Michael Axelrod is a CFP® and CFA® professional with 31 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2016. He holds Series 63 and Series 65 licenses. Axelrod is also a board member of The Temple, Congregation B'Nai Jehudah, a religious organization in Overland Park, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser with 127 advisors, offering financial planning, investment management, retirement-plan fiduciary services, and access to third-party manager programs. The firm uses a combination of project-based planning and ongoing asset management supported by fundamental and cyclical security analysis and proprietary advisory platforms.

Cassandra Bartlett is a CFP® professional with 24 years of industry experience. She currently works at Arvest Wealth Management and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ameriprise Financial Services Inc., and Bartlett, Inc. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

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.

Cole Stein is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

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.

Jordan Herwig is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, V Wealth Management LLC, and the University of Kansas. Outside of advising, he is also a notary in the state of Kansas and has participated as an actor in video and photography advertising. 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 employs a tailored investment process combining various analytical approaches and offers both direct management and access to third-party programs.

John Shepley is a CFA charterholder with 34 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including mutual funds and insurance-type accounts. The firm’s investment process relies on internally generated research from a team of specialists and emphasizes long-term, low-turnover strategies implemented through separately managed and strategy accounts.

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 with 49 Financial in Overland Park, KS. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Edward Jones and has experience in hospitality and education sectors. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and proprietary model portfolios.

Joseph Lauritsen is a financial advisor at CreativeOne Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at American Century Investment Services, Inc. He is also a self-employed musician. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis and offers both discretionary and non-discretionary portfolio management through a network of 127 advisors.

Bryan Gurss is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors and PlanMember Securities Corporation. Outside of advisory work, he has worked as a delivery driver for DoorDash. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer 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 methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Hanna Wroblewski is a Series 65-credentialed financial advisor at 49 Financial with two years of industry experience. Prior to joining 49 Financial, she held roles at Friendship Village and World Wide Technology. Outside of her advisory work, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-affiliated organizations. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion across multiple advisory teams.

Michael Andries is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 27 years of industry experience and has worked with firms including Client One Securities, LLC and Securities America Advisors, Inc. Outside of his advisory role, he is involved in insurance sales through Funds Management, Inc and provides counseling at St Luke's Catholic Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Manry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2014. Outside of his advisory role, Manry is an independent insurance agent specializing in fixed, indexed, and life insurance products. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

Randall Powell is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2019, and previously at Waterfront Wealth, Inc. and Wells Fargo Advisors. Powell volunteers with Modern Day Missions, contributing approximately eight hours per month. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a combination of fundamental value screening and quantitative optimization in its investment process and operates through a network of advisers tailoring portfolios to client objectives.

At Lighthouse Planning, we believe financial planning is about more than money—it’s about aligning your money with the life you’re meant to live. As a Financial Life Planning firm, we guide our clients through the EVOKE® process, as taught by the Kinder Institute of Life Planning, helping them uncover what truly matters most. Because when your financial decisions reflect your deepest values, clarity and confidence follow. The world is noisy, and it’s easy to let logic and fear drown out the quiet voice inside—the one that knows exactly where you want to go. We help you tune in, map out your vision, and design a financial life plan that supports the journey ahead. From cash flow and debt management to investments, taxes, risk management, and estate planning, we take a truly comprehensive approach—ensuring every financial decision moves you toward the life you want.