William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab for 18 years. Outside of his primary role, he operates as a financial advisor under the d/b/a Ramos Group for investment advisory activities. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, offers retirement plan fiduciary services, and manages client assets across a 24-advisor team with multiple office locations.

Robert Nutter is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has previously worked at Vestech Securities, Inc. and BTS Asset Management, Inc. Nutter is also the owner of Nutter Wealth Management, which offers fixed, indexed, and life insurance products. 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, providing financial planning, portfolio management, and retirement-plan fiduciary services.

Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Visionary Wealth Advisors since 2020 and was previously with Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC for a combined 28 years. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Charles Kasper is a CFP® with 20 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. He has previously worked at Mutual Securities, Inc. and Barber Financial, and he is also a financial analyst and officer with Life Strategies Analytics, Inc., a research and analysis firm he co-owns. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates strategic allocation with tactical adjustments, supporting clients through various affiliated tax, estate, and insurance services.

Frank Jaksa III is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with CreativeOne since 2005, currently managing a team responsible for annuity sales. Jaksa also works as a licensed insurance agent offering annuities, life, and health insurance. 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 employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Andrew Mcdermitt is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Brighthouse Securities, LLC and MetLife Investors. Mcdermitt is the founder of Carolina Portfolio and Income Architects, a firm engaged in financial planning and securities consulting. 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 offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and external money manager referrals.

Aaron Bachelor is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at Market Synergy Group and Peoples Insurance Group. 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 combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, individual equities, options, and select private investments.

Timothy Shmidl is a CFP® with 37 years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked with Prism Financial Group, LLC and Cambridge Investment Research, Inc. He serves as a board member for 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 businesses, focusing on tailored portfolios that emphasize asset allocation and long-term purchasing-power preservation.

Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked at firms including J.P. Morgan Securities and The Huntington Investment Company before joining LexAurum in 2025. Outside of his advisory role, he coaches a faith-based wealth coaching course and operates a homestead farm raising sheep and other animals. 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 emphasizes diversified portfolios guided by modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

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® with six years of industry experience, currently advising at Aprio Wealth Management, LLC. She previously worked at Prism Financial Group, L.L.C. for seven years and Keen Wealth Advisors for two years before joining Aprio in 2025. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, and other entities, focusing on tailored portfolios based on clients’ objectives and risk tolerance. The firm employs a mix of investment strategies and offers integrated services through its affiliate companies.

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.

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.

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, Fidelity Brokerage Services, and in the Keller Independent School District. Copper Financial serves credit union members, including those of CommunityAmerica Federal Credit Union and affiliated “Program Credit Unions,” offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm works with individual and institutional clients and uses an advisory model focused on fiduciary oversight, due diligence, and managed portfolio solutions.

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 with one year of experience currently with Aprio Wealth Management, LLC. He previously worked at Prism Financial Group, Creative One Wealth, and AE Wealth Management among other firms. Outside of advisory roles, his background includes diverse experience ranging from coffee shop operations to sports construction. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolio management with a focus on asset allocation and long-term purchasing-power preservation, utilizing various investment vehicles and ongoing account monitoring.

John Meier is a CFP® with 25 years of industry experience and is affiliated with FAS Wealth Partners, Inc. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002, following a two-year tenure at Merrill. FAS Wealth Partners serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering fee-based advisory services that include portfolio management and financial planning. The firm utilizes customized asset-allocation strategies and a mix of mutual funds, ETFs, individual securities, and alternative investments to manage client portfolios.

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. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with multiple entities associated with Intellicents since 2010, including Cetera Advisors LLC and Alliance Benefit Group. Outside of her advisory roles, she has passive ownership in Intellicents Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with regular monitoring and offers a range of consulting and wealth management services, supported by a multi-advisor team and notable asset scale.