Brian Paulsen is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at True Wealth & Company LLC and positions at True Exit Solutions and TRUEINSURANCE.LIFE. He serves as an advisory board member for HPad, Inc and owns Paulsen Consulting, Inc, a separate investment-related business. 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 a Chief Investment Officer who holds a CFA, offering services that include retirement plan consulting, individual wealth management, and a wrap fee program.

Robert Olvera is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Raymond James Financial Services, and AllState Financial Services. Olvera serves as a board member and on the investment committee of the National Association of Insurance and Financial Advisors (NAIFA). CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning and ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Samantha Compton is a financial advisor at Eversource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wise Wealth, LLC, Bank of America, N.A., and Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent offering non-variable products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform, with specialized services for clients with more than $5 million in investable assets.

Shawn Hause is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets for most accounts.

Luis Lovato is a Series 65-licensed advisor with Creativeone Wealth, LLC, where he has worked since 2024. He has two years of experience in the financial industry, including roles at L&L Advisors and prior work with GBA Builders and CRB Builders. 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 blend of proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Jace Engel is a financial advisor with 3 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 licenses and has worked at several firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of advisory work, he provides fixed insurance services. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term approach based on a derivative of Modern Portfolio Theory and utilizing a mix of proprietary and platform model portfolios.

Zornitsa Carlson is a Series 66-licensed advisor with International Assets Investment Management, LLC, based in Overland Park, KS. She has 15 years of industry experience, including a 15-year tenure at Edward Jones prior to joining her current firm. Outside of her advisory role, Carlson serves as a Supervisory Election Judge for the Platte County Board of Elections. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party money managers and wrap programs as part of its comprehensive offerings.

Jason Montgomery is a CFP® with nine years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC since 2024. Prior to Prevail, he worked at Normandy Investment Advisors and Commonwealth Financial Network among other firms, and served in the U.S. Army for 20 years. He holds leadership and volunteer roles in military and community organizations, including First Vice President of the Heart of America Chapter of the Military Officers Association of America and a board member of the Kansas City Region of the Porsche Club of America. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension plans, trusts, estates, corporations, and business owners. The firm offers customized portfolio management overseen by an Investment Committee and integrates fundamental, factor, and quantitative methods alongside third-party platforms for reporting and implementation.

Bryan Farwell is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also a licensed insurance agent offering insurance products to clients. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

Joshua Morales is a Series 66-credentialed financial advisor with 10 years of industry experience. He currently works at Sowell Management and Nest Financial LLC and has prior experience with The Retirement Planning Group, Bank of America, and Merrill. Outside of his advisory role, Morales is involved in community and civic activities in Raytown, Missouri, serving as a volunteer for the Boy Scouts of America, chairing economic development efforts for the Raytown Mainstreet Association, participating on the Raytown Chamber of Commerce advisory board, serving on the Rotary Club of Raytown board, and holding a position as an alderman on the Raytown City Council. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm supports over 100 independent adviser representatives through trading, compliance, technology, and back-office services, employing multiple management styles and offering model portfolios, third-party manager selection, and unified managed account solutions.

Chase Vander Hart is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with CreativeOne Securities and its predecessor firms since 2019 and has held roles including client service associate at Harvest Financial Group. Vander Hart is also involved with Mission Church, participating in community projects related to the communication of financial gifts. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning and asset management using fundamental and cyclical security analysis, offering both discretionary and non-discretionary portfolio services through a proprietary platform and third-party managers.

David Dickens Jr. is a CFA® charterholder with 25 years of industry experience. He is currently with CreativeOne Wealth, LLC and has previously worked at Brookstone Capital Management and KC Financial Advisors. He is the owner and president of KC Financial Advisors, Inc., where he is involved in insurance, tax preparation, and staff supervision. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various strategies including modern portfolio theory and quantitative analysis.

Matthew Ison is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Kornitzer Capital Management, Inc. since 2021. His prior experience includes roles at RubinBrown Advisors, LLC and Wealth Management Advisors, Inc. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients, as well as acting as adviser to mutual funds and a trust company. The firm emphasizes internally generated research and implements strategies that generally favor a long-term, low-turnover approach.

Camden Sprouse is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with KC Medicare Advisors and Sprouse Financial Group. He is also involved as an independent licensed insurance agent, advising clients on Medicare plans and ancillary insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client risk tolerance.

Mark Hunter is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Sequent Planning, he worked at Senior Market Sales, Spring Venture Group, CD2 Learning, and Brandmuscle. Sequent Planning, LLC operates under the name Futurity First Wealth Management and serves a diverse client base including individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of approximately 97 independent investment adviser representatives.

Bryan Woodell Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Hornor Townsend & Kent, LLC, Penn Mutual Life Insurance Co, Brighthouse Securities, LLC, and METLIFE SECURITIES Inc. He is also involved as an independent marketing organization consultant, wholesaling annuities to financial professionals. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs alongside a proprietary advisory platform.

Levi Huncovsky is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at ChangePath, LLC, Client One Securities, LLC, and United Capital Management of Kansas. Outside of his advisory work, he owns and operates L&L Advisors, LLC, which provides life insurance, Medicare supplements, and annuities, as well as Hillcrest Benefits, assisting agents with Medicare contracting and sales. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, employing diverse investment methods and a range of asset types including ETFs, mutual funds, options strategies, and select private investments.

Madeline Key is a CFP® practitioner with four years of industry experience, currently advising at CreativeOne Securities, LLC. Her prior roles include positions at AE Wealth Management LLC, Jones Advisory Group, and SSC CPAs & Advisors. Earlier in her career, she held roles outside the financial sector including at Spin Pizza and Iron Rail Brewing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning with ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform and offers both discretionary and non-discretionary portfolio management.

Scott Wightman is a CFA charterholder and holds a Series 63 license with 12 years of industry experience. He has worked at Mutual Securities, Inc. and American Century Investment Services, Inc. before joining Intellicents Investment Solutions Inc., where he has been since 2018. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, providing retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and manages roughly $9.92 billion in assets across multiple offices.

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.