Kenneth Burkhead III is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding a Series 66 designation and 11 years of industry experience. He has held roles at True Exit Solutions and True Wealth & Company LLC, and is involved in business activities outside of finance including HR consulting through myTrueHR and serving as CFO of Recreation Construction Group, which manages outdoor recreation projects. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach and integrates affiliated benefits and insurance services as part of a larger multi-office enterprise managing approximately $9.92 billion in assets.

Michael Desantis is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was employed by World Class Unlimited and VSR Financial Services. Outside of his advisory role, he owns and operates a home restoration business. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm manages approximately $1.27 billion using diversified portfolios aligned with modern portfolio theory and offers a multi-advisor team approach with discretionary and non-discretionary engagements.

Scott Connors is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2023 and previously spent 14 years at V Wealth Management, LLC, alongside a 17-year tenure with LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways, sub-advisory support, and fiduciary services across various custodial platforms.

Brian Brechler is a financial advisor with CreativeOne Wealth, LLC, holding the Series 66 designation and having 22 years of industry experience. His prior roles include positions with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is a 50% owner of Direct Wealth Advisors and holds a minor ownership interest in a local radio station. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting 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 a variety of investment strategies and offering services including unified managed accounts and private investments.

Ryan Meda is a CFP® professional with nine years of industry experience. He has worked at Fidelity Brokerage Services LLC and Canvas Wealth Advisors, LLC before joining Savvy in 2025. Meda holds Series 63 and Series 66 licenses. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Greg Greer is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked with firms including LG Advisory Group, United Planners Financial Services, and has operated as a sole proprietor since 1991. Greer also owns Greer Financial Solutions, LLC, through which he provides investment and insurance services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management through a proprietary platform and offers fiduciary retirement-plan services along with access to external money managers.

Michael Young is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining CreativeOne Wealth in 2025, he worked at Kansas Financial Resources and spent over a decade at the Federal Home Loan Bank of Topeka. Outside of advisory services, he is a partner in Forever Young Marketing, a digital design and branding firm. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Timothy Carlin is a CFP® professional with 23 years of experience in financial advisory services. He is currently with The Wealth Consulting Group and has previously worked at Edward Jones, V Wealth Management, and LPL Financial. He is also the author of an autobiography, *An Extraordinarily Ordinary Life, Life Lessons by Tim Carlin*. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management and financial planning, combining active and passive strategies with advisor-enhanced algorithmic services and legal support integrated into its wealth management approach.

Bryan Sarff is a CFP® with 21 years of industry experience, currently an advisor at INTELLICENTS INVESTMENT SOLUTIONS INC. His prior roles include positions at True Exit Solutions and True Wealth & Company LLC. Outside of financial advising, he co-founded myTrueHR, LLC, an HR consulting firm, and is involved in Recreation Construction Group, which specializes in outdoor recreation projects for municipalities, schools, and churches. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with a range of consulting and wealth management services, emphasizing long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer.

Michael Axelrod is a CFP® and CFA® with 32 years of industry experience. He has been with CreativeOne Securities, LLC since 2016 and previously worked at National Pension & Group Consultants, Inc., MSI Financial Services, Inc., and STIFEL. Axelrod serves as a board member for The Temple, Congregation B'Nai Jehudah. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management using fundamental and cyclical security analysis, offering both discretionary and non-discretionary portfolio management alongside retirement-plan fiduciary services.

Joel Mutuku is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 18 years of industry experience and has worked at CreativeOne Securities since 2011. Outside of his advisory work, he serves as a commissioner for the African Curio Center, a cultural enrichment organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers access to third-party manager programs and a proprietary advisory platform.

Dane Branfort is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has worked at CreativeOne Wealth and L&L Advisors since 2022. Prior to his advisory roles, he spent six years with CRB Builders. Branfort is also involved in selling insurance products and providing insurance solutions through L&L Advisors. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory, quantitative analysis, and options strategies.

Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.

Cole Stein is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Northwestern Mutual and John Black. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax and insurance services through affiliated entities.

Mark Sewalson is a financial advisor at Axxcess Wealth Management, LLC with 43 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a total of 29 years. Outside of his advisory work, Sewalson is involved in insurance sales, owns a photography business, serves as co-trustee of a family trust, and sits on the board of a charitable organization. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and supports other registered investment advisers through its TAMP platform and sub-advisory services.

Nate Geist is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at Lewer Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to advisory services, he works as an insurance agent, focusing on life, disability, long-term care insurance, and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors, using a combination of proprietary model portfolios and third-party managers across various investment strategies. The firm serves high-net-worth clients and other advisory programs, including sub-advisory relationships and ETF management.

Tyler White is a financial advisor at Copper Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CommunityAmerica Credit Union. Copper Financial primarily serves credit union members, including those of its parent firm CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs to both individual and institutional clients.

Thomas Blumer is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at LPL Financial since 2009 and was affiliated with V Wealth Management until 2023 before joining WCG Wealth Advisors. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm uses a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering strategies through individual securities, mutual funds, ETFs, model portfolios, and separately managed accounts.

Brett Lange is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, LLC, and GWM Advisors LLC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment approach integrating fundamental, technical, macroeconomic, and quantitative analysis, and offers a range of management and consulting services across multiple custodial platforms.

Creighton Sharp is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Before joining 49 Financial, he worked at Edward Jones and has a background that includes academic experience at Creighton University and roles in hospitality and education. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm employs a disciplined, long-term asset allocation approach based on Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.