Caleb Padgett is a financial advisor at Copper Financial with four years of industry experience. His prior roles include positions at Commerce Bank and Commerce Brokerage Services Inc. Outside of his advisory work, he also works as a food delivery driver for Doordash. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm accepts both individual and institutional clients and operates with a fiduciary advisory model supported by dual registration as a broker-dealer and SEC-registered investment adviser.

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.

Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using a blended investment process that incorporates fundamental, technical, and cyclical analysis within an asset-allocation framework.

Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.

Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Whitaker Myers Wealth Managers, Almanack Investment Partners, and J.P. Morgan Securities. Outside of his advisory work, he owns a homestead farm raising sheep, chickens, and ducks, and he coaches a faith-based wealth coaching course in group and one-on-one settings. 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 uses diversified portfolios aligned with modern portfolio theory, often implementing low-cost ETF model allocations through its Golden Rule Program.

Amanda Brown is a CFP® professional with five years of industry experience. She currently works at Aprio Wealth Management, LLC and has previous experience at Prism Financial Group, L.L.C. and Keen Wealth Advisors. Amanda also has a background working at Ottawa University. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies while coordinating referrals with an affiliated registered CPA firm.

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.

Nicole Bartel is a financial advisor at Copper Financial with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Prior to her career in finance, she worked in the Keller Independent School District. Copper Financial primarily serves credit union members, including those of its parent CommunityAmerica Federal Credit Union and other unaffiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing platform for both individual and institutional clients.

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.

Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.

Brian Westemeyer is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mutual Securities, Inc. since 2018 and previously at Cetera Advisors LLC. In addition to his advisory roles, Westemeyer has involvement with Hawkeye Touchless Inc and Westport Touchless of Coralville Inc over the past 28 years. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with oversight by a CFA Chief Investment Officer, offering ERISA retirement plan consulting, individual wealth management, and a wrap fee program.

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.

Amanda Scott is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Intellicents entities and Cetera Advisors LLC since 2016 and previously with Alliance Benefit Group and Abg Investment Services. She is a passive shareholder and part owner of Intellicents Inc. INTELLICENTS INVESTMENT SOLUTIONS INC serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA retirement plan consulting, individual wealth management, and a wrap fee program, with investment oversight led by a CFA charterholder focusing on long-term, buy-and-hold strategies and periodic rebalancing.

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.

Heath Burch is a CFP® professional with 26 years of industry experience currently with Copper Financial Network LLC, where he has worked since 2014. He serves on the board of the Liberty Education Foundation and acts as Board Secretary for Liberty Youth Football & Cheer, Inc. He is also a member of the LPS 53 School District Audit & Finance Committee. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs, working with both individual and institutional clients.

David Cox is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth and has previously worked at firms including Triad Advisors and Royal Alliance Associates. Outside of his advisory role, he has served as Vice President of Sales at BenefitRFP, focusing on executive benefits packages. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform that offers model portfolios monitored and rebalanced regularly.

Bradley Mauderer is a financial advisor at Copper Financial with 22 years of industry experience and holds the Series 66 designation. He has worked at Copper Financial Network LLC since 2018 and previously held positions at Waddell & Reed, Isagenix, VSR Advisory Services, and VSR Financial Services, Inc. Outside of his advisory work, he is the organizer of an LLC established to sell a book written by his spouse. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs, catering to both individual and institutional clients.

Kenneth Burkhead III is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding a Series 66 designation and 11 years of industry experience. He has held roles at True Exit Solutions and True Wealth & Company LLC, and is involved in business activities outside of finance including HR consulting through myTrueHR and serving as CFO of Recreation Construction Group, which manages outdoor recreation projects. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach and integrates affiliated benefits and insurance services as part of a larger multi-office enterprise managing approximately $9.92 billion in assets.

Michael Desantis is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was employed by World Class Unlimited and VSR Financial Services. Outside of his advisory role, he owns and operates a home restoration business. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm manages approximately $1.27 billion using diversified portfolios aligned with modern portfolio theory and offers a multi-advisor team approach with discretionary and non-discretionary engagements.

Ryan Meda is a CFP® professional with nine years of industry experience. He has worked at Fidelity Brokerage Services LLC and Canvas Wealth Advisors, LLC before joining Savvy in 2025. Meda holds Series 63 and Series 66 licenses. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.