Natalie Kurland is a financial advisor at Creative Planning with a Series 65 credential. She has one year of industry experience, including prior roles at Voya Financial, Charles Schwab, and Palmer Square Capital Management. Outside of finance, she has experience working in the food service industry and has been involved with educational organizations. 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.

Michael Bezanson is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Creative Planning, LLC and CRB Group before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

Ryan Gress is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Copper Financial Network LLC, SunLife Financial, and Appreciation Financial. Outside of his advisory work, he is a part owner of Cerulean KC, LLC, a mobile event space in Kansas City. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques.

Joseph Reynoldson is a CFP® designated financial advisor with seven years of industry experience. He has been with Mariner since 2019 and previously worked at DST Systems and Masters Contracting. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party allocations, and it provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Richard Laing is a financial advisor with Prime Capital Financial based in Overland Park, KS, holding a Series 66 credential and having 11 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of advisory work, he is a licensed insurance agent and holds a minority ownership in a trucking company. 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 third-party manager selection. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary and a family office practice that offers consolidated reporting and financial administration services.

Margaret Haake is a financial advisor at Creative Planning with four years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets, Lockton Companies, and Meadowbrook Elementary. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth 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 incorporates private market investments and tax-efficient strategies.

Phillip Newton is a financial advisor with Empower Advisory Group in Kansas City, MO, holding the Series 66 and Series 63 designations and having 11 years of industry experience. His prior firms include Gwfs Equities, Inc. and American Century Investment Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base relative to its advisor headcount.

Preston Henry is a CFP® with 18 years of industry experience. He currently works at Prime Capital Financial and has held prior roles at firms including Sugarloaf Wealth Management, Triad Advisors, and TIAA. He also serves as Director of Financial Planning and Investments at Prime Capital Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing various investment strategies and maintaining an affiliated accounting subsidiary.

Samuel Romersberger is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently an advisor at Creative Planning, LLC, where he has worked since 2022. Prior to this, he was with Fidelity Security Life Insurance and Vantage Investment Partners. Outside of his advisory role, Romersberger serves as treasurer for a family farming business in Goodfield, Illinois. 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.

Jonathan Barton is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 credential and has worked in various roles including positions at Empire Enterprise and The Swap Club, as well as teaching roles at several educational institutions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and various retirement plan services.

Jessica Stephan Lebar is a financial advisor at Creative Planning with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Lockton Companies and its affiliates from 1999 to 2021. Outside of her advisory role, she owns an Airbnb property in Frisco, Colorado. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, while also offering supplemental options such as direct indexing and tax-loss harvesting.

Timothy Accurso is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cambridge Investment Research and Lawing Financial Inc. Outside of his advisory role, he serves on the board of directors for New Mexico Water Resources. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office solutions, and employs a variety of investment strategies with both discretionary and non-discretionary management.

Hudson Gray is a financial advisor at Prime Capital Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at Victor E Apparel & Gift Co and Memorial Union. 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 sponsor and trustee services, and family office offerings, employing various investment strategies and maintaining an affiliated accounting subsidiary.

Jeffery Kline is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has prior experience at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, Hillsong Kansas City, and Thrivent Financial. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process that includes active due diligence and proprietary multi-strategy funds.

Claire Schulte is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked at Sharkey, Howes and Javer, Inc. from 2018 to 2024 and OppenheimerFunds from 2014 to 2018. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Susan Wickoren is a CFP® and Series 65–licensed advisor at Creative Planning with four years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KCPT - 90.9 The Bridge and FCI Advisors. Outside of her advisory work, she serves as President on the Board of Directors for Day Care Connection in Lenexa, KS. 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 includes low-cost indexing, tax-loss harvesting, and private market investments, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Brian Lore is a financial advisor with Principal Financial Services and Blue Valley Wealth Management, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Equitable Advisors, Ivy Distributors, and Waddell & Reed. He serves as a board member for Steps of Faith Foundation and Ability KC, two nonprofit organizations focused on prosthetic care and medical rehabilitation services, respectively. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Connor O'Keefe is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and ownership of Connor O'Keefe Company, LLC. Outside of his advisory work, he has been involved in financial planning and investment management through his own company and related businesses. 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 employs a diversified investment process combining passive and active management, supported by an internal Investment Committee and various implementation tools, managing over $122 billion in assets through a broad advisor network.

Joseph Healey is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Bank Midwest for six years before joining Creative Planning in 2021. Creative Planning offers a broad range of investment advisory and financial planning services to 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 a centralized investment infrastructure, managing approximately $217 billion in client assets.

Ian Middendorf is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held positions at various organizations including Paramount Parking, Conagra, and The Federal Reserve Bank of Kansas City. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.