Mark Hugunin is a financial advisor at CreativeOne Securities, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors for 10 years. Since 1982, he has also been involved with Creative Wealth KC, where he is an owner and provides insurance sales and services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs using a combination of project-based planning and ongoing asset management.

Lance Zimmerman is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds Series 63 and Series 65 licenses, bringing 21 years of industry experience. He has worked at M Holdings Securities since 2017 and previously at LPL Financial and Community First National Bank. Outside of his advisory role, he is involved in retail businesses as the owner of Z3 Tea Company and president of Z2 Holdings Corp. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals, offering a broad mix of advisory and brokerage services including investment management, retirement plan consulting, and financial planning.

William Webster is a financial advisor with M HOLDINGS SECURITIES, Inc., holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked at Greenberg Wexler & EIG LLC since 2016 and has been self-employed as an insurance broker since 2007. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, using a combination of portfolio management and third-party sub-advisors.

Alexander Halsey is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at The O.N. Equity Sales Company, AuguStar Life Insurance Company, Summit Pointe Financial Group, Crown Automotive Group, Laird Noller Automotive Group, and he previously taught at Olathe East High School. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains a dual-registration model involving broker-dealer activities.

Ethan Hays is a CFP® professional with five years of industry experience, currently affiliated with Creative Financial Designs, Inc. He has also worked at Lighthouse Financial Strategies and BKD. In addition to his advisory role, Hays is a 51% owner of Lighthouse Tax Strategies, LLC, which provides tax preparation services. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations guided by risk objectives and third-party research, and it provides specialized features such as Biblically Responsible Investing strategies.

Drew Sprugel is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC, based in Lees Summit, MO. He has two years of industry experience and has been with Modern Wealth Management since 2023. Outside of his advisory role, he holds a passive shareholder interest in a holding company that owns a small local bank in Nebraska, a position inherited from family. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Benny Stewart is a financial advisor at ON Investment Management Co with 14 years of industry experience. He holds the Series 66 designation and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2019, following four years at Edward Jones. Stewart is also involved in insurance sales as an agent in Lees Summit, MO, and Omaha, NE. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and typically manages client accounts through a mixture of discretionary and non-discretionary relationships.

Risdan Kasper is a CFP® with 42 years of industry experience, currently with Modern Wealth Management, LLC since 2023. His prior roles include positions at Barber Financial Group and Life Strategies Analytics, where he has also maintained an ownership interest. Kasper co-hosts a weekly wealth management radio show. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized investment committee and uses model portfolios, third-party managers, and various tools to guide investment decisions.

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.

Christopher Heckadon is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ON Investment Management Company and affiliated entities since 2014, and previously worked at OneAmerica Securities, Mass Mutual Investors Services, and New England Securities. He serves on the University of Central Missouri Alumni Foundation Board. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

Timothy Groebl is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, OneDigital, V Wealth Management, and LPL Financial. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a broad range of affiliated services.

Diane Dercher is a CFP® professional with 14 years of industry experience. She has worked at RubinBrown Advisors LLC since 2020 and previously spent nine years at Wealth Management Advisors, Inc. Her current role is based in Leawood, KS. RubinBrown Advisors LLC serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm uses model portfolios primarily composed of mutual funds and ETFs, offering both discretionary and non-discretionary advice, with a notable focus on tax-aware strategies and integration of third-party technology solutions.

Luke Dema is a Series 65-licensed financial advisor with RubinBrown Advisors LLC, based in Leawood, KS. He has been with RubinBrown Advisors and its parent firm, RubinBrown LLP, since 2025. His prior experience includes roles at American Century Investments and a nonprofit organization, American Public Square. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, supported by tax-aware practices and technology tools.

Katrina Jones is a financial advisor at Savvy with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Merrill. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term approaches along with active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Paul Watkins is a CFP® and holds a Series 63 license with 21 years of industry experience. He has worked at RubinBrown Advisors LLC since 2020 and spent 20 years at Wealth Management Advisors, Inc. prior to that. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach using model portfolios, tax-aware practices, and third-party technology solutions.

Timothy Underwood is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brett Reid Wealth Management and GrowStrong Wealth Strategies. Outside of advising, he is involved in insurance sales and real estate activities through multiple business ventures. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

Jason Rockman is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities Management & Research, Inc., BFC Planning, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of advising, he is also an insurance agent involved in selling fixed insurance, long-term care, securities, and disability products. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary management and utilizes various account structures and third-party managers through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.