Amanda Wittiger is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Truist Investment Services, Inc. and Jay Gemes State Farm. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations managed by Strategic Investment Advisors.

Austin Dass is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. He is also employed as a Personal Care Attendant at Acumen Fiscal Agent, where he provides personal care and support to individuals with autism. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios focused on strategic asset allocation and diversification.

Jesse Hernandez is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Voya Financial Partners and Voya Financial Advisors. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Aaron Hughes is a financial advisor at ON Investment Management Company with 20 years of industry experience. His background includes roles at TIAA-CREF, MassMutual Investors Services, and Steadfast Companies. He holds Series 63 and Series 65 licenses and is involved in fixed life, annuity, long-term care, and disability business activities. ON Investment Management Company is a SEC-registered 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, offering both discretionary and non-discretionary investment programs with access to various third-party managers.

Thomas Mclaury is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has been with American Century Investment Services Inc since 2006. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with moderate asset levels. The firm employs model portfolios managed by internal teams and emphasizes strategic asset allocation, proprietary mutual funds and ETFs, and detailed quarterly performance reporting.

Theodore Johnson is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He also serves as Vice President-Account Manager at Market Synergy Group, where he is involved in the design and distribution of life and fixed annuity products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Garrett Stutz is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. Prior to his advisory career, he played professional basketball for ten years and currently serves on the board of Clay County Savings Bank. He is also the owner of TBT Aftershocks LLC, which provides teams for basketball tournaments, and Virtue Consulting Group LLC, a business consulting firm. Prevail Innovative Wealth Advisors, LLC offers investment advisory and retirement-plan fiduciary services to individuals, businesses, and institutions. The firm customizes portfolios according to client objectives and risk tolerance, utilizing a range of fundamental, factor, and quantitative methods overseen by an Investment Committee.

Colter Heckman is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Copper Financial Network, LLC and CommunityAmerica Credit Union. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of portfolio management tools.

Salvatore Lavely is a financial advisor with Gibbs Wealth Management, LLC in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Absolute Wealth Management and Prudential-affiliated firms. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing advisor-directed models and third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to portfolio allocation and emphasizes risk management and tax-efficient strategies.

Jordan Chapman is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at KOMPAN for five years. Outside of advisory work, he is also an insurance agent affiliated with Prevail Strategies LLC. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

Timothy Wickey is a financial advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sunrise Advisors, Inc. and Financial Advisory Service, Inc. Outside of his advisory role, he consults with clients on the use of structured settlement annuities in personal injury cases as part of long-term financial strategies. FAS Wealth Partners manages approximately $3.08 billion in client assets and serves about 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and tax-aware investment techniques.

Brian Paulsen is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at True Wealth & Company LLC and positions at True Exit Solutions and TRUEINSURANCE.LIFE. He serves as an advisory board member for HPad, Inc and owns Paulsen Consulting, Inc, a separate investment-related business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with a Chief Investment Officer who holds a CFA, offering services that include retirement plan consulting, individual wealth management, and a wrap fee program.

Robert Olvera is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Raymond James Financial Services, and AllState Financial Services. Olvera serves as a board member and on the investment committee of the National Association of Insurance and Financial Advisors (NAIFA). CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning and ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously at Client One Securities, LLC. Outside of his advisory role, O'Neal owns businesses involved in annuities and insurance sales and serves as treasurer for a start-up credit union providing banking services in the Greater Kansas City area. He also presents educational workshops on taxes in retirement and Social Security and holds leadership roles including board chair of a nonprofit and president of a homeowners association. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and charitable institution support. The firm employs a multi-team approach using discretionary and non-discretionary portfolio management with a range of investment options and works through multiple custodial and platform relationships.

Samantha Compton is a financial advisor at Eversource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wise Wealth, LLC, Bank of America, N.A., and Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent offering non-variable products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform, with specialized services for clients with more than $5 million in investable assets.

Shawn Hause is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets for most accounts.

Luis Lovato is a Series 65-licensed advisor with Creativeone Wealth, LLC, where he has worked since 2024. He has two years of experience in the financial industry, including roles at L&L Advisors and prior work with GBA Builders and CRB Builders. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a blend of proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Gage Atwood is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His background includes roles at DST Systems and various entrepreneurial and event-related ventures. He is also involved with Phoenix Finds Homes, LLC. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by an in-house investment team and focuses on households with modest asset levels rather than exclusively high-net-worth clients.

Page Avazpour is a financial advisor at American Century Investments Private Client Group, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Topgolf, Kelce College of Business, and Pittsburg State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model portfolio approach with proprietary mutual funds and ETFs, focusing on clients with a modest relationship threshold.

Jace Engel is a financial advisor with 3 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 licenses and has worked at several firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of advisory work, he provides fixed insurance services. 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 tiered fractional family office services, employing a disciplined, long-term approach based on a derivative of Modern Portfolio Theory and utilizing a mix of proprietary and platform model portfolios.