Russell Fieger is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Crown Capital Securities, Lp, Blue River Capital LLC, LPL Financial, and Colorado Financial Service Corporation. Cornerstone Securities LLC offers investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes advisor-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

Andrew Dibble is a financial advisor at Caliber Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Ameriprise Financial Services, among others. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary and non-discretionary investment advice, financial planning, and retirement-plan management. The firm offers a globally diversified investment approach based on modern portfolio theory and incorporates in-house tax preparation and consulting services staffed by licensed accountants.

Quinn Dippel is a CFA® charterholder with experience at several firms including DeMarche and Hallmark Cards prior to joining Mitchell Capital Management Co, where he has worked since 2025. He is based in Leawood, KS. Mitchell Capital Management provides discretionary investment management and integrated financial planning to individual and institutional clients. The firm employs a disciplined investment approach combining computerized screening with traditional security analysis, manages multiple actively managed strategies, and emphasizes investment-grade intermediate-duration bonds.

Paul Hefferon is a CFP®-certified financial advisor with six years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously held roles at Financial Avenues, LLC and Northwestern Mutual. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical investment approaches.

Thomas Elms is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Triune Financial Partners, LLC since 2024 and previously spent six years with LPL Financial. In addition to his advisory role, Elms is an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds by offering portfolio management, financial planning, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with a focus on institutional Dimensional Fund Advisors (DFA) funds.

Daniel Greulich is a CFP® and CFA® with 19 years of industry experience, currently serving at Greenup Wealth. His prior experience includes 12 years at Fidelity Investments and roles at Spotlight Asset Group. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm utilizes a range of analytical methods and investment strategies, including options and direct indexing, and offers services for assets held outside its custody through an order management system.

Jefferey Jaworski is a CFP® with 33 years of industry experience, currently serving at Triune Financial Partners, LLC. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as an advisory board member for Legacy of Faith, Inc., a ministry based in Overland Park, KS. Triune Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, using a primarily passive, asset-class investment approach grounded in Modern Portfolio Theory. The firm manages accounts on a discretionary basis and offers a range of services such as portfolio management, financial planning, and retirement plan consulting.

Andrew Congleton is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he is an investor in medical imaging and a bar/entertainment venue. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform supporting tailored suitability assessments and regular rebalancing.

Derick Walters is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with NVISION WEALTH GROUP, LLC and LPL Financial for over a decade. Walters operates a separate advisory business, DW Wealth Management, on a limited basis. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Clark Gay is a CFP® professional with 24 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Kevin Adams is a financial advisor at Victory Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation with tactical rebalancing and behavioral coaching.

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.

James Regier is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Vsr Financial Services, Inc. Outside of advisory work, he serves as a court witness analyzing financial information. 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, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. 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 offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Charlotte Teruya Westcott is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Lee Financial Group Hawaii, Inc. and related entities for a decade. Westcott also operated as a CPA from 2013 to 2019. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolio management using mutual funds and ETFs aligned with client risk tolerance.

Kayla Droege is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. She has four years of industry experience, including prior roles at Edward Jones and Skywest Airlines. Kayla also spent nine years with the Cultural Exchange Network. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

Dail Blake is a financial advisor with UMB Financial Services, Inc. in Leawood, KS, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes roles at Money Concepts Capital Corp and Country Club Financial Services, Inc., as well as two years with the Salvation Army. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and a mix of model-based and manager-driven investment approaches.

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.