Nicholas Meilak is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade, and FAS Wealth Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, employing a range of 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.

Daniel Gould is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Blue Valley Commodities and Financial Partners Group. Outside of advisory services, he is involved with Blue Valley Commodities, a wholesaler of agricultural products, and serves as a Medicare representative for American Republic Insurance Services. 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 utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to deliver customized portfolio solutions.

Ryan Wilkerson is a CFP®-certified financial advisor with 10 years of industry experience, currently with The Wealth Consulting Group. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. He is also an at-large member of the Overland Park South Rotary nonprofit board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, corporations, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Kemmerer is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with ON Investment Management Company and its affiliates since 2014. Outside of his advisory role, Kemmerer is also involved in life and health insurance sales through Summit Pointe Financial Group. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs and maintaining a dual-registration model that integrates advisory and broker-dealer activities.

Tyler Eckert is a CFP® with five years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. in Leawood, KS since 2024. He previously worked at Aspyre Wealth Partners from 2021 to 2024 and has held roles at several other firms and companies including Third Coast Advisors and Jamf Software. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm uses customized asset-allocation strategies and discretionary trading authority, implementing portfolios through mutual funds, ETFs, individual securities, and occasionally alternative investments.

Michael Quarles is a financial advisor at Gradient Advisors, LLC in Kansas City, MO, holding a Series 65 designation with nine years of industry experience. He has held roles at multiple firms, including American Financial Education Alliance and AE Wealth Management, and is the owner of Financial Longevity Advisory, LLC, where he also operates as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Maxwell Brown is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at Sunflower Bank and the University of Kansas. Outside of finance, he is involved with Good Mood Prints, a business venture he began in 2026. American Century Investments Private Client Group provides discretionary investment management and financial planning services primarily to individuals, trusts, and charitable organizations with modest asset levels. The firm employs a model portfolio approach using proprietary mutual funds and ETFs, with oversight from an in-house Investment Committee.

Daniel Shearman is a financial advisor with UMB Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Financial Engines Advisors, Mariner Wealth Advisors, Creative Planning, and Waddell & Reed. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 18 years of industry experience. She has worked at Prairie Capital Management Group since 2021, and previously spent 11 years at Umb and one year at Prairie Capital Management LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, providing financial planning, portfolio management, asset consulting, and manager selection. The firm uses a multi-manager, multi-strategy approach, developing investment policies and asset allocations while overseeing third-party managers and conducting performance reviews.

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.

Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC holding a Series 65 credential and five years of industry experience. He has worked at ChangePath, LLC since 2021 and Guardian Retirement Strategies since 2020. Outside of finance, he serves as a firefighter and paramedic with West Metro Fire Rescue and works as a CPR trainer. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary and third-party models that include ETFs, mutual funds, individual equity managers, options strategies, and select private investments.

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

Jason Calkins is a financial advisor with FAS Wealth Partners, Inc., holding a Series 65 designation and seven years of industry experience. He previously worked at DST Systems from 2001 to 2018 before joining Financial Advisory Service, Inc. in 2018. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm employs customized asset-allocation strategies and uses a combination of mutual funds, ETFs, individual securities, and occasionally alternative investments, supported by multiple corporate affiliations and institutional custodians.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Rye KC, Northwestern Mutual, and Kansas State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by an internal investment committee and primarily invests clients’ portfolios in proprietary mutual funds and ETFs.

Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.

Fredric Goodman is a financial advisor at CreativeOne Securities, LLC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and his own firm, Fredric E. Goodman Company, where he served as president for 27 years. Outside of advisory work, he has been involved in fixed insurance and annuity sales and serves as an independent insurance consultant. 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, utilizing fundamental and cyclical security analysis and a proprietary advisory platform.