Christopher Crawford is a financial advisor with Kornitzer Capital Management, Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at Invesco Advisers, Inc. and Quasar Distributors, LLC. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients, serving as adviser to the Buffalo Funds and acting as subadviser for a trust company. The firm employs a research-driven investment process with a focus on long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. 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 utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.

Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Whitaker Myers Wealth Managers, Almanack Investment Partners, and J.P. Morgan Securities. Outside of his advisory work, he owns a homestead farm raising sheep, chickens, and ducks, and he coaches a faith-based wealth coaching course in group and one-on-one settings. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and uses diversified portfolios aligned with modern portfolio theory, often implementing low-cost ETF model allocations through its Golden Rule Program.

Stephanie Gantt is a financial advisor at The Wealth Consulting Group with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010 as well as V Wealth Advisors LLC from 2010 to 2023. Gantt serves as a trustee for a family fiduciary trust. 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integration with legal services and fiduciary support for plan sponsors.

Amy Alley is a financial advisor with American Century Investments Private Client Group, Inc. in Olathe, KS, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with American Century Investment Services, Inc. since 2007. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs through a discretionary management approach.

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. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, all at Kornitzer Capital Management since 1989. Kornitzer Capital Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and institutional clients. The firm manages a range of strategies through separately managed accounts and mutual funds, emphasizing long-term, low-turnover approaches supported by internal research from a team including CFA charterholders and industry specialists.

Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

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.

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.

Camden Chapin is a financial advisor at The Wealth Consulting Group with a Series 65 credential and no prior industry experience. His background includes roles outside finance, such as employment at DoorDash and studies at Kansas State University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mixed investment approach tailored to client goals and risk tolerances, combining fundamental, technical, macroeconomic, and quantitative analysis with active and passive strategies.

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.

John Meier is a CFP® with 25 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002. He is a member of FAS Wealth Partners, an SEC-registered advisory firm that manages approximately $3.08 billion in assets for around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a range of manager- and fund-level strategies.

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.

Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.

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.

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.

Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.

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.