Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.

Cole Stein is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Craig Gordon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked with related firms including Prevail Real Estate Opportunities and Prevail Strategies, where he is involved in reviewing potential real estate transactions and offering insurance products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers customized, risk-based portfolios managed through a combination of quantitative and fundamental analysis, and integrates advisory services with affiliated insurance and private investment ventures.

Mark Sewalson is a financial advisor at Axxcess Wealth Management, LLC with 43 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a total of 29 years. Outside of his advisory work, Sewalson is involved in insurance sales, owns a photography business, serves as co-trustee of a family trust, and sits on the board of a charitable organization. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and supports other registered investment advisers through its TAMP platform and sub-advisory services.

Nate Geist is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at Lewer Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to advisory services, he works as an insurance agent, focusing on life, disability, long-term care insurance, and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors, using a combination of proprietary model portfolios and third-party managers across various investment strategies. The firm serves high-net-worth clients and other advisory programs, including sub-advisory relationships and ETF management.

Jordan Herwig is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, V Wealth Management LLC, and the University of Kansas. Outside of advising, he is also a notary in the state of Kansas and has participated as an actor in video and photography advertising. 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 combining various analytical approaches and offers both direct management and access to third-party programs.

Barnabas Horton Jr. is a CFP® professional with 25 years of experience, currently serving at FAS Wealth Partners, Inc. He has been with the affiliated entities FAS Corp. and Financial Advisory Service, Inc. since 2016. Outside of his advisory role, Horton serves on the board of directors for Rawlins Bancshares Holding Company and Farmers Bank & Trust, participating in several board committees including one overseeing securities-related activities. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm focuses on discretionary portfolio management and comprehensive financial planning, utilizing a combination of internal management and third-party managers, supported by research tools and tax-aware strategies.

John Shepley is a CFA charterholder with 34 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including mutual funds and insurance-type accounts. The firm’s investment process relies on internally generated research from a team of specialists and emphasizes long-term, low-turnover strategies implemented through separately managed and strategy accounts.

Tyler White is a financial advisor at Copper Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CommunityAmerica Credit Union. Copper Financial primarily serves credit union members, including those of its parent firm 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 to both individual and institutional clients.

Thomas Blumer is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at LPL Financial since 2009 and was affiliated with V Wealth Management until 2023 before joining WCG Wealth Advisors. 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 uses a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering strategies through individual securities, mutual funds, ETFs, model portfolios, and separately managed accounts.

Brett Lange is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, LLC, and GWM Advisors LLC. 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 approach integrating fundamental, technical, macroeconomic, and quantitative analysis, and offers a range of management and consulting services across multiple custodial platforms.

Creighton Sharp is a financial advisor with 49 Financial in Overland Park, KS. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Edward Jones and has experience in hospitality and education sectors. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and proprietary model portfolios.

Brian Boedicker is a financial advisor with First Heartland Consultants, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with First Heartland Capital Inc since 2003. Outside of advisory work, he is involved in the sale and distribution of insurance products as an agent and broker. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Jordan O'Grady is a CFP® and CFA® professional with 14 years of experience in financial advising. He has been with FAS Wealth Partners, Inc. and its affiliated firms since 2014. His credentials also include Series 66 and Series 63 licenses. FAS Wealth Partners provides fee-based advisory services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation aligned with client objectives and integrates both internal management and third-party resources, along with tax-aware strategies and alternative investment options.

Joseph Lauritsen is a financial advisor at CreativeOne Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at American Century Investment Services, Inc. He is also a self-employed musician. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis and offers both discretionary and non-discretionary portfolio management through a network of 127 advisors.

Bryan Gurss is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors and PlanMember Securities Corporation. Outside of advisory work, he has worked as a delivery driver for DoorDash. 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 manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Stephen Foster is a financial advisor with Sequent Planning, LLC and holds the Series 63 and Series 66 designations. He has 26 years of industry experience, including eight years at Securities America Advisors and Securities America Inc. Outside of advisory work, he is involved in selling individual health insurance, Medicare-related plans, and life insurance. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, third-party model manager access, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified manager exposures.

Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his time evenly between Arvest Bank’s Trust Department and Arvest Wealth Management. 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, managing a mix of discretionary and non-discretionary assets.

Clayton Fisher is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BOK Financial Securities, Inc. and Bank of Kansas City. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and retirement plans. The firm’s investment approach focuses on asset allocation aligned with clients’ written investment objectives and combines internal management with third-party managers and research tools.

Hanna Wroblewski is a Series 65-credentialed financial advisor at 49 Financial with two years of industry experience. Prior to joining 49 Financial, she held roles at Friendship Village and World Wide Technology. Outside of her advisory work, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-affiliated organizations. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion across multiple advisory teams.