Jaime Gaona is a financial advisor at Creative Financial Designs, Inc. with 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs in 2022. Outside of his advisory role, Gaona is co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Amy Roberts is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Simplicity Wealth, Brett Reid Group, and Keller Williams. Outside of her advisory role, Roberts owns Serendipity Farm & Vine, a farm winery and event venue. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing.

Brian Harrold is a financial advisor at CreativeOne Wealth, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at CreativeOne Securities, LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities, Inc. Harrold is also an independent insurance agent specializing in fixed insurance products, including dental, disability, life, and long-term care insurance. 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 uses proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses, to manage client portfolios.

Michael Miller is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at Global Atlantic Financial Group from 2013 to 2017. He is also President and CEO of CreativeOne, an insurance marketing and brokerage firm. 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 employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Matthew Schuller is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Schuller is also president and owner of a life insurance and fixed annuity sales business. 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 employs a variety of investment strategies, including proprietary ETF-based core models and third-party managers, and supports tailored suitability assessments and regular portfolio rebalancing.

Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at L&L Advisors. Outside of financial advising, he is the owner and practicing chiropractor at Hancock Chiropractic, a clinic he has operated since 2009. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, 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, supporting tailored suitability assessments and portfolio rebalancing.

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 Vu is a CFP® professional with 22 years of industry experience and currently serves at Cetera Planning Partners. His previous roles include positions at The Retirement Planning Group, Financial Engines Advisors L.L.C., and Tmfs Advisors, LLC. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many nearing or in retirement. The firm emphasizes a structured planning process and diversified portfolio management using mutual funds and ETFs, along with supplementary services such as tax planning and estate-planning support.

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.

Risdan Kasper is a CFP® with 42 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2023. He previously worked at Barber Financial Group and National Planning Corporation and has owned Life Strategies Analytics since 2007. Kasper also co-hosts a weekly wealth management radio show. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, modular financial planning, tax planning, and ERISA plan management.

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 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 his advisory role, he is appointed with Blue Cross/Blue Shield of Kansas City and Genworth to offer major medical, dental, and term life insurance options. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

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.

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.