Amanda Brown is a CFP® professional with five years of industry experience. She currently works at Aprio Wealth Management, LLC and has previous experience at Prism Financial Group, L.L.C. and Keen Wealth Advisors. Amanda also has a background working at Ottawa University. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies while coordinating referrals with an affiliated registered CPA firm.

John Kornitzer is a financial advisor with Kornitzer Capital Management, Inc. in Shawnee Mission, KS, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Kornitzer Capital Management since 1989. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients and serves as investment adviser to the Buffalo Funds mutual fund series, as well as subadviser for a trust company. The firm employs research-driven strategies across balanced, equity, and fixed-income mandates, focusing on long-term, low-turnover management through separately managed and strategy accounts.

Conner Ensign is a CFA® charterholder with six years of industry experience. He currently works at Kornitzer Capital Management, Inc. and previously held positions at American Century Investment Services, Inc. and several other organizations. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients through discretionary portfolio management and advisory roles for mutual funds and a trust company. The firm emphasizes internally generated research and employs a long-term, low-turnover investment approach across balanced, equity, and fixed-income strategies.

Tracy Ford is a financial advisor with On Investment Management CO, holding a Series 66 designation and five years of industry experience. Prior to joining On Investment Management, Ford worked at Commonwealth Financial Network and Normandy Investment Advisors. Outside of advisory work, Ford owns VIP Organizing & Consulting, a business unrelated to investment activities. On Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary investment programs.

Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Elena Bone is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 credentials and has one year of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and educational positions at One of a Kind Early Progressive Education and local schools. Outside of finance, she has experience in the early childhood education sector. 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 delivers advice through model portfolios managed by internal teams and focuses on modest relationship thresholds, primarily using proprietary mutual funds and ETFs.

Rex Swartz II is a financial advisor with Capital Analysts based in Kansas City, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including over three decades at Lincoln Investment Planning, Inc. Capital Analysts serves a diverse client base that includes individual investors, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary screening processes.

Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.

Brian Westemeyer is a financial advisor at Intellicents Investment Solutions Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mutual Securities, Inc., Cetera Advisors LLC, and Investors Capital Corp. He is also involved in administrative operations as a part owner of Intellicents, Inc. and maintains a background as a licensed insurance producer. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach supported by written Investment Policy Statements, risk-based allocations, and research from providers like Morningstar and Zephyr.

Amanda Scott is a financial advisor with Intellicents Investment Solutions Inc in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at multiple firms including Cetera Advisors LLC and Investors Capital Corp., and has been with Intellicents Investment Solutions and related entities since 2010. Outside of her advisory role, she is a passive shareholder and part owner of Intellicents Inc. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts through retirement plan consulting, wealth management, and sub-advisory services. The firm emphasizes long-term, buy-and-hold investment strategies guided by formal policy statements and supported by research from providers such as Morningstar and Zephyr.

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience, currently affiliated with First National Advisers, LLC in Kansas City, MO. He has held roles at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. since 2015. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm employs a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring to implement model portfolios across varied investment objectives.

Gregory Bond is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 66 licenses and has 33 years of industry experience. His prior work includes roles at LPL Financial LLC and V Wealth Advisors LLC. Bond provides administrative support to WCG Wealth Advisors, an independent investment advisor firm. WCG Wealth Advisors offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms.

Barrett Banister is a financial advisor at The Wealth Consulting Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of his advisory role, Banister provides administrative support to an independent investment advisor firm. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of management options across various custodial platforms.

William Lane Jr. is a Senior Wealth Advisor and Vice President at CreativeOne Wealth, LLC with 20 years of industry experience. He previously worked at Cerity Partners and has been affiliated with CreativeOne in various capacities since 2012. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of analytical methods and investment vehicles including ETFs, mutual funds, options strategies, and private investments.

Kenneth Burkhead is a financial advisor at Intellicents Investment Solutions Inc with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including True Exit Solutions and True Wealth & Company LLC. Outside of advising, he serves as CFO of Recreation Construction Group, overseeing financial management and project timelines for outdoor recreation projects. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and sub-advisory services. The firm employs a long-term, buy-and-hold investment approach supported by risk-based allocations and periodic monitoring.

Scott Connors is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2023 and previously spent 14 years at V Wealth Management, LLC, alongside a 17-year tenure with LPL Financial. 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, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways, sub-advisory support, and fiduciary services across various custodial platforms.

Brian Brechler is a financial advisor with CreativeOne Wealth, LLC, holding the Series 66 designation and having 22 years of industry experience. His prior roles include positions with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is a 50% owner of Direct Wealth Advisors and holds a minor ownership interest in a local radio station. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting 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 a variety of investment strategies and offering services including unified managed accounts and private investments.

Michael Young is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining CreativeOne Wealth in 2025, he worked at Kansas Financial Resources and spent over a decade at the Federal Home Loan Bank of Topeka. Outside of advisory services, he is a partner in Forever Young Marketing, a digital design and branding firm. 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 uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Timothy Carlin is a CFP® with 22 years of industry experience. He is currently an advisor at The Wealth Consulting Group and has previously worked at Edward Jones, V Wealth Management, and LPL Financial. Carlin has authored an autobiography titled *An Extraordinarily Ordinary Life, Life Lessons by Tim Carlin*. The Wealth Consulting Group is a large enterprise firm serving a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, along with integrated legal-service pathways and fiduciary support for plan sponsors.

Bryan Sarff is a CFP® with 21 years of industry experience, currently serving at Intellicents Investment Solutions Inc. He has held roles at True Exit Solutions, True Wealth & Company LLC, and TRUEINSURANCE.LIFE. Outside of his advisory work, he is co-founder and director of myTrueHR, LLC, an HR consulting firm, and is involved in business development for Recreation Construction Group, which focuses on outdoor recreation projects. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts with retirement plan consulting, individual wealth management, and wrap fee programs. The firm employs long-term, buy-and-hold investment strategies supported by research and analytics, offering both discretionary and non-discretionary solutions across mutual funds, ETFs, and collective investment trusts.