Michael Ronan is a financial advisor with Guardian Life who holds Series 66 and Series 63 licenses and has 18 years of industry experience. His prior roles include positions at Allstate Insurance Company, MassMutual Life Insurance Co, and Sequent Planning, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and various investment advisory programs.

Verne Marble is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Private Advisor Group, Financial Engines Advisors, Edelman Financial Services, and Linsco/Private Ledger Corp. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, Core Family Office services, and employer financial-wellness tools through discretionary, customized portfolios supported by internal and third-party resources.

Sarah Vrana is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her background includes roles in community organizations and education, including work at the Jewish Community Center of Greater Kansas City and local schools. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Marie Osterhaus is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Mariner Wealth Advisors since 2018, following prior roles at the American College of Clinical Pharmacy and the University of Kansas, Edwards Campus. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled and third-party investment vehicles. The firm offers extensive tax and accounting integration along with administrative family office services and employer financial wellness tools, alongside its discretionary, customized portfolio management approach.

Clayton Baker is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior experience includes roles at TD Ameritrade and Scottrade. Outside of advising, he owns and manages a real estate business, Spectrum Realty, LLC, in Tulsa, OK. Creative Planning provides investment advisory and financial planning services to a diverse 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, supported by a large advisory team and a range of affiliated non-investment businesses.

Jeffrey Stolper is a CFP® with ten years of industry experience, currently serving at Creative Planning since 2015. He is based in Overland Park, KS, and holds the Series 65 designation. Outside of his advisory role, Stolper is president of the board of directors for Jewish Family Services and is involved with several nonprofit and community organizations including Pathway Financial Education and Congregation B'nai Jehudah. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated legal, trust, and retirement plan services.

Aidan Lynch is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Bullwinkles Bar and You Move Me, and he recently began with Simmons Wealth Management Group as an Investment Advisor Representative. Voya Financial Advisors serves a diverse client base including individuals, institutional investors, retirement plan sponsors, and high-net-worth clients. The firm offers a range of services such as financial planning and portfolio management through various program structures, often providing non-discretionary recommendations that require client approval before execution.

Nicholas Schuessler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prime Capital Financial. He has worked at firms including Sugarloaf Wealth Management and Deloitte. Outside of his advisory role, he is involved as an insurance advisor in life, long-term care, and fixed annuity products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains specialized practices including an affiliated tax advisory subsidiary and consolidated reporting for private investments and real estate.

Joseph Madsen is a financial advisor at Mariner with 16 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2015. Prior to that, he was associated with Msec, LLC for five years. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to offer customized, discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

John Crosby is a financial advisor at Creative Planning with a Series 65 credential and experience beginning in 2024. Prior to joining Creative Planning, he worked at RTS Financial and had roles at My Freight World, Kansas State University, Fry Wagner Moving and Storage, and Bishop Miege High School. 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 utilizes a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Scott Colangelo is a financial advisor at Prime Capital Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research, Inc. and Lawing Financial, Inc. Outside of his advisory role, he is the founder and managing partner of Liquid Mobile IV Hydration Services and is involved in restaurant ownership. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, using a combination of discretionary and non-discretionary strategies tailored to client needs.

Brett Ward is a financial advisor at Mariner with a Series 65 designation. He has been with Mariner in various capacities since 2023 and has prior experience at Triune Financial Partners and VanTrust Real Estate. His background also includes roles at Kansas State University, Hen House, and St James Academy. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, alongside specialized tax and administrative CFO services.

Dylan Ross is a CFP® with nine years of industry experience, currently serving at Creative Planning since 2017 across multiple firms within the Creative Planning enterprise. His prior experience includes roles at LPL Financial, Waddell & Reed, and Ameriprise Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, 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 for long-term goals, supplemented by various active management techniques and private market investments.

Douglas Lode is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also involved as a partner in CHHSZ Holdings LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management, and provides integrated tax planning and family office services through affiliated entities.

Kristen Meyer is a financial advisor at Mariner with a Series 65 credential and 13 years of industry experience. She worked at Bukaty Companies Wealth Management from 2012 to 2019 before joining Mariner, where she has been since 2019. 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 portfolios supported by a dedicated investment committee and internal research, alongside access to third-party managers and a range of investment strategies.

Keaton Stramberg is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he held various roles including co-founding Lawrence Vending LLC, a business involved in selling consumables through vending machines. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals. The firm manages approximately $295.6 billion in assets and offers a range of services including discretionary portfolio management, institutional advisory, and access to private market investments.

Michael Goss is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Overland Park, Kansas, holding Series 63 and Series 65 registrations and having 44 years of industry experience. He has worked at Equity Services, Inc. and National Life of Vermont since 1981. Outside of his advisory role, he is president of Michael Goss & Associates, which provides insurance sales including life, disability, and long-term care insurance. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, utilizing multiple advisory platforms and third-party asset managers to provide a range of long-term and specialized investment strategies.

Joseph Rost is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. His prior work includes four years at Hightower Securities and roles outside finance at Blue Valley Recreation Camp and Overland Park Golf Course. 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 and buy-and-hold strategies for long-term goals, along with selective private market exposure and other tailored investment solutions.

Kyle Gaines is a CFP® with 16 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at Sugarloaf Wealth Management, Triad Advisors, Inc., and OSAIC. Outside of his advisory role, he holds an active Georgia insurance license and is involved with The Palmer Agency, an insurance sales company. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and supports both discretionary and non-discretionary account management.

Scott Wilson is a financial advisor with Empower Advisory Group in Lee's Summit, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Bank of the West, BancWest Investment Services, Cetera Investment Services LLC, First National Bank in Pratt, and CETERA Investment Advisers LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.