Lee Richardson Jr. is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at the Securities Exchange Commission for five years before joining Creative Planning in 2020. 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, employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, and offers a range of supplemental portfolio management services alongside affiliated legal, trust, and retirement plan recordkeeping businesses.

Heather Kline is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Chinquapin Trust Company from 2016 to 2023 and was self-employed from 1995 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Gary Goss is a financial advisor with Equity Services, Inc. in Overland Park, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 44 years of industry experience, having worked at Equity Services since 1981 and National Life since 1975. Outside of his advisory role, he is also an agent and broker for fixed insurance sales with several companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines broker-dealer and SEC-registered investment adviser activities, offering multiple advisory platforms that include third-party asset managers and model portfolios, with a mix of long-term and shorter-term investment strategies.

David Hokanson Jr. is a financial advisor at Creative Planning with 24 years of industry experience. He holds a Series 63 designation and has been with Creative Planning since 1997. Outside of his advisory role, he manages two real estate property companies in Overland Park, Kansas. Creative Planning serves a broad client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Carolyn Frager is a financial advisor at Creative Planning with 13 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.

James Louderbaugh is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of his advisory work, he is involved in a family farming business where he raises livestock and manages home construction, and he serves as trustee of an irrevocable trust used for college savings. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives.

Matthew Lazor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Kansas City, MO since 2021. His prior roles include positions at SBSB Financial Advisors and Northwestern Mutual, as well as time spent at Virginia Tech and FJY Financial. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, 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, supporting clients with discretionary portfolio management and comprehensive retirement plan advisory services.

Patrick Beach is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2021 and American Century Investments from 2005 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Gerald Starbuck is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has held roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and his own accounting firms, including G.R. Starbuck & Co P.A. and Jerry Starbuck, CPA, where he provides accounting and tax services. He is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Leslie Tonkin is a CFP® professional with experience at Moneta Group Investment Advisors, LLC and KPMG. Leslie has worked in various roles across industries including finance, consulting, and education since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team structure with a multi-criteria selection process and manages proprietary multi-strategy vehicles alongside specialized services for clients with complex needs.

Jennifer Henry is a CFP® professional with eight years of experience in financial advising. She has worked at Creative Planning since 2020 and previously was an advisor at Stepp & Rothwell, Inc. from 2016 to 2019, with a one-year period as a homemaker in between. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Brian Wiklund is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He holds the Series 63 designation and is based in Leawood, Kansas. 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 a diverse client base including individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies.

Brandon Mccormick is a CFP® with 17 years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior roles include positions at Private Client Services, Lawing Financial, and Cambridge Investment Research. 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 manages accounts on both discretionary and non-discretionary bases, supported by affiliated tax advisory and comprehensive reporting services.

Edmund Callahan is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently an advisor at Prime Capital Financial, joining the firm in 2025 after seven years at Financial Engines Advisors L.L.C. and two years at Charles Schwab. Outside of his advisory work, he is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he manages an occasional short-term rental of a ski home in Vermont. Prime Capital Financial is an 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 across discretionary and non-discretionary accounts and provides tax planning and financial administration through an affiliated accounting subsidiary.

Samuel Dominguez is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at American Century Investment Services, Inc. for eight years before joining Creative Planning in 2018. 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, employing a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Jeffrey Johnson is a CFA® charterholder and holds a Series 65 license. He joined Prime Capital Financial in 2025 and has prior experience with firms including Xylinx, where he serves as President and Owner, providing valuation, financial due diligence, and CFO services for the lower middle market. His background also includes roles at Lion Nathan USA, Vitrus LLC, Homefield LLC, Expo Real Estate Holdings, and Mariner Capital Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.

Austin Hinck is a CFP® with eight years of industry experience, currently an advisor at Creative Planning. His prior work includes seven years at American Century Investment Services and professional roles at Uber, Ferrell Capital Inc., and Men’s Wearhouse. He also has experience at the University of Missouri. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Thomas Greuling is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Fidelity Brokerage Services LLC and Stokes Family Office, LLC. Outside of financial services, he is involved in the wine import business as owner and president of several related companies, including G Interests, LLC, Quien Sabe Vino, LLC, and East Texas Wine Partners, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a broad range of clients, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm provides asset management, financial planning, family office services, and employs a variety of investment strategies across discretionary and non-discretionary account types.

Daniel Armstrong is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds the Series 63 and Series 65 designations and has 20 years of industry experience. Armstrong has advised with Assets Group since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Christopher Graham is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and is the founder of JC Grason LLC, where he is involved in insurance sales. Outside of his financial career, Graham serves as an elder and treasurer at Redemption Bible Church Inc., overseeing spiritual and financial responsibilities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internally managed, third-party, and advisor-managed models to deliver various investment and consulting services.