Thomas Berger is a financial advisor at Intellicents Investment Solutions Inc. He holds a Series 65 designation and has been in the industry since 2023. His prior experience includes roles at Virtus LLC and the University of Kansas. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and offers both discretionary and non-discretionary portfolio management.

Brendon Christy is a financial advisor at Creativeone Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management, BK Financial, and Personalized Brokerage Services. He also serves as president of Christy Financial Services, LLC, which provides insurance solutions and business consulting. Creativeone Wealth, LLC offers 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 and third-party managers, supported by quantitative and fundamental analysis.

Jordan Mc Gee is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at American Century Investment Services since 2020 and Basys Processing from 2017 to 2020. Prior to his professional career, he was involved with Theta Chi Fraternity. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach managed by internal asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Jared Anderson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served as Vice President of Sales at Market Synergy Group since 2014, where he is also a part owner involved in fixed insurance products. CreativeOne Securities is a multi-advisor firm with 127 advisors that provides financial planning, portfolio management, and retirement-plan fiduciary services for individuals, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers access to third-party managers and a proprietary advisory platform.

Bryan Hays is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals—including high-net-worth clients—corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Michael Cajthaml Jr. is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Cy Financial, LLC and AE Wealth Management, LLC. In addition to his advisory work, he serves as a business consultant with Pareto Systems, providing practice management consulting to other financial advisors. CreativeOne Wealth, LLC offers fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse investment strategies including ETFs, mutual funds, and options.

Lalitkumar Dhande is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 credential and has worked with firms including UNFCU Advisors and United Nations Federal Credit Union. Prior to his financial services career, he was involved with SKI Beer for four years. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients, including trusts and foundations, and maintains fiduciary standards while providing a variety of advisory services.

Jay Haffley is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at LPL Financial, BMO Bank NA, SII Investments, Inc., Equitable Advisors, UBS Financial Services, and STIFEL. He also holds insurance licenses in life and health. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios according to client objectives and risk tolerance, utilizing a mix of fundamental, factor, and quantitative methods, and offers business planning services alongside discretionary asset management.

Ricky Bain is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 23 years of industry experience. Bain is also the founder and advisor of Lighthouse Financial Strategies, where he provides life, health, disability, and long-term care insurance advisory services. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs a model-driven investment process and offers strategies including passive, tactical, and Biblical Responsible Investing approaches.

Orlando Martinez is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at American Century Investment Services, Farmers Insurance, Urenda Tool Company, DST Systems, and the University of Kansas. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs.

Roger Irie is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Rapid Diagnostics in the cardiometabolic division for eleven years. Outside of his advisory role, he serves as Chief Operative Officer of Bluebird Oxygen LLC, a company involved in oxygen concentrator rentals and operations. 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, fundamental, and technical analysis overseen by an Investment Committee.

Ethan Hays is a CFP® professional with five years of industry experience, currently affiliated with Creative Financial Designs, Inc. He has also worked at Lighthouse Financial Strategies and BKD. In addition to his advisory role, Hays is a 51% owner of Lighthouse Tax Strategies, LLC, which provides tax preparation services. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations guided by risk objectives and third-party research, and it provides specialized features such as Biblically Responsible Investing strategies.

Virginia Shields is a financial advisor with LexAurum Advisors in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016 in various roles. LexAurum Advisors manages approximately $1.27 billion for individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis, offering model allocations primarily through low-cost ETFs and services that include discretionary rebalancing on third-party platforms.

Drew Sprugel is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC, based in Lees Summit, MO. He has two years of industry experience and has been with Modern Wealth Management since 2023. Outside of his advisory role, he holds a passive shareholder interest in a holding company that owns a small local bank in Nebraska, a position inherited from family. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Matthew Black is a CFP® professional with seven years of industry experience, currently affiliated with Cooper McManus. His prior roles include positions at Cambridge Investment Research, Arbor Point Advisors, Securities America, AE Wealth Management, Miller Retirement Group, Charles Schwab, and State Street Corporation. Outside of advisory work, he is involved as a course instructor in financial education. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and model asset-allocation portfolios customized through sub-advisors and co-advisory platforms.

Chancellor Davis is a financial advisor at Modern Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modern Wealth Management, he worked at New York Life insurance for two years and has a background in education, having taught at both Fuquay Varina High School and Carnage Middle School. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax planning, estate planning, and insurance solutions.

David Brozenic is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and V Wealth Management. 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, corporations, charities, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers both direct management and access to third-party programs, with notable integration of legal-service pathways and extensive operational resources.

Eric Traczyk is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Financial Engines Advisors, L.L.C. for six years. Outside of his advisory role, he serves as President and CEO of the Symphony Hills Homes Association, a nonprofit organization. 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 combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Madison Parker is a CFP® with eight years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC. She previously worked at USA Financial Securities Corporation, Cornerstone Securities, and Parker Financial Group, where she also maintains an independent consulting and coaching practice focused on operations advice. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to a range of clients, including high-net-worth individuals and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Shane Miller is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at SEM Retirement Services, LLC since 2005, where he is involved in insurance and Medicare sales. Miller also owns SEM Advisors, providing financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.