Kolton Knox is a financial advisor with Principal Financial Services based in Overland Park, KS, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Stephens Heffner Financial Partners since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2018. Knox also owns Knox Financial LLC, which provides administrative support services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.

Gary Rialti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. His prior work includes a 20-year tenure at Waddell & Reed, Inc., followed by roles at LPL Financial and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jonathan Holland is a financial advisor with Principal Financial Services based in Kansas City, MO, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors LLC. He is also the owner of Pinnacle Planning, an LLC used primarily for recordkeeping. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Chad Shaddox is a financial advisor at &PARTNERS with 24 years of industry experience. He held a position at Edward Jones from 2002 to 2024 before joining &PARTNERS in 2024. He holds the Series 63 and Series 66 licenses. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Tim Hakes is a financial advisor at Prime Capital Financial with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Lawing Financial. Outside of his advisory work, he is a member of Maverick Investors LLC, where he advises on business activities, marketing, and forecasting. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs discretionary and non-discretionary management strategies and supports held-away accounts with tax-efficient rebalancing, also providing affiliated tax advisory and consolidated reporting services.

Madeline Crawford is a financial advisor with Hightower Advisors, holding a Series 66 designation and three years of industry experience. She has worked at Hightower since 2018 and previously held roles at Barkley Evergreen & Partners/Crossroads Communication and Garmin International. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction across various investment vehicles.

Sabrina Saxer is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She previously worked at Ivy Investment Management Company for 23 years and had a brief tenure at Shell Law & Tax. 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 comprehensive retirement plan services.

Daniel Mathews is a CFP® and Series 63 credentialed advisor at Creative Planning with 18 years of industry experience. He 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 employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other tactical approaches.

Peyton Wiklund is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience in the financial industry since 2021. Prior to his current role, he worked at Chubb, RTS Financial, and previously at Benjamin F. Edwards. Outside of finance, he has experience working in the hospitality sector at Jayhawk Cafe and was affiliated with the University of Kansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, financial planning, and consulting services, supported by several hundred advisors managing tens of billions in assets.

Brett Manahan is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He has worked at Creative Planning since 2020 and previously held positions at The University of Kansas School of Business, University of Kansas, The Bromley Companies, and Maize USD 266. 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 that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by advanced indexing and tax management techniques.

Peter Zobel is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to that, he worked at Moneta Group Investment Advisors LLC from 2016 to 2020. He is a board member and finance committee member of the Johnson County Library Foundation, a nonprofit organization. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kevin Shea is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2017 and previously at Waddell & Reed Financial, Inc. from 2014 to 2017. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Joseph Coletta is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked with Mariner Wealth Advisors since 2017, following two years at Reed Financial Group. He holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.

Christopher Weeks is a Series 66-licensed financial advisor at Creative Planning with 14 years of industry experience. He has been with Creative Planning since 2015. Creative Planning offers 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 emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Zachary Pruitt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he operates a personal sales business on eBay. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amanda Johnson is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors, Financial Engines Advisors L.L.C., Edelman Financial Services, and Fidelity Brokerage Services. 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 employs customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Matthew Young is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation for 25 years. Outside of his advisory role, Matthew competes in professional barbecue events, has started a vineyard with plans to sell grapes in the future, and serves as a wedding officiant. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors, delivering both discretionary and nondiscretionary investment solutions.

Coleton Nelson is a financial advisor at Prime Capital Financial with two years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Mano's Wine. Outside of advising, Coleton is involved with Prime Capital Risk Management, focusing on the sale and service of fixed-insurance products. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, and family office solutions, employing both discretionary and non-discretionary investment strategies.

Benjamin Mulligan is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Century Investments and Empower Retirement prior to 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 and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Christy Nichols is a CFP® professional with seven years of industry experience, currently advising clients at Creative Planning since 2019. She previously worked at US Bank from 2012 to 2019. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, along with a range of additional portfolio management services and affiliated legal, accounting, and trust resources.