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.

Charlotte Teruya Westcott is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Lee Financial Group Hawaii, Inc. and related entities for a decade. Westcott also operated as a CPA from 2013 to 2019. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolio management using mutual funds and ETFs aligned with client risk tolerance.

Kayla Droege is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. She has four years of industry experience, including prior roles at Edward Jones and Skywest Airlines. Kayla also spent nine years with the Cultural Exchange Network. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

Dail Blake is a financial advisor with UMB Financial Services, Inc. in Leawood, KS, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes roles at Money Concepts Capital Corp and Country Club Financial Services, Inc., as well as two years with the Salvation Army. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and a mix of model-based and manager-driven investment approaches.

Nicholas Madl is a CFP® with 13 years of industry experience, currently serving at Intellicents Investment Solutions Inc. and Mutual Securities, Inc. since 2018. He previously worked at American Century Investment Services, Inc. from 2013 to 2018. Outside of his advisory roles, Madl operates as an independent insurance agent and serves as president of a personal financial management company affiliated with his firm. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts by offering retirement plan consulting, individual wealth management, and a wrap fee program. The firm focuses on long-term, buy-and-hold investment strategies overseen by a chief investment officer and supported by research from providers such as Morningstar and Zephyr.

Brandon Stegall is a Certified Financial Planner® at Cetera Planning Partners with 22 years of industry experience. He has worked at Cetera Planning Partners since 2020 and previously spent six years at TD Ameritrade. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process and offers diversified portfolio management alongside supplementary services such as tax planning, bookkeeping, and estate-planning support.

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 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.

Brian Dightman is a financial advisor at Cetera Planning Partners with 24 years of industry experience. He holds the Series 66 designation and previously operated Dightman Capital Group, Inc. for 17 years before joining Cetera in 2024. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process focused on personalized financial plans, diversified allocations using mutual funds and ETFs, and offers additional services such as tax planning, bookkeeping, and estate-planning support through third-party providers.

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 with The Wealth Consulting Group, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with multiple firms, including V Wealth Advisors, LLC and LPL Financial since 2010, and currently provides investment advisory services through WCG Wealth Advisors, LLC. Outside of advisory roles, he is involved with Meyer Enterprises, LLC and MMGKC, LLC, entities used for tax and investment purposes. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate clients, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways with advisory services to support estate planning and fiduciary needs.

Alexis Barling is a financial advisor with Cetera Planning Partners, holding a Series 65 license and 11 years of industry experience. Prior to joining Cetera Planning Partners in 2019, Alexis worked at Creative Planning and Umb. Outside of financial advising, Alexis serves as Vice President and bookkeeper for a decorative painting company in Leawood, KS. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process to deliver personalized financial plans and emphasizes diversified portfolio management aligned to client risk tolerance.

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.

Eric Wymore is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and was affiliated with V Wealth Management from 2009 to 2023 before joining WCG Wealth Advisors, LLC in 2023. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers customized investment strategies using a blend of fundamental, technical, macroeconomic, and quantitative analysis, employing both active and passive approaches along with model portfolios and algorithmic services that include tax optimization features.

Aaron Israelite is a financial advisor at BOK Financial Securities, Inc. with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes eight years at Umb before joining BOK Financial Securities and BOKF, NA in 2017. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and maintains affiliations with banking entities and municipal advisory services.

Steven Scaletty is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his primary role, Scaletty is president of Secure Financial Services, Inc., where he is involved in fixed insurance product sales, and he also serves as an advisor for Associates Financial Group. Additionally, he is a licensed notary public. CreativeOne Securities 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 managers, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.