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.

Kevin Kopff is a financial advisor at Smith, Moore & Co. in Overland Park, KS, with 10 years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Outside of his advisory role, he serves as an administrator for a family LLC in Topeka, Kansas. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Matthew Ison is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Kornitzer Capital Management, Inc. since 2021. His prior experience includes roles at RubinBrown Advisors, LLC and Wealth Management Advisors, Inc. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients, as well as acting as adviser to mutual funds and a trust company. The firm emphasizes internally generated research and implements strategies that generally favor a long-term, low-turnover approach.

Camden Sprouse is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 credential and has prior experience as a licensed insurance agent assisting individuals with Medicare plan selection through KC Medicare Advisors. Camden also operates Sprouse Financial Group. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm emphasizes tailored portfolios based on documented risk tolerance and employs a range of investment strategies from conservative allocations to options techniques.

Mark Hunter is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Sequent Planning, he worked at Senior Market Sales, Spring Venture Group, CD2 Learning, and Brandmuscle. Sequent Planning, LLC operates as Futurity First Wealth Management and provides services to individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of approximately 97 independent investment adviser representatives.

Paul Ward is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously was with NVISION Wealth Group and LPL Financial. Outside of his advisory role, he is a managing partner of Friends and Family Homes, a mortgage and real estate services business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options through a network of approximately 153 advisors.

Bryan Woodell Jr. is a financial advisor at CreativeOne Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hornor Townsend & Kent, Penn Mutual Life Insurance, Brighthouse Securities, and MetLife Securities. He is also involved in wholesaling annuities to financial professionals as an independent marketing organization consultant. 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 with ongoing asset management, using fundamental and cyclical security analysis and a proprietary advisory platform.

Mark Roberts is a ChFC® credentialed advisor with 30 years of industry experience, currently serving at CreativeOne Securities, LLC since 2011. He holds Series 63 and Series 65 licenses and has held leadership roles including president of an insurance sales firm. Roberts is involved with nonprofit and educational activities, including directing the Foundation for Financial Education and advising on veteran planning programs. CreativeOne Securities, LLC is a multi-advisor registered investment adviser with 127 advisors serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides comprehensive financial planning and portfolio management services through a combination of project-based planning, ongoing asset management, and access to proprietary platforms and third-party managers.

Levi Huncovsky is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC, Client One Securities, LLC, and United Capital Management of KS, Inc. Outside of his advisory role, he owns and operates L&L Advisors, LLC, providing life insurance, Medicare supplements, and annuities, as well as Hillcrest Benefits, which assists agents and agencies with Medicare contracting and sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies to deliver tailored investment solutions.

Martha Paterik is a Series 66-registered financial advisor with 17 years of industry experience. She is currently with Cetera Planning Partners, where she has worked since 2023, and previously held positions at Purshe Kaplan Sterling Investments and Keen Wealth Advisors. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process resulting in personalized financial plans, with investment implementation focused on diversified mutual funds and ETFs aligned to client risk tolerance.

Drew Cason is a financial advisor at Copper Financial with one year of industry experience. He holds a Series 66 license and previously worked at Kansas State Housing and Buffalo Wild Wings. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals and in-house model portfolios. The firm works with both individual and institutional clients and operates as both a broker-dealer and SEC-registered investment adviser with ties to CommunityAmerica Federal Credit Union.

Madeline Key is a CFP® practitioner with four years of industry experience, currently advising at CreativeOne Securities, LLC. Her prior roles include positions at AE Wealth Management LLC, Jones Advisory Group, and SSC CPAs & Advisors. Earlier in her career, she held roles outside the financial sector including at Spin Pizza and Iron Rail Brewing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning with ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform and offers both discretionary and non-discretionary portfolio management.

Scott Wightman is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He has worked at American Century Investment Services, Inc., Mutual Securities, Inc., and has been with Intellicents Investment Solutions Inc. since 2018. Outside of advising, he is a shareholder and part-owner of Intellicents Inc., a corporation engaged in administrative operations. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, providing retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies supported by written policies, risk-based allocations, and third-party research, managing assets across mutual funds, ETFs, and collective investment trusts.

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.

Luke Heiligenthal is a financial advisor at 49 Financial with five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Arvest Bank, and the University of Arkansas. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

James Wehner III is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2003. Outside of his advisory role, he is involved as a co-owner of private recreational property and in mineral rights operations related to oil leases. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interaction with research and asset allocation by its Strategic Investment Advisors and is affiliated with a publicly traded bank holding company.

Micah Skebo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Zinnia (formerly SE2) from 2020 to 2022. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.

Deborah Alexander is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, with 24 years of industry experience. She holds a Series 63 designation and has worked at UMB Financial Services and UMB Insurance since 2001. 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, leveraging a documented suitability process to guide clients into model-based investment strategies.