Aaron Herwig is a financial advisor at WCG Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Herwig has experience in tax preparation and accounting through his involvement with H2 Tax Services LLC. WCG Wealth Advisors, LLC 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 fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Jeremy Askren is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of advising, he owns and operates Askren Tax Service and serves as an incorporated leader for the MSHS Boys Parent Group Association, focusing on fundraising activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management using fundamental and cyclical security analysis and offers a range of services including portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.

Tagen Lindstrom is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at Vision Bank and Central National Bank prior to joining CreativeOne Wealth. Lindstrom's background includes four years associated with Kansas State University. 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 employs a mix of proprietary model portfolios and third-party managers across various investment strategies, serving primarily discretionary accounts.

Kylie Hays is a CFP® with seven years of industry experience, currently affiliated with Creative Financial Designs, Inc. She has worked at Lighthouse Financial Strategies since 2018, assisting with financial planning and practice management. Her background also includes roles at Sites Medical and Rose Hulman Institute of Technology. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and multiple risk objectives guided by third-party research and an Executive Investment Committee.

Clayton Turner is a financial advisor with CreativeOne Wealth, LLC, holding a ChFC® designation and Series 63 and 65 licenses, with 20 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath) since 2019 and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves as a board member for a homeowners association and is a member of a local business networking group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party models, with investment strategies that include ETFs, mutual funds, equity managers, options, and private investments.

Levi Gunn is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. He previously worked at Cetera and Renaissance Financial and has held roles at Creighton University and Morgan Stanley. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing fee-based investment management and financial planning. The firm offers a non-discretionary advisor-led Guided Portfolio Solutions program combining quantitative and qualitative investment research tailored to client objectives.

Joshua Lewis is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at V Wealth Advisors LLC, Renaissance Financial, Securian Financial Services Inc., and Minnesota Life. Outside of his advisory role, he is involved in several businesses and community activities, including ownership of a family farm, serving on the board of a community college foundation, and participating on the board of directors for a flour mill and farm services company. 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 sponsors, charities, and trusts. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services and legal-service integration through its network of advisors.

Wayne Kraus is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while providing asset consulting and investment supervisory services.

James Mcneill is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC before joining Arvest in 2017. Mcneill serves as a board member for Kymel Inc., a nonprofit focused on supporting children with childhood cancer and their siblings, where he helps organize fundraising and community outreach. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, nonprofits, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerance.

Matthew Heimann is a CFA® charterholder with 11 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2023. Prior to that, he spent eight years at Logia Portfolio Management in various roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.

Brandon Budd is a financial advisor with Intellicents Investment Solutions Inc. and Mutual Securities, Inc., holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Transamerica Capital, Inc. and Transamerica Retirement Solutions. He serves as a board member and volunteer for Bags of Fun Kansas City, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, individual wealth management, and other financial services to plan sponsors, charitable institutions, municipalities, and individual clients. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-certified Chief Investment Officer and operates a multi-office enterprise with approximately $9.9 billion in assets under management.

Courtney Rader is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at QTS Data Centers, Client One Securities, LLC, and VSR Advisory Services. She is also involved in managing advisor registration and licensing at CreativeOne Wealth, LLC. 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 provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Kenneth Donnelly is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lexaurum Advisors since 2019 and previously spent over a decade with HD Vest-related firms. Outside of advising, he owns and operates tax preparation and resolution businesses and is the author of two books on tax and retirement planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across more than 2,000 clients using diversified portfolios grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services.

Jaxon Hyatt is a financial advisor with The Wealth Consulting Group in Leawood, KS. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held positions at several firms including LPL Financial LLC, WCG Wealth Advisors, IHT Wealth Management, and Tall Oaks Advisors. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments, model portfolios, and advisor-enhanced automated services.

Brooks Elder is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2023. His prior experience includes roles at Morgan Stanley and Ameritas Advisory Services, LLC. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice for individuals, trusts, estates, corporations, retirement plans, and banking organizations, utilizing a combination of asset allocation, third-party managers, and tax-aware strategies.

Misael Herrera Granados is a financial advisor at Intellicents Investment Solutions Inc. with five years of industry experience and holds a Series 65 designation. He previously worked at True Wealth & Company LLC and has been involved with charitable outreach as a committee member for Turn the Page KC. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services including retirement plan consulting, HSA consulting, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Brittany Ashcraft is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with Harvest Financial Group since 2012. 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 provides financial planning, consulting, portfolio management, and fiduciary services, utilizing a combination of project-based planning, asset management, and access to third-party manager programs.

Bryce Grahn is a financial advisor at LexAurum Advisors with two years of industry experience. He holds a Series 65 designation and has worked at LexAurum Advisors since 2023. Prior to his current role, he was involved in construction and fencing and has experience at Herring Bank and in academic positions. 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 aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Jason Lewis is a financial advisor at UMB Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, TD Ameritrade, Merrill, and Bank of America. His current tenure at UMB Financial Services and UMB Bank began in 2026. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and integrates a documented suitability review and risk-tolerance questionnaire to tailor model-based investment strategies.

Kevin Mcgrew is a financial advisor at RubinBrown Advisors LLC with 28 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has been with RubinBrown Advisors since 2020, previously working for Wealth Management Advisors, Inc. for 24 years. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning approach.