Lee Musser is a Series 65-licensed financial advisor with Arvest Wealth Management in Overland Park, KS, bringing four years of industry experience. He previously worked at State Street Bank from 2016 to 2022. Musser also holds a dual role at Arvest Bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Kenneth Vander Hart is a ChFC® with 38 years of experience in the financial industry. He has worked at CreativeOne Securities, LLC since 2016 and has been with Harvest Financial Group, Inc. since 1999. Outside of his advisory roles, he serves as Vice President of the Clarion Lakes Homeowners Association Board. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.

Jonathan Perrin is a CFP® with eight years of industry experience, currently serving at Intellicents Investment Solutions Inc. since 2022. Prior to this, he worked at Waterfront Wealth Inc. and Satya Investment Management, LLC, and was employed by the Milwaukee Brewers from 2015 to 2018. Outside of his advisory role, he is the Director of Outreach and Financial Guidance for the More Than Baseball nonprofit organization and is an independent business owner with a direct sales company focusing on health and wellness products. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies led by a CFA Chief Investment Officer, utilizing mutual funds, ETFs, and collective investment trusts with regular monitoring and rebalancing.

James Kniffen is a CFP® and ChFC® with 21 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has held leadership roles at several firms, including his own entities such as James P. Kniffen Portfolio Management, LLC and Kniffen Consulting, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach supported by patented software and combines quantitative metrics with fundamental, technical, and behavioral analysis to manage portfolios using both passive and active strategies.

Randall Rhyner is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with a range of investment options including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

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.

Robert Menees is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes roles at V Wealth Advisors LLC and LPL Financial. Menees is also involved in non-variable insurance activities, including life, health, disability, and long-term care insurance. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through attorney referrals and estate-document assistance.

John Leis is a financial advisor with Lexaurum Advisors in Overland Park, KS, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He worked at American Century Investment Services Inc. from 1993 to 2017 before joining Lexaurum Advisors in 2018. 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 and emphasizes diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Mark Gash is a financial advisor with ON Investment Management Company in Overland Park, Kansas. He holds CFP® certification and has 33 years of industry experience. His work history includes roles at Ohio National Insurance Agency, Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he serves as chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and volunteers on the board of Evergreen Living Innovations. ON Investment Management Company 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 both discretionary and non-discretionary programs, including access to third-party investment platforms.

Stephen Black is an investment advisor representative at Cooper McManus with 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, and VSR Financial Services among others. Black serves as president of the Leawood Rotary, a community volunteer organization. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment approach using a variety of securities and model portfolios tailored to client objectives.

David Przybylski is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach using both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Charisa Dodd is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Stratford Commons Memory Care Community, Avila University, Johnson County Community College, and De Soto High School. 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 utilizes model portfolios emphasizing strategic asset allocation and diversification, primarily investing in affiliated mutual funds and ETFs.

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 at Concurrent Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Outside of his advisory roles, he worked for Kona Grill for seven years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and various sub-advisory and platform integrations.

David Koehler Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 66 designation. He has 15 years of industry experience and has previously worked at firms including Waddell & Reed, Inc. and LPL Financial, LLC. Outside of his advisory role, he is also involved with Kansas City Bier Company as a server and bartender. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion through a multi-team approach, utilizing a range of portfolio management strategies and third-party managers.

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.

Kathryn Hadley is a financial advisor at IAMS Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Calton & Associates, Inc. and KCD Financial, Inc. Hadley is also involved with First Capital Group, Inc., where she focuses on sales of fixed annuities and office administration. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios with an asset-allocation approach.

Jordan Rehagen is a CFP®, ChFC®, and Series 66-licensed financial advisor at Copper Financial with three years of industry experience. His prior work includes roles at Comparion Insurance Agency, Liberty Mutual Insurance Company, and Assurity Life Insurance Company. Copper Financial serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with individual and institutional clients, acting as fiduciaries and conducting due diligence on portfolio managers.

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.