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.

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® professional with 23 years of experience in financial advisory services. He is currently with The Wealth Consulting Group and has previously worked at Edward Jones, V Wealth Management, and LPL Financial. He is also the author of an autobiography, *An Extraordinarily Ordinary Life, Life Lessons by Tim Carlin*. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management and financial planning, combining active and passive strategies with advisor-enhanced algorithmic services and legal support integrated into its wealth management approach.

Bryan Sarff is a CFP® with 21 years of industry experience, currently an advisor at INTELLICENTS INVESTMENT SOLUTIONS INC. His prior roles include positions at True Exit Solutions and True Wealth & Company LLC. Outside of financial advising, he co-founded myTrueHR, LLC, an HR consulting firm, and is involved in Recreation Construction Group, which specializes in outdoor recreation projects for municipalities, schools, and churches. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with a range of consulting and wealth management services, emphasizing long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer.

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.

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. He has recent experience across several firms and roles since 2023. Prior to entering the financial industry, he was involved in collegiate and minor league baseball organizations. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services primarily to individual clients, trusts, and charitable organizations with modest account minimums. The firm uses model portfolios managed by internal asset allocation teams and emphasizes proprietary funds, detailed reporting, and household account aggregation.

Glenn Stockton is a financial advisor with Integrity Advisory Solutions holding a Series 65 credential and one year of industry experience. He has been managing his law practice, Stockton & Kandt, LLC, since 2000, where he serves as managing attorney. Stockton is involved in several nonprofit and community organizations, including serving as chairman of the Olathe Health Charitable Foundation and co-president of Great Plains Senior Veterans, Inc., and he owns business interests in hospitality venues in Gardner, KS. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party platforms, integrating retirement-plan advisory services with affiliated program sponsorships.

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.

Dane Branfort is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has worked at CreativeOne Wealth and L&L Advisors since 2022. Prior to his advisory roles, he spent six years with CRB Builders. Branfort is also involved in selling insurance products and providing insurance solutions through L&L Advisors. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory, quantitative analysis, and options strategies.