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.

Diron Tappin is a financial advisor with TCP Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He is involved in management of the Arizona Youth Football League and is a partner in Golden Clouds LLC, a youth sports organization. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis, uses model portfolios and sub-advised strategies, and typically seeks discretionary authority to manage client portfolios.

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

Tedi Hughes is a CFP® with six years of industry experience, currently serving at Destiny Capital Corporation. He has held roles at various firms, including LPL Financial and Raymond James Financial Services. Hughes is also associated with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital Corporation is a multi-office firm serving individuals, high-net-worth clients, trusts, estates, and entrepreneurs. The firm employs a blend of strategic asset allocation and tactical adjustments, offering portfolio management, financial planning, consulting, and tax services through an affiliated entity.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.

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.

Mark House is a financial advisor at Ausdal Financial Partners, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and Smith Moore & Co. Outside of his advisory work, he has an ownership interest in an LLC involved in a farm-to-table food truck business operated by his son. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory and brokerage services, with investment strategies developed at the advisor level and tailored to client-specific objectives and risk tolerances.

Mary Flaherty is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. She previously held roles at Charles Schwab, Focused Alpha, LLC, MKF Private Wealth Management, and World Investment Advisors, LLC. Prospera Financial Services, Inc. is a multi-team firm that provides investment advisory and financial planning services to individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a variety of portfolio management options including firm models, third-party sub-advisers, and advisor-managed strategies.

Colton Mc Call is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and having four years of industry experience. He has been affiliated with Bankers Life entities since 2015, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent selling life insurance, long-term care, annuities, and Medicare supplement and advantage plans. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting and portfolio management primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Cody Hildebrand is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Cetera Wealth Services, Pruco Securities, and Illinois College before joining CWM. Hildebrand is also involved in selling fixed insurance products and provides financial services through Schlipman Wealth Advisors and Carson Wealth Management. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutions. The firm emphasizes discretionary management using model portfolios guided by an in-house Investment Committee and offers comprehensive retirement-plan services alongside a variety of investment and advisory solutions.

Larry Mc Bee is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and Bankers Life and Casualty since 2011, where he manages a team of agents and is involved in hiring and training. Outside of his advisory role, he and his wife own a long-term rental property managed by a third party. 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, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Stanley Adler is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. He has been with Bankers Life Advisory Services since 2024 and previously worked at Bankers Life & Casualty, Inc. from 2020. Outside of advisory work, he has experience in insurance agent recruitment and training. 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 blend of fundamental and technical analysis, typically managing accounts on a discretionary basis with regular performance reporting.

Ian Mac Laughlin is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Nicklas Financial, LPL Financial LLC, and First Mid Bank & Trust. Outside of his advisory role, he owns and operates a cattle farming business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, without providing portfolio management or discretionary trading authority.

Chad Lewis is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 10 years of industry experience. He previously worked at Client One Securities, LLC for eight years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory services with brokerage and insurance products.

Marsha Gulledge is a CFP® professional with seven years of industry experience, currently serving with LPL Financial. She has been with LPL Financial since 2017 and has a concurrent role at Central Bancompany since 2013. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolio options.

James Burgess Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera. His career includes prior roles at Purk & Associates, P.C. and 1st GLOBAL ADVISORS, Inc. He also serves as a Sergeant Major in the Missouri National Guard. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports a broad client base, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management options through a multi-manager platform, combining affiliated and third-party strategies across discretionary and non-discretionary program structures.

Robert Landrum is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1995. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.