Elena Bone is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and in education settings. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, and other entities, focusing on households with modest investment thresholds. The firm utilizes model portfolios managed by in-house teams, primarily investing in proprietary mutual funds and ETFs.

Nicole Bartel is a financial advisor at Copper Financial with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Prior to her career in finance, she worked in the Keller Independent School District. Copper Financial primarily serves credit union members, including those of its parent CommunityAmerica Federal Credit Union and other unaffiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing platform for both individual and institutional clients.

Camden Chapin is a financial advisor at The Wealth Consulting Group with a Series 65 credential and no prior industry experience. His background includes roles outside finance, such as employment at DoorDash and studies at Kansas State University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mixed investment approach tailored to client goals and risk tolerances, combining fundamental, technical, macroeconomic, and quantitative analysis with active and passive strategies.

Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.

John Meier is a CFP® with 25 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002. He is a member of FAS Wealth Partners, an SEC-registered advisory firm that manages approximately $3.08 billion in assets for around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a range of manager- and fund-level strategies.

Brian Westemeyer is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mutual Securities, Inc. since 2018 and previously at Cetera Advisors LLC. In addition to his advisory roles, Westemeyer has involvement with Hawkeye Touchless Inc and Westport Touchless of Coralville Inc over the past 28 years. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with oversight by a CFA Chief Investment Officer, offering ERISA retirement plan consulting, individual wealth management, and a wrap fee program.

Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.

Amanda Scott is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Intellicents entities and Cetera Advisors LLC since 2016 and previously with Alliance Benefit Group and Abg Investment Services. She is a passive shareholder and part owner of Intellicents Inc. INTELLICENTS INVESTMENT SOLUTIONS INC serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA retirement plan consulting, individual wealth management, and a wrap fee program, with investment oversight led by a CFA charterholder focusing on long-term, buy-and-hold strategies and periodic rebalancing.

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience, currently affiliated with First National Advisers, LLC in Kansas City, MO. He has held roles at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. since 2015. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm employs a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring to implement model portfolios across varied investment objectives.

Gregory Bond is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 66 licenses and has 33 years of industry experience. His prior work includes roles at LPL Financial LLC and V Wealth Advisors LLC. Bond provides administrative support to WCG Wealth Advisors, an independent investment advisor firm. WCG Wealth Advisors offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms.

Barrett Banister is a financial advisor at The Wealth Consulting Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of his advisory role, Banister provides administrative support to an independent investment advisor firm. The Wealth Consulting Group offers 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 that integrates multiple analytical approaches and offers a range of management options across various custodial platforms.

Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.

William Lane Jr. is a Senior Wealth Advisor and Vice President at CreativeOne Wealth, LLC with 20 years of industry experience. He previously worked at Cerity Partners and has been affiliated with CreativeOne in various capacities since 2012. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of analytical methods and investment vehicles including ETFs, mutual funds, options strategies, and private investments.

Blake Arnold is a CFP® with two years of industry experience, currently serving at FAS Wealth Partners, Inc. He previously worked at Commerce Bank and Mid Missouri Bank, and has experience in the food service industry with Eat Fit Go. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans, using a combination of asset allocation strategies and third-party managers while operating under a fiduciary standard.

Heath Burch is a CFP® professional with 26 years of industry experience currently with Copper Financial Network LLC, where he has worked since 2014. He serves on the board of the Liberty Education Foundation and acts as Board Secretary for Liberty Youth Football & Cheer, Inc. He is also a member of the LPS 53 School District Audit & Finance Committee. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs, working with both individual and institutional clients.

David Cox is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth and has previously worked at firms including Triad Advisors and Royal Alliance Associates. Outside of his advisory role, he has served as Vice President of Sales at BenefitRFP, focusing on executive benefits packages. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform that offers model portfolios monitored and rebalanced regularly.

Bradley Mauderer is a financial advisor at Copper Financial with 22 years of industry experience and holds the Series 66 designation. He has worked at Copper Financial Network LLC since 2018 and previously held positions at Waddell & Reed, Isagenix, VSR Advisory Services, and VSR Financial Services, Inc. Outside of his advisory work, he is the organizer of an LLC established to sell a book written by his spouse. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs, catering to both individual and institutional clients.

Kenneth Burkhead III is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding a Series 66 designation and 11 years of industry experience. He has held roles at True Exit Solutions and True Wealth & Company LLC, and is involved in business activities outside of finance including HR consulting through myTrueHR and serving as CFO of Recreation Construction Group, which manages outdoor recreation projects. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach and integrates affiliated benefits and insurance services as part of a larger multi-office enterprise managing approximately $9.92 billion in assets.

Michael Desantis is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was employed by World Class Unlimited and VSR Financial Services. Outside of his advisory role, he owns and operates a home restoration business. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm manages approximately $1.27 billion using diversified portfolios aligned with modern portfolio theory and offers a multi-advisor team approach with discretionary and non-discretionary engagements.

Matthew Burleigh is a CFA® charterholder with one year of industry experience. He is currently with Prevail Innovative Wealth Advisors, LLC, where he has worked since 2024. His prior roles include positions at Horizon Lihtc Fund, Stonehawk Capital Advisors, LLC, and Gearpwer Capital, LLC. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.