Frank Jaksa III is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with CreativeOne since 2005, currently managing a team responsible for annuity sales. Jaksa also works as a licensed insurance agent offering annuities, life, and health insurance. 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 employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Andrew Mcdermitt is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Brighthouse Securities, LLC and MetLife Investors. Mcdermitt is the founder of Carolina Portfolio and Income Architects, a firm engaged in financial planning and securities consulting. 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 with ongoing asset management through proprietary platforms and external money manager referrals.

Aaron Bachelor is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at Market Synergy Group and Peoples Insurance Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, individual equities, options, and select private investments.

Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.

Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Whitaker Myers Wealth Managers, Almanack Investment Partners, and J.P. Morgan Securities. Outside of his advisory work, he owns a homestead farm raising sheep, chickens, and ducks, and he coaches a faith-based wealth coaching course in group and one-on-one settings. 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 uses diversified portfolios aligned with modern portfolio theory, often implementing low-cost ETF model allocations through its Golden Rule Program.

Stephanie Gantt is a financial advisor at The Wealth Consulting Group with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010 as well as V Wealth Advisors LLC from 2010 to 2023. Gantt serves as a trustee for a family fiduciary trust. 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 and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integration with legal services and fiduciary support for plan sponsors.

Amy Alley is a financial advisor with American Century Investments Private Client Group, Inc. in Olathe, KS, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with American Century Investment Services, Inc. since 2007. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs through a discretionary management approach.

Amanda Brown is a CFP® professional with five years of industry experience. She currently works at Aprio Wealth Management, LLC and has previous experience at Prism Financial Group, L.L.C. and Keen Wealth Advisors. Amanda also has a background working at Ottawa University. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies while coordinating referrals with an affiliated registered CPA firm.

Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Tracy Ford is a financial advisor at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.

Camden Chapin is a financial advisor at The Wealth Consulting Group with a Series 65 credential and no prior industry experience. His background includes roles outside finance, such as employment at DoorDash and studies at Kansas State University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mixed investment approach tailored to client goals and risk tolerances, combining fundamental, technical, macroeconomic, and quantitative analysis with active and passive strategies.

Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.

John Meier is a CFP® with 25 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002. He is a member of FAS Wealth Partners, an SEC-registered advisory firm that manages approximately $3.08 billion in assets for around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a range of manager- and fund-level strategies.

Brian Westemeyer is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mutual Securities, Inc. since 2018 and previously at Cetera Advisors LLC. In addition to his advisory roles, Westemeyer has involvement with Hawkeye Touchless Inc and Westport Touchless of Coralville Inc over the past 28 years. Intellicents Investment Solutions Inc. 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 oversight by a CFA Chief Investment Officer, offering ERISA retirement plan consulting, individual wealth management, and a wrap fee program.

Amanda Scott is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Intellicents entities and Cetera Advisors LLC since 2016 and previously with Alliance Benefit Group and Abg Investment Services. She is a passive shareholder and part owner of Intellicents Inc. INTELLICENTS INVESTMENT SOLUTIONS INC serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA retirement plan consulting, individual wealth management, and a wrap fee program, with investment oversight led by a CFA charterholder focusing on long-term, buy-and-hold strategies and periodic rebalancing.

Gregory Bond is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 66 licenses and has 33 years of industry experience. His prior work includes roles at LPL Financial LLC and V Wealth Advisors LLC. Bond provides administrative support to WCG Wealth Advisors, an independent investment advisor firm. WCG Wealth Advisors offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms.

Barrett Banister is a financial advisor at The Wealth Consulting Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of his advisory role, Banister provides administrative support to an independent investment advisor firm. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of management options across various custodial platforms.

Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.

William Lane Jr. is a Senior Wealth Advisor and Vice President at CreativeOne Wealth, LLC with 20 years of industry experience. He previously worked at Cerity Partners and has been affiliated with CreativeOne in various capacities since 2012. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of analytical methods and investment vehicles including ETFs, mutual funds, options strategies, and private investments.

Blake Arnold is a CFP® with two years of industry experience, currently serving at FAS Wealth Partners, Inc. He previously worked at Commerce Bank and Mid Missouri Bank, and has experience in the food service industry with Eat Fit Go. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans, using a combination of asset allocation strategies and third-party managers while operating under a fiduciary standard.