James Milazzo Jr. is a financial advisor at Axxcess Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years. Outside of his advisory role, Milazzo is involved in insurance sales, including accident and health, life, and variable annuities. 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 acts as a TAMP and sub-advisor through its Axxcess Customized Portfolio Platform.

Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Northwestern Mutual and has been dually employed by Arvest Bank and Arvest Wealth Management since 2025. Outside of his advisory role, Rawlings works part-time as a weekend server at Nicklaus Golf Club. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates multiple analysis methods and emphasizes asset allocation and customized strategies aligned with client objectives and risk tolerances.

Kathryn Hadley is a financial advisor at IAMS Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Calton & Associates, Inc. and KCD Financial, Inc. Hadley is also involved with First Capital Group, Inc., where she focuses on sales of fixed annuities and office administration. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios with an asset-allocation approach.

Barry Koster is a financial advisor at Kornitzer Capital Management, Inc. with 21 years of industry experience. He holds the PFS™ designation and has been with Kornitzer Capital since 2002. Outside of his advisory role, he operates a sole proprietorship focused on tax preparation. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients and serves as investment adviser to the Buffalo Funds mutual fund series. The firm’s investment approach relies on internally generated research from a team including CFA charterholders, employing long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Jeffrey Vineyard is a financial advisor at Copper Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Copper Financial Network LLC since 2014. Outside of his advisory role, he is a member of Treehouse Capital, LLC, a real estate investment company. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for both individual and institutional clients.

Jordan Rehagen is a CFP®, ChFC®, and Series 66-licensed financial advisor at Copper Financial with three years of industry experience. His prior work includes roles at Comparion Insurance Agency, Liberty Mutual Insurance Company, and Assurity Life Insurance Company. Copper Financial serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with individual and institutional clients, acting as fiduciaries and conducting due diligence on portfolio managers.

Mark Rubin is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with CreativeOne Securities, LLC since 2021, following roles at ChangePath, Inc., Waddell & Reed, Inc., Cetera Financial Group, Cetera Wealth Services, LLC, and VSR Financial Services, Inc. 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, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Shane Toner is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at CommunityAmerica Financial Solutions and Waddell & Reed Inc. He also allocates time to investment management services with UMB Bank. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products. The firm employs a combination of model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Caleb Padgett is a financial advisor at Copper Financial with four years of industry experience. His prior roles include positions at Commerce Bank and Commerce Brokerage Services Inc. Outside of his advisory work, he also works as a food delivery driver for Doordash. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm accepts both individual and institutional clients and operates with a fiduciary advisory model supported by dual registration as a broker-dealer and SEC-registered investment adviser.

William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab for 18 years. Outside of his primary role, he operates as a financial advisor under the d/b/a Ramos Group for investment advisory activities. 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, offers retirement plan fiduciary services, and manages client assets across a 24-advisor team with multiple office locations.

Caleb Hein is a financial advisor at American Century Investments Private Client Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. since 2018. Prior to that, he was affiliated with the University of Central Missouri for four years. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by in-house teams and primarily invests in proprietary mutual funds and ETFs, focusing on clients with modest account minimums.

Kelly Frazier is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. She holds a Series 66 designation 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 various 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 cases.

Robert Nutter is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has previously worked at Vestech Securities, Inc. and BTS Asset Management, Inc. Nutter is also the owner of Nutter Wealth Management, which offers 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, providing financial planning, portfolio management, and retirement-plan fiduciary services.

Jack Knutson is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company, Merrill, and Bank of America. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular services.

Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Visionary Wealth Advisors since 2020 and was previously with Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC for a combined 28 years. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Frank Jaksa III is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with CreativeOne since 2005, currently managing a team responsible for annuity sales. Jaksa also works as a licensed insurance agent offering annuities, life, and health insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Andrew Mcdermitt is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Brighthouse Securities, LLC and MetLife Investors. Mcdermitt is the founder of Carolina Portfolio and Income Architects, a firm engaged in financial planning and securities consulting. 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 offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and external money manager referrals.

Aaron Bachelor is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at Market Synergy Group and Peoples Insurance Group. 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 combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, individual equities, options, and select private investments.

Christopher Crawford is a financial advisor with Kornitzer Capital Management, Inc. in Mission, Kansas. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Invesco Advisers, Inc. and Quasar Distributors, LLC. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individual and institutional clients and serves as adviser to the Buffalo Funds mutual fund series. The firm utilizes internally generated research and offers balanced, equity, and fixed-income strategies through separately managed accounts and strategy accounts with a long-term, low-turnover approach.

Angela Gates is a financial advisor with UMB Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Angela has worked at UMB Bank, n.a., UMB Financial Services Inc., and UMB Insurance Inc. since the early 1990s and 2008, respectively. UMB Financial Services, Inc. provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through various program options, including a wrap-fee platform. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank, n.a. and UMB Investment Management.