Austin Alejos is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Paragon Capital Management and various educational institutions including Drury University. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary models, individual advisor portfolio construction, and outsourced managers to manage diversified portfolios across multiple asset classes.

Nicholas Meilak is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade, and FAS Wealth Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, employing a range of strategies including ETFs, mutual funds, options, and private investments.

Dallas Warner is a financial advisor at UMB Financial Services, Inc. He holds a Series 66 designation and has prior experience with Morgan Stanley and Tailored Management. His background also includes roles outside the financial industry, including work with Doterra and Utah Valley University. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions with both discretionary and non-discretionary investment strategies and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Anthony Le is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at AAA Club Alliance and Walgreens. He is also involved with Financial Life Matters, focusing on client retirement account analysis and servicing current clients. 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 uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Daniel Gould is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Blue Valley Commodities and Financial Partners Group. Outside of advisory services, he is involved with Blue Valley Commodities, a wholesaler of agricultural products, and serves as a Medicare representative for American Republic Insurance Services. 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 utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to deliver customized portfolio solutions.

Scott Adams is a CFP® and ChFC® with 31 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory role, Adams is involved in dog breeding, farming, and cattle ranching, and he provides foster care for adults with disabilities. Copper Financial serves credit union members and institutional clients by offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm combines fiduciary advisory services with in-house model portfolios and maintains operational ties to CommunityAmerica Federal Credit Union.

Ryan Wilkerson is a CFP®-certified financial advisor with 10 years of industry experience, currently with The Wealth Consulting Group. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. He is also an at-large member of the Overland Park South Rotary nonprofit board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, corporations, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Shearman is a financial advisor at UMB Financial Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Financial Engines Advisors L.L.C. and Mariner Wealth Advisors. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a registered broker-dealer, investment adviser, and municipal advisor, with affiliation to UMB Bank supporting its investment and fixed-income services.

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Alyssa Akers is a financial advisor at Copper Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2019, previously spending 12 years at Ivy Funds Distributor Inc and Waddell & Reed, Inc. Copper Financial serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm works with both individual and institutional clients, utilizing a fiduciary advisory model that includes due diligence on managers and ongoing account reviews.

Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Steve Mankameyer is a CFP®-designated financial advisor with 43 years of industry experience. He has been with Regal Investment Advisors LLC since 2014 and also operates his own financial service business, Security Financial Service. Mankameyer provides financial and insurance services through multiple affiliated entities. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies within a sub-advisory platform.

Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC holding a Series 65 credential and five years of industry experience. He has worked at ChangePath, LLC since 2021 and Guardian Retirement Strategies since 2020. Outside of finance, he serves as a firefighter and paramedic with West Metro Fire Rescue and works as a CPR trainer. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary and third-party models that include ETFs, mutual funds, individual equity managers, options strategies, and select private investments.

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

Tysyn Hartman is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Copper Financial since 2019 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Hartman serves as a board member of the Kansas Sports Hall of Fame, which honors individuals who have contributed to sports in Kansas. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for individual and institutional clients.

Fredric Goodman is a financial advisor at CreativeOne Securities, LLC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and his own firm, Fredric E. Goodman Company, where he served as president for 27 years. Outside of advisory work, he has been involved in fixed insurance and annuity sales and serves as an independent insurance consultant. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis and a proprietary advisory platform.

Trisha Mc Clanahan is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Merit Financial Advisors. Her prior experience includes roles at Commonwealth Financial Network, Prime Capital Investment Advisors, and Private Client Services. She also worked in senior living management at Travanse Senior Living for four years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm provides coordinated wealth-management services, including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, employing a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

Kenzie Passino is a financial advisor with Root Financial Partners in Overland Park, KS, holding a Series 65 designation and three years of industry experience. Prior to joining Root Financial Partners, Passino worked at Keen Wealth Advisors and has diverse experience including roles at Goodwill Industries of Kansas and Kansas State University. Root Financial Partners provides investment management and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming and online academies in addition to its advisory services.

Shawn Tipping is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, with 22 years of industry experience. His career includes roles at GWFS Equities, Inc., LPL Financial, and Fiserv. Outside of advising, he owns several small businesses unrelated to investments, including Zero Stop Optics LLC and AK's Guns and Ammo LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using diversified investment strategies, including proprietary models and third-party managers, and serves as a sub-adviser for external advisory programs and an ETF.

Robin Lee is a financial advisor with Creative Financial Designs, Inc. in Overland Park, KS, holding a Series 66 designation and 27 years of industry experience. Lee has been with Creative Financial Designs and cfd Investments, Inc. since 2008 and has also worked with Best Financial Services Inc. since 2006. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs an asset-class model allocation approach informed by third-party research and offers strategies including passive ETFs, tactically managed portfolios, and Biblical Responsible Investing options.