Steven Enna is a financial advisor with Eagle Strategies (NY Life) in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He operates under the DBA Enna and Associates, focusing on selling New York Life products and services. Additionally, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Darren Watson is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and 30 years of industry experience. His work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also an independent insurance agent for various companies through Prevail Innovative Wealth Strategies. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary account management with a variety of investment strategies.

Michael Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at MML Investors Services LLC and MassMutual Life Insurance Co. Lynch is a board member of Embrace, a nonprofit organization based in Overland Park, KS. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.

Autum Moore is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, INVEST Financial Corporation, and The Central Trust 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, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Stephen Brown is a CFP® with 22 years of industry experience, currently serving at Prime Capital Financial. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of advising, he reviews financial records and prepares budgets for a homeowner's association and plays guitar in a local band. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a broad range of services, including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage accounts both discretionary and non-discretionary, and it provides specialized tax advisory and consolidated reporting services.

John Nauman is a financial advisor with OSAIC Institutions, INC. in Olathe, KS, holding Series 63 and Series 65 credentials and possessing 49 years of industry experience. His prior roles include positions at Infinex Investments, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. He also serves as a trustee for a family trust and is involved in insurance sales on a limited basis. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser model, which supports a broad range of investment approaches and lending solutions.

Mitchell Fisher is a CFP® and Series 65-licensed financial advisor with Creative Planning, where he has worked since 2021. He has four years of industry experience, including prior roles at FCI Advisors and Brookridge Golf & Fitness. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Elizabeth Hartung is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and has been with Creative Planning since 2011. In addition to her advisory role, she owns Hartung Insurance and works as a stylist for a women's clothing retailer. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental investment options and integrated retirement plan services.

Scott Herz is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and 20 years of industry experience. He has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services, managing roughly $213 billion in client assets.

Scott Liggett is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, Liggett serves as a director for Christian Youth Theater. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans with a range of services such as asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary management strategies and supports retirement plans through various investment platforms and advisory arrangements.

Jacob Schmitz is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas. He holds Series 63 and Series 66 licenses and has four years of industry experience. Jacob is a founding board member of the Young Catholic Professionals Kansas City chapter, where he mentors the leadership team. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisor representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a broad range of clients including plan sponsors and individual investors.

Brian Francis is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with several firms including Prosperity Network of Advisors LLC, Cetera Advisors, LLC, and Oppenheimer & Co. Inc. Outside of his advisory role, he provides mobile notary public services and owns Better Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Theodore Adams is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He began his advisory career in 2025 and has prior experience in logistics, education, and franchise operations. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-based individual investors, including 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 using Envestnet UMA models and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Casey Hauser is a financial advisor at Mariner with 11 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Vantage Investment Advisors and Montage Securities. Mariner serves a wide range of clients, 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 portfolio strategies supported by in-house research and third-party managers, and also provides integrated tax, accounting, and family office services uncommon for firms of its size.

Nash Holm is a financial advisor at Prime Capital Financial with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at Lincoln Financial Advisors and TD Ameritrade. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Richard Woody is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is the owner of a private duck hunting club, Cressup Lake Duck Club Inc. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Matthew Peterson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Citi Private Bank and Mission Peak Capital prior to joining Prime Capital Financial in 2020. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Samuel Shore is a financial advisor at AE Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services LLC and Madison Avenue Securities. Outside of his advisory role, he serves as an assistant debate coach at Greenhill School and officiates amateur ice hockey games. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a platform-centered approach combining proprietary and third-party model portfolios, discretionary asset management, and financial planning services.

Shari Mount is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, she worked at Empower Financial Services, National Advisors Trust, and American Century Investment Services. Outside of her advisory role, she is involved in managing rental properties and operates a business entity related to short-term rentals. Creative Planning provides investment advisory and financial planning services to 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 additional portfolio management techniques and a broad suite of retirement plan services.

Lee Richardson Jr. is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at the Securities Exchange Commission for five years before joining Creative Planning in 2020. 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, employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, and offers a range of supplemental portfolio management services alongside affiliated legal, trust, and retirement plan recordkeeping businesses.