Ai Shi is a financial advisor at Creative Planning with a Series 65 designation. Shi’s professional background includes roles at Shamrock Trading Corporation and in education at Blue Valley School District and Lincoln College Preparatory Academy. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Brook Deaver is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2006 and also works with BD GWM, Inc. Outside of his advisory roles, he co-owns an entity that manages residential real estate in Barnett, Missouri. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Dereck Cochran is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual Wealth Management Company and Grant Capital. Outside of advising, he is involved in fixed insurance sales. 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 managing around $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

George Schneck is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at CBiz, Kansas State University, Prime Capital Financial, and Best Buy. 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 employs a financial-planning-led investment approach that emphasizes low-cost indexing and tailored strategies, supported by affiliated legal, accounting, and trust services.

Zachary Baird is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ivy Distributors, Inc. and Waddell & Reed, Inc. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Lysa Garcia is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. Outside of her advisory work, Garcia is a finance and budget committee member of the National Congress of Black Women in Kansas City, Missouri. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing around $212.7 billion in client assets. The firm offers a broad platform including managed account programs, access to third-party asset managers, and custody services.

Steven Diederich is a CFP® professional with seven years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors in various capacities since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Nicole Dahmer is a financial advisor at Creative Planning with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. from 2019 to 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan fiduciary services.

Peter Hansen is a financial advisor at Mariner with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2012 to 2020. Hansen is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and investment committee, and is notable for its integrated tax and accounting services as well as operational CFO capabilities.

Nicholas Reddin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at Myers and Stauffer LC and Kansas State University. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Connee Sullivan is a financial advisor at Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Prime Capital Financial in 2025, she worked at Sinecera Capital LLC from 2020 to 2025. She also has volunteer experience and spent one year with Austin Opera. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm offers both discretionary and non-discretionary account management using varied investment strategies and provides family office services along with integrated tax planning through its affiliated accounting subsidiary.

Benjamin Albertson is a Series 65-credentialed advisor at Mariner with eight years of industry experience. His prior work includes positions at RTS Financial, Security Benefit, CBW Bank, and the Topeka Country Club. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with additional services such as Core Family Office offerings and employer financial-wellness tools.

Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2010 and has been with Bankers Life and its related firms since 2022. Outside of his advisory role, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Joshua Zdeb is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Powercat Financial at Kansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and platforms to manage discretionary and non-discretionary accounts and provides tax planning and consolidated reporting through affiliated subsidiaries.

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. holding Series 63 and Series 65 credentials and 50 years of industry experience. His prior work includes positions at Infinex Investments, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. He also serves as a trustee for a family trust and conducts limited insurance sales. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.