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.

Jennifer Simmons is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at several firms, including Cherry Co, Scout & Cellar, Madison Senior Living, and Northwestern Mutual. Simmons has also been involved with the U.S. Soccer Program. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, focusing primarily on proprietary mutual funds and ETFs.

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.

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.

Nathan Fiser is a CFP® professional with 22 years of industry experience, currently affiliated with Modern Wealth Management, LLC. He previously worked at Cetera Advisors LLC for 11 years. Outside of his advisory role, he serves as a board member of the International Essential Tremor Foundation and is an insurance agent selling life, disability, and long-term care insurance. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and insurance solutions.

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 experience in education, having been employed at the University of North Carolina at Charlotte and local schools. 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, offering discretionary and non-discretionary investment management, financial planning, and related services supported by a centralized Investment Committee and multiple specialized divisions.

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 an investment advisor at Gradient Advisors, LLC with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Gradient Advisors since 2024 and has been involved with SEM Retirement Services, LLC since 2005, where he assists clients with insurance and Medicare sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a non-discretionary model that emphasizes client-approved transactions and employs various analytical approaches in portfolio management.

Thomas Yager is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with CreativeOne entities since 2014 and currently serves as Vice President of Operations overseeing new business processing for insurance lines. 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 combines project-based planning and ongoing asset management using fundamental and cyclical security analysis, with services that include financial planning, portfolio management, and retirement-plan fiduciary services.

Jaime Gaona is a financial advisor with Creative Financial Designs, Inc. in Overland Park, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs and CFD Investments in 2022. Outside of financial advising, Gaona is a co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm structures portfolios using asset-class model allocations with five risk objectives and provides specialized services such as Biblically Responsible Investing and a variety of billing 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 with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. He has worked at firms including MassMutual, Metlife Securities, New England Securities, and Ameriprise. Outside of his advisory role, he is an independent insurance agent specializing in dental, group disability, life, accident, health, and long-term care insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Robert Self is a CFP® certificant with 10 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Wells Fargo Advisors, Bank of America, Merrill, and Morgan Stanley. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, using mutual funds, ETFs, fixed income, and individual equities. The firm operates as a wholly owned subsidiary of First National Bank of Omaha and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring across a range of portfolio objectives.

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 eight years of industry experience. He holds a Series 65 credential and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Outside of his advisory role, Schuller serves as president and owner of a business focused on the sale of annuities, long-term care, and life insurance products. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment methods including modern portfolio theory and quantitative analysis.