Christopher Scavuzzo is a CFP® professional currently with Creative Planning and has been in the industry since 2023. He previously worked at Great Plains Trust Co., Uhy, LLP, Deloitte & Touche, LLP, Benedictine College, and Skyview Academy. 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, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Sarah Kleinschmidt is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Lee Financial Group Hawaii, Inc. and related affiliates for five years. Since June 2024, she has served as Co-Chair of the Investment Commission Board for The Episcopal Church in Hawaii. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including tax, bookkeeping, payroll, and estate-planning services, with an investment approach centered on diversified allocations tailored to client objectives and risk tolerance.

Aubrianna Peck is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Mid American Wealth Advisory Group and Stepp & Rothwell, Inc. Outside of finance, she owns Willow & Wildflowers Boutique, a custom apparel and home decor business. Creative Planning is an enterprise firm managing approximately $217 billion in client assets. It serves a diverse client base with a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and comprehensive retirement plan services.

Jennifer Cavanaugh is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, she was employed at Lockton Financial Advisors, LLC, and Lockton Companies, LLC from 2009 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Sean Clancy is a financial advisor at Prime Capital Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of his advisory role, he is involved with Prevail Innovative Wealth Strategies, providing risk management solutions. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and employs a range of investment strategies across discretionary and non-discretionary accounts.

Kevin Jaegers is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified mutual fund and ETF allocations aligned with clients’ objectives and risk tolerance and offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Michael Tibbles is a financial advisor with Integrity Alliance, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Gladstone Wealth Partners and Regulus, LLC. Outside of advisory work, he is involved in fixed insurance sales and agency management as president of T&T Senior Specialists, LLC, and serves as an insurance agent with American Senior Benefits. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services utilizing various portfolio approaches and third-party platforms.

Gianni Catenacci is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously held roles at Cerner Corporation, Kelley School of Business, First Merchants Corporation, and Indiana University. Outside of finance, he was involved with Catenacci Construction for two years. 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 a discretionary, customized portfolio approach supported by in-house research and third-party managers, combined with integrated tax and accounting services and unique administrative CFO capabilities.

Elizabeth Horton is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Her professional background includes positions at M3Sixty Administration LLC and academic roles at the University of Missouri - Kansas City and Kansas State University. 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, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and other tailored investment strategies.

Matthew Gazaway is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and co-owns BridgeQuest Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. His career includes prior roles at LPL Financial, llc and Bridgepoint Wealth Strategies. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services, providing clients with a range of portfolio implementation options.

Troy Smith is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has previously worked with GWFS Equities and Empower Retirement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Dale Bartlett is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Veritas Praesidium, Northwestern Mutual Life Insurance Company, and NEF/Met/Mass Mutual. Outside of advisory work, he serves as a consultant for Cutwater Advisory on wealth management practices and is co-authoring a book on advisor succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Sylvester Byrd III is a CFP®-certified financial advisor at Creative Planning with nine years of industry experience. He previously worked at American Century Investment Services, Inc. for eight years and has experience in mortgage lending as well as roles outside finance, including positions at Harpo's and Signature Events. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical allocations and private market exposure.

Nicholas Zeitlow is a CFP® and holds a Series 65 license, with four years of industry experience. He has been with Creative Planning since 2021. His prior work includes roles in construction, education, and distribution. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio techniques and access to private market investments.

Pierson Mc Atee is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Prime Capital Financial. His background includes roles at Prime Capital Investment Advisors and positions associated with Kansas State University and HCI Hospitality. He is the managing member of Wildcat NIL LLC, which supports K-State student-athletes in monetizing their Name, Image, and Likeness (NIL) rights by facilitating deals and providing education on current rules. 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 diverse investment strategies and offers family office services, tax advisory support, and specialized retirement plan solutions.

Denise Crawford is a financial advisor with Valic Financial Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses and having eight years of industry experience. Her prior work includes positions at Icma Rc and Porsch Financial. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, and operates at scale with a large network of advisors and centralized technology solutions.

Daniel Pontarelli is a CFP® professional with 12 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Stepp & Rothwell, Inc. from 2014 to 2017. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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 various tactical approaches, and offers a range of affiliated non-investment businesses including legal, trust, and recordkeeping services.

Mark Basola is a CFA® charterholder affiliated with NewEdge Advisors, where he has worked since 2024, bringing two years of industry experience. Prior to joining NewEdge, he spent six years at Enterprise Bank and two years at Commerce Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures and technology tools to support clients and advisors.

Logan Baker is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Creative Planning. Prior to joining Creative Planning, he worked at Country Club Bank and has a background in education, having been employed at Creighton University and Lees Summit West High School. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and offers integrated legal, trust, and retirement plan services.

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.