Michael Berlau is a financial advisor at Royal Fund Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2017. Outside of his advisory role, he operates Creative College Consultants, a business focused on providing financial solutions to help pay for college, which he has managed since 2009. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and also provides services for retirement plan participants, including allocation recommendations and account management.

Paul Watkins is a CFP® and holds a Series 63 license with 21 years of industry experience. He has worked at RubinBrown Advisors LLC since 2020 and spent 20 years at Wealth Management Advisors, Inc. prior to that. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach using model portfolios, tax-aware practices, and third-party technology solutions.

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.

Matthew Reeves is a CFP® professional with 27 years of industry experience. He is currently an advisor at UMB Financial Services, Inc. and UMB Bank, n.a., having previously worked at LPL Financial and Waddell & Reed. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and operates with a documented suitability review and risk-tolerance process, distinguishing itself through its affiliation with UMB Bank and its role as a municipal advisor.

Bradyn Ramos is a financial advisor with Convergence Financial in Overland Park, KS, holding a Series 66 credential and one year of industry experience. He has worked previously at Edward Jones and LPL Financial. Ramos also serves as an investment advisor with Convergence Financial, an independent registered investment advisor. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and fundamental analysis approach to portfolio construction and offers a range of services including discretionary asset management, retirement plan consulting, and access to third-party asset managers.

Andrew Goos is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Bank. 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 multi-faceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Andy Holmes is a financial advisor at Prevail Innovative Wealth Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill Lynch, Central Trust Company, Focus Workforce Management, and Great Plains Trust Company. Outside of his advisory role, he serves as a clothing line ambassador for Sunday Swagger. 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, utilizing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized portfolios.

Matthew Lord is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, Creative Planning, and other financial firms. 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 preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

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.

Corbin Tandy is a financial advisor at 49 Financial with one year of industry experience. He holds the Series 65 designation and previously worked at Eastern Industrial Supplies and Samford University. In addition to his advisory role, he is a licensed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm follows a disciplined, long-term diversified investment approach and offers tiered fractional family office services.

Jason Rockman is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities Management & Research, Inc., BFC Planning, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of advising, he is also an insurance agent involved in selling fixed insurance, long-term care, securities, and disability products. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary management and utilizes various account structures and third-party managers through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Michael Rode is a CFA® charterholder with 20 years of industry experience. He is currently with FAS Wealth Partners, Inc. and previously worked at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans with fee-based advisory services that include discretionary and non-discretionary portfolio management, financial planning, and ERISA-related consulting. The firm employs customized asset-allocation strategies and uses a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.

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.

Michael Filing is a CFP® and ChFC® credentialed advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. His prior roles include positions at UMB Bank, LPL Financial, and TIAA-CREF. 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 consulting. The firm uses customized asset-allocation strategies and a mix of investment vehicles, including mutual funds, ETFs, and individual securities, while maintaining multiple corporate affiliations and referral relationships.

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.

Anna Barnes is a CFP® professional with 20 years of industry experience. She is currently with FAS Wealth Partners, Inc., where she has worked since 2020. Prior to this, she held positions at BAMCO Investments LLC, Townsend Place Condominium, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers fee-based advisory services with customized asset-allocation strategies, utilizing mutual funds, ETFs, individual securities, and occasionally alternative investments.

John Yates is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Mutual/United of Omaha since 2002. Outside of his advisory role, he serves on the Village Cooperative of Overland Park Property and Safety Committees. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through platform relationships with third-party managers and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Nefthaniil Perez is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Arvest in 2026, Perez worked at Northwestern Mutual in various roles from 2020 to 2026 and at State Farm from 2015 to 2020. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process emphasizing asset allocation and customized strategies to align with clients’ objectives and risk profiles.

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.