Kylie Hays is a CFP® with seven years of industry experience, currently affiliated with Creative Financial Designs, Inc. She has worked at Lighthouse Financial Strategies since 2018, assisting with financial planning and practice management. Her background also includes roles at Sites Medical and Rose Hulman Institute of Technology. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and multiple risk objectives guided by third-party research and an Executive Investment Committee.

James Guyot is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc. and Lighthouse Financial Strategies, where he has worked since 2007. Outside of his advisory roles, he is involved in selling fixed insurance products. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers various strategies, including Biblical Responsible Investing, with options for discretionary or non-discretionary management.

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.

Nathan Harris is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and DST. Outside of his advisory role, Harris provides virtual tutoring in subjects such as ACT exam prep, math, science, business, career development, FINRA exam prep, and Microsoft Excel. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory, utilizing ETFs and automated rebalancing, and integrates banking and brokerage services to support its investment approach.

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.

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 and holds a Series 65 license with 10 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. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Brandon Budd is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Mutual Securities, Inc. since 2018 and previously with Transamerica Capital and Transamerica Retirement Solutions. He serves on the board of Bags of Fun Kansas City, a nonprofit organization. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering services such as ERISA retirement plan consulting, HSA consulting, and wealth management. The firm emphasizes long-term investment strategies with oversight by a CFA-designated Chief Investment Officer and manages roughly $9.92 billion in assets across multiple offices.

Kipp Noe is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm uses an open-architecture investment approach that incorporates proprietary models, individual advisor portfolio construction, and outsourced managers, focusing on aligning client accounts with their objectives and risk tolerances.

Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.

Courtney Rader is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at QTS Data Centers, Client One Securities, LLC, and VSR Advisory Services. She is also involved in managing advisor registration and licensing at CreativeOne Wealth, LLC. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Kenneth Donnelly is a financial advisor with LexAurum Advisors in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was affiliated with HD Vest Insurance Agency Inc and H.D.Vest Investment Services. Outside of his advisory role, Donnelly owns and operates two tax-related businesses and is the author of books on tax resolution and retirement planning. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a standardized managed-account program with multiple risk-based models, using low-cost ETFs and other securities tailored to client needs.