Charles Weber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at Packerland since 2023 and previously served at Cetera Advisors LLC for eight years. In addition to his advisory roles, Weber owns Charles Weber, CPA PA, where he provides tax return preparation services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Envestnet platform.

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.

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.

Heather Heckadon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Advisors since 2021, following roles at Prevail Strategies LLC, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of her advisory work, she is a minority owner and vice president of Prevail Strategies LLC and serves as an independent insurance agent. 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, using a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.

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.

Benjamin Easters is a financial advisor at Intellicents Investment Solutions Inc. in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His background includes roles at KU Athletics and Dempsey's, as well as several years in full-time education. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering consulting and wealth management services. The firm emphasizes long-term investment strategies overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Austin Alejos is a financial advisor at Smith, Moore & Co. with six years of industry experience. He holds the Series 66 designation and has worked at Smith, Moore & Co. since 2019. Prior to that, his work history includes roles at Paragon Capital Management and several educational institutions. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary models, individual advisor portfolio construction, and outsourced managers to align with clients’ objectives and risk tolerances.

Nicholas Meilak is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Charles Schwab, FAS Wealth Partners, and TD Ameritrade. 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 a combination of proprietary model portfolios and third-party managers, employing various investment 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.