Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, Strandell volunteers as a presenter for the Financial Education Partnership, a nonprofit organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Elizabeth Boswell is a Series 65 licensed financial advisor with 1 year of industry experience. She currently works at 49 Financial and has prior experience at JK Financial and in various other roles, including marketing communications and fixed insurance sales. Outside of advising, she is an associate at Financial Independence Group, where she sells fixed annuities and life insurance policies. 49 Financial serves a diverse clientele, including individuals, high-net-worth clients, trusts, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified investment approach using proprietary and platform model portfolios with mutual funds, ETFs, and third-party managers.

Kenneth Haughney is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2012 and with Mutual of Omaha since 2011. Outside of advisory services, he is appointed with Blue Cross/Blue Shield of Kansas City, selling major medical and dental insurance to individuals and small businesses on a limited basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, supporting both non‑HNW and high‑net‑worth clients with access to third‑party money managers and model portfolios.

Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory role, Lawing serves as president of the Lawing Family Foundation and is a managing member of Seabreeze One, a holding company that operates an airplane under dry lease arrangements. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Kevin Amey is a CFP® professional with 16 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2019. Prior to that, he spent seven years at Koesten, Hirschmann & Crabtree, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, employing asset allocation strategies, tax-aware techniques, and third-party managers under a fiduciary standard.

Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

Chang Shin is a financial advisor with CreativeOne Securities, LLC and CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Scout Investments, Inc., Financial Engines Advisors L.L.C., and The Mutual Fund Store, LLC. Outside of advising, he co-owns agricultural land used for hay production. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and offering both proprietary and third-party advisory services.

Christopher Heckadon is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with ON Investment Management Company and its affiliated firms since 2014. Outside of his advisory role, he serves on the University of Central Missouri Alumni Foundation Board of Directors. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary third-party investment programs.

Blake Lopez Bierwirth is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2020. Outside of his advisory role, he serves as co-chair of the young professionals committee for the Leawood Chamber of Commerce. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet and custodial services from Pershing.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. 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 called American Century Strategies, primarily investing in proprietary mutual funds and ETFs, with a focus on households meeting a modest relationship threshold.

Susan Bartlett is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth and Financial Life Matters in 2023, she worked in the energy sector, including roles at Evergy and Kansas City Power and Light. Bartlett is president of Living Your Best Life, LLC, a consulting and coaching business focused on planning, business development, and speaking engagements. 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 accounts using proprietary model portfolios, third-party managers, and a variety of investment strategies.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

James Boldt is a financial advisor at LexAurum Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LexAurum Advisors in 2022, he worked at Allstate Insurance Co for 12 years and has been involved in his own financial firms since 2021. Outside of advisory work, he is co-owner of a property management company. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, including the use of low-cost ETFs and proprietary model allocations.

Jacob Barnes is a CFP® with 13 years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has been associated with Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory role, he manages a residential rental property in Kansas City, Missouri. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment-advice services to individuals, trusts, estates, corporations, and retirement plans, utilizing asset allocation and a combination of manager- and fund-level strategies.

Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding a Series 66 license and 21 years of industry experience. He has worked at Prevail Strategies, LLC and Cambridge Investment Research, Inc., and previously operated Lawing Financial Inc. Lawing serves as vice president and a 15% owner of Prevail Strategies, LLC, an affiliated insurance agency, and is treasurer of the Lawing Family Foundation. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, high-net-worth clients, pension plans, trusts, and business owners. The firm customizes portfolios using fundamental, factor, and quantitative optimization methods overseen by an Investment Committee and offers integrated consulting and business-oriented planning services.

Timothy Groebl is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, OneDigital, V Wealth Management, and LPL Financial. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a broad range of affiliated services.

Paul Andres is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Prevail Innovative Wealth Advisors, LLC and Lf Wealth Advisors, LLC, and has been involved with Affinity Program Partners, LLC since 2010. Outside of his advisory roles, he is an owner and agent at Affinity Program Partners, which offers insurance products and services. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.

Andrew Stafford is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lawing Financial, Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is president and a partial owner of Prevail Strategies LLC, where he also works as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.

Benjamin Kisner is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Prairie Capital Management Group, LLC since 2021 and previously worked at Prairie Capital from 2010 to 2021. Kisner is based in Kansas City, MO. Prairie Capital Management Group 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 multi-manager accounts.

Lamont Chandler is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Madison Avenue Securities since 2006 and owns Chandler Financial Group, which provides insurance and annuities services. Outside of finance, he owns a construction company and serves on the boards of local construction industry nonprofit organizations. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and provides a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.