Jason Baugh is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Stepp & Rothwell and Children's Mercy Hospital. Outside of his advisory role, he owns JEB Capital LLC, a bookkeeping and property management business, and models for RTA/Bark Productions in Kansas City. 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 centralized investment infrastructure.

Logan Baldner is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and 15 years of industry experience. He has worked with Mariner since 2021 and previously held positions at Waddell & Reed, Inc. and GWFS Equities, Inc. Baldner is also involved with MSEC, LLC, serving as an advisor transition specialist. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Alana Scott is a CFP® with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2009. Based in Overland Park, KS, she holds the Series 63 designation and has worked at Mariner for 17 years. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with multi-asset strategies and integrates tax and accounting services, including specialized CFO capabilities and financial wellness tools for employer clients.

Mason Mead is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Creative Planning, he worked at American Century Investment Services and held multiple roles at Kansas State and other organizations. 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 that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Corey Cowan is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He joined Creative Planning in 2021 after seven years at 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 assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jake Falcon is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Hightower Advisors since 2016, following three years at UBS Financial Services Inc. Falcon co-hosts the Kansas Golf Foundation Podcast, which promotes golf in Kansas and supports the foundation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Logan Lea is a CFP® professional at Creative Planning with five years of industry experience. His prior roles include positions at Aspyre Wealth Partners and Mariner Wealth Advisors. Outside of financial advising, he operates a sole proprietorship selling online calendars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Patrick Cassidy is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He began his industry career in 2026. Prior to joining Prime Capital Financial, he was affiliated with the University of Kansas in various capacities from 2020 to 2025. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

James Popper is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked at H&R Block and has experience with CAPA Global Education Network and Bank of Prairie Village. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

William James is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 43 years of industry experience. His prior work includes nearly four decades at Waddell & Reed, Inc. and involvement with several business entities such as A Thyme for Everything and Stick This In Your Ear LLC, which are outside the investment field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and third-party subadvisors.

John Hungerford is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and Waddell & Reed. Hungerford maintained a service role with Christ Is The Key for two decades. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Andrew Navran is a financial advisor with Edward Jones in Prairie Village, KS. He holds a Series 66 designation and has four years of industry experience, including six years at Synchrony Financial prior to joining Edward Jones in 2021. Outside of his advisory role, he has received an annual stipend from Walden University and has been involved in consulting projects for firms such as Ivy Exec, Coleman Research, AlphaSights, and Guidepoint. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Long is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is employed as a sales account manager at M&M Mars and manages a youth baseball team. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Shaun Flanigan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and analysis.

Todd Haynes is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves on the nominating committee for Foundations for Our Future, participates in a scholarship committee for the Truman Heartland Community Foundation, and acts as Treasurer on the Board of Directors for the Celebration Cove Condo Owner's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Luke Scott is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with Cetera and has held roles at Renaissance Financial since 2010 as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. Scott also serves as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform that includes both discretionary and non-discretionary program options.

Brett Jergens is a financial advisor with Cetera based in Overland Park, KS, holding CFP® and CFA® designations and having seven years of industry experience. He has held roles at firms including Tortoise Capital Advisors and operates several financial services businesses, serving as Chief Investment Officer for Prosperity Advisors LLC and Prosperity Network of Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Timothy Hacker is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.