Cael Crispin is a financial advisor with CWM, LLC holding a Series 65 credential and two years of industry experience. Prior to joining CWM, he worked at Carson Wealth and The Retirement Planning Group. His background includes diverse roles outside finance, such as positions in education and local businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services using model portfolios guided by an in-house Investment Committee and various customization tools.

Zachary Brummel is a financial advisor with Creative Planning, holding a Series 66 designation and 19 years of industry experience. He has worked at Creative Planning since 2017 and previously spent six years at Waddell & Reed Inc. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, 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 tactical approaches such as direct indexing and tax-loss harvesting.

Andrew Stiles is a CFP® and Series 65-licensed advisor with Creative Planning, bringing one year of industry experience. His prior roles include positions at Land Advisors Organization, Enterprise Bank & Trust, and Ottawa University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, 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.

Nathanael Jones is a financial advisor with Creative Planning in Overland Park, KS, holding a Series 65 designation. He began his career at Creative Planning in 2026 and has prior experience in various roles including positions at C.H. Robinson, Hemel Electric LLC, and entrepreneurial ventures such as Agape Apparel LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm utilizes a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Stephanie Manning is a CFP® professional with 23 years of industry experience, currently serving as a senior relationship manager at Mariner and Msec, LLC. She has worked at Mariner Wealth Advisors since 2006 and at Msec, LLC since 2011. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, with a notable depth in tax and accounting integration uncommon for firms of its size.

Penny Vinson is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Equity Services in 2021, she worked at Waddell & Reed Inc for 15 years, and has also held roles at Instacart and Sam's Club. Vinson serves as Vice President of Membership for the Pawnee Elementary PTA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Claire Vallejo is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and six years of industry experience. Her prior roles include positions at Mutual Securities, Inc., Intellicents Investment Solutions, Inc., and Kornitzer Capital Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Dillon Wilhite is a financial advisor with Prime Capital Financial, holding a Series 65 designation and beginning his industry experience in 2023. His background includes roles at Ascendiant Capital Markets, McClure Real Estate, and work related to Name, Image, and Likeness (NIL) opportunities. He also has experience at the University of Kansas both as a student and in a professional capacity. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides comprehensive tax advisory and financial administration services through its affiliated subsidiaries.

Alec Giesting is a CFP® with seven years of industry experience currently serving as a financial advisor at Prime Capital Financial. His prior roles include positions at Fidelity Financial and Renaissance Financial before joining Prime Capital Investment Advisors in 2018. He is also involved with PCRM, LLC, a fixed-insurance product provider, and is a member of CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services ranging from asset management and financial planning to qualified retirement plan trustee services and third-party manager selection. The firm offers family office services and employs various investment strategies, including discretionary and non-discretionary management, thematic and tactical approaches, and sub-advisory arrangements.

Christian Chalabi is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 credential and has worked at Prime Capital Investment Advisors since 2020, following a tenure at Northwestern Mutual. Chalabi also has a background in education from William Jewell College. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsorship, and family office offerings. The firm employs a mix of investment strategies and provides tax, reporting, and governance services through its affiliated subsidiaries.

Amy Goodwin is a financial advisor at Creative Planning with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Client One Securities, LLC and George K. Baum & Company. 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 incorporates low-cost indexing, buy-and-hold allocations, and supplemental strategies such as direct indexing and tax-loss harvesting.

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.

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 with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 credentials and has 11 years of industry experience. Her prior work includes roles at LexAurum Advisors, U.S. Bancorp Investments, RBC Capital Markets, and TD Ameritrade. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines discretionary and non-discretionary services with ongoing due diligence and portfolio monitoring.

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.