Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. Prior to entering the financial industry, he owned and operated Hancock Chiropractic for 16 years. He is also involved in Hancock Investments LLC, a family-owned business that manages rental properties in Salina, Kansas. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party model portfolios, employing various investment strategies including ETFs, mutual funds, and select private investments.

Kacy Seitz is a CFP® professional with 12 years of experience in the financial services industry. She currently serves at RFG Advisory, LLC and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for over a decade. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers a range of services such as portfolio management, financial planning, and access to alternative investments, employing a combination of actively managed and passive strategies with a focus on risk management.

John Link is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience and has worked at firms including Nexus Financial Group and Link Retirement & Financial Services. In addition to his advisory work, he provides trust and estate planning advice through a separate entity, Link Financial LLC. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and manages approximately $1.55 billion in assets with a team of 83 advisors.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Royal Blue Capital and Missouri State University. FAS Wealth Partners offers fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation tailored to clients’ investment objectives, combining internal management with third-party resources and incorporating tax-aware strategies and alternative vehicles.

John Mcdonald is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He has been with Financial Advisory Service, Inc. and its affiliated entity FAS Corp. since 2010. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering portfolio management and financial planning guided by asset allocation and a combination of manager- and fund-level strategies.

Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, Strandell volunteers as a presenter for the Financial Education Partnership, a nonprofit organization. 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Elizabeth Boswell is a Series 65 licensed financial advisor with 1 year of industry experience. She currently works at 49 Financial and has prior experience at JK Financial and in various other roles, including marketing communications and fixed insurance sales. Outside of advising, she is an associate at Financial Independence Group, where she sells fixed annuities and life insurance policies. 49 Financial serves a diverse clientele, including individuals, high-net-worth clients, trusts, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified investment approach using proprietary and platform model portfolios with mutual funds, ETFs, and third-party managers.

Kenneth Haughney is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2012 and with Mutual of Omaha since 2011. Outside of advisory services, he is appointed with Blue Cross/Blue Shield of Kansas City, selling major medical and dental insurance to individuals and small businesses on a limited basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, supporting both non‑HNW and high‑net‑worth clients with access to third‑party money managers and model portfolios.

Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory role, Lawing serves as president of the Lawing Family Foundation and is a managing member of Seabreeze One, a holding company that operates an airplane under dry lease arrangements. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Kevin Amey is a CFP® professional with 16 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2019. Prior to that, he spent seven years at Koesten, Hirschmann & Crabtree, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, employing asset allocation strategies, tax-aware techniques, and third-party managers under a fiduciary standard.

Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

Chang Shin is a financial advisor with CreativeOne Securities, LLC and CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Scout Investments, Inc., Financial Engines Advisors L.L.C., and The Mutual Fund Store, LLC. Outside of advising, he co-owns agricultural land used for hay production. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and offering both proprietary and third-party advisory services.

Tanner Wraa is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including time at The University of Alabama and entrepreneurial activities related to fitness content creation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to support tax-efficient portfolio management.

Joan Bellows is a financial advisor at Copper Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at Copper Financial Network LLC since 2021, following an 18-year tenure at Waddell & Reed, Inc. 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 through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Dakota Warnken is a Series 65-licensed advisor with experience at Modern Wealth Management, LLC since 2024. Prior to joining Modern Wealth Management, he worked at Commerce Trust Company, Conway Investment Research, and Prime Capital Investment Advisors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans using a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Blake Lopez Bierwirth is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2020. Outside of his advisory role, he serves as co-chair of the young professionals committee for the Leawood Chamber of Commerce. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet and custodial services from Pershing.

Susan Bartlett is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth and Financial Life Matters in 2023, she worked in the energy sector, including roles at Evergy and Kansas City Power and Light. Bartlett is president of Living Your Best Life, LLC, a consulting and coaching business focused on planning, business development, and speaking engagements. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios, third-party managers, and a variety of investment strategies.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

James Boldt is a financial advisor at LexAurum Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LexAurum Advisors in 2022, he worked at Allstate Insurance Co for 12 years and has been involved in his own financial firms since 2021. Outside of advisory work, he is co-owner of a property management company. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, including the use of low-cost ETFs and proprietary model allocations.

Michael Haggerty is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Copper Financial in Lenexa, KS, where he has worked for over two decades. His prior experience includes a role at CommunityAmerica Credit Union since 2023. In addition to his advisory work, Haggerty serves on several boards, including the Boys and Girls Club of Greater Kansas City and NACUSO, and holds leadership roles within CommunityAmerica-related entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm supports both individual and institutional clients and emphasizes fiduciary advisory relationships with due diligence on third-party managers.