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 at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.

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 licenses and has two years of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and in education settings. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, and other entities, focusing on households with modest investment thresholds. The firm utilizes model portfolios managed by in-house teams, primarily investing in proprietary mutual funds and ETFs.

Nicole Bartel is a financial advisor at Copper Financial with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Prior to her career in finance, she worked in the Keller Independent School District. Copper Financial primarily serves credit union members, including those of its parent CommunityAmerica Federal Credit Union and other unaffiliated 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 platform for both individual and institutional clients.

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 with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mutual Securities, Inc. since 2018 and previously at Cetera Advisors LLC. In addition to his advisory roles, Westemeyer has involvement with Hawkeye Touchless Inc and Westport Touchless of Coralville Inc over the past 28 years. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with oversight by a CFA Chief Investment Officer, offering ERISA retirement plan consulting, individual wealth management, and a wrap fee program.

Amanda Scott is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Intellicents entities and Cetera Advisors LLC since 2016 and previously with Alliance Benefit Group and Abg Investment Services. She is a passive shareholder and part owner of Intellicents Inc. INTELLICENTS INVESTMENT SOLUTIONS INC serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA retirement plan consulting, individual wealth management, and a wrap fee program, with investment oversight led by a CFA charterholder focusing on long-term, buy-and-hold strategies and periodic rebalancing.

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.

Heath Burch is a CFP® professional with 26 years of industry experience currently with Copper Financial Network LLC, where he has worked since 2014. He serves on the board of the Liberty Education Foundation and acts as Board Secretary for Liberty Youth Football & Cheer, Inc. He is also a member of the LPS 53 School District Audit & Finance Committee. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs, working with both individual and institutional clients.

David Cox is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth and has previously worked at firms including Triad Advisors and Royal Alliance Associates. Outside of his advisory role, he has served as Vice President of Sales at BenefitRFP, focusing on executive benefits packages. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform that offers model portfolios monitored and rebalanced regularly.

Bradley Mauderer is a financial advisor at Copper Financial with 22 years of industry experience and holds the Series 66 designation. He has worked at Copper Financial Network LLC since 2018 and previously held positions at Waddell & Reed, Isagenix, VSR Advisory Services, and VSR Financial Services, Inc. Outside of his advisory work, he is the organizer of an LLC established to sell a book written by his spouse. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs, catering to both individual and institutional clients.

Kenneth Burkhead III is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding a Series 66 designation and 11 years of industry experience. He has held roles at True Exit Solutions and True Wealth & Company LLC, and is involved in business activities outside of finance including HR consulting through myTrueHR and serving as CFO of Recreation Construction Group, which manages outdoor recreation projects. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach and integrates affiliated benefits and insurance services as part of a larger multi-office enterprise managing approximately $9.92 billion in assets.

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.

Ryan Meda is a CFP® professional with nine years of industry experience. He has worked at Fidelity Brokerage Services LLC and Canvas Wealth Advisors, LLC before joining Savvy in 2025. Meda holds Series 63 and Series 66 licenses. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Timothy Carlin is a CFP® professional with 23 years of experience in financial advisory services. He is currently with The Wealth Consulting Group and has previously worked at Edward Jones, V Wealth Management, and LPL Financial. He is also the author of an autobiography, *An Extraordinarily Ordinary Life, Life Lessons by Tim Carlin*. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management and financial planning, combining active and passive strategies with advisor-enhanced algorithmic services and legal support integrated into its wealth management approach.

Bryan Sarff is a CFP® with 21 years of industry experience, currently an advisor at INTELLICENTS INVESTMENT SOLUTIONS INC. His prior roles include positions at True Exit Solutions and True Wealth & Company LLC. Outside of financial advising, he co-founded myTrueHR, LLC, an HR consulting firm, and is involved in Recreation Construction Group, which specializes in outdoor recreation projects for municipalities, schools, and churches. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with a range of consulting and wealth management services, emphasizing long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer.

Cassandra Bartlett is a CFP® professional with 24 years of industry experience. She currently works at Arvest Wealth Management and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ameriprise Financial Services Inc., and Bartlett, Inc. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.