Steven Diederich is a CFP® professional with seven years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors in various capacities since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Nicole Dahmer is a financial advisor at Creative Planning with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. from 2019 to 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan fiduciary services.

Peter Hansen is a financial advisor at Mariner with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2012 to 2020. Hansen is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and investment committee, and is notable for its integrated tax and accounting services as well as operational CFO capabilities.

Nicholas Reddin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at Myers and Stauffer LC and Kansas 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 client assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Brandon Burdick is a financial advisor at Empower Advisory Group with 7 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Empower Financial Services, Northwestern Mutual Investment Services LLC, and Walgreens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning services.

Connee Sullivan is a financial advisor at Prime Capital Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Sinecera Capital LLC for five years. Her background also includes volunteer work and a position at Austin Opera. 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, utilizing both discretionary and non-discretionary strategies with an emphasis on tax-efficient management and consolidated reporting.

Benjamin Albertson is a Series 65-credentialed advisor at Mariner with eight years of industry experience. His prior work includes positions at RTS Financial, Security Benefit, CBW Bank, and the Topeka Country Club. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with additional services such as Core Family Office offerings and employer financial-wellness tools.

Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2010 and has been with Bankers Life and its related firms since 2022. Outside of his advisory role, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Joshua Zdeb is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Powercat Financial at Kansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and platforms to manage discretionary and non-discretionary accounts and provides tax planning and consolidated reporting through affiliated subsidiaries.

Steven Enna is a financial advisor with Eagle Strategies (NY Life) in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He operates under the DBA Enna and Associates, focusing on selling New York Life products and services. Additionally, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Darren Watson is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and 30 years of industry experience. His work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also an independent insurance agent for various companies through Prevail Innovative Wealth Strategies. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary account management with a variety of investment strategies.

Michael Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at MML Investors Services LLC and MassMutual Life Insurance Co. Lynch is a board member of Embrace, a nonprofit organization based in Overland Park, KS. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.

Autum Moore is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, INVEST Financial Corporation, and The Central Trust 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, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Stephen Brown is a CFP® with 22 years of industry experience, currently serving at Prime Capital Financial. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of advising, he reviews financial records and prepares budgets for a homeowner's association and plays guitar in a local band. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a broad range of services, including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage accounts both discretionary and non-discretionary, and it provides specialized tax advisory and consolidated reporting services.

John Nauman is a financial advisor at Osaic Institutions, Inc. with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. Nauman serves as a trustee for a family trust and engages in insurance sales through Security Bank on a limited basis. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines adviser and broker-dealer structures, offering customized advisory services, access to alternative investments, and a lending marketplace while allowing clients to choose discretionary or pre-approval transaction control.

Mitchell Fisher is a CFP®-certified financial advisor with five years of industry experience, currently working at Creative Planning in Overland Park, KS. His prior roles include positions at FCI Advisors and Brookridge Golf & Fitness, along with other various work experiences. 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 employs a financial-planning-led investment approach focusing on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and private market investments.

Elizabeth Hartung is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and has been with Creative Planning since 2011. In addition to her advisory role, she owns Hartung Insurance and works as a stylist for a women's clothing retailer. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental investment options and integrated retirement plan services.

Scott Herz is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and 20 years of industry experience. He has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services, managing roughly $213 billion in client assets.

Scott Liggett is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, Liggett serves as a director for Christian Youth Theater. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans with a range of services such as asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary management strategies and supports retirement plans through various investment platforms and advisory arrangements.

Jacob Schmitz is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas. He holds Series 63 and Series 66 licenses and has four years of industry experience. Jacob is a founding board member of the Young Catholic Professionals Kansas City chapter, where he mentors the leadership team. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisor representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a broad range of clients including plan sponsors and individual investors.