Mark Harper is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Advisors Excel, Madison Avenue Securities, AE Wealth Management, and the Kansas Department of Revenue. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, offering model-driven investment strategies, administrative support, and sub-advisory management focused on diversified asset allocation.

Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.

Angelina Schuman is a CFP®-certified financial advisor with two years of industry experience. She is affiliated with Intellicents Investment Solutions Inc and Mutual Securities, Inc., having previously worked at Aspyre Wealth Partners and J.P. Morgan Securities LLC. Outside of her advisory roles, she was involved with Liquidbread Brewing Company LLC. Intellicents Investment Solutions Inc serves retirement plan sponsors, third-party administrators, and individual clients, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach guided by a CFA-equipped Chief Investment Officer and manages approximately $9.92 billion in assets.

Mitchell Hockenbury is a CFP® professional with seven years of industry experience, currently serving at Triad Wealth Partners, LLC. He previously worked at CGN Advisors, LLC and served in the U.S. Army for 16 years. Outside of his advisory role, Mr. Hockenbury is an author and speaker focused on military topics, including his book "Tactical Influence." Triad Wealth Partners provides turnkey asset management services primarily to independent RIAs and their clients, offering model-driven investment management, operational support, and financial planning through a sub-advisory platform.

Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.

Jamie Cinotto is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paragon Capital Management, Lockton Affinity, and Mariner Wealth Advisors. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP). The firm offers discretionary portfolio management, access to third-party managers, and model portfolios, utilizing strategic asset allocation and a regularly monitored investment committee.

Brennan Sarbaugh is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including Foundations Investment Advisors, Sarbaugh Advisory Services, and True Peace Financial Solutions. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

James Colahan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, Avantax, and 1ST Global in various capacities. Outside of his advisory work, he is involved with SSC CPAs & Advisors, a tax preparation and CPA firm. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, overseen by a central Investment Management team and Investment Committee.

Alexis Burchett is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at AE Wealth Management for ten years. Burchett is based in Lawrence, KS. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and provides diversified investment strategies across multiple asset classes.

Brent Coggins is a financial advisor with Triad Wealth Partners, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. He previously worked at UMB Bank for nine years and at Securian Financial Services, Inc. for one year. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses a strategic asset allocation process supported by an investment committee and provides diversified investment strategies across various asset classes.

Yurij Szelewycz is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Waddell & Reed, Inc., and Charles Schwab. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Colin Aldrich is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience with Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory role, he owns a short-term rental property managed through a third party. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously at Client One Securities, LLC. Outside of his advisory role, O'Neal owns businesses involved in annuities and insurance sales and serves as treasurer for a start-up credit union providing banking services in the Greater Kansas City area. He also presents educational workshops on taxes in retirement and Social Security and holds leadership roles including board chair of a nonprofit and president of a homeowners association. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and charitable institution support. The firm employs a multi-team approach using discretionary and non-discretionary portfolio management with a range of investment options and works through multiple custodial and platform relationships.

Paul Ward is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously was with NVISION Wealth Group and LPL Financial. Outside of his advisory role, he is a managing partner of Friends and Family Homes, a mortgage and real estate services business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options through a network of approximately 153 advisors.

John Lawrence is a financial advisor at Royal Fund Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Proequities, Inc. and Insurance Designers of Kansas City. He is also the founder and president of Camino Consulting, LLC, an insurance brokerage specializing in wholesale life insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement customized investment strategies and offers both discretionary and non-discretionary management for retirement plan participants.

Isaac Letsch is a financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Mutual Securities, Inc., Central Bank, and Edward Jones. Prior to his financial career, he was employed at Panda Express and Liberty High School. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with periodic rebalancing and offers both discretionary and non-discretionary options for individual clients.

Daniel Hamm is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Intellicents Investment Solutions Inc. and Mutual Securities, Inc., and has held prior roles at Frontier Wealth Management, American Century Investments, and Creative Planning. In addition to his advisory work, Hamm is a licensed insurance agent providing life, health, and disability insurance as needed. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, individual clients, charitable institutions, foundations, and municipalities, offering services such as retirement plan consulting, HSA consulting, and individual wealth management. The firm’s investment approach is led by a CFA-designated Chief Investment Officer focusing on long-term buy-and-hold strategies with periodic rebalancing, using mutual funds, ETFs, and collective investment trusts.

Philip Mcwilliams is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Berthel, Fisher since 1994. Outside of his advisory role, he is involved in securities and insurance through his own entities, including MCWILLIAMS FINANCIAL SERVICES, LLC. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management solutions across multiple platforms and permits advisors to manage portfolios using various investment vehicles and strategies.

Blake Matzke is a financial advisor with Triad Wealth Partners, LLC in Lawrence, KS, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at AE Financial Services, AE Wealth Management, Thrivent Financial, and PowerCat Financial. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and customized financial planning.

Nicklaus Whitaker is a financial advisor at Triad Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Triad Wealth Partners since 2023, with prior roles at Triad Partners, AE Wealth Management, Detail Peoria, and Tremont First Financial Services. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation across diversified portfolios and offers sub-advisory management, operational support, and financial planning services.