Eric Lynn is a Series 65 licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at Sterneck Capital Management for four years before joining Creative Planning in 2016. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, offering a financial planning–led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and a range of retirement plan fiduciary services.

Nolan Plous is a CFP® and Series 65 credentialed advisor with 8 years of industry experience. He has been with Creative Planning since 2017 following a year at Black & Veatch. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, 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, supplemented by various active and passive strategies and private market investments.

Johnathan Cullen is a Series 65-licensed financial advisor with Creative Planning, bringing 10 years of industry experience. He worked at Waddell & Reed Inc from 2015 to 2018 before joining Creative Planning, where he has been since 2018. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by advanced techniques such as direct indexing, tax-loss harvesting, and fundamental equity sleeves, while also providing comprehensive retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Justin Bogardus is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at Chipotle, Atlas Private Wealth Management, LLC, and The AYCO Company, L.P. Outside of his advisory work, he holds a position as a crew member stocking at HyVee in Overland Park, KS. 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, supplemented by selective private market exposure and other specialized strategies.

Vanessa Higgins is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include work at Stephens Heffner Financial Partners and American Century Advisory Services, as well as founding Higgins Business Consulting LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and active-duty military personnel stationed globally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under both adviser and promoter arrangements.

James Azeltine is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes twelve years at Oppenheimer, eleven years at Wells Fargo Clearing, and a year with Prudential Equity Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

Terri Lewis is a financial advisor at Prime Capital Financial with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Her work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. 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 offers tax planning through an affiliated accounting subsidiary.

Jeffrey Goff is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc., Waddell & Reed, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Jerrod Pearce is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He is based in Overland Park, KS, and has worked exclusively with Creative Planning and its affiliated entities throughout his career. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Li Xing is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and primarily non-discretionary asset management.

Cole O'Brien is a CFP® professional with four years of industry experience. He is currently an advisor at Voya Financial Advisors, Inc., having joined the firm in 2023 after a year at American Century Investment Services, Inc. Outside of his advisory work, he also operates as an independent agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through both discretionary and non-discretionary arrangements, utilizing in-house and third-party strategies and technology-enabled tools.

Andrew Widman is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Widman serves in several nonprofit leadership roles, including Vice President of the Gift of Life KC board and board member positions with Midwest Transplant Network and St. Luke's Foundation committees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dennis Henks is a CFP® professional with 22 years of industry experience, currently affiliated with Principal Financial Services. He previously worked for Lincoln Financial Advisors for 20 years. Outside of his advisory role, Henks serves on the Board of Directors for the University of Missouri - Ag Alumni Association and is involved with agricultural education initiatives through the Blue Springs Agriculture Advisory Committee and the Top Producer Executive Network. Principal Securities provides brokerage and advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jerrod Foresman is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Myrias Financial Management, Infinex Investment, INVEST Financial Corp, Bankers & Investors Co., Inc., Cambridge Investment Research Advisors, and CUSO Financial Services. He serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is an owner or partner in several insurance and financial services ventures. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and a distinctive hybrid adviser/broker-dealer structure with a sizable non-discretionary asset base.

Christopher Brooks is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 23 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked at Waddell & Reed Inc for nine years and has been self-employed for 15 years. Outside of advising, he is the owner of an investment property in Overland Park, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, as well as its partnerships for directed trustee services.

Samuel Scott is a CFP® professional with 24 years of experience in the financial advisory industry. He has worked at Creative Planning since 2020 and previously spent 18 years at Sunrise Advisors. He is based in Overland Park, KS, and holds a Series 65 license. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Zachary Tyson is a CFP® with eight years of industry experience, currently serving as an advisor at Creative Planning. He previously worked at Gwfs Equities, Inc. and has been with Creative Planning since 2021. 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 for long-term goals, supplemented by tax-loss harvesting and selective private market exposure, managing approximately $295.6 billion in client assets.

Marisa Brown is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of her advisory career, she is the owner and president of Diva Bead Company, a handmade jewelry design and sales business established in 2003. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm integrates model portfolios and technology-enabled tools to support both non-discretionary and certain discretionary management strategies.

Calista Randall is a financial advisor at Valic Financial Advisors with a Series 66 credential and three years of industry experience. Her work history includes roles at Agia and multiple positions in education and community organizations. Outside of her advisory role, she provides non-securities insurance products through Agia and offers pet sitting and walking services via the Rover app. 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 offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and various overlay options for portfolio management.

Nancy Thomsen is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Creative Planning since 2016 and is based in Overland Park, KS. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional approaches such as direct indexing and tax-loss harvesting.