Leslie Tonkin is a CFP® professional with experience at Moneta Group Investment Advisors, LLC and KPMG. Leslie has worked in various roles across industries including finance, consulting, and education since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team structure with a multi-criteria selection process and manages proprietary multi-strategy vehicles alongside specialized services for clients with complex needs.

Caleb Pryor is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Wealth Advisors and Waddell & Reed, Inc. Before his advisory career, he had a role at Rockhill Grill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support its due diligence and investment recommendations.

Jennifer Henry is a CFP® professional with eight years of experience in financial advising. She has worked at Creative Planning since 2020 and previously was an advisor at Stepp & Rothwell, Inc. from 2016 to 2019, with a one-year period as a homemaker in between. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Brian Wiklund is a CFP® professional with 28 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2012. He holds the Series 63 designation and is based in Leawood, Kansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, combining discretionary and non-discretionary strategies managed internally and by third parties.

Timothy Watters is a CFP® professional with 18 years of industry experience. He has been with Cetera Planning Partners since 2024 and previously operated Watters Financial Services, LLC for 38 years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm also offers tax planning and preparation, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies through a third-party provider.

Christina Mc Cabe is a financial advisor with Cetera Planning Partners, holding a Series 65 credential and eight years of industry experience. She previously worked at Financial Engines Advisors L.L.C. for seven years before joining her current firm. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Brandon Mccormick is a CFP® with 17 years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior roles include positions at Private Client Services, Lawing Financial, and Cambridge Investment Research. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and manages accounts on both discretionary and non-discretionary bases, supported by affiliated tax advisory and comprehensive reporting services.

Edmund Callahan is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently an advisor at Prime Capital Financial, joining the firm in 2025 after seven years at Financial Engines Advisors L.L.C. and two years at Charles Schwab. Outside of his advisory work, he is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he manages an occasional short-term rental of a ski home in Vermont. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies across discretionary and non-discretionary accounts and provides tax planning and financial administration through an affiliated accounting subsidiary.

Samuel Dominguez is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at American Century Investment Services, Inc. for eight years before joining Creative Planning in 2018. 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, employing 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.

Jeffrey Johnson is a CFA® charterholder and holds a Series 65 license. He joined Prime Capital Financial in 2025 and has prior experience with firms including Xylinx, where he serves as President and Owner, providing valuation, financial due diligence, and CFO services for the lower middle market. His background also includes roles at Lion Nathan USA, Vitrus LLC, Homefield LLC, Expo Real Estate Holdings, and Mariner Capital Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.

Austin Hinck is a CFP® with eight years of industry experience, currently an advisor at Creative Planning. His prior work includes seven years at American Century Investment Services and professional roles at Uber, Ferrell Capital Inc., and Men’s Wearhouse. He also has experience at the University of Missouri. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Thomas Greuling is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Fidelity Brokerage Services LLC and Stokes Family Office, LLC. Outside of financial services, he is involved in the wine import business as owner and president of several related companies, including G Interests, LLC, Quien Sabe Vino, LLC, and East Texas Wine Partners, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a broad range of clients, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm provides asset management, financial planning, family office services, and employs a variety of investment strategies across discretionary and non-discretionary account types.

Daniel Armstrong is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds the Series 63 and Series 65 designations and has 20 years of industry experience. Armstrong has advised with Assets Group since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Robert Pascuzzi is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held roles at Premier Payment Resources, Voss Coaching Co., and Ryan Transportation. He also has experience working in education at the University of Kansas and Rockhurst High School. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and institutional services.

Dylan Freberg is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Creative Planning since 2022 and previously held roles at Boyer Corporon Wealth Management, Stallard Technologies Inc., and the University of Kansas. Creative Planning is a wealth management firm serving individuals, pension plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in client assets.

Cassidy Mc Master is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Creative Planning, where she has worked since 2024. Her prior roles include positions at American Century Investments and KU Business Career 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 investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Jamie Disterhaupt is a financial advisor with Commonwealth Financial Network in Kansas City, MO. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Commonwealth, he worked at Infinitas and Mitchell Capital Management Co, and has experience in various roles including at Missouri State University and Renaissance Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of adviser support services, including managed account programs, access to third-party asset managers, and custodial services.

Mark Lenz is a Series 65-licensed advisor with Creative Planning in Overland Park, KS. He joined Creative Planning in 2026 and previously worked in various roles including at American Century Investments and Zips Car Wash. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Richard Witherspoon is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He holds a Series 63 license and is based in Kansas City, MO. Outside of his advisory role, he is also a licensed insurance agent involved with Reliant Financial Services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Justin Eslick is a financial advisor with TIAA-CREF in Overland Park, KS, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF since 2017 and previously worked with Waddell & Reed Inc and various insurance carriers. Outside of his advisory work, he competes in BBQ competitions as part of a team. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management and acts as investment adviser to donor-advised funds.