Derick Walters is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with NVISION WEALTH GROUP, LLC and LPL Financial for over a decade. Walters operates a separate advisory business, DW Wealth Management, on a limited basis. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Clark Gay is a financial advisor at Visionary Wealth Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at Visionary Wealth Advisors since 2020, Financial Engines Advisors L.L.C. from 2016, and Tmfs Advisors, LLC from 2000 to 2016. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Tanner Millar is a financial advisor at Core Planning with a Series 65 designation and four years of industry experience. He has been with Core Planning since 2020 and previously worked at Mac's Docs and Continental Siding Supply. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Adam Bettis is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at TFB Advisors, LLC and Ameritas Advisory Services, LLC. Outside of his advisory work, he is a member and owner of Broadview Capital Management LLC, an S-Corp with no formal investment duties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term, fundamental analysis approach and offers ERISA-focused plan services, combining internal management with both affiliated and independent investment platforms.

Thomas Wright is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior work includes roles at Prudential Financial Planning Services and Edward Jones. He serves on the boards of the Future Leadership Foundation, a nonprofit focused on leadership development, and the Peculiar Area Chamber of Commerce, where he helps coordinate community events. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

James Regier is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Vsr Financial Services, Inc. Outside of advisory work, he serves as a court witness analyzing financial information. 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, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. 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 and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Dail Blake is a financial advisor at UMB Financial Services, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Money Concepts Capital Corp and Country Club Financial Services, Inc. He also worked with the Salvation Army from 2023 to 2025. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor. The firm integrates a documented suitability review and risk-tolerance questionnaire into its portfolio construction process and is affiliated with UMB Bank, n.a.

Jill Woods is a financial advisor at Creative Financial Designs, Inc. in Olathe, KS, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Retirement Plan Advisors, LLC and Cambridge Investment Research, Inc. since 2005. Woods is also an independent insurance agent affiliated with various companies. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management and comprehensive financial planning. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Nicholas Madl is a CFP® professional with 14 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He has held positions at Mutual Securities, Inc. and American Century Investment Services, Inc. Madl also operates as an independent insurance agent, providing insurance products as part of comprehensive financial planning. Intellicents Investment Solutions Inc. serves a diverse client base including retirement plan sponsors, third-party administrators, individual clients, and charitable institutions, offering services such as ERISA retirement plan consulting and individual wealth management. The firm utilizes a long-term, buy-and-hold investment approach led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Colin Golec is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at BRG and Eldridge Industries. Colin is also involved with The Capital Concierge, where he has worked for three years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Jason Smitka is a financial advisor with Financial & Tax Architects, LLC, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at multiple firms including Scout Wealth Management, LLC and AE Wealth Management, LLC. Outside of his advisory work, he is the managing member of Scout Financial Group and owns Smitka & Associates, LLC, where he is active as an insurance agent, and also consults for a field marketing organization. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients focused on retirement. The firm employs proprietary investment strategies using exchange-traded funds, individual securities, and trend-aware rebalancing, with customizable portfolios generally managed on a discretionary basis.

Matthew Fitzgerald is a financial advisor at Copper Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial serves credit union members and other individual and institutional clients, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm combines in-house and referral-based advisory models and maintains dual registration as both a broker-dealer and SEC-registered investment adviser.

Matthew Holt is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 credential and bringing 12 years of industry experience. He has worked at cfd Investments since 2017 and previously spent time with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Holt is also involved in independent insurance sales and Christian Wealth Management. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm uses asset-class model allocations aligned with risk objectives and provides Biblically Responsible Investing strategies alongside various implementation features.

Gabriel Jewell is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including Northern Trust Securities, Northern Trust Bank, and Advisors Excel. Jewell’s background also includes roles outside of finance at Coca-Cola Bottling Company, Caseys General Store, and Radius Brewing Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment methods including modern portfolio theory and quantitative analysis.

Joshua Diekmann is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2023. Prior to this, he spent five years with Barber Financial Group. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse range of clients, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Richard Meyer is a financial advisor at The Wealth Consulting Group with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including V Wealth Advisors, LLC and LPL Financial. Meyer is involved in entrepreneurial activities through Meyer Enterprises, LLC. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies, model portfolios, and algorithmic guided wealth services, supported by a legal and implementation model that includes licensed attorneys and third-party vendors.

Dennis Mattern is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been associated with Client One Securities, LLC and CreativeOne since 2014. In addition to his advisory role, he serves as an annuity sales director for CreativeOne, focusing on marketing fixed annuity products to financial professionals. 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 provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary platform.

Martin Garrison is a CFP® with 18 years of industry experience, currently affiliated with Advisory Services Network since 2022. His prior roles include positions at Mariner Wealth Advisors and FirstPoint Financial. Outside of financial advising, he is an author and co-founder of a motivational message subscription service, and he is involved in book publishing and ghostwriting activities. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies tailored to client objectives.

Jacob Snyder is a CFP® with 11 years of experience in financial advising. He is currently with CreativeOne Wealth, LLC and previously worked at Raymond James Financial Services and Fidelity Investments. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment strategies including modern portfolio theory and quantitative analysis.