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.

Brian Harrold is a financial advisor at CreativeOne Wealth, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at CreativeOne Securities, LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities, Inc. Harrold is also an independent insurance agent specializing in fixed insurance products, including dental, disability, life, and long-term care insurance. 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 uses proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses, to manage client portfolios.

Robert Self is a CFP® with nine years of industry experience. He currently works at First National Advisers, LLC and has previously held positions at Country Club Trust Company, Wells Fargo Advisors, Bank of America, and Merrill. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, serving roughly $7.3 billion in discretionary assets under management.

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 seven years of industry experience. He holds a Series 65 designation and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Schuller is also president and owner of a life insurance and fixed annuity sales business. 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 variety of investment strategies, including proprietary ETF-based core models and third-party managers, and supports tailored suitability assessments and regular portfolio rebalancing.

Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at L&L Advisors. Outside of financial advising, he is the owner and practicing chiropractor at Hancock Chiropractic, a clinic he has operated since 2009. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and portfolio rebalancing.

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® professional with 12 years of experience in the financial services industry. She currently serves at RFG Advisory, LLC and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for over a decade. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers a range of services such as portfolio management, financial planning, and access to alternative investments, employing a combination of actively managed and passive strategies with a focus on risk management.

John Vu is a CFP® professional with 22 years of industry experience and currently serves at Cetera Planning Partners. His previous roles include positions at The Retirement Planning Group, Financial Engines Advisors L.L.C., and Tmfs Advisors, LLC. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many nearing or in retirement. The firm emphasizes a structured planning process and diversified portfolio management using mutual funds and ETFs, along with supplementary services such as tax planning and estate-planning support.

Logan Degraeve is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been with Barber Financial Group since 2015, where he continues to serve as an investment adviser representative. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

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.

Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been associated with American Century Investment Services Inc. since 2008. Outside of his advisory role, Adams co-owns and maintains rental property with his spouse. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs through model portfolios managed by an internal investment team.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Royal Blue Capital and Missouri State University. FAS Wealth Partners offers fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation tailored to clients’ investment objectives, combining internal management with third-party resources and incorporating tax-aware strategies and alternative vehicles.

Harrison Dill is an advisor with American Century Investments Private Client Group, Inc., holding Series 66 and Series 63 registrations. He has been with American Century Investment Services since 2025. Prior to this, he held positions at Uber Eats, Intellicents, Doordash, Chipotle Mexican Grill, Target, and the Heartland Soccer Association. 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 internal teams and emphasizes proprietary mutual funds and ETFs in its investment approach.

Risdan Kasper is a CFP® with 42 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2023. He previously worked at Barber Financial Group and National Planning Corporation and has owned Life Strategies Analytics since 2007. Kasper also co-hosts a weekly wealth management radio show. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, modular financial planning, tax planning, and ERISA plan management.

John Mcdonald is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He has been with Financial Advisory Service, Inc. and its affiliated entity FAS Corp. since 2010. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering portfolio management and financial planning guided by asset allocation and a combination of manager- and fund-level strategies.

Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, Strandell volunteers as a presenter for the Financial Education Partnership, a nonprofit organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

Elizabeth Boswell is a Series 65 licensed financial advisor with 1 year of industry experience. She currently works at 49 Financial and has prior experience at JK Financial and in various other roles, including marketing communications and fixed insurance sales. Outside of advising, she is an associate at Financial Independence Group, where she sells fixed annuities and life insurance policies. 49 Financial serves a diverse clientele, including individuals, high-net-worth clients, trusts, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified investment approach using proprietary and platform model portfolios with mutual funds, ETFs, and third-party managers.