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.

Lakisha Lewis is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and five years of industry experience. She has worked at Bankers Life Securities, Inc. since 2021 and Bankers Life since 2014. Outside of her advisory role, she coordinates programs at Assured Care, providing support services for individuals with mental disabilities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients' goals and risk tolerances.

Michael Rogers is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2018. Prior to his advisory role, he was employed at Brewer Science Inc. from 2011 to 2017. Outside of financial advising, he owns and operates an e-commerce business called Micro Collective 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 client assets and employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Marco Osorio is a financial advisor with Prime Capital Financial in Overland Park, Kansas, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at GenWealth Financial Advisors LLC, LPL Financial, and Ernst & Young. Osorio has also been involved in a personal business, Osorio Rentals LLC. 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 offerings, employing both discretionary and non-discretionary investment strategies.

Colleen Carmitchel is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at North Pointe CPA Group, North Pointe Wealth Advisors, and Cornerstone CPA Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations along with ongoing monitoring.

Colin Christo is a financial advisor at Creative Planning with one year of industry experience. He previously worked at Renaissance Financial and has a background that includes roles at the University of Kansas and Mount Michael Benedictine High School. He holds a Series 65 designation. 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, managing approximately $295.6 billion in client assets.

Anthony Woodard is a financial advisor at Prime Capital Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Private Client Services, Fiduciary Investment Trusts, LLC, Cambridge Investment Research, and Lawing Financial, Inc. Outside of his advisory work, he is the lead guitarist for the band Toxic A$$et$. 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 sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Michael Harvey is a CFP® and holds a Series 65 license, with 19 years of experience in the financial advisory industry. 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 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 additional portfolio management techniques and a range of retirement plan services.

Jerry Mckinney is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Eagle Strategies since 2012 and has worked concurrently with NYLIFE Securities LLC and New York Life Insurance Company since 1996. Outside of his advisory role, he owns Raiderduck LLC, a venture developing alternative analytics for resume and candidate searches on major job platforms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Johnson is a financial advisor with Principal Financial Services in Kansas City, MO. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. Since 2011, he has worked with Principal Securities Inc and Principal Financial. In addition to his advisory role, Johnson serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust platforms. 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 under various advisory and promoter arrangements.

William Hirschler is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been affiliated with VOYA Financial Advisors since 2014 and leads Simmons Wealth Management, a firm focused on financial services including the sale of fixed insurance and securities products. Hirschler also serves as co-executor for his mother’s estate. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

Brett Rariden is a financial advisor with Valic Financial Advisors in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2021 and has been involved with Rariden Inc. since 2004. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Donald Lueke is a CFP® credentialed financial advisor with 29 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has served in various leadership roles at Heritage First, Inc. since 2005 and has been with AE Wealth Management since 2020. His outside activities include teaching educational workshops at the PREPARE Institute and involvement with the Society for Financial Awareness, a nonprofit promoting financial literacy. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion in assets across a large client network.

Taylor Pearson is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera Planning Partners in 2021, he worked at TD Ameritrade, AXA Advisors, The Vanguard Group, and Citizens Bank of Kansas. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, employing a diversified investment approach based on clients’ objectives and risk tolerance.

Kathy Lum is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Her career includes long-term roles with Lee Financial Group Hawaii, Inc. and related entities before joining Cetera Planning Partners in 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified portfolios aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through third-party partnerships.

Ray Evans Jr. is a CFP®-credentialed financial advisor with over 40 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously spent 14 years with Pegasus Capital Management, Inc. and Commonwealth Financial Network. Evans is a managing partner and sole owner of Pegasus Capital Management LLC and is involved in insurance sales, including fixed and indexed annuities, life settlements, and traditional life insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee, and offers various program options and implementation tools through a large advisor network.