Sarah Pedersen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She previously worked at It Works from 2017 to 2019 and has been with American Century Investment Services, Inc. since 2014. Outside of her advisory role, she operates a resale clothing business through online platforms such as eBay and Etsy. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to affiliated mutual funds and ETFs, utilizing model portfolios managed by an internal investment team that emphasizes strategic asset allocation and diversification.

Hayden Pudenz is a Series 65–licensed financial advisor with four years of industry experience, currently with Modern Wealth Management, LLC since 2023. Prior to joining Modern Wealth Management, he worked at Barber Financial Group and has held various roles including at the University of Missouri – Kansas City and Omaha Country Club. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management as well as financial planning and modular services.

Michael Rose is a CFA® charterholder with 19 years of industry experience. He has worked at American Century Investment Services, Inc. since 2005 and is currently affiliated with American Century Investments Private Client Group, Inc. in Kansas City, MO. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and portfolio diversification through model portfolios managed by an internal Investment Committee, offering clients access to mutual funds and ETFs, including affiliated funds.

Cameron Juhnke is a financial advisor at Dynamic with nine years of industry experience. His prior roles include positions at Creative Planning, Inc., Waddell & Reed, Inc., HD Vest Investment Services, and K.L. Johnson and Associates. He holds Series 63 and Series 65 licenses and is based in Prairie Village, KS. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides technology, compliance, and operational support to unaffiliated registered investment advisers.

Darci Emerson is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 23 years of industry experience. She has been with UMB Financial Services and UMB Bank since 2014. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various portfolio options that include mutual funds, ETFs, municipal securities, and fixed income instruments. The firm utilizes a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Desiree Porter is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at American Century Investment Services since 2022 and previously held positions with the Kansas City Area Development Council, Lawrence Public Library, and the University of Kansas. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing on clients with modest relationship thresholds. Their investment approach utilizes model portfolios managed by in-house teams and emphasizes proprietary American Century and Avantis funds.

Michael Quarles is a financial advisor at Gradient Advisors, LLC in Kansas City, MO, holding a Series 65 designation with nine years of industry experience. He has held roles at multiple firms, including American Financial Education Alliance and AE Wealth Management, and is the owner of Financial Longevity Advisory, LLC, where he also operates as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 18 years of industry experience. She has worked at Prairie Capital Management Group since 2021, and previously spent 11 years at Umb and one year at Prairie Capital Management LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, providing financial planning, portfolio management, asset consulting, and manager selection. The firm uses a multi-manager, multi-strategy approach, developing investment policies and asset allocations while overseeing third-party managers and conducting performance reviews.

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Rye KC, Northwestern Mutual, and Kansas State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by an internal investment committee and primarily invests clients’ portfolios in proprietary mutual funds and ETFs.

Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.

Kenzie Passino is a financial advisor with Root Financial Partners in Overland Park, KS, holding a Series 65 designation and three years of industry experience. Prior to joining Root Financial Partners, Passino worked at Keen Wealth Advisors and has diverse experience including roles at Goodwill Industries of Kansas and Kansas State University. Root Financial Partners provides investment management and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming and online academies in addition to its advisory services.

Neal Dolbeare is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with American Century Investment Services, Inc. since 2004. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs through preconstructed model portfolios emphasizing strategic asset allocation and diversification.

Chloe Alexander is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with seven years of industry experience. She has been with UMB Financial Services since 2018 and previously worked at Starbucks from 2013 to 2018. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products including mutual funds, ETFs, and fixed income instruments. The firm employs both model-based and manager-driven approaches and integrates municipal advisory and broker-dealer functions alongside its banking affiliate.

Lance Zimmerman is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds Series 63 and Series 65 licenses, bringing 21 years of industry experience. He has worked at M Holdings Securities since 2017 and previously at LPL Financial and Community First National Bank. Outside of his advisory role, he is involved in retail businesses as the owner of Z3 Tea Company and president of Z2 Holdings Corp. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals, offering a broad mix of advisory and brokerage services including investment management, retirement plan consulting, and financial planning.

James Carlile is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with UMB Financial Services since 2015 and with UMB Bank since 2013. Carlile serves as a director for the Association of Military Banks of America, a nonprofit organization. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Alan Turner is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at L.M. Kohn & Company for 16 years before joining his current firm. Outside of advising, he occasionally participates in TV and radio commercials and modeling for greeting cards and newspaper ads. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management and offers both discretionary and non-discretionary account management.

William Webster is a financial advisor with M HOLDINGS SECURITIES, Inc., holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked at Greenberg Wexler & EIG LLC since 2016 and has been self-employed as an insurance broker since 2007. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, using a combination of portfolio management and third-party sub-advisors.

Jeannine Edmonds is a CFP® professional with 21 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2017. She has also held roles at NVISION WEALTH GROUP, LLC and LPL Financial, LLC. Edmonds operates a separate wealth management business in Overland Park, KS. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, utilizing diversified model portfolios alongside fixed-income and option strategies.