Katrina Radenberg is a financial advisor at Mariner with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner and related entities since 2009, including a prior role at Montage Investments. Outside of advising, she is a yoga instructor and serves as president of the Mariner Foundation board as well as a trustee of the Bicknell Family Foundation. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and corporations, providing investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by an internal management team and third-party managers, with a notable emphasis on integrated tax and accounting services alongside traditional portfolio management.

Dominic Saladino is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked at UMB Financial Services Inc and UMB Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Zachary Shahrokhi is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Creative Planning in 2026, he worked at American Century Investment Services, Inc. from 2022 to 2026. Creative Planning provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, foundations, trusts, 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 investment infrastructure.

Michael Persell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes ten years at American Century Investments and a brief tenure at CommunityAmerica Financial Solutions. Outside of finance, he owns Lovely Day Acres, LLC, a business engaged in the sale of flowers, eggs, honey, and baked goods. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, 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 assets across more than 1,100 advisors.

Jeffrey Wilcox is a financial advisor with Brookstone Capital Management LLC in Olathe, KS. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2013, he has been affiliated with Jw Advisory Group. In addition to advisory work, he is involved in insurance and fixed annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Timothy Disette is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding a Series 63 designation and over 34 years of industry experience. He has been associated with Trinity Planning Group since 2012, where he is also an owner. Outside of his advisory role, he co-owns Black Acre Farms, LLC, which manages a recreation property. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Dyson Dechant is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and KPMG. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary.

Curtis Yohon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network, where he has worked since 2001. He also has experience with The Advocates since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Chatten Scruggs is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2017. Prior to that, he spent 18 years at VSR Financial Services, Inc., and had shorter tenures at Private Client Services and GreenLeaf Financial Network, LLC. Outside of advising, he is involved in insurance sales through Christian Wealth Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach emphasizing low-cost indexing, buy-and-hold strategies, and offers access to private markets, alongside a range of institutional and retirement plan services.

Jason Baugh is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Stepp & Rothwell and Children's Mercy Hospital. Outside of his advisory role, he owns JEB Capital LLC, a bookkeeping and property management business, and models for RTA/Bark Productions in Kansas City. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Gregory Day is a financial advisor with Kestra Advisory in Shawnee, Kansas, holding a Series 63 designation and over 44 years of industry experience. He has been with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and employs multiple management platforms alongside third-party solutions.

Logan Baldner is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and 15 years of industry experience. He has worked with Mariner since 2021 and previously held positions at Waddell & Reed, Inc. and GWFS Equities, Inc. Baldner is also involved with MSEC, LLC, serving as an advisor transition specialist. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Alana Scott is a CFP® with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2009. Based in Overland Park, KS, she holds the Series 63 designation and has worked at Mariner for 17 years. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with multi-asset strategies and integrates tax and accounting services, including specialized CFO capabilities and financial wellness tools for employer clients.

Mason Mead is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Creative Planning, he worked at American Century Investment Services and held multiple roles at Kansas State and other organizations. 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 incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Corey Cowan is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He joined Creative Planning in 2021 after seven years at State Street Corporation. 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 direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jake Falcon is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Hightower Advisors since 2016, following three years at UBS Financial Services Inc. Falcon co-hosts the Kansas Golf Foundation Podcast, which promotes golf in Kansas and supports the foundation. 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 across various investment vehicles.

Logan Lea is a CFP® professional at Creative Planning with five years of industry experience. His prior roles include positions at Aspyre Wealth Partners and Mariner Wealth Advisors. Outside of financial advising, he operates a sole proprietorship selling online calendars. 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 uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Patrick Cassidy is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He began his industry career in 2026. Prior to joining Prime Capital Financial, he was affiliated with the University of Kansas in various capacities from 2020 to 2025. 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 a mix of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

James Popper is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked at H&R Block and has experience with CAPA Global Education Network and Bank of Prairie Village. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.