Robert Turley III is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked at Tolleson Private Wealth Management and Goldman Sachs. He also has experience at Creighton University. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent 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 tax-loss harvesting and selective private market exposure.

Christian Lewis is a financial advisor at Empower Advisory Group with seven years of industry experience. His background includes roles at American Century Investments and American Century Investment Services Inc. He holds Series 66, Series 63, and Series 65 credentials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Brian Leitner is a CFP® and ChFC® with 21 years of industry experience. He has been with Mariner Wealth Advisors since 2010 and also served as president of Msec, LLC. Leitner is a board member of Giving The Basics and volunteers with the Certified Financial Planner Board, providing insights on exam requirements and curriculum. 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 in-house research and third-party managers, and it maintains robust tax and accounting integration along with specialized financial wellness and family office services.

David Lusso is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Creative Planning in 2026, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as American Century Investment and Cardinal Health. 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 for long-term goals while incorporating tax-loss harvesting, private market exposure, and fiduciary oversight for retirement accounts.

Drew Meecham is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. Prior to joining Prime Capital Financial, he held roles at KeyBank Real Estate Capital and worked with the University of Kansas School of Business and RedTire. Outside of advising, his background includes work in diverse sectors such as food service and education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a wide range of services including asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary account management strategies and provides tax planning services through an affiliated accounting subsidiary.

Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Joel Engle is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameritas Investment Corp since 2004 and has been with Ameritas Advisory Services since 2021. In addition to his financial career, Engle serves as a US Army Career Counselor in the Army Reserve, providing career counseling and retention support to soldiers. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, financial planning, and retirement plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Bing Chen is a CFP®, CFA®, and Series 63 credentialed financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously at UMB Bank from 2013 to 2019. Chen serves as Treasurer for the National Association of Asian American Professions in Kansas City, MO. 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 includes low-cost indexing and supplemental strategies, supported by affiliated legal, trust, and recordkeeping businesses.

Sanja Hardy is a CFP®-credentialed financial advisor at Mariner with six years of industry experience. She has been with Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office capabilities.

Logan Wiedel is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at Osaic, FP Wealth Management, and the Thayer County Economic Development Alliance, as well as experience with the University of Nebraska-Lincoln and local government and education institutions. 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 broad array of supplemental investment options and integrated retirement plan services.

Katrina Radenberg is a financial advisor at Mariner with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mariner Wealth Advisors since 2016, including roles at Mariner Holdings. Outside of her advisory work, she serves as president of the Mariner Foundation board, is a trustee for the Bicknell Family Foundation, and teaches yoga locally. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized, discretionary portfolios supported by a combination of in-house research and third-party managers, alongside integrated tax, accounting, and family office services.

Renea Simpson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Empower Financial Services, AGIA, and VALIC Financial Advisors. Based in Kansas City, MO, she has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering long-term oriented financial plans and optional managed account solutions.

Dominic Saladino is a financial advisor at Creative Planning with a Series 66 designation and two years of industry experience. Prior to joining Creative Planning in 2024, he worked at UMB Financial Services Inc and UMB Bank. He was a student from 2012 to 2023. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm uses a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Zachary Shahrokhi is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Creative Planning in 2026, he worked at American Century Investment Services, Inc. from 2022 to 2026. Creative Planning provides investment advisory and financial planning services to a broad range of clients, 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 large advisory team and integrated investment infrastructure.

Michael Persell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes ten years at American Century Investments and a brief tenure at CommunityAmerica Financial Solutions. Outside of finance, he owns Lovely Day Acres, LLC, a business engaged in the sale of flowers, eggs, honey, and baked goods. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Jeffrey Wilcox is a financial advisor with Brookstone Capital Management LLC in Olathe, KS. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2013, he has been affiliated with Jw Advisory Group. In addition to advisory work, he is involved in insurance and fixed annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Landon Warmund is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Powercat Financial. Outside of his advisory role, he is a Certified Student Loan Professional providing consulting services to school districts and their employees on student loan matters. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of traditional and active investment strategies.

Dyson Dechant is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and KPMG. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary.

Curtis Yohon is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 25 years with Commonwealth and a current role at The Advocates. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and offering proprietary model portfolios.

Chatten Scruggs is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VSR Financial Services, VSR Advisory Services, GreenLeaf Financial Network, and Private Client Services. Outside of his advisory role, he is involved in insurance sales through a separate business activity. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.