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.

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.

Bennett Long is a CFP® with nine years of industry experience, currently with FAS Wealth Partners, Inc. He has previously worked at LPL Financial, Securities America Advisors, Waddell & Reed, and Wells Fargo Advisors. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with client objectives and utilizes both internal and third-party portfolio management, supported by research tools and tax-aware strategies.

Jacob Tyndall is a Series 66 licensed advisor with 22 years of industry experience. He has been with CreativeOne Securities, LLC since 2017, following prior roles at VSR Advisory Services, Inc. and VSR Financial Services, Inc. from 2011 to 2016. 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, utilizing fundamental and cyclical security analysis and offering access to third-party manager programs and a proprietary advisory platform.

Rochelle Tocchini is a financial advisor at LexAurum Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LexAurum since 2018. She also owns Gemini Financial Advisors, where she is involved in fixed and traditional insurance sales. Additionally, she serves as a notary public in Overland Park, KS. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and focuses on diversified portfolios guided by modern portfolio theory and fundamental, market-trend, and economic-cycle analysis.

John Meier is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with FAS Corp., John A. Meier, PC, and Financial Advisory Service, Inc. since 1997. In addition to his advisory role, Meier practices law as an attorney licensed in Missouri and Kansas, providing legal services to some clients of FAS Corp. and Financial Advisory Service, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans, utilizing a diversified investment approach that includes third-party managers and tax-aware strategies.

James Dussold is a CFP® with 40 years of industry experience, currently serving as Executive Vice President, Treasurer, Secretary, and shareholder at FAS Corp., where he has worked since 1997. He is also affiliated with Financial Advisory Services Inc., a registered investment adviser. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and employer-sponsored plans, employing a multi-manager, asset allocation approach under a fiduciary standard.

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.

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.

Michael Rode is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with FAS Wealth Partners, Inc., where he has worked since 2026. His prior experience includes roles at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with clients' objectives and combines internal management with third-party resources, tax-aware strategies, and the use of alternative investments.

Kenneth Vander Hart is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with CreativeOne Securities, LLC since 2016 and also is associated with Harvest Financial Group, Inc. where he has worked since 1999. Vander Hart serves as Vice President of the Clarion Lakes Homeowners Association, participating in community governance. 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 financial planning with ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and access to third-party money managers.

Michael Filing is a financial advisor at FAS Wealth Partners, Inc. with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 65 and Series 63 licenses. Prior to joining FAS Wealth Partners in 2022, he worked at UMB Bank for nine years. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with clients’ written objectives and combines internal management with third-party resources, incorporating tax-aware strategies and alternative investment options.

Anna Barnes is a CFP® professional with 19 years of experience in financial advising. She is currently with FAS Wealth Partners, Inc. and its affiliated firms, including FAS Corp. and Financial Advisory Service, Inc., where she has worked since 2020. Her prior experience includes roles at BAMCO Investments LLC and Waddell & Reed, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advisory services to individuals, trusts, estates, corporations, and retirement plans, employing a mix of manager- and fund-level strategies with tax-aware techniques.

Nefthaniil Perez is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual and State Farm. 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 multifaceted investment approach combining fundamental, technical, quantitative, and qualitative analysis to deliver tailored strategies aligned with clients’ objectives and risk tolerances.

John Leis is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He worked at American Century Investment Services Inc. for 24 years before joining LexAurum Advisors in 2018. 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 with a range of risk-based models and offers sub-advisory services to other advisory firms.

Jason Salinardi is an advisor at FAS Wealth Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal services, currently operating JMS Legal LLC as a sole owner. Prior to his current roles, he worked at Sandberg Phoenix & Von Gontard PC and BridgeBuildup Tax & Legal Services Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and institutional clients, employing a range of asset allocation and manager-level strategies alongside tax-aware techniques.

Stephen Black is an investment advisor representative at Cooper McManus with 25 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., and Summit Financial Group, among others. Black serves as president of the Leawood Rotary, a volunteer organization. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Forrest Cook is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2012. He is the owner of Cook Financial Group, which offers fixed insurance sales. 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 and ongoing asset management with fundamental and cyclical security analysis, providing clients access to both proprietary advisory platforms and third-party money managers.

Jonathan Leeks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a customized, long-term investment approach using a range of investment vehicles and offering various advisory and managed account solutions.