Salvatore Lavely is a financial advisor with Gibbs Wealth Management, LLC in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Absolute Wealth Management and Prudential-affiliated firms. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing advisor-directed models and third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to portfolio allocation and emphasizes risk management and tax-efficient strategies.

Michael Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2022. His prior experience includes roles at Creative Planning, Centriq Training, and CBOE Global Market. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and ancillary services such as tax planning and estate-planning support. The firm’s investment approach emphasizes diversified allocations aligned with clients’ objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

Ryan Costello is a CFP® professional with 23 years of industry experience, currently serving at Cetera Planning Partners since 2004. Based in Leawood, KS, he holds Series 63 and Series 65 licenses and has spent over two decades with his current firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to clients’ objectives and risk tolerance.

Timothy Wickey is a financial advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sunrise Advisors, Inc. and Financial Advisory Service, Inc. Outside of his advisory role, he consults with clients on the use of structured settlement annuities in personal injury cases as part of long-term financial strategies. FAS Wealth Partners manages approximately $3.08 billion in client assets and serves about 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and tax-aware investment techniques.

Brian Paulsen is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at True Wealth & Company LLC and positions at True Exit Solutions and TRUEINSURANCE.LIFE. He serves as an advisory board member for HPad, Inc and owns Paulsen Consulting, Inc, a separate investment-related business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with a Chief Investment Officer who holds a CFA, offering services that include retirement plan consulting, individual wealth management, and a wrap fee program.

Robert Olvera is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Raymond James Financial Services, and AllState Financial Services. Olvera serves as a board member and on the investment committee of the National Association of Insurance and Financial Advisors (NAIFA). 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 combines project-based planning and ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously at Client One Securities, LLC. Outside of his advisory role, O'Neal owns businesses involved in annuities and insurance sales and serves as treasurer for a start-up credit union providing banking services in the Greater Kansas City area. He also presents educational workshops on taxes in retirement and Social Security and holds leadership roles including board chair of a nonprofit and president of a homeowners association. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and charitable institution support. The firm employs a multi-team approach using discretionary and non-discretionary portfolio management with a range of investment options and works through multiple custodial and platform relationships.

Samantha Compton is a financial advisor at Eversource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wise Wealth, LLC, Bank of America, N.A., and Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent offering non-variable products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform, with specialized services for clients with more than $5 million in investable assets.

Shawn Hause is a financial advisor at Prairie Capital Management Group, LLC with 27 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 institutional clients, offering asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets for most accounts.

Wayne Robinson is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Barber Financial Group for eight years. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services through a centralized investment process.

Rance Carlson is a CFP® professional at Copper Financial with 20 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory work, he is a member of Gooseneck Farms, LLC, an agricultural farm in Missouri. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, as well as model-based wrap programs and an online guided investing option.

Luis Lovato is a Series 65-licensed advisor with Creativeone Wealth, LLC, where he has worked since 2024. He has two years of experience in the financial industry, including roles at L&L Advisors and prior work with GBA Builders and CRB Builders. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a blend of proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Gage Atwood is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His background includes roles at DST Systems and various entrepreneurial and event-related ventures. He is also involved with Phoenix Finds Homes, LLC. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by an in-house investment team and focuses on households with modest asset levels rather than exclusively high-net-worth clients.

Craig Sutherland is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at UMB Financial Services and UMB Bank since 2018, following seven years at Central States Capital Markets LLC. Outside of his advisory role, he is involved in the vintage automobile industry through ownership of Sutherland Automotive and participates in historic sports car racing promotional activities. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities. The firm offers various program options and employs a combination of model-based and manager-driven investment approaches.

Page Avazpour is a financial advisor at American Century Investments Private Client Group, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Topgolf, Kelce College of Business, and Pittsburg State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model portfolio approach with proprietary mutual funds and ETFs, focusing on clients with a modest relationship threshold.

Jace Engel is a financial advisor with 3 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 licenses and has worked at several firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of advisory work, he provides fixed insurance services. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term approach based on a derivative of Modern Portfolio Theory and utilizing a mix of proprietary and platform model portfolios.

Joshua Morales is a Series 66-credentialed financial advisor with 10 years of industry experience. He currently works at Sowell Management and Nest Financial LLC and has prior experience with The Retirement Planning Group, Bank of America, and Merrill. Outside of his advisory role, Morales is involved in community and civic activities in Raytown, Missouri, serving as a volunteer for the Boy Scouts of America, chairing economic development efforts for the Raytown Mainstreet Association, participating on the Raytown Chamber of Commerce advisory board, serving on the Rotary Club of Raytown board, and holding a position as an alderman on the Raytown City Council. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm supports over 100 independent adviser representatives through trading, compliance, technology, and back-office services, employing multiple management styles and offering model portfolios, third-party manager selection, and unified managed account solutions.

Chase Vander Hart is a financial advisor at CreativeOne Securities, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CreativeOne Securities and related entities since 2019. Outside of his advisory role, he is involved with Mission Church, participating in non-profit community projects related to the communication of financial gifts. 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, consulting, portfolio management, and fiduciary services, using a combination of project-based planning, asset management, and external money manager referrals through its proprietary platform.

Christopher Rett is a CFP® with nine years of industry experience currently affiliated with Modern Wealth Management, LLC. His prior roles include positions at Barber Financial Group, Richard W. Paul & Associates, LLC, and Financial Strategies Group DBA NY Life Securities. In addition to advisory work, he is involved in insurance sales with Midwest Financial Consultants and has provided program administration and data entry consulting since 2007. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing over $10 billion in assets across approximately 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and tactical allocation strategies.

David Dickens Jr. is a CFA® charterholder with 25 years of industry experience. He is currently with CreativeOne Wealth, LLC and has previously worked at Brookstone Capital Management and KC Financial Advisors. He is the owner and president of KC Financial Advisors, Inc., where he is involved in insurance, tax preparation, and staff supervision. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various strategies including modern portfolio theory and quantitative analysis.