Robin David Young

Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Keith Heil is a financial advisor at Dale K. Ehrhart, Inc. with 25 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. Heil is also the owner and investment advisor at Arise Wealth Management, LLC and owns Heil CPA Services, LLC. Dale K. Ehrhart, Inc. provides investment management services to individuals, corporations, charitable organizations, and other registered investment advisers. The firm offers portfolio management and model strategies through its Family Office, TAMP, and Private Client divisions, employing a combination of fundamental analysis, diversified mutual fund and ETF approaches, and more active trading techniques.

Tedi Hughes is a CFP® professional with seven years of industry experience. He is affiliated with Destiny Capital Corporation and has worked with multiple firms including LPL Financial and Raymond James Financial Services. Hughes is also involved with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs with discretionary portfolio management, financial planning, consulting, and tax services through an affiliated entity. The firm uses a blend of strategic asset allocation based on Modern Portfolio Theory along with tactical adjustments and incorporates ESG analysis in its investment process.

Eric Everson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at CreativeOne Securities since 2019 and previously operated Everson Tax & Financial Services, Inc. for 17 years. He is also involved in insurance and retirement plan advisory roles through related businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm combines project-based financial planning with ongoing asset management using fundamental and cyclical security analysis, proprietary model allocations, and access to third-party managers.

Mary Flaherty is a CFP® professional with 13 years of industry experience. She currently works at Prospera Financial Services, Inc. and has previously been associated with firms including Charles Schwab and Focused Alpha, LLC. Mary holds Series 63 and Series 66 licenses. She is licensed for non-variable insurance sales, though she is not actively selling at this time. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through both proprietary and third-party advisory programs.

Colton Mc Call is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has five years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2015. In addition to his advisory role, he is an insurance agent selling life insurance, long-term care, annuities, and Medicare-related products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.