Michael Andries is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 27 years of industry experience and has worked with firms including Client One Securities, LLC and Securities America Advisors, Inc. Outside of his advisory role, he is involved in insurance sales through Funds Management, Inc and provides counseling at St Luke's Catholic Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Manry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2014. Outside of his advisory role, Manry is an independent insurance agent specializing in 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. 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 using fundamental and cyclical security analysis.

Randall Powell is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2019, and previously at Waterfront Wealth, Inc. and Wells Fargo Advisors. Powell volunteers with Modern Day Missions, contributing approximately eight hours per month. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a combination of fundamental value screening and quantitative optimization in its investment process and operates through a network of advisers tailoring portfolios to client objectives.

At Lighthouse Planning, we believe financial planning is about more than money—it’s about aligning your money with the life you’re meant to live. As a Financial Life Planning firm, we guide our clients through the EVOKE® process, as taught by the Kinder Institute of Life Planning, helping them uncover what truly matters most. Because when your financial decisions reflect your deepest values, clarity and confidence follow. The world is noisy, and it’s easy to let logic and fear drown out the quiet voice inside—the one that knows exactly where you want to go. We help you tune in, map out your vision, and design a financial life plan that supports the journey ahead. From cash flow and debt management to investments, taxes, risk management, and estate planning, we take a truly comprehensive approach—ensuring every financial decision moves you toward the life you want.

Carter Howes is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. He has worked with McInnes Group, Inc. since 2019 and was previously employed at Benedictine College from 2016 to 2021. Outside of his advisory role, he has experience as a financial analyst focusing on retirement planning and insurance sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Shaymond Janes is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Private Advisor Group and Two West Capital Advisors. Outside of advising, he serves as a Business Development Consultant for insurance professionals and manages life insurance and fixed annuity sales through his own firms. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers.

Eric Hunsicker is a CFP® with 19 years of industry experience, currently serving at CreativeOne Wealth, LLC. He has previously worked with Securities America, Inc. and Securities America Advisors. Alongside his advisory work, he is involved in fixed insurance sales through Kansas Financial Resources and provides investment advisory services via Changepath, LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and private investments.

William Keech is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life & Casualty, Inc, Santa Marta, and Bens Lawnscaping. He holds a life and health insurance license. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

Amanda Wittiger is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Truist Investment Services, Inc. and Jay Gemes State Farm. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations managed by Strategic Investment Advisors.

Jesse Hernandez is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Voya Financial Partners and Voya Financial Advisors. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Theodore Johnson is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He also serves as Vice President-Account Manager at Market Synergy Group, where he is involved in the design and distribution of life and fixed annuity 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. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Garrett Stutz is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. Prior to his advisory career, he played professional basketball for ten years and currently serves on the board of Clay County Savings Bank. He is also the owner of TBT Aftershocks LLC, which provides teams for basketball tournaments, and Virtue Consulting Group LLC, a business consulting firm. Prevail Innovative Wealth Advisors, LLC offers investment advisory and retirement-plan fiduciary services to individuals, businesses, and institutions. The firm customizes portfolios according to client objectives and risk tolerance, utilizing a range of fundamental, factor, and quantitative methods overseen by an Investment Committee.

Colter Heckman is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Copper Financial Network, LLC and CommunityAmerica Credit Union. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of portfolio management tools.

Salvatore Lavely is a financial advisor with Gibbs Wealth Management, LLC in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Absolute Wealth Management and Prudential-affiliated firms. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing advisor-directed models and third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to portfolio allocation and emphasizes risk management and tax-efficient strategies.

Jordan Chapman is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at KOMPAN for five years. Outside of advisory work, he is also an insurance agent affiliated with Prevail Strategies LLC. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

Timothy Wickey is a financial advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sunrise Advisors, Inc. and Financial Advisory Service, Inc. Outside of his advisory role, he consults with clients on the use of structured settlement annuities in personal injury cases as part of long-term financial strategies. FAS Wealth Partners manages approximately $3.08 billion in client assets and serves about 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and tax-aware investment techniques.

Brian Paulsen is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at True Wealth & Company LLC and positions at True Exit Solutions and TRUEINSURANCE.LIFE. He serves as an advisory board member for HPad, Inc and owns Paulsen Consulting, Inc, a separate investment-related business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with a Chief Investment Officer who holds a CFA, offering services that include retirement plan consulting, individual wealth management, and a wrap fee program.

Robert Olvera is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Raymond James Financial Services, and AllState Financial Services. Olvera serves as a board member and on the investment committee of the National Association of Insurance and Financial Advisors (NAIFA). CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves 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, model asset allocations, and referrals to external money managers.

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously at Client One Securities, LLC. Outside of his advisory role, O'Neal owns businesses involved in annuities and insurance sales and serves as treasurer for a start-up credit union providing banking services in the Greater Kansas City area. He also presents educational workshops on taxes in retirement and Social Security and holds leadership roles including board chair of a nonprofit and president of a homeowners association. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and charitable institution support. The firm employs a multi-team approach using discretionary and non-discretionary portfolio management with a range of investment options and works through multiple custodial and platform relationships.

Luis Lovato is a Series 65-licensed advisor with Creativeone Wealth, LLC, where he has worked since 2024. He has two years of experience in the financial industry, including roles at L&L Advisors and prior work with GBA Builders and CRB Builders. 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 blend of proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.