Jordan Mc Gee is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at American Century Investment Services since 2020 and Basys Processing from 2017 to 2020. Prior to his professional career, he was involved with Theta Chi Fraternity. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach managed by internal asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Jared Anderson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served as Vice President of Sales at Market Synergy Group since 2014, where he is also a part owner involved in fixed insurance products. CreativeOne Securities is a multi-advisor firm with 127 advisors that provides financial planning, portfolio management, and retirement-plan fiduciary services for individuals, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers access to third-party managers and a proprietary advisory platform.

Bryan Hays is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals—including high-net-worth clients—corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Michael Cajthaml Jr. is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Cy Financial, LLC and AE Wealth Management, LLC. In addition to his advisory work, he serves as a business consultant with Pareto Systems, providing practice management consulting to other financial advisors. CreativeOne Wealth, LLC offers fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse investment strategies including ETFs, mutual funds, and options.

Orlando Martinez is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at American Century Investment Services, Farmers Insurance, Urenda Tool Company, DST Systems, and the University of Kansas. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs.

Jennifer Simmons is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations and bringing eight years of industry experience. Her prior roles include positions at Cherry Co, Scout & Cellar, Madison Senior Living, and Northwestern Mutual. She also worked with the U.S. Soccer Program from 2018 to 2020. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest relationship thresholds. The firm delivers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs, detailed performance reporting, and household account aggregation.

Drew Sprugel is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC, based in Lees Summit, MO. He has two years of industry experience and has been with Modern Wealth Management since 2023. Outside of his advisory role, he holds a passive shareholder interest in a holding company that owns a small local bank in Nebraska, a position inherited from family. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Nathan Fiser is a CFP® professional with 22 years of industry experience, currently affiliated with Modern Wealth Management, LLC. He previously worked at Cetera Advisors LLC for 11 years. Outside of his advisory role, he serves as a board member of the International Essential Tremor Foundation and is an insurance agent selling life, disability, and long-term care insurance. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and insurance solutions.

David Brozenic is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and V Wealth Management. 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, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers both direct management and access to third-party programs, with notable integration of legal-service pathways and extensive operational resources.

Eric Traczyk is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Financial Engines Advisors, L.L.C. for six years. Outside of his advisory role, he serves as President and CEO of the Symphony Hills Homes Association, a nonprofit organization. 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 employs a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Shane Miller is a financial advisor with Gradient Advisors, LLC, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked at SEM Retirement Services, LLC since 2005, focusing on insurance and Medicare sales. Miller is also the owner of SEM Advisors, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and comprehensive risk assessment tools.

Kari Jo Bear is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Continuum Advisory, LLC and has held previous roles at Triad Advisors, Inc. and Signator Investors, Inc. Kari Jo also owns Thomann Financial Services, Inc., through which she conducts fixed insurance sales. She serves as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services among its advisors and offers retirement plan consulting and ERISA fiduciary roles.

Benny Stewart is a financial advisor with On Investment Management CO in Lee's Summit, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2019, and previously at Edward Jones from 2015 to 2019. In addition to his advisory work, Stewart is active in insurance sales as an agent. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning, third-party investment programs, and managed account options, with a mix of discretionary and non-discretionary asset management.

Amy Roberts is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Simplicity Wealth, Brett Reid Group, and Keller Williams. Outside of her advisory role, Roberts owns Serendipity Farm & Vine, a farm winery and event venue. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing.

Brian Harrold is a financial advisor at CreativeOne Wealth, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at CreativeOne Securities, LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities, Inc. Harrold is also an independent insurance agent specializing in fixed insurance products, including dental, disability, life, and long-term care insurance. 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 proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses, to manage client portfolios.

Robert Self is a CFP® with nine years of industry experience. He currently works at First National Advisers, LLC and has previously held positions at Country Club Trust Company, Wells Fargo Advisors, Bank of America, and Merrill. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, serving roughly $7.3 billion in discretionary assets under management.

Michael Miller is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at Global Atlantic Financial Group from 2013 to 2017. He is also President and CEO of CreativeOne, an insurance marketing and brokerage firm. 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 employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Matthew Schuller is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Schuller is also president and owner of a life insurance and fixed annuity sales business. 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 employs a variety of investment strategies, including proprietary ETF-based core models and third-party managers, and supports tailored suitability assessments and regular portfolio rebalancing.

Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at L&L Advisors. Outside of financial advising, he is the owner and practicing chiropractor at Hancock Chiropractic, a clinic he has operated since 2009. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and portfolio rebalancing.

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets in most accounts.