Derek Sanborn is a financial advisor at Mariner with six years of industry experience. He holds a Series 65 designation and has worked at firms including Orion Advisor Services, Mutual of Omaha, and Msec, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external managers across various asset classes and provides integrated tax, accounting, and family office services.

John Shelton is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2003, following five years at Piper Sandler & Co. Outside of his advisory work, Shelton volunteers as a tutor for math and science through the Navy Reserve Building Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Brayden Elmer is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Invista, 6 Meridian, and the Wichita State Office of Research. Elmer has also been involved with Lawn Buddy, a venture outside traditional finance. 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, qualified retirement plan sponsorship, and family office offerings. The firm employs a range of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.

Vanessa Yaghmour is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Creative Planning since 2021, with prior roles at Sonic, Scooter's Coffee, The Impeccable Pig, University of Central Florida, and Pittsburg High School. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base that includes 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, supplemented by various specialized portfolio management techniques, and offers a broad range of affiliated legal, trust, and retirement plan services.

Steven Dolan is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has three years of industry experience, having previously worked at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Outside of his advisory role, he is involved in life insurance brokerage as a partner at Total Financial Partners and as an agent with 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both a registered investment adviser and broker-dealer, managing billions in assets with a platform that includes third-party asset managers and various account options.

Matthew Charles is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with Mariner since 2016, currently serving as an advisor at Mariner Wealth Advisors, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to deliver customized portfolio strategies.

Megan Tanney is a CFP® professional with 10 years of industry experience, currently with Mariner Wealth Advisors where she has worked for 15 years. She holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Travis Knight is a CFP® and holds a Series 65 license, with 22 years of experience in the financial industry. He has worked at Creative Planning since 2019 and previously spent 14 years with BKD Wealth Advisors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth 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 across more than 1,100 advisors.

Charise Alexander is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo and Basys Processing before joining Empower Retirement and later Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. outside of her current role. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a diverse client base including individuals, charities, and corporations.

Ethan Moore is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes positions at Chick-fil-A, Saint Luke's East Hospital, and he has operated Moore Mowing Co. since 2014. 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 emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and private market investments.

Collin Sechrist is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and has previously worked at Ivy Distributors, Waddell & Reed, and Union Bank & Trust Company. In addition to his advisory role, Sechrist serves as a Brigade Paralegal in the United States Army Reserve and co-owns an event bartending business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to 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 assets of approximately $295.6 billion across more than 1,100 advisors.

Ashif Siddique is a financial advisor at Creative Planning with two years of industry experience. He previously worked at OneDigital Investment Advisors LLC for three years. Outside of advisory work, he is a silent partner in SID Properties LLC, a multifamily residential rental business. 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 process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Micah Schmidt is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked with Prime Capital Investment Advisors, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Schmidt serves as a finance deacon for Bellicose Church, managing financial tasks including check writing and bookkeeping. 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, and family office offerings, utilizing a variety of investment strategies and platforms to manage client accounts.

Taylor Yaw is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, N.I.S. Financial Services, and Ozark National Life Insurance. Outside of advisory services, he operates a personal accounting business through TB Services LLC. 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 offerings, employing a variety of investment strategies and providing consolidated reporting and tax planning through its affiliated accounting subsidiary.

Stanley Strecker is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Central States Capital Markets, and Empower Retirement. Strecker also serves as Chief Operating Officer at Clearwater Wealth Management, a registered private staff supporting financial professionals in planning, securities, and insurance sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm focuses on advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Darrah is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 designations and 18 years of industry experience. He has worked with Principal Financial Services since 2014 and is also affiliated with Stephens - Heffner Financial Partners. Outside of his advisory role, Darrah serves as a board member and bookkeeper for New Horizon Ranch, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Paul Dreher is a CFP® professional with 14 years of industry experience, currently serving at Cetera Planning Partners since 2011. He holds Series 63 and Series 65 licenses. Dreher volunteers as a board and committee member for Kansas City Hospice, where he contributes to financial planning discussions. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm utilizes diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning via a third-party provider.

John Lynch is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 20 years of industry experience, with prior roles at Questar Asset Management and Woodbury Financial Services. Lynch also operates as an independent non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services using a variety of custodians and third-party managers.

William Arthur is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial LLC and CIH, LLC. Arthur also provides administrative support within his firm. Wealth Enhancement Advisory Services offers a wide range of financial planning and asset management services for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.