Amy Alley is a financial advisor with American Century Investments Private Client Group, Inc. in Olathe, KS, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with American Century Investment Services, Inc. since 2007. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs through a discretionary management approach.

Amanda Brown is a CFP® professional with five years of industry experience. She currently works at Aprio Wealth Management, LLC and has previous experience at Prism Financial Group, L.L.C. and Keen Wealth Advisors. Amanda also has a background working at Ottawa University. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies while coordinating referrals with an affiliated registered CPA firm.

John Kornitzer is a financial advisor with Kornitzer Capital Management, Inc. in Shawnee Mission, KS, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Kornitzer Capital Management since 1989. 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, as well as subadviser for a trust company. The firm employs research-driven strategies across balanced, equity, and fixed-income mandates, focusing on long-term, low-turnover management through separately managed and strategy accounts.

Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Conner Ensign is a CFA® charterholder with six years of industry experience. He currently works at Kornitzer Capital Management, Inc. and previously held positions at American Century Investment Services, Inc. and several other organizations. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients through discretionary portfolio management and advisory roles for mutual funds and a trust company. The firm emphasizes internally generated research and employs a long-term, low-turnover investment approach across balanced, equity, and fixed-income strategies.

Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Elena Bone is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 credentials and has one year of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and educational positions at One of a Kind Early Progressive Education and local schools. Outside of finance, she has experience in the early childhood education sector. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm delivers advice through model portfolios managed by internal teams and focuses on modest relationship thresholds, primarily using proprietary mutual funds and ETFs.

Rex Swartz II is a financial advisor with Capital Analysts based in Kansas City, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including over three decades at Lincoln Investment Planning, Inc. Capital Analysts serves a diverse client base that includes individual investors, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary screening processes.

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.

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 at Intellicents Investment Solutions Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mutual Securities, Inc., Cetera Advisors LLC, and Investors Capital Corp. He is also involved in administrative operations as a part owner of Intellicents, Inc. and maintains a background as a licensed insurance producer. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach supported by written Investment Policy Statements, risk-based allocations, and research from providers like Morningstar and Zephyr.

Andrew Hubbard is a financial advisor with Principal Advised Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., and various positions outside the financial industry. He serves as a retirement consultant providing personalized investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining proprietary and third-party models to deliver both non-discretionary recommendations and discretionary investment management through their SimpleInvest program. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Amanda Scott is a financial advisor with Intellicents Investment Solutions Inc in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at multiple firms including Cetera Advisors LLC and Investors Capital Corp., and has been with Intellicents Investment Solutions and related entities since 2010. Outside of her advisory role, she is a passive shareholder and part owner of Intellicents Inc. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts through retirement plan consulting, wealth management, and sub-advisory services. The firm emphasizes long-term, buy-and-hold investment strategies guided by formal policy statements and supported by research from providers such as Morningstar and Zephyr.

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.