Joe Hildebrand is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is a partner and consultant with Thematic Investments, advising on strategy and marketing for theme-based ETFs. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services along with affiliated tax advisory capabilities.

Ryan Hurr is a Series 65 licensed financial advisor with six years of industry experience, currently with AE Wealth Management, LLC. He previously worked with Missouri Higher Education Loan Authority and is also involved with Heritage First entities, including advisory, insurance sales, tax preparation, and facilitating estate planning document services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, relying on discretionary model portfolios and a platform-focused approach that serves a high volume of clients per advisor.

Elizabeth Trimble is a financial advisor with CWM, LLC, holding a Series 65 credential and three years of industry experience. She has worked at CWM, LLC and Trimble Investment Group since 2022 and previously at V Wealth Advisors LLC. Outside of advising, she is a commissioned notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, combining model portfolios managed by an in-house Investment Committee with various analytical tools and third-party providers.

Donna Tilden is a ChFC® credentialed financial advisor with over 31 years of industry experience. She is currently affiliated with Principal Financial Services and has worked with Principal Securities Inc. and Principal Life Insurance Company for more than a decade. Tilden also serves as a board member of Business West and volunteers with Next Step KC, assisting low-income clients by preparing personal income tax returns. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Rawlings is a financial advisor with Empower Advisory Group based in Kansas City, KS. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investment Services Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Evan Federman is a financial advisor with Principal Financial Services in Leawood, KS, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is also a partner in a non-investment-related business partnership. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Tariq Butt is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. and multiple divisions of J.P. Morgan since 2005. Outside of advising, he has a role as a co-owner managing financial decisions related to rental properties. 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 clients. The firm uses an integrated model tied to Empower’s platforms, offering point-in-time financial plans and optional managed account solutions.

Steven Nelson is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is an associate member of the National Association of Remodeling Industry. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm manages accounts through discretionary and non-discretionary strategies, integrates tax-efficient rebalancing for held-away accounts, and includes an affiliated accounting subsidiary providing tax planning and bill-pay services.

Cory Bittner is a financial advisor at Hightower Advisors with 14 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities, LLC since 2016 and previously worked at UBS Financial Services INC from 2013 to 2016. He holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering a variety of investment strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Kurt Commerford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2015. He holds the Series 63 designation 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan fiduciary services.

David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios and separately managed accounts.

Jenna Patterson is a CFP® professional with six years of experience at Creative Planning and eight years prior at Sunrise Advisors. She 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Ryan Forster is a financial advisor with NewEdge Advisors and holds the CFP® designation along with Series 66 and Series 63 licenses. He has 18 years of industry experience, having previously worked at firms including Cetera Advisors LLC and Engage Advisors, LLC. Outside of his advisory work, Mr. Forster is a partner at E Social, a real estate and social club where he oversees financials and operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, emphasizing centralized due diligence and technology-supported investment solutions.

Kojo Owusu is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Mariner. He has been with Mariner Wealth Advisors since 2012, including a current tenure starting in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporate entities through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Brian Mayfield is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Colony Group, LLC and American Century Investment Services Inc. since 2016. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Isaac Jambor is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. Prior to joining Creative Planning, he held roles at Mana Bar Lawrence, Ramen Bowls, Dillons, Red Pepper, HiTea, and House of Cha. 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 follows a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and affiliated non-investment businesses.

Daniel Bishop is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 14 years of industry experience. He previously worked at Gwfs Equities, Inc. for 12 years before joining Empower Advisory Group in 2025. 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. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term forecasts.

Lance Boeger is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and two years of industry experience. He has a background that includes roles outside of financial advising, such as benefits specialist at Amerilife Benefits, where he assists employer groups with benefits communication and insurance enrollment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles, including ETFs, mutual funds, and options-enhanced strategies through its turnkey asset management platform.

Lawrence Ingram is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He is based in Leawood, KS. Outside of his advisory role, he is a trustee of the Larry J. and Carole Ann Ingram Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies overseen by an Investment Strategy Committee.

Michael O'Neill is a financial advisor at Mariner with 42 years of industry experience. He holds the ChFC® and PFS™ designations, along with Series 63 and Series 65 licenses. Prior to his current role, O'Neill has been associated with Msec, LLC since 2011 and Mariner Wealth Advisors since 2010. Outside of his advisory work, he serves as board treasurer for the Kansas City Irish Center. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office solutions. The firm’s approach combines discretionary, customized portfolios managed by an investment committee with tax integration and administrative capabilities unusual for a firm of its size.