Shane Hunt is a CFP® professional with three years of industry experience. He is currently with Creative Planning, where he has worked since 2022, following six years at Heartland Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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, supplemented by other tailored investment options.

Carolyn Vertovec is a CFP® with 18 years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at UBS Financial Services, BMO Wealth Management, Fisher Investments, Bank of America, Merrill, and Prudential. She is also a co-owner of Rivtop Enterprises, a business based in Kansas City, MO. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate-planning solutions through third-party providers, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Thomas Moreland is a financial advisor at Creative Planning with a Series 65 license and one year of industry experience. Prior to joining Creative Planning, he worked at Hooke & MacDonald and has experience in educational roles at the University of Kansas, Shawnee Mission East High School, and Indian Hills Middle School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm applies a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, along with access to private market investments and a range of institutional services.

Mark Henke is a CFP® with 17 years of experience in financial advisory, currently serving at Creative Planning since 2009. He holds Series 63 and Series 65 licenses and is based in Prairie Village, KS. Henke is also a trustee of the John J. Sullivan, Jr. Charitable Trust, a role he has held since 1997. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a broad range of affiliated services.

Skylar Wright is a CFP® professional with 10 years of industry experience, currently advising at Kestra Advisory. His prior experience includes roles at LPL Financial and Waddell & Reed. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Victoria Davis is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms including LexAurum Advisors, LLC and TD Ameritrade. Victoria is based in Leawood, KS. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services supported by a range of portfolio strategies managed internally and by third parties.

Zakary Madelen is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also involved in coaching high school football at University Academy. Valic Financial Advisors 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jania Stout is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including OneDigital Investment Advisors LLC and Hightower Advisors. She is a partner at 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. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a mix of core/satellite, thematic, and tactical strategies with both discretionary and non-discretionary management approaches.

Steven Brown is a financial advisor with Empower Advisory Group in Olathe, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Great-West Financial from 2019 to the present and at Edward Jones from 2014 to 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated services leverage proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered within platforms tied to Empower’s recordkeeping and administrative systems.

Taylor Manry is a CFP® with 19 years of industry experience and is currently an advisor at Prime Capital Financial. His prior roles include positions at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. He serves as a trustee and board member for George Walton Academy, a private K3-12 academic institution. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and maintains affiliated tax and family office services.

Nicholas Phillips is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at American Century Investment Services Inc. and Wise Wealth, LLC. Outside of his advisory role, he is the owner of Horizon Real Estate, a real estate rental business. 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 assets and uses a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Ross Copeland is a CFP® professional with seven years of experience in the financial services industry. He is currently an advisor at Creative Planning, LLC and previously worked at Onedigital Investment Advisors, Bukaty Companies Financial Services, and State Street Corporation. 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 client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional approaches such as direct indexing and tax-loss harvesting.

Cade Green is a financial advisor at Prime Capital Financial with a Series 65 credential and four years of industry experience. Prior to joining Prime Capital Financial, he held positions at Conagra Brands and Kansas State University. He serves as an ambassador for the Go Further Foundation, a nonprofit supporting young professionals transitioning into the workforce. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans, offering asset management, financial planning, and family office services. The firm employs a range of investment strategies and delivers integrated solutions including tax planning through its affiliated accounting subsidiary.

Jacob Cross is a financial advisor with Hightower Advisors, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at HighTower Securities LLC, MML Investors Services, Mass Mutual Life Insurance Co, and other financial services firms. He is also involved with Guided Path, LLC, assisting by introducing clients to legal service providers when needed. Hightower Advisors serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers with a broad range of investment vehicles and strategies.

Brett Broyles is a financial advisor at Creative Planning with 25 years of industry experience. He has been with Creative Planning since 2011 and holds Series 63 and Series 66 licenses. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Steven Sterner is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Christopher Knauth is a financial advisor with Mariner, holding a Series 65 designation and based in Overland Park, KS. He has been with Mariner since 2024, including a brief period at Canvas Wealth Advisors in 2025. Knauth has no prior industry experience before 2024. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by internal research and third-party allocations, with a notable focus on tax and accounting integration and specialized operational services.

John Williams is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and has prior work experience at American Pulverizer Company, Cerner Corporation, and the University of Arkansas. &PARTNERS serves a diverse range of clients, including individuals, institutions, and charitable organizations, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and offers advisory services through both in-house financial advisors and third-party managers.

Jackson Petefish is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF and Tiaa in 2026, he worked at Empower Advisory Group, LLC and Gwfs Equities, Inc. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Chad Hamilton is a CFP® with 17 years of industry experience, currently with Mariner Wealth Advisors since 2021. His prior roles include positions at LPL Financial, Brown & Company, Inc., and Advisor Solutions 360, LLC. Outside of advising, he is the author of *Deep Wealth* and *Redefining Financial Freedom*. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax and family office services. The firm combines in-house research and third-party managers to deliver customized portfolio solutions alongside integrated tax and accounting capabilities.