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 financial advisor at Visionary Wealth Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at Visionary Wealth Advisors since 2020, Financial Engines Advisors L.L.C. from 2016, and Tmfs Advisors, LLC from 2000 to 2016. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies combined with 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.

Thomas Wright is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior work includes roles at Prudential Financial Planning Services and Edward Jones. He serves on the boards of the Future Leadership Foundation, a nonprofit focused on leadership development, and the Peculiar Area Chamber of Commerce, where he helps coordinate community events. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

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.

Jeffrey Ernest is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Modern Wealth Management since 2023, following prior roles at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized Investment Committee and a mix of model portfolios and third-party managers.

Dail Blake is a financial advisor at UMB Financial Services, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Money Concepts Capital Corp and Country Club Financial Services, Inc. He also worked with the Salvation Army from 2023 to 2025. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor. The firm integrates a documented suitability review and risk-tolerance questionnaire into its portfolio construction process and is affiliated with UMB Bank, n.a.

April Watkins is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Mary Kay, Craft Sales, and Plexus Worldwide. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest asset levels. The firm employs model portfolios managed through strategic asset allocation and periodic rebalancing, with a focus on proprietary mutual funds and ETFs.

Nicholas Madl is a CFP® professional with 14 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He has held positions at Mutual Securities, Inc. and American Century Investment Services, Inc. Madl also operates as an independent insurance agent, providing insurance products as part of comprehensive financial planning. Intellicents Investment Solutions Inc. serves a diverse client base including retirement plan sponsors, third-party administrators, individual clients, and charitable institutions, offering services such as ERISA retirement plan consulting and individual wealth management. The firm utilizes a long-term, buy-and-hold investment approach led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Charles Weber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at Packerland since 2023 and previously served at Cetera Advisors LLC for eight years. In addition to his advisory roles, Weber owns Charles Weber, CPA PA, where he provides tax return preparation services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Envestnet platform.

Colin Golec is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at BRG and Eldridge Industries. Colin is also involved with The Capital Concierge, where he has worked for three years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Christian Bradley is a CFP® with five years of industry experience, currently advising at Forum Financial Management, LP since 2021. Prior to joining Forum, he worked at Flood, Bumstead, McCready & McCarthy, Inc. and is also a Senior Consultant in Client Services at Oracle America, Inc., where he supports software products for businesses. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implemented with institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

William Stoddart is a financial advisor at M Holdings Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities since 2013 and with McInnes Group since 2015. Outside of his advisory roles, he serves as vice president of financial services at McInnes Group, where he assists with insurance sales. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory.