Evan Federman is a financial advisor with Principal Financial Services in Leawood, KS, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is also a partner in a non-investment-related business partnership. 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 through various advisory and promoter arrangements.

Tariq Butt is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. His prior roles include positions at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., J.P. Morgan Retirement Plan Services, LLC, and Carillon Investments, Inc. Outside of his advisory work, he has involvement in the ownership and financial management of rental properties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, with services linked closely to Empower’s recordkeeping and administrative platforms.

Steven Nelson is a financial advisor with Prime Capital Financial based in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, with prior roles at Lawing Financial Inc., Cambridge Investment Research, and Private Client Services. Nelson is an associate member of the National Association of Remodeling Industry. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a variety of investment strategies across discretionary and non-discretionary accounts.

Cory Bittner is a financial advisor at Hightower Advisors with 14 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities, LLC since 2016 and previously worked at UBS Financial Services INC from 2013 to 2016. He holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering a variety of investment strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Kurt Commerford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2015. He holds the Series 63 designation and is based in Overland Park, KS. 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 a range of retirement plan fiduciary services.

David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. 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 diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios and separately managed accounts.

Jenna Patterson is a CFP® professional with six years of experience at Creative Planning and eight years prior at Sunrise Advisors. She is based in Overland Park, KS. 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 various portfolio management techniques and integrated retirement plan services.

Ryan Forster is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with NewEdge Advisors and has held prior roles at Cetera Advisors LLC, Prosperity Advisors, Engage Advisors, U.S. Bancorp Investments, and Merrill. Outside of advisory services, he is a partner at E Social, a real estate and social club in Leawood, KS. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a variety of portfolio management and consulting services and uses multiple program structures that combine in-house and third-party investment management.

Kojo Owusu is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Mariner. He has been with Mariner Wealth Advisors since 2012. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, with a notable focus on integrating tax and accounting capabilities alongside traditional portfolio management.

Brian Mayfield is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes eight years at American Century Investment Services Inc. and two years with The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating both proprietary and third-party investment options.

Isaac Jambor is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. Prior to joining Creative Planning, he held roles at Mana Bar Lawrence, Ramen Bowls, Dillons, Red Pepper, HiTea, and House of Cha. 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 follows a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and affiliated non-investment businesses.

Daniel Bishop is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Lance Boeger is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and two years of industry experience. He has a background that includes roles outside of financial advising, such as benefits specialist at Amerilife Benefits, where he assists employer groups with benefits communication and insurance enrollment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles, including ETFs, mutual funds, and options-enhanced strategies through its turnkey asset management platform.

Lawrence Ingram is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. His previous roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, and brokerage with a combination of proprietary and third-party strategies.

Michael O'Neill is a financial advisor at Mariner with 42 years of industry experience. He holds the ChFC® and PFS™ designations and has worked at firms including Mariner Wealth Advisors, CBIZ Wealth Management, and National Planning Corporation. Outside of his advisory roles, he serves as board treasurer for the Kansas City Irish Center. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Daniel Mumma is a financial advisor with Creative Planning, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Creative Planning, he held positions at Geico and Walmart. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Brett Kunshek is a CFA® charterholder with 10 years of industry experience. He has been with Mariner since 2018 and previously worked at 440 Investment Group. Outside of financial advising, he serves as a director on the board of a trucking company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable capabilities in tax integration and employer financial wellness solutions.

Janet Fitzgerald is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds the Series 66 designation and has a work history that includes Empower Financial and Security Distributors, Inc., as well as self-employment since 1991. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and savings rates, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Brian Nowak is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions 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 to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.