment techniques.

Ethan Diedel is a CFP® and Series 65 credentialed advisor at Creative Planning with three years of industry experience. He previously worked at Tax Advantage Advisors, Inc. and has been involved in multiple roles including youth soccer coaching. Outside of his advisory work, he serves as a youth soccer coach for Sporting Blue Valley in Overland Park, KS. 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 buy-and-hold strategies, supplemented by various specialized investment solutions.

Bryce Wallace is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. He previously worked with Dennis Henks and Jovie Boston before joining Principal Life Insurance Co and Principal Securities Inc. Wallace is based in Overland Park, KS. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Matthew Anderson is a financial advisor with First Command Advisory Services, holding a Series 66 credential and five years of industry experience. He has been associated with First Command in various roles since 2020. Anderson is also the President and CEO of Matt Anderson Financial Consulting LLC and a member of Pony Express Advisors LLC, business ventures related to financial advising and firm administration. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centrally managed model portfolios and third-party managers.

David Miller is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of advising, he is also active as a licensed insurance agent. 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, family office offerings, and tax-related services through its affiliated accounting subsidiary.

Sara Krause is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. She has been with Creative Planning since 2016. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Beckie Doty is a financial advisor at Creative Planning with 16 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets from 2014 to 2021 before joining Creative Planning in 2021. 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 various tactical approaches and a range of retirement plan services.

Benjamin Polich is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2011. 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.