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.

Jason Harrison is a CFP® and CFA® with 11 years of experience in financial advisory. He has worked at FAS Wealth Partners, Inc. since 2021 and previously spent eight years at UMB Financial Services. FAS Wealth Partners is an SEC-registered advisory firm with 24 advisors managing approximately $3.08 billion in client assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, offering portfolio management and financial planning services guided by asset allocation and a combination of manager- and fund-level strategies.

James Milazzo Jr. is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Milazzo also has a 50% ownership in Sewalson Milazzo Financial Consulting Group LLC, an advisory business in Overland Park, KS. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a multi-asset portfolio approach using fundamental, technical, and cyclical analysis and offers operational support and consolidated reporting through its Third-Party Asset Management Platform.

Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Arvest, he worked at Northwestern Mutual in various roles from 2021 to 2025. Outside of his advisory work, Rawlings has experience working part-time as a weekend server at the Nicklaus Golf Club. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and tailored strategies to meet client objectives.

Mark Rubin is a financial advisor at CreativeOne Securities, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed, Inc and CETERA Financial Group. Rubin has been with CreativeOne Securities since 2021. 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.

Robert Nutter is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with CreativeOne Securities, previously Client One Securities, since 2015. Outside of his advisory role, he owns Nutter Wealth Management, which offers fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team 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.

Joshua Paletta is a financial advisor at LexAurum Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Almanack Investment Partners, The Huntington Investment Company, and J.P. Morgan Securities. Outside of his advisory role, he coaches a faith-based wealth management course and operates a homestead farm raising sheep, chickens, and ducks. LexAurum Advisors serves individuals, families, businesses, and institutional clients, offering investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and a range of risk-based models, and provides both discretionary and non-discretionary portfolio management as well as sub-advisory services.

Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

John Meier is a CFP® with 25 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002. He is a member of FAS Wealth Partners, an SEC-registered advisory firm that manages approximately $3.08 billion in assets for around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a range of manager- and fund-level strategies.

Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.

Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.

Blake Arnold is a CFP® with two years of industry experience, currently serving at FAS Wealth Partners, Inc. He previously worked at Commerce Bank and Mid Missouri Bank, and has experience in the food service industry with Eat Fit Go. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans, using a combination of asset allocation strategies and third-party managers while operating under a fiduciary standard.

Michael Desantis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has been with LexAurum Advisors since 2019 and previously worked at World Class Unlimited and Vsr Advisory Services. Outside of his advisory role, he owns and operates a home restoration business in Kansas City. LexAurum Advisors serves individuals, families, businesses, and institutional clients by offering investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, and provides both discretionary and non-discretionary engagements, including sub-advisory services for other advisory firms.

John Munz is a CFP® with seven years of industry experience currently affiliated with FAS Wealth Partners, Inc. He has worked at several firms including Aspyre Wealth Partners and CD Wealth Management. Munz holds a Series 63 license and is based in Leawood, Kansas. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm employs an investment process focused on asset allocation aligned with client objectives and incorporates both internal management and third-party resources, along with tax-aware strategies and occasional use of alternative investment vehicles.