Collin Jasper is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at American Century Investment Services and Midwest Grain & Barge, as well as multiple positions in higher education at Southeast Missouri State University, Kansas State University, and Highland Community College. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs in its investment approach.

Thomas Cavaliere III is a financial advisor with IHT Wealth Management LLC in Leawood, KS. He holds a Series 66 credential and has 25 years of industry experience, including positions at NVISION Wealth Group and LPL Financial. Cavaliere serves as trustee of his and his wife’s trusts. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary mandates.

Andrew Osborne is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Kestra Advisory Services LLC, AE Financial Services, LLC, and Ethos Group. 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 offers portfolio personalization, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios managed with a focus on strategic asset allocation and diversification.

Aaron Herwig is a financial advisor at WCG Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Herwig has experience in tax preparation and accounting through his involvement with H2 Tax Services LLC. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process using fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Jeremy Askren is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of advising, he owns and operates Askren Tax Service and serves as an incorporated leader for the MSHS Boys Parent Group Association, focusing on fundraising activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management using fundamental and cyclical security analysis and offers a range of services including portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.

Tagen Lindstrom is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at Vision Bank and Central National Bank prior to joining CreativeOne Wealth. Lindstrom's background includes four years associated with Kansas State University. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm employs a mix of proprietary model portfolios and third-party managers across various investment strategies, serving primarily discretionary accounts.

James Guyot is a CFP® professional with 24 years of industry experience, currently affiliated with Creative Financial Designs, Inc. and Lighthouse Financial Strategies since 2007. He previously worked at Securities America Advisors, Inc. from 2003 to 2007. Outside of his advisory roles, he is involved in insurance sales focused on fixed products. Creative Financial Designs serves individual clients across wealth levels, corporate and institutional clients, and employer retirement plans. The firm employs asset-class model allocations with multiple risk profiles, uses third-party research and an Executive Investment Committee to manage portfolios, and offers financial planning alongside discretionary and non-discretionary investment management services.

Clayton Turner is a financial advisor with CreativeOne Wealth, LLC, holding a ChFC® designation and Series 63 and 65 licenses, with 20 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath) since 2019 and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves as a board member for a homeowners association and is a member of a local business networking group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party models, with investment strategies that include ETFs, mutual funds, equity managers, options, and private investments.

Erin Hoestje is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at AE Wealth Management, AE Financial Services, and Waddell & Reed. Erin served on the Sigma Kappa - Theta Tau Corporation Board from 2018 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and occasionally options or short sales following client discussion.

Levi Gunn is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. He previously worked at Cetera and Renaissance Financial and has held roles at Creighton University and Morgan Stanley. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing fee-based investment management and financial planning. The firm offers a non-discretionary advisor-led Guided Portfolio Solutions program combining quantitative and qualitative investment research tailored to client objectives.

Jason Nguyen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investments since 2013. Outside of his advisory role, he manages a nail care business in Kansas City. 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 offers portfolio monitoring, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios emphasizing strategic asset allocation and diversification.

Joshua Edens is a financial advisor at Copper Financial with nine years of industry experience. He holds the Series 66 credential and previously worked for CommunityAmerica Credit Union for eight years before joining Copper Financial in 2017. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, a model-based wrap program, and an online Guided Investing option, serving both individual and institutional clients.

Amanda Spear is a financial advisor at Copper Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2017, following two years at CommunityAmerica Financial Solutions, LLC. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management via third-party manager referrals, and model-based wrap programs while serving both individual and institutional clients.

Heather Herring is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds the Series 65 designation and previously worked at One Oak Private Wealth and Asset Management, AE Wealth Management, LLC, and It's Your Money. She is also involved with Financial Longevity Advisory LLC, focusing on financial and retirement planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives, offering a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Joshua Lewis is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at V Wealth Advisors LLC, Renaissance Financial, Securian Financial Services Inc., and Minnesota Life. Outside of his advisory role, he is involved in several businesses and community activities, including ownership of a family farm, serving on the board of a community college foundation, and participating on the board of directors for a flour mill and farm services company. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services and legal-service integration through its network of advisors.

Wayne Kraus is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses 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 such as pension plans, trusts, and charitable organizations. The firm uses a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while providing asset consulting and investment supervisory services.

James Mcneill is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC before joining Arvest in 2017. Mcneill serves as a board member for Kymel Inc., a nonprofit focused on supporting children with childhood cancer and their siblings, where he helps organize fundraising and community outreach. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, nonprofits, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerance.

Rachel Feldkamp is a Series 66-licensed financial advisor at Copper Financial with 17 years of industry experience. She previously worked at Waddell & Reed, Inc for 15 years and has been with Copper Financial Network, LLC since 2021. Outside of advisory work, she serves on the Milhaven Homes Association Board. Copper Financial primarily serves credit union members, including individual and institutional clients, offering financial planning, brokerage services, and portfolio management through third-party manager referrals and in-house model portfolios. The firm is known for its dual registration as a broker-dealer and SEC-registered investment adviser and its affiliation with CommunityAmerica Federal Credit Union.

Grace Mayhew is a financial advisor at American Century Investments Private Client Group, Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she has worked in various positions including at Milton's Cafe and The University of Kansas. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed by an in-house investment committee. The firm focuses on households meeting a modest relationship threshold and mainly recommends proprietary mutual funds and ETFs in its investment solutions.

Matthew Heimann is a CFA® charterholder with 11 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2023. Prior to that, he spent eight years at Logia Portfolio Management in various roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.