Brian Abbott is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Abbott is involved in Medicare sales and mortgage loan origination, as well as serving as a notary. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Jason Harrison is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2021, following roles at UMB Financial Services and American Century Advisory Services. FAS Wealth Partners serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies with discretionary and non-discretionary portfolio management, utilizing a diverse mix of investment vehicles and third-party managers.

James Milazzo Jr. is a financial advisor at Axxcess Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years. Outside of his advisory role, Milazzo is involved in insurance sales, including accident and health, life, and variable annuities. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and acts as a TAMP and sub-advisor through its Axxcess Customized Portfolio Platform.

Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Northwestern Mutual and has been dually employed by Arvest Bank and Arvest Wealth Management since 2025. Outside of his advisory role, Rawlings works part-time as a weekend server at Nicklaus Golf Club. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates multiple analysis methods and emphasizes asset allocation and customized strategies aligned with client objectives and risk tolerances.

Mark Rubin is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with CreativeOne Securities, LLC since 2021, following roles at ChangePath, Inc., Waddell & Reed, Inc., Cetera Financial Group, Cetera Wealth Services, LLC, and VSR Financial Services, Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Robert Nutter is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has previously worked at Vestech Securities, Inc. and BTS Asset Management, Inc. Nutter is also the owner of Nutter Wealth Management, which offers fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors, providing financial planning, portfolio management, and retirement-plan fiduciary services.

Frank Jaksa III is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with CreativeOne since 2005, currently managing a team responsible for annuity sales. Jaksa also works as a licensed insurance agent offering annuities, life, and health insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Andrew Mcdermitt is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Brighthouse Securities, LLC and MetLife Investors. Mcdermitt is the founder of Carolina Portfolio and Income Architects, a firm engaged in financial planning and securities consulting. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and external money manager referrals.

Aaron Bachelor is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at Market Synergy Group and Peoples Insurance Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, individual equities, options, and select private investments.

Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked at firms including J.P. Morgan Securities and The Huntington Investment Company before joining LexAurum in 2025. Outside of his advisory role, he coaches a faith-based wealth coaching course and operates a homestead farm raising sheep and other animals. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios guided by modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Amy Alley is a financial advisor with American Century Investments Private Client Group, Inc. in Olathe, KS, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with American Century Investment Services, Inc. since 2007. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs through a discretionary management approach.

Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Camden Chapin is a financial advisor at The Wealth Consulting Group with a Series 65 credential and no prior industry experience. His background includes roles outside finance, such as employment at DoorDash and studies at Kansas State University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mixed investment approach tailored to client goals and risk tolerances, combining fundamental, technical, macroeconomic, and quantitative analysis with active and passive strategies.

John Meier is a CFP® with 25 years of industry experience and is affiliated with FAS Wealth Partners, Inc. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002, following a two-year tenure at Merrill. FAS Wealth Partners serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering fee-based advisory services that include portfolio management and financial planning. The firm utilizes customized asset-allocation strategies and a mix of mutual funds, ETFs, individual securities, and alternative investments to manage client portfolios.

Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.

Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.

William Lane Jr. is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has previously worked at Cerity Partners and USAA Financial Planning Services, among others. Lane also serves as Vice President and Senior Wealth Advisor at CreativeOne Wealth and CreativeOne Advisors. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a mix of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Blake Arnold is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FAS Wealth Partners, Inc. and has prior experience at Commerce Bank and Mid Missouri Bank. Outside of finance, he worked at Eat Fit Go for three years before entering the advisory field. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management and financial planning. The firm’s investment approach centers on customized asset allocation strategies using mutual funds, ETFs, individual securities, and occasionally alternative investments, supported by institutional custodians and a range of in-house professional services.

Michael Desantis is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has been with LexAurum Advisors since 2019 and previously worked at World Class Unlimited and VSR Financial Services. Outside of financial advising, he owns and operates a home restoration business. LexAurum Advisors manages approximately $1.27 billion for over 2,000 clients, providing investment management, financial planning, and retirement-plan services through a multi-advisor team. The firm employs diversified portfolios based on modern portfolio theory and offers both discretionary and non-discretionary services, including a standardized model portfolio program used by other advisers.

Matthew Burleigh is a CFA® charterholder with one year of industry experience. He is currently with Prevail Innovative Wealth Advisors, LLC, where he has worked since 2024. His prior roles include positions at Horizon Lihtc Fund, Stonehawk Capital Advisors, LLC, and Gearpwer Capital, LLC. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.