Douglas Ciocca is a financial advisor at Kavar Capital Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kavar Capital Partners and its predecessor entities since 2011. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using both fundamental and technical analysis across a broad range of investment products and strategies.

Jonn Wullschleger is a CFA® charterholder with 24 years of industry experience. He has been with Mitchell Capital Management Co. since 2000. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. Mitchell Capital Management customizes investment guidelines for each client and employs a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Christopher Harrington is a CFA® charterholder with 18 years of industry experience. He has worked at Waterfront Wealth Inc. since 2017 and previously held roles at Wells Fargo Advisors LLC. and BCWM. Waterfront Wealth Inc. serves individuals, families, trusts, foundations, businesses, and retirement plans, offering customized portfolio management and financial planning. The firm employs a mix of active mutual funds, ETFs, Dimensional fund strategies, and individual securities to meet client objectives, managing over $1 billion in discretionary assets.

Benjamin Fischer is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Leading Edge Financial Planning and Copper State Credit Union. Waterfront Wealth, Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Matthew Hekman is a Series 65-licensed advisor with Waterfront Wealth Inc. in Overland Park, KS, where he has worked since 2021. He has 21 years of industry experience, including 18 years at Waddell and Reed/Ivy Investment Management Co. Outside of his advisory role, he serves as Treasurer for Redeemer Fellowship Johnson County and is the managing member of a sharecrop lease business in Osage County, KS. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients, serving individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers. The firm employs a mix of active mutual funds, ETFs, individual securities, and custom strategies, providing discretionary and non-discretionary portfolio management along with financial planning and institutional sub-advisory services.

Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.

Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

Allen Joy is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously operated Joy & Company from 1990 to 2023. Outside of advising, he is also licensed as an insurance agent involved in the sales of fixed insurance and annuities. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and investment objectives.

Miles Green is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mitchell Capital Management Co since 2017. His prior work includes roles at Texas Christian University and a brief period of unemployment. Mitchell Capital Management Co is an SEC-registered investment adviser managing approximately $861 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations, utilizing a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Quinn Dippel is a CFA® charterholder with experience at several firms including DeMarche and Hallmark Cards prior to joining Mitchell Capital Management Co, where he has worked since 2025. He is based in Leawood, KS. Mitchell Capital Management provides discretionary investment management and integrated financial planning to individual and institutional clients. The firm employs a disciplined investment approach combining computerized screening with traditional security analysis, manages multiple actively managed strategies, and emphasizes investment-grade intermediate-duration bonds.

Andrew Congleton is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he is an investor in medical imaging and a bar/entertainment venue. 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 utilizes a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform supporting tailored suitability assessments and regular rebalancing.

Thomas Wright is a financial advisor with Prevail Innovative Wealth Advisors, LLC and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including prior roles at Prudential Financial Planning Services, Edward Jones, and Charles Schwab. He serves on the board of the Future Leadership Foundation and the Peculiar Area Chamber of Commerce, engaging in nonprofit leadership and community activities. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, businesses, and institutions. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative methods, and offers a range of financial and business planning services.

James Regier is a financial advisor with CreativeOne Securities, LLC, holding the Series 66 designation and bringing 24 years of industry experience. His career includes roles at Cetera Advisor Networks, Summit Financial Group, and VSR Financial Services. Outside of advising, he serves as a court witness and analyzes financial information for legal purposes. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, and retirement-plan fiduciary services, utilizing fundamental and cyclical security analysis alongside model asset allocations through its proprietary platform.

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. 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 offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Dail Blake is a financial advisor at UMB Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Money Concepts Capital Corp and Country Club Financial Services, Inc. He also served with the Salvation Army from 2023 to 2025. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with investment management practices aligned with its affiliated bank, UMB Bank.

Jill Woods is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Retirement Plan Advisors, Legacy Financial Group, and Mass Mutual Investors Services. Woods is also an independent insurance agent for various companies. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.

Colin Golec is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at BRG and Eldridge Industries. Colin is also involved with The Capital Concierge, where he has worked for three years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Jason Smitka is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and accumulating 13 years of industry experience. His prior roles include positions at Scout Wealth Management, AE Wealth Management, and Client One Securities, among others. Outside of his advisory work, he is the managing member of Scout Financial Group and owns Smitka & Associates, LLC, where he is involved in fixed insurance sales. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Gabriel Jewell is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including Northern Trust Securities, Northern Trust Bank, and Advisors Excel. Jewell’s background also includes roles outside of finance at Coca-Cola Bottling Company, Caseys General Store, and Radius Brewing Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment methods including modern portfolio theory and quantitative analysis.

Dennis Mattern is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been associated with Client One Securities, LLC and CreativeOne since 2014. In addition to his advisory role, he serves as an annuity sales director for CreativeOne, focusing on marketing fixed annuity products 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 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 through its proprietary platform.