Steven Dolan is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Prior to his financial services career, he spent 18 years at John Deere. Dolan is also involved in life insurance brokerage through his roles with 1847Financial and Total Financial Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services primarily delivered through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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.

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 16 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. She is based in Shawnee, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and provides a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

Ethan Moore is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes positions at Chick-fil-A, Saint Luke's East Hospital, and he has operated Moore Mowing Co. since 2014. 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 and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and private market investments.

Collin Sechrist is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and has previously worked at Ivy Distributors, Waddell & Reed, and Union Bank & Trust Company. In addition to his advisory role, Sechrist serves as a Brigade Paralegal in the United States Army Reserve and co-owns an event bartending business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing assets of approximately $295.6 billion across more than 1,100 advisors.

Ashif Siddique is a financial advisor at Creative Planning with two years of industry experience. He previously worked at OneDigital Investment Advisors LLC for three years. Outside of advisory work, he is a silent partner in SID Properties LLC, a multifamily residential rental business. Creative Planning provides investment advisory and financial planning services to 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, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Micah Schmidt is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked with Prime Capital Investment Advisors, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Schmidt serves as a finance deacon for Bellicose Church, managing financial tasks including check writing and bookkeeping. 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, qualified retirement plan services, and family office offerings, utilizing a variety of investment strategies and platforms to manage client accounts.

Taylor Yaw is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, N.I.S. Financial Services, and Ozark National Life Insurance. Outside of advisory services, he operates a personal accounting business through TB Services LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office offerings, employing a variety of investment strategies and providing consolidated reporting and tax planning through its affiliated accounting subsidiary.

Stanley Strecker is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Central States Capital Markets, and Empower Retirement. Strecker also serves as Chief Operating Officer at Clearwater Wealth Management, a registered private staff supporting financial professionals in planning, securities, and insurance sales. 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 focuses on advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Darrah is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 designations and 18 years of industry experience. He has worked with Principal Financial Services since 2014 and is also affiliated with Stephens - Heffner Financial Partners. Outside of his advisory role, Darrah serves as a board member and bookkeeper for New Horizon Ranch, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

William Arthur is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial LLC and CIH, LLC. Arthur also provides administrative support within his firm. Wealth Enhancement Advisory Services offers a wide range of financial planning and asset management services for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

William Greiner Jr. is a CFA® charterholder at Mariner with 14 years of industry experience, all with Mariner Wealth Advisors. He serves as a director on the board and investment committee of the Washburn University Endowment Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and employer financial wellness services.

Susan Geiersbach is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Heim, Young & Associates, Inc. and Lockton Companies. She also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of program structures and emphasizes operational, trading, technology, compliance, and practice-management support for its affiliated advisors.

Cansada Coleman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Benjamin F. Edwards since 2017 and previously at Waddell & Reed Inc from 2013 to 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services using a mix of firm-developed and third-party model strategies.

Joseph Harrish is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations. Before joining Prime Capital Investment Advisors LLC in 2020, he worked at Ozark National Life Insurance and NIS Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, and qualified retirement plan sponsor services. The firm employs both discretionary and non-discretionary investment strategies and offers family office services along with affiliated tax advisory and consolidated reporting capabilities.

Manuel Gonzalez Teran is a CFP® with six years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Goldman Sachs Personal Financial Management and TD Ameritrade. Outside of his advisory work, he is the vice president of a homeowners association and participates in food delivery services. 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 offerings, managing accounts through both discretionary and non-discretionary strategies.

Dane Lofquist is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has experience in the financial services industry beginning in 2024, including roles at Principal Life Insurance Company and Principal Securities, Inc. Outside of his financial career, he has been involved with Cornerstone Senior Services since 2024. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.