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 at Simplicity Wealth with nine years of industry experience. His prior roles include positions at Triad Advisors, Royal Alliance Associates, and BenefitRFP, Inc., where he served as VP of Sales leveraging proprietary technology for executive benefits packages. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers with model portfolios, third-party manager due diligence, and operational services.

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 is a financial advisor at Intellicents Investment Solutions Inc with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including True Exit Solutions and True Wealth & Company LLC. Outside of advising, he serves as CFO of Recreation Construction Group, overseeing financial management and project timelines for outdoor recreation projects. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and sub-advisory services. The firm employs a long-term, buy-and-hold investment approach supported by risk-based allocations and periodic monitoring.

Michael Desantis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has been with LexAurum Advisors since 2019 and previously worked at World Class Unlimited and Vsr Advisory Services. Outside of his advisory role, he owns and operates a home restoration business in Kansas City. LexAurum Advisors serves individuals, families, businesses, and institutional clients by offering investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, and provides both discretionary and non-discretionary engagements, including sub-advisory services for other advisory firms.

Scott Connors is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2023 and previously spent 14 years at V Wealth Management, LLC, alongside a 17-year tenure with LPL Financial. The Wealth Consulting Group provides 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 combining multiple analytical approaches and offers integrated legal-service pathways, sub-advisory support, and fiduciary services across various custodial platforms.

John Munz is a CFP® with seven years of industry experience currently affiliated with FAS Wealth Partners, Inc. He has worked at several firms including Aspyre Wealth Partners and CD Wealth Management. Munz holds a Series 63 license and is based in Leawood, Kansas. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm employs an investment process focused on asset allocation aligned with client objectives and incorporates both internal management and third-party resources, along with tax-aware strategies and occasional use of alternative investment vehicles.

Brian Brechler is a financial advisor with CreativeOne Wealth, LLC, holding the Series 66 designation and having 22 years of industry experience. His prior roles include positions with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is a 50% owner of Direct Wealth Advisors and holds a minor ownership interest in a local radio station. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing a variety of investment strategies and offering services including unified managed accounts and private investments.

Ryan Meda is a CFP® professional with nine years of industry experience. He has worked at Fidelity Brokerage Services LLC and Canvas Wealth Advisors, LLC before joining Savvy in 2025. Meda holds Series 63 and Series 66 licenses. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Greg Greer is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked with firms including LG Advisory Group, United Planners Financial Services, and has operated as a sole proprietor since 1991. Greer also owns Greer Financial Solutions, LLC, through which he provides investment and insurance services. 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 and ongoing asset management through a proprietary platform and offers fiduciary retirement-plan services along with access to external money managers.

Michael Young is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining CreativeOne Wealth in 2025, he worked at Kansas Financial Resources and spent over a decade at the Federal Home Loan Bank of Topeka. Outside of advisory services, he is a partner in Forever Young Marketing, a digital design and branding firm. 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 uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Timothy Carlin is a CFP® with 22 years of industry experience. He is currently an advisor at The Wealth Consulting Group and has previously worked at Edward Jones, V Wealth Management, and LPL Financial. Carlin has authored an autobiography titled *An Extraordinarily Ordinary Life, Life Lessons by Tim Carlin*. The Wealth Consulting Group is a large enterprise firm serving a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, along with integrated legal-service pathways and fiduciary support for plan sponsors.

Bryan Sarff is a CFP® with 21 years of industry experience, currently serving at Intellicents Investment Solutions Inc. He has held roles at True Exit Solutions, True Wealth & Company LLC, and TRUEINSURANCE.LIFE. Outside of his advisory work, he is co-founder and director of myTrueHR, LLC, an HR consulting firm, and is involved in business development for Recreation Construction Group, which focuses on outdoor recreation projects. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts with retirement plan consulting, individual wealth management, and wrap fee programs. The firm employs long-term, buy-and-hold investment strategies supported by research and analytics, offering both discretionary and non-discretionary solutions across mutual funds, ETFs, and collective investment trusts.

Michael Axelrod is a CFP® and CFA® professional with 31 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2016. He holds Series 63 and Series 65 licenses. Axelrod is also a board member of The Temple, Congregation B'Nai Jehudah, a religious organization in Overland Park, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser with 127 advisors, offering financial planning, investment management, retirement-plan fiduciary services, and access to third-party manager programs. The firm uses a combination of project-based planning and ongoing asset management supported by fundamental and cyclical security analysis and proprietary advisory platforms.

Cassandra Bartlett is a CFP® professional with 24 years of industry experience. She currently works at Arvest Wealth Management and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ameriprise Financial Services Inc., and Bartlett, Inc. 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 combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

David Cuba is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at MHN Government Services since 2008 and Lincoln Investment Planning, Inc. since 1995. Outside of advisory work, he is the owner of DKKT Holdings LLC, a holding company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, employing an in-house Investment Management & Research team that utilizes proprietary screening processes and supports customized advisory solutions.

Joel Mutuku is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 18 years of industry experience and has worked at CreativeOne Securities since 2011. Outside of his advisory work, he serves as a commissioner for the African Curio Center, a cultural enrichment organization. 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 financial planning with ongoing asset management and offers access to third-party manager programs and a proprietary advisory platform.

Brendan Ryan is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and over one year of experience in the industry. His prior roles include positions with American Century Investment Services, Inc. and Prospera Financial Services Inc., as well as involvement with various baseball organizations and educational institutions. 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 utilizes preconstructed model portfolios managed by an internal investment team, focusing on strategic asset allocation, diversification, and portfolio construction methods.

Glenn Stockton is a Series 65-licensed advisor with Integrity Advisory Solutions and has over two decades of experience through his role at Stockton & Kandt, LLC, a law firm where he serves as managing attorney. He is involved in several community and charitable organizations, including serving as chairman of the board for the Olathe Health Charitable Foundation and co-president of Great Plains Senior Veterans, Inc. Stockton is also engaged in local business ventures such as owning a speakeasy bar and a cigar lounge. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services through a network of investment adviser representatives, utilizing a range of strategies and third-party platforms.

Arthur Lewis is a financial advisor at UMB Financial Services, Inc. based in Kansas City, MO. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was employed at UMB Bank and Lowe’s, and was a full-time student for ten years. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and combines investment management with municipal advisory services, supported by its affiliation with UMB Bank.