Robert Pascuzzi is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held roles at Premier Payment Resources, Voss Coaching Co., and Ryan Transportation. He also has experience working in education at the University of Kansas and Rockhurst High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including 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 private market investments and institutional services.

Dylan Freberg is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning in 2022, he worked at Boyer Corporon Wealth Management and Stallard Technologies Inc. He also has experience in education, having worked at the University of Kansas and Blue Valley North High School. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Cassidy Mc Master is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at Creative Planning, LLC and has prior experience at American Century Investments and multiple roles in business and community organizations including Lawrence Country Club and KU Business Career Services. 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 combines low-cost indexing and buy-and-hold strategies with selective private market exposure and tax-efficient techniques.

Jamie Disterhaupt is a financial advisor with Commonwealth Financial Network in Kansas City, MO. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Commonwealth, he worked at Infinitas and Mitchell Capital Management Co, and has experience in various roles including at Missouri State University and Renaissance Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of adviser support services, including managed account programs, access to third-party asset managers, and custodial services.

Mark Lenz is a Series 65-licensed advisor with Creative Planning in Overland Park, KS. He joined Creative Planning in 2026 and previously worked in various roles including at American Century Investments and Zips Car Wash. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Richard Witherspoon is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He holds a Series 63 license and is based in Kansas City, MO. Outside of his advisory role, he is also a licensed insurance agent involved with Reliant Financial Services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Justin Eslick is a financial advisor with TIAA-CREF in Overland Park, KS, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF since 2017 and previously worked with Waddell & Reed Inc and various insurance carriers. Outside of his advisory work, he competes in BBQ competitions as part of a team. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management and acts as investment adviser to donor-advised funds.

Taylor Graham is a financial advisor at Creative Planning with seven years of industry experience. He holds the CFP® designation and has worked at Creative Planning since 2024, following a seven-year tenure at Mader & Shannon Wealth Management. Graham is also an agent of record for life insurance policies with Mutual of Omaha and Protective Life. 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 combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Brett Benjamin is a financial advisor at Creative Planning with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including AREA Real Estate Advisors, American Century Investment Services, Ivy Funds Distributor Inc, and Waddell & Reed Inc. 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 direct indexing, tax-loss harvesting, and other portfolio management techniques.

Dion Nickel is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017, Cambridge Investment Research, Inc since 2010, and Lawing Financial Inc. from 2006 to 2017. Outside of his advisory roles, he serves as an officer of Nickel Financial, Inc., a non-investment-related business. 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, qualified retirement plan services, family office offerings, and uses multiple investment strategies with ongoing monitoring.

Matt Waters is a CFP® with 12 years of industry experience, currently serving as an advisor at Prime Capital Financial. He has worked previously at Private Client Services, Lawing Financial, and Cambridge Investment Research. Waters is involved with Prime Capital Risk Management, an insurance-related business focusing on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and qualified retirement plan administration, employing a variety of investment strategies and platforms to manage discretionary and non-discretionary accounts.

Jay Jasnoski is a financial advisor at Creative Planning with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2018. His prior experience includes roles at Farmers Financial Solutions and Farmers Insurance Group. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Abigail Morrow is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and five years of industry experience. She previously worked at Lockton Investment Advisors LLC and Lockton Companies LLC before joining Creative Planning. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Paul Jensen 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 2020, following roles at Wells Fargo Clearing and Wells Fargo Bank. 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 various specialized approaches and integrated retirement plan services.

Mikayla Lowman is a CFP® and Series 65-licensed financial advisor with Creative Planning, where she has worked since 2014. She has 10 years of industry experience and is based in Overland Park, KS. 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 process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting. Its integrated services also include affiliated legal, trust, and recordkeeping businesses.

Michael Wolverton is a CFP® and CFA® affiliated with Creative Planning in Overland Park, KS. He has over 16 years of industry experience, including a long tenure at Waddell & Reed prior to joining Creative Planning. Wolverton took a four-year sabbatical before reentering the advisory field. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by a range of tactical options and supported by affiliated legal, trust, and recordkeeping businesses.

Richard Enna Jr. is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Enna and Associates since 2019 and previously led R. J. Enna & Associates Financial Group from 2001 to 2019, while maintaining positions with Nylife Securities Inc. and The New York Life Insurance Company since 1995. Outside of his advisory role, Enna serves as a varsity boys soccer coach at St. James Academy and participates on the Finance Council and Investment Committee for the Archdiocese of Kansas City in Kansas. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services integrated with insurance and annuity products. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Kendall Allender is a financial advisor at Creative Planning with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Century Investment Services, Inc., Kansas State Athletics, Ken's Pizza, and Prairie Dune's Country Club. 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 with an emphasis on low-cost indexing, supplemented by various strategies and a broad range of affiliated non-investment businesses.

David Haik is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Infinex Investments, INVEST Financial Corp, and Bankers & Investors Co. He also operates a financial services practice under the name DMH Financial Solutions in Overland Park, KS. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies tailored to client needs.

Micah Adams is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Stellar J Corporation, Bon Appetit, Biola University, Nekter Juice Bar, Whitworth University, and La Center School District. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers across diverse strategies, and provides integrated tax, accounting, and family office services alongside employer financial-wellness tools.