Justin Richter is a CFP® professional with 13 years of industry experience, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2014. He is based in Overland Park, KS, and holds the Series 63 designation. Outside of his advisory role, Richter is involved with the Reach Healthcare Foundation as a member of its Finance and Community Advisory Committees and serves on the board of Junior Achievement of Greater Kansas City. Mariner Wealth Advisors serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with notable integration of tax and accounting capabilities uncommon among large advisory enterprises.

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 Series 65-licensed financial advisor with nine years of industry experience. She is currently with Empower Advisory Group and has been advising 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 certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party financial planning methodologies with Empower’s recordkeeping and administrative platforms.

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 with Prime Capital Financial in Overland Park, KS, holding a Series 66 credential and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc. and has business interests outside of advising, including roles as an independent insurance agent and involvement with companies engaged in insurance product sales. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, qualified retirement plan services, and family office offerings, employing diverse investment strategies and maintaining affiliated tax advisory and family office practices.

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.

Nicholas Neff is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Alan Mcfann is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Creative Planning since 2017 and previously held roles at UMB Distribution Services, LLC, and Scout Investments, Inc. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Michael Dugan is a financial advisor with Mariner Wealth Advisors based in Overland Park, KS. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining Mariner and MSEC, LLC in 2019, he worked with BOK Financial entities, including Bank of Oklahoma and BOKF, NA, from 2010 to 2019. He serves on the board of JOYKC, a nonprofit organization in Kansas City, MO. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios overseen by an Investment Committee and provides integrated tax and accounting services alongside traditional portfolio management.

Michelle Poston is a CFP® professional affiliated with Commonwealth Financial Network with 21 years of industry experience. She has been with Commonwealth and Infinitas since 2009. Outside of her advisory work, she serves as an instructor at the University of Missouri–Kansas City, teaching general financial planning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party managers, providing trading, reporting, and custody services for individual and institutional clients.

Abigail Stockman is a financial advisor with Hightower Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Hightower, she worked at Falcon Wealth Advisors for eight years and at Liberty University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction strategies.

Sandra Chism is a financial advisor at Oppenheimer with 34 years of industry experience. She has been with Fahnestock & Co. Inc. since 2002. Chism holds Series 63 and Series 65 licenses. She serves on the boards of the National Organization of Investment Professionals and the Kansas City Securities Association, both nonprofit organizations focused on education and professional development. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm emphasizes strategic asset allocation and manager selection, with accounts reviewed periodically and cash balances swept into its Advantage Bank Deposit Program.

Gregory Trainor is a Series 66-licensed financial advisor with Creative Planning in Olathe, Kansas, where he has worked since 2014. He has 12 years of industry experience. 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 featuring low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Michael Ball is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. He has been with Commonwealth and Summit Wealth Advisors since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, while providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Tyler Maddox is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Creative Planning since 2017, following two years at American Century Investment Services, Inc. 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 employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while also offering institutional services and access to various non-investment affiliates.

Samuel Di Sette is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Infinitas and Commonwealth Financial Network since 2023. Outside of his advisory role, he is a swim coach at Kansas City Swim Academy. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Jasen Mangrum is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. 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 family office offerings. The firm employs a variety of investment strategies and provides tax planning and financial administration through an affiliated accounting subsidiary.

Earnest Harris Jr. is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Institutional Investments Inc., J.P. Morgan Retirement Plan Services LLC, and Gwfs Equities, Inc. Outside of advisory work, he owns and operates a car rental business on the Turo platform. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Daniel Shay is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2026. Prior to that, he spent nine years at Stepp & Rothwell, Inc. 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 uses a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.