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. in Prairie Village, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at M Holdings Securities since 2017 and has held roles at LPL Financial, Community First National Bank, and McInnes Group Inc., where he serves as Director of Retirement Plan Services. Outside of advisory work, he is involved in the retail beverage industry as owner and president of Z3 Tea Company and Z2 Holdings Corp. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with a focus on suitability-based recommendations, ongoing monitoring, and a combination of portfolio management and third-party sub-advisory solutions.

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 the ChFC® and Series 63 designations and having 40 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 a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, with both discretionary and non-discretionary investment programs.

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.

Taylor Ahern is a financial advisor with Copper Financial in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Century Investments Services Inc and Reed Performing Arts Company. Outside of his advisory work, he serves on the Financial Planning Advisory Board at the University of Missouri-Columbia and participates in selling clothing on Poshmark. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm provides financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and an online Guided Investing option to both individual and institutional clients.

Alexander Halsey is a financial advisor at On Investment Management CO with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The O.N. Equity Sales Company and AuguStar Life Insurance Company during this time. Prior to his advisory roles, he gained experience at Summit Pointe Financial Group and in the automotive industry. On Investment Management Company (ONIMCO) is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Lalitkumar Dhande is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 credential and has worked with firms including UNFCU Advisors and United Nations Federal Credit Union. Prior to his financial services career, he was involved with SKI Beer for four years. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients, including trusts and foundations, and maintains fiduciary standards while providing a variety of advisory services.

Orlando Martinez is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at American Century Investment Services, Farmers Insurance, Urenda Tool Company, DST Systems, and the University of Kansas. 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 uses model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs.

Jennifer Simmons is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations and bringing eight years of industry experience. Her prior roles include positions at Cherry Co, Scout & Cellar, Madison Senior Living, and Northwestern Mutual. She also worked with the U.S. Soccer Program from 2018 to 2020. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest relationship thresholds. The firm delivers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs, detailed performance reporting, and household account aggregation.

Nathan Fiser is a CFP® professional with 22 years of industry experience, currently affiliated with Modern Wealth Management, LLC. He previously worked at Cetera Advisors LLC for 11 years. Outside of his advisory role, he serves as a board member of the International Essential Tremor Foundation and is an insurance agent selling life, disability, and long-term care insurance. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and insurance solutions.

Chancellor Davis is a financial advisor at Modern Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modern Wealth Management, he worked at New York Life insurance for two years and has a background in education, having taught at both Fuquay Varina High School and Carnage Middle School. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax planning, estate planning, and insurance solutions.

Kari Jo Bear is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Continuum Advisory, LLC and has held previous roles at Triad Advisors, Inc. and Signator Investors, Inc. Kari Jo also owns Thomann Financial Services, Inc., through which she conducts fixed insurance sales. She serves as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services among its advisors and offers retirement plan consulting and ERISA fiduciary roles.

Benny Stewart is a financial advisor with On Investment Management CO in Lee's Summit, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2019, and previously at Edward Jones from 2015 to 2019. In addition to his advisory work, Stewart is active in insurance sales as an agent. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning, third-party investment programs, and managed account options, with a mix of discretionary and non-discretionary asset management.

Jaime Gaona is a financial advisor at Creative Financial Designs, Inc. with 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs in 2022. Outside of his advisory role, Gaona is co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Robert Self is a CFP® with nine years of industry experience. He currently works at First National Advisers, LLC and has previously held positions at Country Club Trust Company, Wells Fargo Advisors, Bank of America, and Merrill. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, serving roughly $7.3 billion in discretionary assets under management.

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets in most accounts.

Kacy Seitz is a CFP® professional with 12 years of experience in the financial services industry. She currently serves at RFG Advisory, LLC and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for over a decade. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers a range of services such as portfolio management, financial planning, and access to alternative investments, employing a combination of actively managed and passive strategies with a focus on risk management.