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.

Dwight Twillman is a CFP® professional with 17 years of industry experience, currently serving at Cetera Planning Partners since 2014. He holds Series 63 and Series 65 licenses. Cetera Planning Partners delivers investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm follows a structured planning process and emphasizes diversified portfolio allocations aligned with client risk tolerance, complemented by additional services such as tax planning and estate-planning support.

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.