Jordan O'Grady is a CFP® and CFA® professional with 14 years of experience in financial advising. He has been with FAS Wealth Partners, Inc. and its affiliated firms since 2014. His credentials also include Series 66 and Series 63 licenses. FAS Wealth Partners provides fee-based advisory services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation aligned with client objectives and integrates both internal management and third-party resources, along with tax-aware strategies and alternative investment options.

Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his time evenly between Arvest Bank’s Trust Department and Arvest Wealth Management. 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, managing a mix of discretionary and non-discretionary assets.

Clayton Fisher is a financial advisor at FAS Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FAS Corp. and Financial Advisory Service, Inc. since 2020, following seven years at BOK Financial entities. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a combination of manager- and fund-level strategies supported by third-party research and tax-aware techniques.

Michael Andries is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 27 years of industry experience and has worked with firms including Client One Securities, LLC and Securities America Advisors, Inc. Outside of his advisory role, he is involved in insurance sales through Funds Management, Inc and provides counseling at St Luke's Catholic Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Manry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2014. Outside of his advisory role, Manry is an independent insurance agent specializing in 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 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 using fundamental and cyclical security analysis.

Theodore Johnson is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He also serves as Vice President-Account Manager at Market Synergy Group, where he is involved in the design and distribution of life and fixed annuity products. 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, combining project-based planning with ongoing asset management.

Timothy Wickey is a financial advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sunrise Advisors, Inc. and Financial Advisory Service, Inc. Outside of his advisory role, he consults with clients on the use of structured settlement annuities in personal injury cases as part of long-term financial strategies. FAS Wealth Partners manages approximately $3.08 billion in client assets and serves about 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and tax-aware investment techniques.

Robert Olvera is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Raymond James Financial Services, and AllState Financial Services. Olvera serves as a board member and on the investment committee of the National Association of Insurance and Financial Advisors (NAIFA). CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves 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 using fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously at Client One Securities, LLC. Outside of his advisory role, O'Neal owns businesses involved in annuities and insurance sales and serves as treasurer for a start-up credit union providing banking services in the Greater Kansas City area. He also presents educational workshops on taxes in retirement and Social Security and holds leadership roles including board chair of a nonprofit and president of a homeowners association. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and charitable institution support. The firm employs a multi-team approach using discretionary and non-discretionary portfolio management with a range of investment options and works through multiple custodial and platform relationships.

Bryan Woodell Jr. is a financial advisor at CreativeOne Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hornor Townsend & Kent, Penn Mutual Life Insurance, Brighthouse Securities, and MetLife Securities. He is also involved in wholesaling annuities to financial professionals as an independent marketing organization consultant. 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, using fundamental and cyclical security analysis and a proprietary advisory platform.

Madeline Key is a CFP® practitioner with four years of industry experience, currently advising at CreativeOne Securities, LLC. Her prior roles include positions at AE Wealth Management LLC, Jones Advisory Group, and SSC CPAs & Advisors. Earlier in her career, she held roles outside the financial sector including at Spin Pizza and Iron Rail Brewing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning with ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform and offers both discretionary and non-discretionary portfolio management.

Gregory Giardino is a CFP® and Series 65 professional with seven years of industry experience. He has worked at Advisory Services Network since 2022 and previously at Mariner Wealth Advisors, Kansas State University, and Northwestern Mutual. He serves as President Elect of the Financial Planning Association of Greater Kansas City and is an adjunct professor in the Personal Financial Planning Program at Kansas State University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a broad range of investment strategies and flexible engagement models.

Dakota Mc Kinsey is a financial advisor at Arvest Wealth Management with the Series 66 designation and one year of industry experience. Prior to joining Arvest Wealth Management, Dakota held positions at Arvest Bank and several other organizations across different sectors. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, nonprofits, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis in its investment process, managing approximately $3.44 billion in assets for over 6,600 clients.

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.

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.

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.

Brooks Elder is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2023. His prior experience includes roles at Morgan Stanley and Ameritas Advisory Services, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and investment advice for individuals, trusts, estates, corporations, retirement plans, and banking organizations, utilizing a combination of asset allocation, third-party managers, and tax-aware strategies.

Bryce Grahn is a financial advisor at LexAurum Advisors with a Series 65 designation and two years of industry experience. Prior to joining LexAurum in 2023, he worked at Salt Fork Fencing & Construction and Herring Bank, and also has experience in academic settings at Pittsburg State University and Southwestern College. 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 standardized managed-account program offering multiple risk-based models, utilizing low-cost ETFs and other investment vehicles tailored to client needs.

David Raetz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012 and is also an owner and advisor at Benchmark Financial Group. 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, and fiduciary services, combining project-based planning with ongoing asset management and offering access to proprietary platforms and external money managers.

Carolina Duin is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Edward Jones and Steven D Dunning DDS PC. Outside of her advisory work, she is involved with Agia as an agent. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.