Alexander Allen is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2018, including his current role since 2019. Prior to his advisory career, he was a full-time student and briefly worked at Pittsburg State University. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical investment options.

William Hess is a CFP® and Series 65-registered advisor with Creative Planning, LLC, bringing two years of industry experience. His prior work includes roles at MarksNelson, Deloitte, and RSM, as well as experience at Benedictine College and involvement with Midwest Sports Productions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional services and operating affiliated legal and accounting entities.

Edward Simmons is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2014 and leads Simmons Wealth Management since 2015. Simmons also operates as an independent insurance agent, focusing on fixed insurance sales. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, supported by both discretionary and predominantly non-discretionary asset management.

Derek Mitchell is a financial advisor at Prime Capital Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Private Client Services, Lawing Financial Inc, and Cambridge Investment Research. Outside of his advisory role, he is a certified scuba instructor at a dive shop in Independence, Missouri. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of asset management and financial planning services. The firm employs a variety of investment strategies and offers family office services along with tax planning through an affiliated accounting subsidiary.

Ethan Burnett is a financial advisor with Creative Planning in Overland Park, KS. He holds a Series 65 designation and joined the firm in 2026. Prior to his current role, he gained experience at Forvis Mazars and held various positions while completing his education. Creative Planning offers 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 supported by supplemental investments and sub-advisory arrangements.

Milo Mc Farland is a CFP® licensed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he held various roles including positions at Purdue University, Spirit Aerosystems, and Flint Hills National Golf Club. 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, supplemented by private market investments and tax-loss harvesting.

Jessica Stegman is a financial advisor at Creative Planning with a Series 65 designation and experience working at several financial institutions, including Academy Bank and Country Club Bank. She joined Creative Planning in 2025. Outside of her advisory roles, she has experience in homemaking and externships. 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 focused on low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental investment options and integrated retirement plan services.

Avery Burwell is a Series 65 licensed financial advisor with Prime Capital Financial in Overland Park, KS. Burwell has been with Prime Capital Financial since 2024. Prior work experience includes positions in the food service industry and roles at the University of Kansas and University of Arkansas. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth 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, utilizing a variety of investment strategies and platforms.

Theresa Hultz is a financial advisor at Mariner Wealth Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner since 2006 and Msec, LLC since 2011. She is involved with Barton Capital LLC, providing financial support for her daughter's floral business. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining internal research with third-party managers across various asset classes.

David Hutchins is a Series 65-licensed advisor with five years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to joining Mariner, he held roles at Avantax Advisory Services and BOK Financial Corporation. He was also involved with Hutchco, LLC, a business he operated from 2017 to 2023. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Peter Mallouk is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 1998, with a one-year tenure at Nextedge, LLC. Outside of advisory work, he is an attorney and majority owner of a law firm providing estate and legal services, and holds minority ownership interests in professional baseball and soccer clubs. 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, supported by a range of supplemental portfolio options and integrated retirement plan services.

Dustin Landau is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, he was employed at Sprint Corporation from 2015 to 2018. 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 client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. 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-developed UMA models for portfolio construction.

Jennifer Murawski is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2014. Prior to that, she worked at Msec, LLC from 2014 to 2019. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a range of strategies across equities, fixed income, alternatives, and digital assets.

Grant Minick is a CFP® and Series 65-registered advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience, all spent with Creative Planning since 2016. 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, supported by institutional and retirement plan services, private market investments, and multiple affiliated legal and accounting resources.

Kevin Hennessy is a financial advisor with Money Concepts Capital Corp., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Country Club Financial Services, Inc. and his own firm, Hennessy Investment Advisory Services, LLC. Based in Kansas City, MO, he has been with Money Concepts Capital Corp. since 2017. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven and asset allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors and multiple portfolio programs.

Wendy Prestwood is a financial advisor at Prime Capital Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC, Private Client Services, VOYA Financial Advisors, and her own firm, Prestwood Financial Group, LLC. She serves on the board of The Future of Finance Scholarship Fund. Prime Capital Financial is an SEC-registered advisory firm providing asset management, financial planning, and retirement plan services to individuals, trusts, corporations, and retirement plans, with offerings that include family office services and tax-efficient investment strategies.

Andrew Beaugard is a financial advisor with PlanMember Securities Corporation in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors since 2005, where he also serves as a Regional Director involved in health and life insurance sales and services for retired Missouri educators. Prior to joining PlanMember in 2020, he was with National Pension & Group Consultants, Inc. for eight years. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Michael Glenn is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he held various roles at Northwestern Mutual, including positions in wealth management and investment management from 2013 to 2019. Creative Planning offers 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, supported by a large advisory team and centralized investment infrastructure.

La Royce Holmes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Empower Advisory Group in 2025, Holmes worked at GWFS Equities, Inc. from 2018 and at AT&T from 2011 to 2018. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.