Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding a Series 66 license and 21 years of industry experience. He has worked at Prevail Strategies, LLC and Cambridge Investment Research, Inc., and previously operated Lawing Financial Inc. Lawing serves as vice president and a 15% owner of Prevail Strategies, LLC, an affiliated insurance agency, and is treasurer of the Lawing Family Foundation. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, high-net-worth clients, pension plans, trusts, and business owners. The firm customizes portfolios using fundamental, factor, and quantitative optimization methods overseen by an Investment Committee and offers integrated consulting and business-oriented planning services.

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.

Paul Andres is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Prevail Innovative Wealth Advisors, LLC and Lf Wealth Advisors, LLC, and has been involved with Affinity Program Partners, LLC since 2010. Outside of his advisory roles, he is an owner and agent at Affinity Program Partners, which offers insurance products and services. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.

Andrew Stafford is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lawing Financial, Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is president and a partial owner of Prevail Strategies LLC, where he also works as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.

Erica Rice is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. She has previously worked at Edward Jones and Mariner Wealth Advisors. Outside of her advisory role, she writes a bi-monthly health-focused newsletter called Root & Rise. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, and select private investments.

Stephen Underwood is a Series 65-credentialed financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. Prior to joining Prevail in 2021, he worked at Riveron Consulting and EnLink Midstream. He holds a non-voting member role with PIWA-II, LLC, contributing limited time to this financial services activity. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.

Brett Nelson is a financial advisor at Prevail Innovative Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual, Ohio National, and Guardian Life, among other firms. Nelson also serves as Director and Treasurer on the Board of Directors for the Kansas City Pet Project, a nonprofit animal shelter. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios to clients’ objectives and risk tolerance, using a mix of fundamental, factor, and quantitative methods, and offers integrated consulting and business-oriented planning.

Jacob Tyndall is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes prior roles at VSR Financial Services, Inc., Waddell & Reed, American Century Advisory Services, Inc., and PRUCO Securities, LLC. He has been with CreativeOne Securities since 2017. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through over 120 advisors. The firm combines project-based planning and ongoing asset management with fundamental and cyclical security analysis, offering a range of portfolio management and fiduciary services.

Rochelle Tocchini is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 designations and has 14 years of industry experience. She has worked at Lexaurum Advisors since 2018 and previously was associated with Summit Financial Group and Summit Brokerage Services from 2016 to 2018. Tocchini is also the owner of Gemini Financial Advisors, where she is involved in fixed and traditional insurance sales, and she serves as a notary public. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team approach, managing approximately $1.27 billion with diversified portfolios guided by modern portfolio theory and a standardized program using low-cost ETFs.

John Meier is a financial advisor at FAS Wealth Partners, Inc. with 29 years of industry experience. He holds a Series 63 designation and also practices as an attorney licensed in Missouri and Kansas, occasionally providing legal services to clients of his firm. Meier has been affiliated with FAS Corp., John A. Meier, PC, and Financial Advisory Service, Inc. since 1997. FAS Wealth Partners serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans with fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and uses a range of investment vehicles, supported by multiple corporate affiliations and in-house legal resources.

James Dussold is a CFP® with 41 years of industry experience. He is affiliated with FAS Wealth Partners, Inc. and has been with FAS Corp. since 1997 and Financial Advisory Services Inc. since 1984. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored plans, providing fee-based advisory services including portfolio management and financial planning. The firm’s investment approach uses customized asset-allocation strategies and a blend of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments.

Andrew Goos is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Bank. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Andy Holmes is a financial advisor at Prevail Innovative Wealth Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill Lynch, Central Trust Company, Focus Workforce Management, and Great Plains Trust Company. Outside of his advisory role, he serves as a clothing line ambassador for Sunday Swagger. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized portfolios.

Lee Musser is a Series 65-licensed financial advisor with Arvest Wealth Management in Overland Park, KS, bringing four years of industry experience. He previously worked at State Street Bank from 2016 to 2022. Musser also holds a dual role at Arvest Bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

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.

Kenneth Vander Hart is a ChFC® with 38 years of experience in the financial industry. He has worked at CreativeOne Securities, LLC since 2016 and has been with Harvest Financial Group, Inc. since 1999. Outside of his advisory roles, he serves as Vice President of the Clarion Lakes Homeowners Association Board. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.

Nefthaniil Perez is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Arvest in 2026, Perez worked at Northwestern Mutual in various roles from 2020 to 2026 and at State Farm from 2015 to 2020. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process emphasizing asset allocation and customized strategies to align with clients’ objectives and risk profiles.

John Leis is a financial advisor with LexAurum Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at American Century Investment Services Inc. for 24 years before joining LexAurum Advisors in 2018. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team offering diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Stephen Black is an investment advisor representative at Cooper McManus with 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, and VSR Financial Services among others. Black serves as president of the Leawood Rotary, a community volunteer organization. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment approach using a variety of securities and model portfolios tailored to client objectives.

Jacob Cole is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Spin! Pizza. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.