Joshua Edens is a financial advisor at Copper Financial with nine years of industry experience. He holds the Series 66 credential and previously worked for CommunityAmerica Credit Union for eight years before joining Copper Financial in 2017. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, a model-based wrap program, and an online Guided Investing option, serving both individual and institutional clients.

Amanda Spear is a financial advisor at Copper Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2017, following two years at CommunityAmerica Financial Solutions, LLC. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management via third-party manager referrals, and model-based wrap programs while serving both individual and institutional clients.

James Mcneill is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC before joining Arvest in 2017. Mcneill serves as a board member for Kymel Inc., a nonprofit focused on supporting children with childhood cancer and their siblings, where he helps organize fundraising and community outreach. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, nonprofits, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerance.

Rachel Feldkamp is a Series 66-licensed financial advisor at Copper Financial with 17 years of industry experience. She previously worked at Waddell & Reed, Inc for 15 years and has been with Copper Financial Network, LLC since 2021. Outside of advisory work, she serves on the Milhaven Homes Association Board. Copper Financial primarily serves credit union members, including individual and institutional clients, offering financial planning, brokerage services, and portfolio management through third-party manager referrals and in-house model portfolios. The firm is known for its dual registration as a broker-dealer and SEC-registered investment adviser and its affiliation with CommunityAmerica Federal Credit Union.

Brandon Budd is a financial advisor with Intellicents Investment Solutions Inc. and Mutual Securities, Inc., holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Transamerica Capital, Inc. and Transamerica Retirement Solutions. He serves as a board member and volunteer for Bags of Fun Kansas City, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, individual wealth management, and other financial services to plan sponsors, charitable institutions, municipalities, and individual clients. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-certified Chief Investment Officer and operates a multi-office enterprise with approximately $9.9 billion in assets under management.

Kipp Noe is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm uses an open-architecture investment approach that incorporates proprietary models, individual advisor portfolio construction, and outsourced managers, focusing on aligning client accounts with their objectives and risk tolerances.

Courtney Rader is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at QTS Data Centers, Client One Securities, LLC, and VSR Advisory Services. She is also involved in managing advisor registration and licensing at CreativeOne Wealth, LLC. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Misael Herrera Granados is a financial advisor at Intellicents Investment Solutions Inc. with five years of industry experience and holds a Series 65 designation. He previously worked at True Wealth & Company LLC and has been involved with charitable outreach as a committee member for Turn the Page KC. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services including retirement plan consulting, HSA consulting, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Bryce Grahn is a financial advisor at LexAurum Advisors with two years of industry experience. He holds a Series 65 designation and has worked at LexAurum Advisors since 2023. Prior to his current role, he was involved in construction and fencing and has experience at Herring Bank and in academic positions. 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 aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Jason Lewis is a financial advisor at UMB Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, TD Ameritrade, Merrill, and Bank of America. His current tenure at UMB Financial Services and UMB Bank began in 2026. 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 integrates a documented suitability review and risk-tolerance questionnaire to tailor model-based investment strategies.

Michael Russell is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with IHT Wealth Management since 2017 and has longstanding affiliations with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach that combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisory-enhanced algorithmic options through a network of 153 investment adviser representatives.

Christopher Ferguson is a financial advisor at Visionary Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Ferguson has been with Visionary Wealth Advisors since 2020. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework derived from Modern Portfolio Theory.

Ian Trembly is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The ON Equity Sales Company, Ohio National Financial Services, Shipt, The Home Depot, and MSP. He was also involved with Olathe Youth Baseball for over a decade. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

David Raetz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012 and is also an owner and advisor at Benchmark Financial Group. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through its network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using both proprietary and external resources.

Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Heffernon is a CFP® with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at Infinitas, Prime Capital Investment Advisors, Creative Planning, LLC, and Holmes Murphy & Associates. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.

Carolina Duin is a financial advisor at VALIC Financial Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and VALIC Financial Advisors. Outside of her advisory role, she is involved with Agia as a non-securities insurance agent. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion in assets.

Greggory Glass is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Investment Corp and Walla Street Wealth Management, Inc. since 2013 alongside his current role. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Joshua Banwart is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for seven years. In addition to his role at Principal, he is the founder and owner of Clearwater Wealth Management, through which he provides financial planning, advisory services, and insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.