Jarrett Adam is a CFP® professional with one year of industry experience, currently affiliated with Mariner Wealth. His prior roles include positions at the University of Kansas, Adam & McGrevey P.A., and Stanford & Feuerborn, Inc. Mariner Wealth serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and administrative financial services.

Matthew Brady is a CFP® with 15 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of CATAHEE, LLC, an entity created to purchase recreational and rental farmland. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Patrick Grindinger is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2015. 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 client 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 comprehensive retirement plan services.

Lauren Bauer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, she worked at Triad Financial Advisors, Inc. from 2015 to 2019. 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 approach with a range of strategies and affiliated non-investment businesses such as an estate law firm, trust company, and retirement plan recordkeeping services.

Storm Davidson is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Shamrock Trading Corporation and held various roles spanning trading, education, and real estate. 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 additional portfolio management techniques and a broad range of retirement plan services.

Michael Stolberg is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Lawing Financial. Outside of his advisory role, Stolberg is a band member in a local musical group. 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 qualified retirement plan sponsorship. The firm employs a range of investment strategies and offers family office services, supported by an affiliated accounting subsidiary that provides tax planning and financial administration.

Brad Holdhusen is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cambridge Investment Research, Lawing Financial, and Prime Capital Investment Advisors. Outside of advising, he serves as CEO and co-director of The Father's Club, Inc., supporting the Blue Valley School District community. Prime Capital Financial is an SEC‑registered enterprise advisory firm providing services to individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies across discretionary and non-discretionary accounts.

Gunnar Covinsky is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. Prior to joining the firm, he held positions at 49 Wealth Management LLC, Capital Investment Management, and Northwestern Mutual, as well as working at the University of Kansas. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily 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 a centralized technology platform and model solutions across its network of over 1,200 advisors.

Alexander Allen is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2018, including his current role since 2019. Prior to his advisory career, he was a full-time student and briefly worked at Pittsburg State University. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical investment options.

William Hess is a CFP® and Series 65-registered advisor with Creative Planning, LLC, bringing two years of industry experience. His prior work includes roles at MarksNelson, Deloitte, and RSM, as well as experience at Benedictine College and involvement with Midwest Sports Productions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional services and operating affiliated legal and accounting entities.

Edward Simmons is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2014 and leads Simmons Wealth Management since 2015. Simmons also operates as an independent insurance agent, focusing on fixed insurance sales. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, supported by both discretionary and predominantly non-discretionary asset management.

Derek Mitchell is a financial advisor at Prime Capital Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Private Client Services, Lawing Financial Inc, and Cambridge Investment Research. Outside of his advisory role, he is a certified scuba instructor at a dive shop in Independence, Missouri. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of asset management and financial planning services. The firm employs a variety of investment strategies and offers family office services along with tax planning through an affiliated accounting subsidiary.

Ethan Burnett is a financial advisor with Creative Planning in Overland Park, KS. He holds a Series 65 designation and joined the firm in 2026. Prior to his current role, he gained experience at Forvis Mazars and held various positions while completing his education. Creative Planning offers 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 and buy-and-hold strategies supported by supplemental investments and sub-advisory arrangements.

Milo Mc Farland is a CFP® licensed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he held various roles including positions at Purdue University, Spirit Aerosystems, and Flint Hills National Golf Club. 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, supplemented by private market investments and tax-loss harvesting.

Jessica Stegman is a financial advisor at Creative Planning with a Series 65 designation and experience working at several financial institutions, including Academy Bank and Country Club Bank. She joined Creative Planning in 2025. Outside of her advisory roles, she has experience in homemaking and externships. 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, complemented by a range of supplemental investment options and integrated retirement plan services.

Avery Burwell is a Series 65 licensed financial advisor with Prime Capital Financial in Overland Park, KS. Burwell has been with Prime Capital Financial since 2024. Prior work experience includes positions in the food service industry and roles at the University of Kansas and University of Arkansas. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing a variety of investment strategies and platforms.

Theresa Hultz is a financial advisor at Mariner Wealth Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner since 2006 and Msec, LLC since 2011. She is involved with Barton Capital LLC, providing financial support for her daughter's floral business. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining internal research with third-party managers across various asset classes.

David Hutchins is a Series 65-licensed advisor with five years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to joining Mariner, he held roles at Avantax Advisory Services and BOK Financial Corporation. He was also involved with Hutchco, LLC, a business he operated from 2017 to 2023. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Peter Mallouk is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 1998, with a one-year tenure at Nextedge, LLC. Outside of advisory work, he is an attorney and majority owner of a law firm providing estate and legal services, and holds minority ownership interests in professional baseball and soccer clubs. 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, supported by a range of supplemental portfolio options and integrated retirement plan services.

Dustin Landau is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, he was employed at Sprint Corporation from 2015 to 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 client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.