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.

Lalitkumar Dhande is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 credential and has worked with firms including UNFCU Advisors and United Nations Federal Credit Union. Prior to his financial services career, he was involved with SKI Beer for four years. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients, including trusts and foundations, and maintains fiduciary standards while providing a variety of advisory services.

Jay Haffley is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at LPL Financial, BMO Bank NA, SII Investments, Inc., Equitable Advisors, UBS Financial Services, and STIFEL. He also holds insurance licenses in life and health. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios according to client objectives and risk tolerance, utilizing a mix of fundamental, factor, and quantitative methods, and offers business planning services alongside discretionary asset management.

Ricky Bain is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 23 years of industry experience. Bain is also the founder and advisor of Lighthouse Financial Strategies, where he provides life, health, disability, and long-term care insurance advisory services. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs a model-driven investment process and offers strategies including passive, tactical, and Biblical Responsible Investing approaches.

Roger Irie is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Rapid Diagnostics in the cardiometabolic division for eleven years. Outside of his advisory role, he serves as Chief Operative Officer of Bluebird Oxygen LLC, a company involved in oxygen concentrator rentals and operations. 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, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

Virginia Shields is a financial advisor with LexAurum Advisors in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016 in various roles. LexAurum Advisors manages approximately $1.27 billion for individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis, offering model allocations primarily through low-cost ETFs and services that include discretionary rebalancing on third-party platforms.

Matthew Black is a CFP® professional with seven years of industry experience, currently affiliated with Cooper McManus. His prior roles include positions at Cambridge Investment Research, Arbor Point Advisors, Securities America, AE Wealth Management, Miller Retirement Group, Charles Schwab, and State Street Corporation. Outside of advisory work, he is involved as a course instructor in financial education. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and model asset-allocation portfolios customized through sub-advisors and co-advisory platforms.

Chancellor Davis is a financial advisor at Modern Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modern Wealth Management, he worked at New York Life insurance for two years and has a background in education, having taught at both Fuquay Varina High School and Carnage Middle School. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax planning, 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.

Madison Parker is a CFP® with eight years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC. She previously worked at USA Financial Securities Corporation, Cornerstone Securities, and Parker Financial Group, where she also maintains an independent consulting and coaching practice focused on operations advice. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to a range of clients, including high-net-worth individuals and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Shane Miller is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at SEM Retirement Services, LLC since 2005, where he is involved in insurance and Medicare sales. Miller also owns SEM Advisors, providing financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Thomas Yager is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been involved with related entities under the CreativeOne umbrella since 2014, including a role overseeing new business processing for insurance lines as Vice President of Operations. 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 using both fundamental and cyclical analysis.

Jaime Gaona is a financial advisor at Creative Financial Designs, Inc. with 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs in 2022. Outside of his advisory role, Gaona is co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

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 with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. He has worked at firms including MassMutual, Metlife Securities, New England Securities, and Ameriprise. Outside of his advisory role, he is an independent insurance agent specializing in dental, group disability, life, accident, health, and long-term care insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

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 eight years of industry experience. He holds a Series 65 credential and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Outside of his advisory role, Schuller serves as president and owner of a business focused on the sale of annuities, long-term care, and life insurance products. 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 various investment methods including modern portfolio theory and quantitative analysis.