Zornitsa Carlson is a Series 66-licensed advisor with International Assets Investment Management, LLC, based in Overland Park, KS. She has 15 years of industry experience, including a 15-year tenure at Edward Jones prior to joining her current firm. Outside of her advisory role, Carlson serves as a Supervisory Election Judge for the Platte County Board of Elections. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party money managers and wrap programs as part of its comprehensive offerings.

Jason Montgomery is a CFP® with nine years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC since 2024. Prior to Prevail, he worked at Normandy Investment Advisors and Commonwealth Financial Network among other firms, and served in the U.S. Army for 20 years. He holds leadership and volunteer roles in military and community organizations, including First Vice President of the Heart of America Chapter of the Military Officers Association of America and a board member of the Kansas City Region of the Porsche Club of America. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension plans, trusts, estates, corporations, and business owners. The firm offers customized portfolio management overseen by an Investment Committee and integrates fundamental, factor, and quantitative methods alongside third-party platforms for reporting and implementation.

Bryan Farwell is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also a licensed insurance agent offering insurance products to clients. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

Joshua Morales is a Series 66-credentialed financial advisor with 10 years of industry experience. He currently works at Sowell Management and Nest Financial LLC and has prior experience with The Retirement Planning Group, Bank of America, and Merrill. Outside of his advisory role, Morales is involved in community and civic activities in Raytown, Missouri, serving as a volunteer for the Boy Scouts of America, chairing economic development efforts for the Raytown Mainstreet Association, participating on the Raytown Chamber of Commerce advisory board, serving on the Rotary Club of Raytown board, and holding a position as an alderman on the Raytown City Council. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm supports over 100 independent adviser representatives through trading, compliance, technology, and back-office services, employing multiple management styles and offering model portfolios, third-party manager selection, and unified managed account solutions.

Chase Vander Hart is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with CreativeOne Securities and its predecessor firms since 2019 and has held roles including client service associate at Harvest Financial Group. Vander Hart is also involved with Mission Church, participating in community projects related to the communication of financial gifts. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning and asset management using fundamental and cyclical security analysis, offering both discretionary and non-discretionary portfolio services through a proprietary platform and third-party managers.

Christopher Rett is a CFP® with nine years of industry experience currently affiliated with Modern Wealth Management, LLC. His prior roles include positions at Barber Financial Group, Richard W. Paul & Associates, LLC, and Financial Strategies Group DBA NY Life Securities. In addition to advisory work, he is involved in insurance sales with Midwest Financial Consultants and has provided program administration and data entry consulting since 2007. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing over $10 billion in assets across approximately 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and tactical allocation strategies.

David Dickens Jr. is a CFA® charterholder with 25 years of industry experience. He is currently with CreativeOne Wealth, LLC and has previously worked at Brookstone Capital Management and KC Financial Advisors. He is the owner and president of KC Financial Advisors, Inc., where he is involved in insurance, tax preparation, and staff supervision. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various strategies including modern portfolio theory and quantitative analysis.

Kevin Kopff is a financial advisor at Smith, Moore & Co. in Overland Park, KS, with 10 years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Outside of his advisory role, he serves as an administrator for a family LLC in Topeka, Kansas. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Matthew Ison is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Kornitzer Capital Management, Inc. since 2021. His prior experience includes roles at RubinBrown Advisors, LLC and Wealth Management Advisors, Inc. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients, as well as acting as adviser to mutual funds and a trust company. The firm emphasizes internally generated research and implements strategies that generally favor a long-term, low-turnover approach.

Camden Sprouse is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with KC Medicare Advisors and Sprouse Financial Group. He is also involved as an independent licensed insurance agent, advising clients on Medicare plans and ancillary insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client risk tolerance.

Mark Hunter is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Sequent Planning, he worked at Senior Market Sales, Spring Venture Group, CD2 Learning, and Brandmuscle. Sequent Planning, LLC operates under the name Futurity First Wealth Management and serves a diverse client base including individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of approximately 97 independent investment adviser representatives.

Paul Ward is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously was with NVISION Wealth Group and LPL Financial. Outside of his advisory role, he is a managing partner of Friends and Family Homes, a mortgage and real estate services business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options through a network of approximately 153 advisors.

Bryan Woodell Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Hornor Townsend & Kent, LLC, Penn Mutual Life Insurance Co, Brighthouse Securities, LLC, and METLIFE SECURITIES Inc. He is also involved as an independent marketing organization consultant, wholesaling annuities to financial professionals. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs alongside a proprietary advisory platform.

Levi Huncovsky is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at ChangePath, LLC, Client One Securities, LLC, and United Capital Management of Kansas. Outside of his advisory work, he owns and operates L&L Advisors, LLC, which provides life insurance, Medicare supplements, and annuities, as well as Hillcrest Benefits, assisting agents with Medicare contracting and sales. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, employing diverse investment methods and a range of asset types including ETFs, mutual funds, options strategies, and select private investments.

Drew Cason is a financial advisor at Copper Financial with one year of industry experience. He holds a Series 66 license and previously worked at Kansas State Housing and Buffalo Wild Wings. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals and in-house model portfolios. The firm works with both individual and institutional clients and operates as both a broker-dealer and SEC-registered investment adviser with ties to CommunityAmerica Federal Credit Union.

Madeline Key is a CFP® practitioner with four years of industry experience, currently advising at CreativeOne Securities, LLC. Her prior roles include positions at AE Wealth Management LLC, Jones Advisory Group, and SSC CPAs & Advisors. Earlier in her career, she held roles outside the financial sector including at Spin Pizza and Iron Rail Brewing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning with ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform and offers both discretionary and non-discretionary portfolio management.

Scott Wightman is a CFA charterholder and holds a Series 63 license with 12 years of industry experience. He has worked at Mutual Securities, Inc. and American Century Investment Services, Inc. before joining Intellicents Investment Solutions Inc., where he has been since 2018. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, providing retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and manages roughly $9.92 billion in assets across multiple offices.

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.

Luke Heiligenthal is a financial advisor at 49 Financial with five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Arvest Bank, and the University of Arkansas. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

James Wehner III is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2003. Outside of his advisory role, he is involved as a co-owner of private recreational property and in mineral rights operations related to oil leases. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interaction with research and asset allocation by its Strategic Investment Advisors and is affiliated with a publicly traded bank holding company.