Abigail Cetola is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Creative Planning, where she has worked since 2022. Prior to that, she held roles at American Century Investments and Netsmart Technologies and has experience in educational settings including Kansas State University and Saint Thomas Aquinas High School. 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, buy-and-hold strategies, and selective private market exposure, and it operates with affiliated legal, accounting, and trust company resources.

Joseph M. Zdeb is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds a Series 65 credential and has previously worked at Cambridge Investment Research and Lawing Financial. In addition to his advisory role, he serves as a board member for War Horses for Veterans, providing counsel and support to the organization. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a range of investment strategies, including core/satellite, thematic, and tactical approaches, and offers family office services along with tax planning through an affiliated accounting subsidiary.

Anthony Dilaveri is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 65 and Series 63 registrations and has been with Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Tyler Mann is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Creative Planning in 2025, he worked at Northwestern Mutual Wealth Management Company and American Century Investments. Outside of his advisory role, he coaches youth wrestling at Purler Wrestling Academy. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, 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 active management techniques and integrated retirement plan services.

Richard Stewart is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Creative Planning, LLC and has previous experience at Iqvia, S&G Washing and Services, and other diverse roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets using a financial-planning-led approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kyle Andrews is a financial advisor at Creative Planning with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for nine years. Creative Planning provides investment advisory and financial planning services to 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, supported by a large advisory team and centralized investment infrastructure.

James Viers is a financial advisor at Mariner with 15 years of industry experience. He holds a Series 66 designation and previously worked at George K. Baum & Company before joining Mariner in 2020. He also serves as a senior manager in compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios managed by an Investment Committee and blends in-house research with third-party managers, while providing specialized tax, accounting, and financial wellness services.

Adam Bramley is a financial advisor with Principal Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Principal Bank, Principal Trust Company, Principal Securities, and Principal Life Insurance since 2022, with prior roles at Citizen's Bank and Trust and Icma Rc. Outside of advising, Bramley is co-owner of a mobile repair business and serves on the pastoral council and as projects director for St. Charles Borromeo Church and School. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Daniel Rose is a financial advisor with Empower Advisory Group holding a Series 66 designation. He has been with Empower since 2026 and has a background that includes roles at Geico and work in both retail and education sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Robert Turley III is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked at Tolleson Private Wealth Management and Goldman Sachs. He also has experience at Creighton University. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent 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 tax-loss harvesting and selective private market exposure.

Christian Lewis is a financial advisor at Empower Advisory Group with seven years of industry experience. His background includes roles at American Century Investments and American Century Investment Services Inc. He holds Series 66, Series 63, and Series 65 credentials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Lori Schumann is a financial advisor with Empower Advisory Group in Olathe, Kansas. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Since 2015, she has been advising at Assets Group LLC. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups designated by plan sponsors.

Brian Leitner is a CFP® and ChFC® with 21 years of industry experience. He has been with Mariner Wealth Advisors since 2010 and also served as president of Msec, LLC. Leitner is a board member of Giving The Basics and volunteers with the Certified Financial Planner Board, providing insights on exam requirements and curriculum. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it maintains robust tax and accounting integration along with specialized financial wellness and family office services.

David Lusso is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Creative Planning in 2026, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as American Century Investment and Cardinal Health. 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 and buy-and-hold strategies for long-term goals while incorporating tax-loss harvesting, private market exposure, and fiduciary oversight for retirement accounts.

Drew Meecham is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at KeyBank Real Estate Capital and RedTire, as well as experience at the University of Kansas School of Business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm utilizes a range of investment strategies and offers services including asset management, financial planning, qualified retirement plan sponsorship, family office offerings, and tax advisory through its affiliated subsidiary.

Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Joel Engle is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameritas Advisory Services since 2021, and has also worked at Ameritas Investment Corp since 2004. Outside of his financial advisory work, Engle serves as a US Army Career Counselor with the US Army Reserve, a role he has held since 2015. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and a comprehensive platform of custodial and third-party resources.

Bing Chen is a CFP®, CFA®, and Series 63 credentialed financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously at UMB Bank from 2013 to 2019. Chen serves as Treasurer for the National Association of Asian American Professions in Kansas City, MO. 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 includes low-cost indexing and supplemental strategies, supported by affiliated legal, trust, and recordkeeping businesses.

Sanja Hardy is a CFP®-credentialed financial advisor at Mariner with six years of industry experience. She has been with Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office capabilities.

Logan Wiedel is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at Osaic, FP Wealth Management, and the Thayer County Economic Development Alliance, as well as experience with the University of Nebraska-Lincoln and local government and education institutions. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad array of supplemental investment options and integrated retirement plan services.