Donald Morse is a financial advisor with IHT Wealth Management LLC in Overland Park, KS. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining IHT in 2017, he worked at NVISION Wealth Group and LPL Financial. He also operates Don Morse Wealth Management, an affiliated business used for accounting and tax purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing, offering tailored portfolio solutions through a network of investment adviser representatives.

Banks Wilson is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, he worked in property management and real estate firms. He also works as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach primarily using mutual funds and ETFs.

Joseph Yates is a financial advisor at Copper Financial with six years of industry experience. He holds Series 66 and Series 63 credentials and has prior experience with Northwestern Mutual and CommunityAmerica Credit Union. He was also involved with Tin Kitchen, LLC in 2022. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options. The firm works with individual and institutional clients and employs a fiduciary advisory model centered on third-party managers and in-house portfolios.

Addison Schubert is a financial advisor at American Century Investments Private Client Group, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at American Century Investment Services, American Century Investments, and the Missouri State Senate. Schubert also worked at Creekmoor Golf Club and Uber during his career. American Century Investments Private Client Group offers discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and business entities. Their investment approach utilizes model portfolios managed through strategic asset allocation and periodic rebalancing, primarily investing in American Century and Avantis mutual funds and ETFs.

Adam Galler is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Benefit Resource Partners and Bremer Bank. 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 a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Hunter Stobaugh is a financial advisor with Mariner Independent, holding a Series 66 designation and two years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he serves as Vice President of a local business networking group, facilitating meetings and membership growth. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a broad range of affiliated businesses and an extensive network of investment adviser representatives.

Tye Martin is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked at WCG Wealth Advisors, V Wealth Advisors, LLC, LPL Financial, and V Wealth Management, LLC. Outside of his advisory roles, Martin is involved with business entities established for tax and investment purposes. WCG Wealth Advisors, LLC 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, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs.

Gregory Giardino is a CFP® and Series 65 professional with seven years of industry experience. He has worked at Advisory Services Network since 2022 and previously at Mariner Wealth Advisors, Kansas State University, and Northwestern Mutual. He serves as President Elect of the Financial Planning Association of Greater Kansas City and is an adjunct professor in the Personal Financial Planning Program at Kansas State University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a broad range of investment strategies and flexible engagement models.

Kelly Lambert is a financial advisor at Copper Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services LLC, Waddell & Reed, Inc., and R Philip Sarnecki. Outside of her advisory role, she serves on the board of Good Life Bulldog Rescue, an English bulldog rescue organization. Copper Financial primarily serves credit union members, including those of its parent and affiliated credit unions, offering financial planning, brokerage services, discretionary portfolio management via third-party referrals, model-based wrap programs, and online guided investing. The firm serves both individual and institutional clients and is noted for its dual broker-dealer and SEC-registered investment adviser registration, along with its operational ties to CommunityAmerica Federal Credit Union.

Linda Patterson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with CreativeOne Securities (formerly Client One Securities) since 2011. Outside of her advisory role, Linda serves as a volunteer member of the Overland Park Tree Board and is involved in book proofreading and editing for a financial services-related business. CreativeOne Securities, LLC 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, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party manager programs.

Matthew Jandera is a financial advisor at Creativeone Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creativeone Wealth since 2022. Prior to that, he was a producer assisting clients with insurance needs at The Guardian Group. 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 utilizes a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Wendall Kennedy is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Kennedy is also an owner involved in fixed insurance, annuity, long-term care, and health insurance sales. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through comprehensive and modular plans and access to various third-party investment programs.

Chad Clement is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank since 2010. Outside of his advisory role, he volunteers as a mentor for Big Brothers Big Sisters, supporting a child in a single-parent home. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and offers access to a broad range of fixed income and equity products.

Joseph Hoglund is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Lewer Financial Advisors, Inc., Mass Mutual Investors Services, and MassMutual Highpoint Financial. Outside of his advisory role, he is also an insurance agent and provides associate advisory services through ChangePath. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, 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, supported by quantitative and fundamental analysis.

Jeffrey Wilkinson is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Wealth Consulting Group. He has worked previously at LPL Financial and V Wealth Advisors, among other firms. Wilkinson’s background also includes insurance agency work and service on a homeowners association board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering a range of active and passive portfolio management solutions alongside legal support services and multi-platform advisory relationships.

Dakota Mc Kinsey is a financial advisor at Arvest Wealth Management with the Series 66 designation and one year of industry experience. Prior to joining Arvest Wealth Management, Dakota held positions at Arvest Bank and several other organizations across different sectors. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, nonprofits, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis in its investment process, managing approximately $3.44 billion in assets for over 6,600 clients.

Thomas Cavaliere III is a financial advisor with IHT Wealth Management LLC in Leawood, KS. He holds a Series 66 credential and has 25 years of industry experience, including positions at NVISION Wealth Group and LPL Financial. Cavaliere serves as trustee of his and his wife’s trusts. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary mandates.

Timothy Watters is a CFP® professional with 18 years of industry experience, currently advising at Cetera Planning Partners since 2024. Prior to this, he operated Watters Financial Services, LLC for 38 years. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans, with portfolio management emphasizing diversified allocations aligned to client risk tolerance.

Christina Mc Cabe is a financial advisor at Cetera Planning Partners with eight years of industry experience. She holds a Series 65 credential and previously worked for seven years at Financial Engines Advisors L.L.C. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

Aaron Herwig is a financial advisor at WCG Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Herwig has experience in tax preparation and accounting through his involvement with H2 Tax Services LLC. WCG Wealth Advisors, LLC 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 using fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.