Tanner Millar is a financial advisor at Core Planning with a Series 65 designation and four years of industry experience. He has been with Core Planning since 2020 and previously worked at Mac's Docs and Continental Siding Supply. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Adam Bettis is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at TFB Advisors, LLC and Ameritas Advisory Services, LLC. Outside of his advisory work, he is a member and owner of Broadview Capital Management LLC, an S-Corp with no formal investment duties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term, fundamental analysis approach and offers ERISA-focused plan services, combining internal management with both affiliated and independent investment platforms.

Melissa Gunter is a financial advisor with Creative Financial Designs, Inc. She holds Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Creative Financial Designs, she worked at LFS Wealth Advisors, where she served as Managing Director. Gunter is also involved in independent insurance sales, issuing life insurance policies. Creative Financial Designs serves individual clients, charitable organizations, corporate entities, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach includes asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Jeffrey Ernest is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Modern Wealth Management since 2023, following prior roles at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized Investment Committee and a mix of model portfolios and third-party managers.

Christopher Ruhnke is a financial advisor at VestGen Advisors, LLC in Kansas City, MO. He holds the Series 66 designation and has been with VestGen and related entities since 2026. Prior to his advisory role, his experience includes positions in various industries and education at Northwest Missouri State University. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,700 clients. The firm provides discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and access to third-party managers, employing a client-specific strategy that incorporates fundamental, technical, and quantitative analysis along with modern portfolio theory.

Jill Woods is a financial advisor at Creative Financial Designs, Inc. in Olathe, KS, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Retirement Plan Advisors, LLC and Cambridge Investment Research, Inc. since 2005. Woods is also an independent insurance agent affiliated with various companies. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management and comprehensive financial planning. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

April Watkins is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Mary Kay, Craft Sales, and Plexus Worldwide. 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 asset levels. The firm employs model portfolios managed through strategic asset allocation and periodic rebalancing, with a focus on proprietary mutual funds and ETFs.

Nicholas Madl is a CFP® professional with 14 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He has held positions at Mutual Securities, Inc. and American Century Investment Services, Inc. Madl also operates as an independent insurance agent, providing insurance products as part of comprehensive financial planning. Intellicents Investment Solutions Inc. serves a diverse client base including retirement plan sponsors, third-party administrators, individual clients, and charitable institutions, offering services such as ERISA retirement plan consulting and individual wealth management. The firm utilizes a long-term, buy-and-hold investment approach led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Charles Weber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at Packerland since 2023 and previously served at Cetera Advisors LLC for eight years. In addition to his advisory roles, Weber owns Charles Weber, CPA PA, where he provides tax return preparation services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Envestnet platform.

Colin Golec is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at BRG and Eldridge Industries. Colin is also involved with The Capital Concierge, where he has worked for three years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Christian Bradley is a CFP® with five years of industry experience, currently advising at Forum Financial Management, LP since 2021. Prior to joining Forum, he worked at Flood, Bumstead, McCready & McCarthy, Inc. and is also a Senior Consultant in Client Services at Oracle America, Inc., where he supports software products for businesses. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implemented with institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

William Stoddart is a financial advisor at M Holdings Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities since 2013 and with McInnes Group since 2015. Outside of his advisory roles, he serves as vice president of financial services at McInnes Group, where he assists with insurance sales. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory.

Matthew Fitzgerald is a financial advisor at Copper Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial serves credit union members and other individual and institutional clients, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm combines in-house and referral-based advisory models and maintains dual registration as both a broker-dealer and SEC-registered investment adviser.

Lainie Henrich is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has previously worked at Copper Financial and St. Luke's Healthtrack. Outside of finance, she is the owner and instructor of Maya Yoga, a yoga studio she has operated for 15 years. American Century Investments Private Client Group provides discretionary investment management and financial planning 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, with services designed for households meeting a modest relationship threshold.

Christopher Carter is a CFA® charterholder with four years of industry experience, currently working at Kornitzer Capital Management, Inc., where he has been since 2011. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients, including non-HNW and high-net-worth investors. The firm provides discretionary portfolio management through internally generated research and manages strategies across balanced, equity, and fixed-income mandates with a generally long-term, low-turnover approach.

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.

Rachel Mclain is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and having seven years of industry experience. She has been with American Century Investment Services, Inc. since 2018. Prior to that, her work experience includes roles at B & B Bagel, M & H Gas, the University of Missouri, Texas Roadhouse, and Kansas City Wealth Partners. 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 utilizes model portfolios managed by its investment team, emphasizing strategic asset allocation, diversification, and portfolio construction with access to affiliated mutual funds and ETFs.

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.

Sarah Pedersen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She previously worked at It Works from 2017 to 2019 and has been with American Century Investment Services, Inc. since 2014. Outside of her advisory role, she operates a resale clothing business through online platforms such as eBay and Etsy. 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 offers portfolio monitoring, tax-loss harvesting, and access to affiliated mutual funds and ETFs, utilizing model portfolios managed by an internal investment team that emphasizes strategic asset allocation and diversification.

Richard Meyer is a financial advisor at The Wealth Consulting Group with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including V Wealth Advisors, LLC and LPL Financial. Meyer is involved in entrepreneurial activities through Meyer Enterprises, LLC. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies, model portfolios, and algorithmic guided wealth services, supported by a legal and implementation model that includes licensed attorneys and third-party vendors.