Shari Mount is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, she worked at Empower Financial Services, National Advisors Trust, and American Century Investment Services. Outside of her advisory role, she is involved in managing rental properties and operates a business entity related to short-term rentals. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by additional portfolio management techniques and a broad suite of retirement plan services.

Lee Richardson Jr. is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at the Securities Exchange Commission for five years before joining Creative Planning in 2020. 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, employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, and offers a range of supplemental portfolio management services alongside affiliated legal, trust, and retirement plan recordkeeping businesses.

Heather Kline is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Chinquapin Trust Company from 2016 to 2023 and was self-employed from 1995 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Gary Goss is a financial advisor with Equity Services, Inc. in Overland Park, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 44 years of industry experience, having worked at Equity Services since 1981 and National Life since 1975. Outside of his advisory role, he is also an agent and broker for fixed insurance sales with several companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines broker-dealer and SEC-registered investment adviser activities, offering multiple advisory platforms that include third-party asset managers and model portfolios, with a mix of long-term and shorter-term investment strategies.

David Hokanson Jr. is a financial advisor at Creative Planning with 24 years of industry experience. He holds a Series 63 designation and has been with Creative Planning since 1997. Outside of his advisory role, he manages two real estate property companies in Overland Park, Kansas. Creative Planning serves a broad client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Carolyn Frager is a financial advisor at Creative Planning with 13 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. 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 advanced techniques such as direct indexing and tax-loss harvesting.

James Louderbaugh is a financial advisor at Oppenheimer with 42 years of industry experience. He has held his current role since 2009 and previously worked at Citigroup Global Markets from 1995 to 2009. Outside of his advisory work, he is involved in a family farm business where he raises livestock and oversees residential construction, and he also serves as a trustee managing a college savings trust. Oppenheimer serves a wide range of clients including individuals, corporations, and nonprofit organizations, offering diverse investment programs with both discretionary and non-discretionary advisory services. The firm supports multiple portfolio strategies and maintains custody of client assets while operating as both a broker-dealer and investment adviser.

Patrick Beach is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 63 and Series 66 designations and has 25 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Benjamin Warner is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at ALLSTATE Financial Services LLC and Park Ins Agencies Inc. Warner serves on the Endowment Committee of Temple B’nai Jehudah, advising on investment strategies aligned with the organization's objectives. Principal Securities provides brokerage and registered investment advisory services to a wide client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions. The firm offers a variety of promoter and referral arrangements and supports Financial Advisors with business resources tied to production.

Gerald Starbuck is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities including accounting and tax services through his CPA practice, G.R. Starbuck & Co P.A., since 1981. He is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Leslie Tonkin is a CFP® professional with experience at Moneta Group Investment Advisors, LLC and KPMG. Leslie has worked in various roles across industries including finance, consulting, and education since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team structure with a multi-criteria selection process and manages proprietary multi-strategy vehicles alongside specialized services for clients with complex needs.

Jennifer Henry is a CFP® professional with eight years of experience in financial advising. She has worked at Creative Planning since 2020 and previously was an advisor at Stepp & Rothwell, Inc. from 2016 to 2019, with a one-year period as a homemaker in between. 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, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Brian Wiklund is a CFP® professional with 28 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm provides a range of services including financial planning, investment management, retirement plan consulting, brokerage, insurance products, and select M&A advisory services.

Timothy Watters is a CFP® professional with 18 years of industry experience. He has been with Cetera Planning Partners since 2024 and previously operated Watters Financial Services, LLC for 38 years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm also offers tax planning and preparation, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies through a third-party provider.

Christina Mc Cabe is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Cetera Planning Partners since 2024 and previously spent seven years at Financial Engines Advisors L.L.C. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Brandon Mccormick is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a CFP® designation and 17 years of industry experience. He has worked at firms including Lawing Financial, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, he is involved with CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing a mix of investment strategies and platforms tailored for a diverse client base.

Edmund Callahan is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently an advisor at Prime Capital Financial, joining the firm in 2025 after seven years at Financial Engines Advisors L.L.C. and two years at Charles Schwab. Outside of his advisory work, he is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he manages an occasional short-term rental of a ski home in Vermont. Prime Capital Financial is an 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 across discretionary and non-discretionary accounts and provides tax planning and financial administration through an affiliated accounting subsidiary.

Samuel Dominguez is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at American Century Investment Services, Inc. for eight years before joining Creative Planning in 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 assets, employing a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Jeffrey Johnson is a CFA® charterholder and holds a Series 65 license. He joined Prime Capital Financial in 2025 and has prior experience with firms including Xylinx, where he serves as President and Owner, providing valuation, financial due diligence, and CFO services for the lower middle market. His background also includes roles at Lion Nathan USA, Vitrus LLC, Homefield LLC, Expo Real Estate Holdings, and Mariner Capital Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.

Austin Hinck is a CFP® with eight years of industry experience, currently an advisor at Creative Planning. His prior work includes seven years at American Century Investment Services and professional roles at Uber, Ferrell Capital Inc., and Men’s Wearhouse. He also has experience at the University of Missouri. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide client base including 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.