Steven Dew is a financial advisor at Creative Planning with a Series 65 license and two years of industry experience. Prior to joining Creative Planning, he worked at State Farm Investment Management Corp and Chris Sutherland Insurance Agency. Outside of finance, he owns and directs DewVinci Productions, a photography and videography business, and Stop Motion Sensei, an online stop motion animation course provider. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market investment capabilities.

Michael Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. His prior work history includes roles at Grant Capital, Paychex, Sterling, and eScreen. Outside of advising, he is co-owner of JT Rental, LLC, a residential real estate management entity in Overland Park, KS. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, and compliance support while enabling advisors to construct portfolios from diverse securities and insurance products.

Gerhart Kloiber Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Mariner Wealth Advisors, FirstPoint Financial, and Montage Securities. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Eric Lynn is a Series 65 licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at Sterneck Capital Management for four years before joining Creative Planning in 2016. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, offering a financial planning–led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and a range of retirement plan fiduciary services.

Alexander Montanez is a financial advisor with Empower Advisory Group based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Montanez has worked at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and disciplined rebalancing.

Nolan Plous is a CFP® and Series 65 credentialed advisor with 8 years of industry experience. He has been with Creative Planning since 2017 following a year at Black & Veatch. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, 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 various active and passive strategies and private market investments.

Johnathan Cullen is a Series 65-licensed financial advisor with Creative Planning, bringing 10 years of industry experience. He worked at Waddell & Reed Inc from 2015 to 2018 before joining Creative Planning, where he has been since 2018. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by advanced techniques such as direct indexing, tax-loss harvesting, and fundamental equity sleeves, while also providing comprehensive retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Justin Bogardus is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. Prior to joining Creative Planning in 2019, he worked at Chipotle, Atlas Private Wealth Management, LLC, and The AYCO Company, L.P. Outside of his advisory role, he has worked as a crew member stocking at HyVee in Overland Park, 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market investments.

Vanessa Higgins is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Her prior roles include working at Stephens Heffner Financial Partners and operating Higgins Business Consulting LLC. She also spent over a decade at Ipourlife, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kai Sewell is a financial advisor at PlanMember Securities Corporation in Kansas City, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Security Life Insurance Company and Forrest T. Jones & Co., Inc. Sewell has been a college student since 2017 and previously worked at Vector Marketing. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

James Azeltine is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes twelve years at Oppenheimer, eleven years at Wells Fargo Clearing, and a year with Prudential Equity Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

Terri Lewis is a financial advisor at Prime Capital Financial with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Her work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Prime Capital Financial is an SEC-registered 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 and offers tax planning through an affiliated accounting subsidiary.

Jeffrey Goff is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc., Waddell & Reed, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Jerrod Pearce is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He is based in Overland Park, KS, and has worked exclusively with Creative Planning and its affiliated entities throughout his career. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Li Xing is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been associated with NYLIFE Securities LLC and New York Life Insurance since 2015 and joined Eagle Strategies LLC in 2026. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers tailored advice through various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Cole O'Brien is a CFP® professional with four years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He previously worked at American Century Investment Services, Inc. and has a background including roles at Kansas State University and Red Robin. O'Brien is also an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing recommendation-based advice rather than discretionary management.

Andrew Widman is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Widman serves in several nonprofit leadership roles, including Vice President of the Gift of Life KC board and board member positions with Midwest Transplant Network and St. Luke's Foundation committees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dennis Henks is a CFP® professional with 22 years of industry experience, currently affiliated with Principal Financial Services. He previously worked for Lincoln Financial Advisors for 20 years. Outside of his advisory role, Henks serves on the Board of Directors for the University of Missouri - Ag Alumni Association and is involved with agricultural education initiatives through the Blue Springs Agriculture Advisory Committee and the Top Producer Executive Network. Principal Securities provides brokerage and advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jerrod Foresman is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Myrias Financial Management, Infinex Investment, INVEST Financial Corp, Bankers & Investors Co., Inc., Cambridge Investment Research Advisors, and CUSO Financial Services. He serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is an owner or partner in several insurance and financial services ventures. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and a distinctive hybrid adviser/broker-dealer structure with a sizable non-discretionary asset base.

Christopher Brooks is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 23 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked at Waddell & Reed Inc for nine years and has been self-employed for 15 years. Outside of advising, he is the owner of an investment property in Overland Park, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, as well as its partnerships for directed trustee services.