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.

Scott Buffa Jr. is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he spent nine years at Life Strategies Analytics. 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, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques, supported by a large advisory team and centralized investment infrastructure.

Gregory Lott is a financial advisor with Creative Planning, holding a Series 66 designation and 13 years of industry experience. He has been 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Alisa Roth is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Mariner since 2009 and is also associated with Msec, LLC. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, retirement consulting, and integrated tax and accounting services, utilizing both in-house research and third-party managers across a wide range of strategies.

Corey Mc Cready 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 roles at Textron Aviation and has a background that includes positions in education and hospitality. 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 offers a financial planning-led investment approach with an emphasis on low-cost indexing and supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Troy Kuhn is a CFP® professional with over 21 years of experience in the financial services industry. He has been with Creative Planning since 2017 and previously worked at Harvest Advisors, LLC and Gradient Securities, LLC. 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, supplemented by various specialized approaches and comprehensive retirement plan services.

Brady Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2019, he held positions at Cerner Corporation and Sprint Corporation. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, and offers integrated tax services and family office capabilities alongside traditional portfolio management.

Gregory Dillard is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of BridgeQuest Wealth Strategies. His prior experience includes eight years at LPL Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a comprehensive support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Adam Wilson is a CFP® professional with 24 years of industry experience, currently serving at Prime Capital Financial. His prior experience includes roles at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. Outside of his advisory work, Wilson serves on the boards of the Community Foundation for NE Georgia and the Titan Club, a nonprofit supporting North Oconee High School. 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 services, and family office solutions, employing various investment strategies and maintaining affiliated tax advisory and private client practices.

David Cuba is a financial advisor at Lincoln Investment with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment Planning, Inc. since 1995. Outside of his advisory role, he is the owner of DKKT Holdings LLC, a holding company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Tyler Geiman is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has three years of industry experience and has worked at Falcon Wealth Advisors since 2022. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing proprietary research and a diverse set of investment vehicles including mutual funds, ETFs, and alternative investments.

William Marshall is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Equity Services, Inc. and National Life Group. Outside of advisory services, Mr. Marshall is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Shelli Buffington is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to joining VOYA in 2014, she worked for Prestwood Financial Group. She is also an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, with a focus on recommendation-based, non-discretionary advice.

Steven Pugh is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at Edward Jones and American Century Investment Services Inc. 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 emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as tax-loss harvesting and direct indexing.

Dwight Twillman is a CFP® professional with 17 years of industry experience, currently serving clients at Cetera Planning Partners since 2014. He holds Series 63 and Series 65 licenses and works out of Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Tyler Fortney is a financial advisor with Creative Planning, holding a Series 66 designation and 11 years of industry experience. He has worked at Creative Planning since 2018 and previously at Scottrade, Inc. from 2016 to 2018. 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 combined with selective private market exposure.

Brian Cunningham is a financial advisor at Mariner with ten years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc, and Scottrade/TD Ameritrade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by a combination of in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Ryan Klaus is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 credential and has worked previously at Waddell & Reed, Inc., among other roles. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, 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, supported by supplemental approaches and a broad suite of retirement plan services.

Joseph Ida is a financial advisor at Mariner with 10 years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, utilizing discretionary, customized portfolios supported by in-house research and third-party managers.