James Regier is a financial advisor with CreativeOne Securities, LLC, holding the Series 66 designation and bringing 24 years of industry experience. His career includes roles at Cetera Advisor Networks, Summit Financial Group, and VSR Financial Services. Outside of advising, he serves as a court witness and analyzes financial information for legal purposes. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, and retirement-plan fiduciary services, utilizing fundamental and cyclical security analysis alongside model asset allocations through its proprietary 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. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Money Concepts Capital Corp and Country Club Financial Services, Inc. He also served 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. The firm offers a range of managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with investment management practices aligned with its affiliated bank, UMB Bank.

Jill Woods is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Retirement Plan Advisors, Legacy Financial Group, and Mass Mutual Investors Services. Woods is also an independent insurance agent for various companies. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.

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.

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.

Christian Bradley is a CFP® with five years of industry experience, currently advising at Forum Financial Management, LP since 2021. Prior to joining Forum, he worked at Flood, Bumstead, McCready & McCarthy, Inc. and is also a Senior Consultant in Client Services at Oracle America, Inc., where he supports software products for businesses. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implemented with institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

William Stoddart is a financial advisor at M Holdings Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities since 2013 and with McInnes Group since 2015. Outside of his advisory roles, he serves as vice president of financial services at McInnes Group, where he assists with insurance sales. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory.

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 several firms, including Scout Wealth Management, LLC, AE Wealth Management, LLC, and Scout Financial Group, LLC. In addition to advisory work, he is an owner and insurance agent at Smitka & Associates, LLC, focusing on fixed insurance sales, and serves as a consultant for AdvisorMax, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, particularly those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with a notable sub-advisory business offering investment models to other registered investment adviser firms.

Matthew Fitzgerald is a financial advisor with Copper Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, a model-based wrap program, and an online Guided Investing option. The firm works with both individual and institutional clients and emphasizes fiduciary responsibility through its advisory model.

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 with The Wealth Consulting Group, holding Series 63 and Series 65 designations and over 35 years of industry experience. His prior work includes roles at Citigroup Global Markets, Morgan Stanley, LPL Financial, and V Wealth Advisors. He is also involved with Meyer Enterprises, LLC and MMGKC, LLC, non-investment-related business entities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals, offering both active and passive investments along with legal and implementation support through licensed attorneys.

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.