Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Murawski is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2014. Prior to that, she worked at Msec, LLC from 2014 to 2019. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a range of strategies across equities, fixed income, alternatives, and digital assets.

Grant Minick is a CFP® and Series 65-registered advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience, all spent with Creative Planning since 2016. 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, supported by institutional and retirement plan services, private market investments, and multiple affiliated legal and accounting resources.

Kevin Hennessy is a financial advisor with Money Concepts Capital Corp., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Country Club Financial Services, Inc. and his own firm, Hennessy Investment Advisory Services, LLC. Based in Kansas City, MO, he has been with Money Concepts Capital Corp. since 2017. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven and asset allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors and multiple portfolio programs.

Wendy Prestwood is a financial advisor at Prime Capital Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC, Private Client Services, VOYA Financial Advisors, and her own firm, Prestwood Financial Group, LLC. She serves on the board of The Future of Finance Scholarship Fund. Prime Capital Financial is an SEC-registered advisory firm providing asset management, financial planning, and retirement plan services to individuals, trusts, corporations, and retirement plans, with offerings that include family office services and tax-efficient investment strategies.

Andrew Beaugard is a financial advisor with PlanMember Securities Corporation in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors since 2005, where he also serves as a Regional Director involved in health and life insurance sales and services for retired Missouri educators. Prior to joining PlanMember in 2020, he was with National Pension & Group Consultants, Inc. for eight years. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Michael Glenn 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, he held various roles at Northwestern Mutual, including positions in wealth management and investment management from 2013 to 2019. Creative Planning offers 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

La Royce Holmes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Empower Advisory Group in 2025, Holmes worked at GWFS Equities, Inc. from 2018 and at AT&T from 2011 to 2018. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Aaron Timmons is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner. He has worked at Mariner Wealth Advisors since 2017 and has prior experience with Ivy Funds Distributor, Inc. and Waddell & Reed, Inc. from 2008 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios, combines in-house research with third-party managers, and integrates tax and accounting services, including administrative CFO capabilities and a financial wellness platform for employer clients.

Martin Bicknell is a financial advisor with Mariner Wealth Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Mariner since 2006. Outside of his advisory role, he serves as director and president of 1248 Trust Company, Inc., and is involved with the Civic Council of Greater Kansas City as a board member and treasurer. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management and financial planning services supported by an internal investment committee, combining in-house research with third-party managers, as well as integrated tax, accounting, and family office services.

Brett Newell is a CFA® charterholder with nine years of industry experience. He is currently affiliated with Prime Capital Financial, where he has worked since 2017, and has prior experience at Cambridge Investment Research and Vanguard Group. He also serves as a Senior Associate in Private Investments for Prime Capital Investment Advisors. 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, employing diversified investment strategies and maintaining an affiliated tax advisory subsidiary.

Cynthia Biernbaum is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds the Series 65 and Series 63 designations. Her prior experience includes roles at LPL Financial, llc and Waddell & Reed, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and direct indexing, complemented by specialized programs and tax-management options.

Andrew Keating is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, having four years of industry experience. His prior professional background includes roles in real estate with firms such as Platinum Realty and Realty One Group. Outside of his advisory work, he is involved as a real estate agent with Platinum Realty. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Brett Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pegasus Capital Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment approach that combines passive and active managers supported by quantitative, momentum, and fundamental analysis.

Jack Evans is a CFA® charterholder and holds Series 63 and Series 65 licenses with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026. Prior to that, he held roles at Commonwealth Financial Network and American Funds. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

James Battmer is a financial advisor with Creative Planning, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Triad Advisors, and Bukaty Companies Wealth Management. 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 that favors low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Christopher Roper is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Private Client Services, Cambridge Investment Research, and Lawing Financial. He is involved with PCRM, LLC, an insurance-related business offering fixed-insurance products. 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, qualified retirement plan services, and family office offerings. The firm employs various investment strategies and maintains affiliated tax advisory and family office practices.

Katie Justus is a CFP® professional at CWM, LLC with seven years of industry experience. She has previously worked at Integrated Wealth Advisory Services Inc and Geneos Wealth Management. Katie also holds a notary public commission. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an Investment Committee, integrating fundamental and technical analysis, third-party sub-advisors, and custom tools such as Orion Custom Indexing and alternative investments via iCapital.

Justin Richter is a CFP® professional with 13 years of industry experience, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2014. He is based in Overland Park, KS, and holds the Series 63 designation. Outside of his advisory role, Richter is involved with the Reach Healthcare Foundation as a member of its Finance and Community Advisory Committees and serves on the board of Junior Achievement of Greater Kansas City. Mariner Wealth Advisors serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with notable integration of tax and accounting capabilities uncommon among large advisory enterprises.

Michael Jones is a Series 65-licensed advisor with Prime Capital Financial in Overland Park, KS. He has one year of industry experience, primarily with Prime Capital Financial and Access Capital. 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 third-party manager selection. The firm employs a variety of investment strategies and offers family office services as well as tax planning through its affiliated accounting subsidiary.