Nicholas Madl is a CFP® professional with 14 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He has held positions at Mutual Securities, Inc. and American Century Investment Services, Inc. Madl also operates as an independent insurance agent, providing insurance products as part of comprehensive financial planning. Intellicents Investment Solutions Inc. serves a diverse client base including retirement plan sponsors, third-party administrators, individual clients, and charitable institutions, offering services such as ERISA retirement plan consulting and individual wealth management. The firm utilizes a long-term, buy-and-hold investment approach led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Charles Weber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at Packerland since 2023 and previously served at Cetera Advisors LLC for eight years. In addition to his advisory roles, Weber owns Charles Weber, CPA PA, where he provides tax return preparation services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Envestnet platform.

Christian Bradley is a CFP® with five years of industry experience, currently advising at Forum Financial Management, LP since 2021. Prior to joining Forum, he worked at Flood, Bumstead, McCready & McCarthy, Inc. and is also a Senior Consultant in Client Services at Oracle America, Inc., where he supports software products for businesses. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implemented with institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

William Stoddart is a financial advisor at M Holdings Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities since 2013 and with McInnes Group since 2015. Outside of his advisory roles, he serves as vice president of financial services at McInnes Group, where he assists with insurance sales. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory.

Matthew Fitzgerald is a financial advisor at Copper Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial serves credit union members and other individual and institutional clients, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm combines in-house and referral-based advisory models and maintains dual registration as both a broker-dealer and SEC-registered investment adviser.

Lainie Henrich is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has previously worked at Copper Financial and St. Luke's Healthtrack. Outside of finance, she is the owner and instructor of Maya Yoga, a yoga studio she has operated for 15 years. American Century Investments Private Client Group provides discretionary investment management and financial planning 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, with services designed for households meeting a modest relationship threshold.

Christopher Carter is a CFA® charterholder with four years of industry experience, currently working at Kornitzer Capital Management, Inc., where he has been since 2011. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients, including non-HNW and high-net-worth investors. The firm provides discretionary portfolio management through internally generated research and manages strategies across balanced, equity, and fixed-income mandates with a generally long-term, low-turnover approach.

Rachel Mclain is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and having seven years of industry experience. She has been with American Century Investment Services, Inc. since 2018. Prior to that, her work experience includes roles at B & B Bagel, M & H Gas, the University of Missouri, Texas Roadhouse, and Kansas City Wealth Partners. 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 managed by its investment team, emphasizing strategic asset allocation, diversification, and portfolio construction with access to affiliated mutual funds and ETFs.

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.

Richard Meyer is a financial advisor at The Wealth Consulting Group with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including V Wealth Advisors, LLC and LPL Financial. Meyer is involved in entrepreneurial activities through Meyer Enterprises, LLC. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies, model portfolios, and algorithmic guided wealth services, supported by a legal and implementation model that includes licensed attorneys and third-party vendors.

Hayden Pudenz is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked with Barber Financial Group and the University of Missouri - Kansas City. Outside of his advisory role, he is an investment adviser representative at Barber Financial Group, working over 40 hours weekly. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and modular services supported by a centralized Investment Committee and a diverse range of strategies and tools.

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.

Eric Wymore is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and was affiliated with V Wealth Management from 2009 to 2023 before joining WCG Wealth Advisors, LLC in 2023. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers customized investment strategies using a blend of fundamental, technical, macroeconomic, and quantitative analysis, employing both active and passive approaches along with model portfolios and algorithmic services that include tax optimization features.

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.

Benjamin Easters is a financial advisor at Intellicents Investment Solutions Inc. in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His background includes roles at KU Athletics and Dempsey's, as well as several years in full-time education. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering consulting and wealth management services. The firm emphasizes long-term investment strategies overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Austin Alejos is a financial advisor at Smith, Moore & Co. with six years of industry experience. He holds the Series 66 designation and has worked at Smith, Moore & Co. since 2019. Prior to that, his work history includes roles at Paragon Capital Management and several educational institutions. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary models, individual advisor portfolio construction, and outsourced managers to align with clients’ objectives and risk tolerances.

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.

Scott Adams is a CFP® and ChFC® with 31 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory role, Adams is involved in dog breeding, farming, and cattle ranching, and he provides foster care for adults with disabilities. Copper Financial serves credit union members and institutional clients by offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm combines fiduciary advisory services with in-house model portfolios and maintains operational ties to CommunityAmerica Federal Credit Union.

Ryan Wilkerson is a CFP®-certified financial advisor with 10 years of industry experience, currently with The Wealth Consulting Group. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. He is also an at-large member of the Overland Park South Rotary nonprofit board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, corporations, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.