Steven Sterner is a financial advisor with Oppenheimer & Co, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across multiple investment vehicles, with client accounts reviewed regularly.

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.

Paul Bednarczyk is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Thrivent Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, brokerage services, and access to third-party asset managers.

Barney Barnes III is a CFP® with 34 years of industry experience, currently serving at Mariner Wealth Advisors and Msec, LLC in Overland Park, Kansas. He has been with Mariner since 2009 and with Msec since 2011. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm’s investment approach combines discretionary, customized portfolios with in-house research and third-party managers, supported by a depth of tax and accounting integration uncommon for firms of its size.

Andrew Hood is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. His prior work includes roles at Mariner Wealth Advisors, the University of Kansas, Brothers Bar & Grill, and Kemper Lakes Golf Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, employing customized portfolios supported by both in-house research and third-party managers.

Trent Dudenhoeffer is a CFP® and Series 66 licensed advisor at Creative Planning with eight years of industry experience. His prior roles include positions at Watchdog Capital, LPL Financial, Edward Jones, and AF Asset Management. He is a co-founder of an educational venture focused on Bitcoin. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a comprehensive network of legal, accounting, and trust services.

Brayden Van Meeteren is a financial advisor at Creative Planning with a Series 65 credential and recent experience starting in 2026. His work history includes roles in lawn care and landscaping, education, construction, and prior employment at New Tec Inc and Van Bruggen & Vande Vegte PC. 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 employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Edvan Araiza Hermosillo is a financial advisor at Empower Advisory Group with three years of industry experience. He has previously worked at KeyBank and FirstBank, and has experience in education from roles at Colorado Mountain College and Glenwood Springs High School. Outside of advising, he is the owner of Libertad Investments Ltd., a business involved in real estate and property management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Derek Sanborn is a Series 65–licensed financial advisor at Mariner with six years of industry experience. His prior roles include positions at Msec, LLC, Orion Advisor Services, Mutual of Omaha, and Enterprise Holdings. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and it offers integrated tax, accounting, and family office services along with employer financial-wellness tools.

John Shelton is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he volunteers as a tutor for math and science with the Navy Reserve Building Association. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection to meet client objectives.

Brayden Elmer is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Invista, 6 Meridian, and the Wichita State Office of Research. Elmer has also been involved with Lawn Buddy, a venture outside traditional finance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a range of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.

Vanessa Yaghmour is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Creative Planning since 2021, with prior roles at Sonic, Scooter's Coffee, The Impeccable Pig, University of Central Florida, and Pittsburg High School. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base that includes 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, supplemented by various specialized portfolio management techniques, and offers a broad range of affiliated legal, trust, and retirement plan services.

Steven Dolan is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has three years of industry experience, having previously worked at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Outside of his advisory role, he is involved in life insurance brokerage as a partner at Total Financial Partners and as an agent with 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both a registered investment adviser and broker-dealer, managing billions in assets with a platform that includes third-party asset managers and various account options.

Matthew Charles is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with Mariner since 2016, currently serving as an advisor at Mariner Wealth Advisors, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to deliver customized portfolio strategies.

Megan Tanney is a CFP® professional with 10 years of industry experience, currently with Mariner Wealth Advisors where she has worked for 15 years. She holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Travis Knight is a CFP® and holds a Series 65 license, with 22 years of experience in the financial industry. He has worked at Creative Planning since 2019 and previously spent 14 years with BKD Wealth Advisors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Charise Alexander is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo and Basys Processing before joining Empower Retirement and later Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.