Michael Glenn is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he held various roles at Northwestern Mutual, including positions in wealth management and investment management from 2013 to 2019. Creative Planning offers 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

La Royce Holmes is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and AT&T. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and client savings rates.

Aaron Timmons is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner. He has worked at Mariner Wealth Advisors since 2017 and has prior experience with Ivy Funds Distributor, Inc. and Waddell & Reed, Inc. from 2008 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios, combines in-house research with third-party managers, and integrates tax and accounting services, including administrative CFO capabilities and a financial wellness platform for employer clients.

Martin Bicknell is a financial advisor with Mariner Wealth Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Mariner since 2006. Outside of his advisory role, he serves as director and president of 1248 Trust Company, Inc., and is involved with the Civic Council of Greater Kansas City as a board member and treasurer. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management and financial planning services supported by an internal investment committee, combining in-house research with third-party managers, as well as integrated tax, accounting, and family office services.

Abigail Allen is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Her prior work includes positions at Missouri Lagers and Benjamin F. Edwards. Outside of finance, she has experience working in the food and beverage industry and has a background in education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing diverse investment strategies and maintaining an affiliated accounting subsidiary for tax and financial administration services.

Brett Newell is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior roles include positions at Vanguard Group Inc and Cambridge Investment Research, Inc. He is also a Senior Associate for Private Investments at Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with comprehensive asset management and financial planning services. The firm offers a range of strategies including core/satellite, thematic, and tactical approaches, and provides family office services along with specialized tax and financial administration offerings.

Andrew Keating is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, having four years of industry experience. His prior professional background includes roles in real estate with firms such as Platinum Realty and Realty One Group. Outside of his advisory work, he is involved as a real estate agent with Platinum Realty. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Brett Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pegasus Capital Management. 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 regulatory assets under management, employing a diversified investment approach that combines passive and active managers supported by quantitative, momentum, and fundamental analysis.

Jack Evans is a CFA® charterholder with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held previous roles at Commonwealth Financial Network and American Funds. His background also includes positions at Waddell & Reed/Ivy Investments and various roles connected to the University of Kansas and other financial organizations. Wealth Enhancement Advisory Services provides comprehensive 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 using a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee.

James Battmer is a financial advisor with Creative Planning, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Triad Advisors, and Bukaty Companies Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that favors low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Christopher Roper is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Private Client Services, Cambridge Investment Research, and Lawing Financial. He is involved with PCRM, LLC, an insurance-related business offering fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs various investment strategies and maintains affiliated tax advisory and family office practices.

Rex Swartz II is a financial advisor at Lincoln Investment with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 1995. Based in Kansas City, MO, he has spent over three decades in advisory roles at the firm. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with a focus on educator retirement programs and a dynamic investment approach driven by an in-house Investment Management & Research team.

Katie Justus is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with CWM, LLC in Overland Park, KS. She has worked at firms including Integrated Wealth Advisory Services Inc and Geneos Wealth Management. Outside of her advisory role, she holds a notary public commission for notarizing documents. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment process guided by an Investment Committee that utilizes fundamental and technical analyses to construct and monitor model portfolios.

Justin Richter is a CFP® professional with 13 years of industry experience based in Overland Park, KS. He is currently with Mariner and has previously worked at BOK Financial Securities, Inc. and Mariner Wealth Advisors. Richter serves on the finance and community advisory committees of the REACH Healthcare Foundation and is a board member of Junior Achievement of Greater Kansas City. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research and third-party managers to deliver customized discretionary portfolios and offers integrated tax, family office, and financial wellness services.

Michael Jones is a Series 65-licensed advisor with Prime Capital Financial in Overland Park, KS. He has one year of industry experience, primarily with Prime Capital Financial and Access Capital. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services as well as tax planning through its affiliated accounting subsidiary.

Madison Stevens is a CFP® and Series 65 credentialed advisor with two years of industry experience. She currently works at Creative Planning, LLC and has previously held roles at the University of Kansas, Enjinstarter, Adient, Goppert State Service Bank, and Anderson County Jr/Sr High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and private market exposure, with additional services through affiliated legal, accounting, and trust entities.

Diane Ryan is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds a Series 65 credential and has been advising clients at Advised Assets Group, LLC since 2016. 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 delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Joseph Simmons is a CFP® at Moneta Group Investment Advisors, LLC with one year of industry experience. Prior to joining Moneta, he worked in the airline industry for American Airlines and Sabre, and has experience in the luxury watch sector and academia at the University of Kansas. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure with a centralized Investments Department, focusing on asset allocation and manager due diligence, and offers specialized services for clients with complex needs.

Christian Walter is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds a Series 66 license and has worked previously at Cambridge Investment Research, Inc. from 2014 to 2020. Outside of advisory roles, he has been involved as an independent insurance agent since 2015. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and trustee services. The firm employs a range of investment strategies and offers family office services, tax planning through an affiliated accounting subsidiary, and maintains mechanisms for continuity and co-investment opportunities.

Tyler Olson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. He is also involved in non-investment related insurance sales. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides additional services such as tax planning and consolidated reporting for private investments through its affiliated accounting subsidiary.