Kelly Lambert is a financial advisor at Copper Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services LLC, Waddell & Reed, Inc., and R Philip Sarnecki. Outside of her advisory role, she serves on the board of Good Life Bulldog Rescue, an English bulldog rescue organization. Copper Financial primarily serves credit union members, including those of its parent and affiliated credit unions, offering financial planning, brokerage services, discretionary portfolio management via third-party referrals, model-based wrap programs, and online guided investing. The firm serves both individual and institutional clients and is noted for its dual broker-dealer and SEC-registered investment adviser registration, along with its operational ties to CommunityAmerica Federal Credit Union.

Linda Patterson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with CreativeOne Securities (formerly Client One Securities) since 2011. Outside of her advisory role, Linda serves as a volunteer member of the Overland Park Tree Board and is involved in book proofreading and editing for a financial services-related business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party manager programs.

Matthew Jandera is a financial advisor at Creativeone Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creativeone Wealth since 2022. Prior to that, he was a producer assisting clients with insurance needs at The Guardian Group. 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 utilizes a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Wendall Kennedy is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for the past 10 years. Outside of his advisory role, he owns and manages an insurance business focusing on fixed insurance, annuities, long-term care, and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and retirement-plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary accounts, utilizing a range of third-party investment programs.

Chad Clement is a financial advisor at UMB Financial Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with UMB Bank, UMB Insurance Inc., and UMB Financial Services Inc. since 2010. Outside of his advisory role, he volunteers as a mentor with Big Brothers Big Sisters. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions programs and integrates bank-affiliated investment management and municipal advisory services.

Joseph Hoglund is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Lewer Financial Advisors, Inc., Mass Mutual Investors Services, and MassMutual Highpoint Financial. Outside of his advisory role, he is also an insurance agent and provides associate advisory services through ChangePath. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, 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, supported by quantitative and fundamental analysis.

Jeffrey Wilkinson is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Wealth Consulting Group. He has worked previously at LPL Financial and V Wealth Advisors, among other firms. Wilkinson’s background also includes insurance agency work and service on a homeowners association board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering a range of active and passive portfolio management solutions alongside legal support services and multi-platform advisory relationships.

Dakota Mc Kinsey is a financial advisor at Arvest Wealth Management with the Series 66 designation and one year of industry experience. Prior to joining Arvest Wealth Management, Dakota held positions at Arvest Bank and several other organizations across different sectors. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, nonprofits, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis in its investment process, managing approximately $3.44 billion in assets for over 6,600 clients.

Jeremy Askren is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of advising, he owns and operates Askren Tax Service and serves as an incorporated leader for the MSHS Boys Parent Group Association, focusing on fundraising activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management using fundamental and cyclical security analysis and offers a range of services including portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.

Tagen Lindstrom is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at Vision Bank and Central National Bank prior to joining CreativeOne Wealth. Lindstrom's background includes four years associated with Kansas State University. 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 employs a mix of proprietary model portfolios and third-party managers across various investment strategies, serving primarily discretionary accounts.

James Guyot is a CFP® professional with 24 years of industry experience, currently with Creative Financial Designs, Inc. He has been with the firm and related entities since 2007 and previously worked at Securities America Advisors, Inc. He is also involved in insurance sales of fixed products. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk-based objectives, supported by third-party research and an Executive Investment Committee, and offers features like Biblically Responsible Investing strategies and multiple billing options.

Clayton Turner is a financial advisor with CreativeOne Wealth, LLC, holding a ChFC® designation and Series 63 and 65 licenses, with 20 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath) since 2019 and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves as a board member for a homeowners association and is a member of a local business networking group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party models, with investment strategies that include ETFs, mutual funds, equity managers, options, and private investments.

Erin Hoestje is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at AE Wealth Management, AE Financial Services, and Waddell & Reed. Erin served on the Sigma Kappa - Theta Tau Corporation Board from 2018 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and occasionally options or short sales following client discussion.

Levi Gunn is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. He previously worked at Cetera and Renaissance Financial and has held roles at Creighton University and Morgan Stanley. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing fee-based investment management and financial planning. The firm offers a non-discretionary advisor-led Guided Portfolio Solutions program combining quantitative and qualitative investment research tailored to client objectives.

Nathan Harris is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and DST. Outside of his advisory role, Harris provides virtual tutoring in subjects such as ACT exam prep, math, science, business, career development, FINRA exam prep, and Microsoft Excel. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory, utilizing ETFs and automated rebalancing, and integrates banking and brokerage services to support its investment approach.

Joshua Edens is a financial advisor at Copper Financial with nine years of industry experience. He holds the Series 66 credential and previously worked for CommunityAmerica Credit Union for eight years before joining Copper Financial in 2017. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, a model-based wrap program, and an online Guided Investing option, serving both individual and institutional clients.

Amanda Spear is a financial advisor at Copper Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2017, following two years at CommunityAmerica Financial Solutions, LLC. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management via third-party manager referrals, and model-based wrap programs while serving both individual and institutional clients.

Joshua Lewis is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at V Wealth Advisors LLC, Renaissance Financial, Securian Financial Services Inc., and Minnesota Life. Outside of his advisory role, he is involved in several businesses and community activities, including ownership of a family farm, serving on the board of a community college foundation, and participating on the board of directors for a flour mill and farm services company. 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, corporate sponsors, charities, and trusts. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services and legal-service integration through its network of advisors.

James Mcneill is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC before joining Arvest in 2017. Mcneill serves as a board member for Kymel Inc., a nonprofit focused on supporting children with childhood cancer and their siblings, where he helps organize fundraising and community outreach. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, nonprofits, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerance.

Rachel Feldkamp is a Series 66-licensed financial advisor at Copper Financial with 17 years of industry experience. She previously worked at Waddell & Reed, Inc for 15 years and has been with Copper Financial Network, LLC since 2021. Outside of advisory work, she serves on the Milhaven Homes Association Board. Copper Financial primarily serves credit union members, including individual and institutional clients, offering financial planning, brokerage services, and portfolio management through third-party manager referrals and in-house model portfolios. The firm is known for its dual registration as a broker-dealer and SEC-registered investment adviser and its affiliation with CommunityAmerica Federal Credit Union.