David Lusso is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Creative Planning in 2026, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as American Century Investment and Cardinal Health. 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 that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals while incorporating tax-loss harvesting, private market exposure, and fiduciary oversight for retirement accounts.

Drew Meecham is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. Prior to joining Prime Capital Financial, he held roles at KeyBank Real Estate Capital and worked with the University of Kansas School of Business and RedTire. Outside of advising, his background includes work in diverse sectors such as food service and education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a wide range of services including asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary account management strategies and provides tax planning services through an affiliated accounting subsidiary.

Bing Chen is a CFP®, CFA®, and Series 63 credentialed financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously at UMB Bank from 2013 to 2019. Chen serves as Treasurer for the National Association of Asian American Professions in Kansas City, MO. 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 includes low-cost indexing and supplemental strategies, supported by affiliated legal, trust, and recordkeeping businesses.

Sanja Hardy is a CFP®-credentialed financial advisor at Mariner with six years of industry experience. She has been with Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office capabilities.

Logan Wiedel is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at Osaic, FP Wealth Management, and the Thayer County Economic Development Alliance, as well as experience with the University of Nebraska-Lincoln and local government and education institutions. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad array of supplemental investment options and integrated retirement plan services.

Katrina Radenberg is a financial advisor at Mariner with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mariner Wealth Advisors since 2016, including roles at Mariner Holdings. Outside of her advisory work, she serves as president of the Mariner Foundation board, is a trustee for the Bicknell Family Foundation, and teaches yoga locally. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized, discretionary portfolios supported by a combination of in-house research and third-party managers, alongside integrated tax, accounting, and family office services.

Dominic Saladino is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked at UMB Financial Services Inc and UMB Bank. 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 that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Zachary Shahrokhi is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Creative Planning in 2026, he worked at American Century Investment Services, Inc. from 2022 to 2026. Creative Planning provides investment advisory and financial planning services to a broad range of clients, including 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, supported by a large advisory team and integrated investment infrastructure.

Michael Persell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes ten years at American Century Investments and a brief tenure at CommunityAmerica Financial Solutions. Outside of finance, he owns Lovely Day Acres, LLC, a business engaged in the sale of flowers, eggs, honey, and baked goods. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Jeffrey Wilcox is a financial advisor with Brookstone Capital Management LLC in Olathe, KS. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2013, he has been affiliated with Jw Advisory Group. In addition to advisory work, he is involved in insurance and fixed annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Timothy Disette is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding a Series 63 designation and over 34 years of industry experience. He has been associated with Trinity Planning Group since 2012, where he is also an owner. Outside of his advisory role, he co-owns Black Acre Farms, LLC, which manages a recreation property. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Dyson Dechant is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and KPMG. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary.

Curtis Yohon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network, where he has worked since 2001. He also has experience with The Advocates since 2024. 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 provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Chatten Scruggs is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VSR Financial Services, VSR Advisory Services, GreenLeaf Financial Network, and Private Client Services. Outside of his advisory role, he is involved in insurance sales through a separate business activity. 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 a centralized investment infrastructure.

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.

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.