James Meyer is a Series 65-licensed advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. Prior to joining Prevail in 2024, he worked at Capitol Federal Savings Bank for eight years and has been a sales associate at Johnston & Murphy since 2022. Outside of financial advising, he holds an insurance license for life and health products. 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.

Timothy Phares is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2015. Outside of his advisory work, Phares serves as Committee Chair for BSA Troop 515 in Wichita, KS. 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 offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Brannon Wilds is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has been with CreativeOne Securities and Foote Financial Group since 2015 and had a prior role at SII Investments, Inc. Outside of advisory work, he serves as Vice Chair of the Elder Board at TRU Community Church, contributing to both spiritual and business governance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and third-party manager programs.

Lillian Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously with Omaha Public Schools and the University of Nebraska Omaha. Outside of her advisory role, she is a non-voting member with limited interest in PIWA-II, LLC, representing the entity for certain financial services. Prevail Innovative Wealth Advisors is a multi-team SEC-registered 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.

Peter Hughes is a CFA® charterholder with 19 years of industry experience. He has worked at LexAurum Advisors since 2016 and previously held roles at VSR Financial Services, Inc. and Check Capital Management Inc. Hughes holds Series 63, 65, and 66 licenses. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, as well as sub-advisory services to other advisory firms. The firm manages approximately $1.27 billion and operates with a multi-advisor team, utilizing diversified portfolios based on modern portfolio theory and integrating fundamental, market-trend, and economic-cycle analysis.

Samuel Davis is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to his current role, he worked at Waddell & Reed, Inc., Focus Lending Solutions, and SCOTTRADE, Inc. Outside of finance, he owns and designs websites for churches and ministries through his business, Truth Lighthouse. 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 emphasizes strategic asset allocation and diversification, offering portfolio personalization and access to mutual funds and ETFs, including affiliated American Century and Avantis funds.

Jay Haffley is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at LPL Financial, BMO Bank NA, SII Investments, Inc., Equitable Advisors, UBS Financial Services, and STIFEL. He also holds insurance licenses in life and health. 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 according to client objectives and risk tolerance, utilizing a mix of fundamental, factor, and quantitative methods, and offers business planning services alongside discretionary asset management.

Ricky Bain is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 23 years of industry experience. Bain is also the founder and advisor of Lighthouse Financial Strategies, where he provides life, health, disability, and long-term care insurance advisory services. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs a model-driven investment process and offers strategies including passive, tactical, and Biblical Responsible Investing approaches.

Roger Irie 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 Abbott Rapid Diagnostics in the cardiometabolic division for eleven years. Outside of his advisory role, he serves as Chief Operative Officer of Bluebird Oxygen LLC, a company involved in oxygen concentrator rentals and operations. 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, fundamental, and technical analysis overseen by an Investment Committee.

Virginia Shields is a financial advisor with LexAurum Advisors in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016 in various roles. LexAurum Advisors manages approximately $1.27 billion for individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis, offering model allocations primarily through low-cost ETFs and services that include discretionary rebalancing on third-party platforms.

Matthew Black is a CFP® professional with seven years of industry experience, currently affiliated with Cooper McManus. His prior roles include positions at Cambridge Investment Research, Arbor Point Advisors, Securities America, AE Wealth Management, Miller Retirement Group, Charles Schwab, and State Street Corporation. Outside of advisory work, he is involved as a course instructor in financial education. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and model asset-allocation portfolios customized through sub-advisors and co-advisory platforms.

Madison Parker is a CFP® with eight years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC. She previously worked at USA Financial Securities Corporation, Cornerstone Securities, and Parker Financial Group, where she also maintains an independent consulting and coaching practice focused on operations advice. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to a range of clients, including high-net-worth individuals and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Thomas Yager is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with CreativeOne entities since 2014 and currently serves as Vice President of Operations overseeing new business processing for insurance lines. 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 combines project-based planning and ongoing asset management using fundamental and cyclical security analysis, with services that include financial planning, portfolio management, and retirement-plan fiduciary services.

Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, he volunteers as a presenter for Financial Education Partnership, a nonprofit organization. CreativeOne Securities 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 provides financial planning, portfolio management, retirement-plan fiduciary services, and access to both proprietary and third-party advisory platforms.

Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Lawing has previously worked at Cambridge Investment Research, Inc. and operated his own firm, Lawing Financial Inc., for over two decades. Outside of advisory services, he serves as president of the Lawing Family Foundation and is involved as managing member of an airplane holding company and as a business consultant. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios according to client objectives and risk tolerance, employing a variety of investment approaches overseen by an Investment Committee, and is noted for its range of affiliated activities including insurance, private funds, and real estate investment vehicles.

Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

Chang Shin is a financial advisor at CreativeOne Securities, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scout Investments, Inc. and Financial Engines Advisors L.L.C. Outside of his advisory work, he and his wife own farmland in Kansas, which they lease for hay production. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of over 120 advisors.

Tanner Wraa is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including time at The University of Alabama and entrepreneurial activities related to fitness content creation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to support tax-efficient portfolio management.

James Boldt is a financial advisor at LexAurum Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LexAurum Advisors in 2022, he worked at Allstate Insurance Co for 12 years and has been involved in his own financial firms since 2021. Outside of advisory work, he is co-owner of a property management company. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, including the use of low-cost ETFs and proprietary model allocations.

Grant Trimble is a CFP® with 22 years of industry experience currently affiliated with Mariner Independent. His prior roles include positions at V Wealth Advisors LLC, LPL Financial, and Wells Fargo Advisors among others. Outside of his advisory work, he serves as a youth soccer coach for the Kansas City Surf Soccer team. Mariner Independent serves individuals, including high-net-worth clients, as well as a range of institutional clients such as pension plans and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a multi-team platform supported by both in-house and third-party resources.