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.

Cameron Juhnke is a financial advisor at Dynamic with nine years of industry experience. His prior roles include positions at Creative Planning, Inc., Waddell & Reed, Inc., HD Vest Investment Services, and K.L. Johnson and Associates. He holds Series 63 and Series 65 licenses and is based in Prairie Village, KS. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides technology, compliance, and operational support to unaffiliated registered investment advisers.

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 an advisor at Intellicents Investment Solutions Inc. He holds a Series 65 designation and has been with Intellicents since 2024. Prior to his advisory role, he worked at KU Athletics and Dempsey's, and has a background in full-time education. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm focuses on long-term, buy-and-hold investment strategies and offers a range of services including retirement plan consulting, wealth management, and participant education.

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.

David Nyman is a Series 65-licensed financial advisor with Cetera Planning Partners, where he has worked since 2018. He has five years of industry experience and previously worked in academic roles at Avila University and Mid-America Nazarene University. Outside of finance, he operated a cleaning service for ten years. 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 portfolios using mutual funds and ETFs aligned with client risk tolerance.

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.

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.

Scott Adams is a CFP® and ChFC® with 31 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory role, Adams is involved in dog breeding, farming, and cattle ranching, and he provides foster care for adults with disabilities. Copper Financial serves credit union members and institutional clients by offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm combines fiduciary advisory services with in-house model portfolios and maintains operational ties to CommunityAmerica Federal Credit Union.