Susan Wickoren is a CFP® and Series 65–licensed advisor at Creative Planning with four years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KCPT - 90.9 The Bridge and FCI Advisors. Outside of her advisory work, she serves as President on the Board of Directors for Day Care Connection in Lenexa, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, tax-loss harvesting, and private market investments, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Brian Lore is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Ivy Distributors, Waddell & Reed, and Equitable Advisors. Lore is managing partner at Blue Valley Wealth Management and serves on the boards of the Steps of Faith Foundation and Ability KC, both nonprofit organizations in Kansas City. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, providing financial planning, retirement plan consulting, and access to third-party money manager programs delivered through multiple advisory and promoter arrangements.

Connor O'Keefe is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and ownership of Connor O'Keefe Company, LLC. Outside of his advisory work, he has been involved in financial planning and investment management through his own company and related businesses. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active management, supported by an internal Investment Committee and various implementation tools, managing over $122 billion in assets through a broad advisor network.

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 at Mariner with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Msec, LLC, Mariner Wealth Advisors, and Citigroup Global Markets. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Corey Mc Cready is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning in 2025, he worked in various roles including a position at Textron Aviation and teaching roles at Kansas State University and Oxford Middle School. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through a large network of advisors and affiliated service entities.

Troy Kuhn is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Creative Planning since 2017 and previously held roles at Harvest Advisors, Gradient Securities, PNC Wealth Management, and WFP Securities. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active and passive investment options.

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 with Lincoln Investment in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1995 and with MHN Government Services since 2008. Outside of advisory work, he is the owner of DKKT Holdings LLC, a holding company. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic and adaptive investment strategies.

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 Series 63 and Series 66 licenses and has 18 years of industry experience. Shelli previously worked at Prestwood Financial Group and has been with VOYA since 2014. She also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party solutions. The firm manages many accounts on a non-discretionary basis and integrates technology-enabled tools and model portfolios to implement client strategies.

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.