Shane Miller is an investment advisor at Gradient Advisors, LLC with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Gradient Advisors since 2024 and has been involved with SEM Retirement Services, LLC since 2005, where he assists clients with insurance and Medicare sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a non-discretionary model that emphasizes client-approved transactions and employs various analytical approaches in portfolio management.

Benny Stewart is a financial advisor at ON Investment Management Co with 14 years of industry experience. He holds the Series 66 designation and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2019, following four years at Edward Jones. Stewart is also involved in insurance sales as an agent in Lees Summit, MO, and Omaha, NE. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and typically manages client accounts through a mixture of discretionary and non-discretionary relationships.

Thomas Yager is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with CreativeOne entities since 2014 and currently serves as Vice President of Operations overseeing new business processing for insurance lines. 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 combines project-based planning and ongoing asset management using fundamental and cyclical security analysis, with services that include financial planning, portfolio management, and retirement-plan fiduciary services.

Jaime Gaona is a financial advisor with Creative Financial Designs, Inc. in Overland Park, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs and CFD Investments in 2022. Outside of financial advising, Gaona is a co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm structures portfolios using asset-class model allocations with five risk objectives and provides specialized services such as Biblically Responsible Investing and a variety of billing options.

Amy Roberts is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Simplicity Wealth, Brett Reid Group, and Keller Williams. Outside of her advisory role, Roberts owns Serendipity Farm & Vine, a farm winery and event venue. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing.

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. 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 to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

Brian Harrold is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. He has worked at firms including MassMutual, Metlife Securities, New England Securities, and Ameriprise. Outside of his advisory role, he is an independent insurance agent specializing in dental, group disability, life, accident, health, and long-term care insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Robert Self is a CFP® certificant with 10 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Wells Fargo Advisors, Bank of America, Merrill, and Morgan Stanley. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, using mutual funds, ETFs, fixed income, and individual equities. The firm operates as a wholly owned subsidiary of First National Bank of Omaha and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring across a range of portfolio objectives.

Michael Miller is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at Global Atlantic Financial Group from 2013 to 2017. He is also President and CEO of CreativeOne, an insurance marketing and brokerage firm. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Matthew Schuller is a financial advisor at Creativeone Wealth, LLC with eight years of industry experience. He holds a Series 65 credential and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Outside of his advisory role, Schuller serves as president and owner of a business focused on the sale of annuities, long-term care, and life insurance products. 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 various investment methods including modern portfolio theory and quantitative analysis.

Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. Prior to entering the financial industry, he owned and operated Hancock Chiropractic for 16 years. He is also involved in Hancock Investments LLC, a family-owned business that manages rental properties in Salina, Kansas. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party model portfolios, employing various investment strategies including ETFs, mutual funds, and select private investments.

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets in most accounts.

Kacy Seitz is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with RFG Advisory, LLC and previously spent over a decade at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Logan Degraeve is a Series 66 licensed advisor at Modern Wealth Management, LLC with 11 years of industry experience. He worked at Barber Financial Group for eight years before joining Modern Wealth Management in 2023. 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 serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and modular services.

John Link is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience and has worked at firms including Nexus Financial Group and Link Retirement & Financial Services. In addition to his advisory work, he provides trust and estate planning advice through a separate entity, Link Financial LLC. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and manages approximately $1.55 billion in assets with a team of 83 advisors.

Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.

Elliott Decker is a financial advisor with Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has been in the industry since 2025. Prior to entering the financial services field, his work experience includes roles at FedEx Ground and University of Missouri Kansas City. 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 in portfolio construction and offers retirement plan consulting, fiduciary services, and access to third-party asset managers, operating across multiple offices and managing significant client assets.

Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. with eight years of industry experience. He holds the Series 65 designation and has previously worked at Royal Blue Capital and Missouri State University. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm uses a customized asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.

Harrison Dill is a financial advisor at American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and is based in Kansas City, MO. Dill has no prior industry experience. Outside of his advisory role, he has worked for companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams, primarily employing proprietary mutual funds and ETFs, and serves clients with modest asset thresholds.