James Boldt is a financial advisor at LexAurum Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LexAurum Advisors in 2022, he worked at Allstate Insurance Co for 12 years and has been involved in his own financial firms since 2021. Outside of advisory work, he is co-owner of a property management company. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, including the use of low-cost ETFs and proprietary model allocations.

Jacob Barnes is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory work, he manages a residential rental property in Kansas City, Missouri. He is affiliated with FAS Wealth Partners, Inc., a multi-team firm that serves individual clients, trusts, estates, corporations, and plan sponsors. The firm employs customized asset-allocation strategies and uses discretionary trading authority when authorized, implementing diversified portfolios through mutual funds, ETFs, individual securities, and occasionally alternative investments.

Grant Trimble is a CFP® with 22 years of industry experience currently affiliated with Mariner Independent. His prior roles include positions at V Wealth Advisors LLC, LPL Financial, and Wells Fargo Advisors among others. Outside of his advisory work, he serves as a youth soccer coach for the Kansas City Surf Soccer team. Mariner Independent serves individuals, including high-net-worth clients, as well as a range of institutional clients such as pension plans and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a multi-team platform supported by both in-house and third-party resources.

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.

Bennett Long is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has held prior roles at LPL Financial LLC, Securities America Advisors, Waddell & Reed, Inc., and Wells Fargo Advisors. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors with fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm employs customized asset allocation strategies and a diverse mix of investment vehicles, supported by multiple corporate affiliations and institutional custodians.

Roger Long is a Series 66 licensed financial advisor with 16 years of industry experience. He has been with Gradient Advisors, LLC since 2011 and is also a managing partner and investment advisor representative at Mid America Insurance Solutions, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytic tools to support client portfolios.

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.

Matthew Janes is a CFP® professional with 25 years of experience, currently serving at American Century Investments Private Client Group, Inc. He has prior experience at Transamerica Financial Advisors and other firms. Outside of his advisory role, he is the Chairperson of the Rotary Club of Lenexa, a charity organization. American Century Investments Private Client Group offers discretionary investment management and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities, employing model portfolios overseen by an in-house Investment Committee and focusing mainly on proprietary mutual funds and ETFs.

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.

Tyler Moore is a financial advisor with CreativeOne Wealth, LLC based in Overland Park, KS. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including roles at ChangePath, LLC and Mass Mutual Investors Services. Outside of advisory work, he is involved in managing maintenance and accounting for a rental property. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing modern portfolio theory and various analytical methods.

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.

Ju Hui Sirithasack is a financial advisor at CreativeOne Wealth, LLC with 9 years of industry experience. She holds a Series 65 designation and has worked previously at UMB Financial Services Inc and Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is a signer on a carpentry and handyman business account managed by her husband. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of strategies including ETFs, mutual funds, options, and select private investments.

Bradley Schwarz is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and previously spent 20 years with The Bluff LLC. 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 employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.

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.