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.

David Cuba is a financial advisor with Capital Analysts based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 34 years of industry experience. His work history includes roles at MHN Government Services and Lincoln Investment Planning, Inc. Outside of advising, he is the owner of DKKT Holdings LLC, a holding company. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to drive investment decisions.

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 Series 65-licensed financial advisor with Integrity Advisory Solutions and has one year of experience in this role. He has been a managing attorney and member owner at Stockton & Kandt, LLC, a law practice specializing in estate planning, since 2000. Stockton serves on the board of the Estate & Elder Law Planning Educational Institute and holds leadership roles on nonprofit boards, including chairman of the Olathe Heath Charitable Foundation and co-president of Great Plains Senior Veterans, Inc. He is also involved in ownership and management of a speakeasy bar and a cigar lounge in Gardner, KS. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms to tailor portfolios to client needs.

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.

Dwight Twillman is a CFP® professional with 17 years of industry experience, currently serving clients at Cetera Planning Partners since 2014. He holds Series 63 and Series 65 licenses and works out of Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

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.

Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.

Cole Stein is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Katie Fisher is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior work includes roles at American Century Investment Services, Inc., Classial Conversations, LifeWay Christian Bookstores, and H&R Block. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Mark Sewalson is a financial advisor at Axxcess Wealth Management, LLC with 43 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a total of 29 years. Outside of his advisory work, Sewalson is involved in insurance sales, owns a photography business, serves as co-trustee of a family trust, and sits on the board of a charitable organization. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and supports other registered investment advisers through its TAMP platform and sub-advisory services.

Jarrod Pierson is a financial advisor at Prairie Capital Management Group, LLC with 19 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 a variety of institutional clients, offering asset consulting, investment supervisory services, and management of limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

Nate Geist is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at Lewer Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to advisory services, he works as an insurance agent, focusing on life, disability, long-term care insurance, and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors, using a combination of proprietary model portfolios and third-party managers across various investment strategies. The firm serves high-net-worth clients and other advisory programs, including sub-advisory relationships and ETF management.

Jordan Herwig is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, V Wealth Management LLC, and the University of Kansas. Outside of advising, he is also a notary in the state of Kansas and has participated as an actor in video and photography advertising. 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining various analytical approaches and offers both direct management and access to third-party programs.

Barnabas Horton Jr. is a CFP® professional with 25 years of experience, currently serving at FAS Wealth Partners, Inc. He has been with the affiliated entities FAS Corp. and Financial Advisory Service, Inc. since 2016. Outside of his advisory role, Horton serves on the board of directors for Rawlins Bancshares Holding Company and Farmers Bank & Trust, participating in several board committees including one overseeing securities-related activities. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm focuses on discretionary portfolio management and comprehensive financial planning, utilizing a combination of internal management and third-party managers, supported by research tools and tax-aware strategies.

John Shepley is a CFA charterholder with 34 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including mutual funds and insurance-type accounts. The firm’s investment process relies on internally generated research from a team of specialists and emphasizes long-term, low-turnover strategies implemented through separately managed and strategy accounts.