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.

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 with 17 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. 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 monitoring independent portfolio managers without directly investing client assets for most multi-manager accounts.

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.

Alyssa Akers is a financial advisor at Copper Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2019, previously spending 12 years at Ivy Funds Distributor Inc and Waddell & Reed, Inc. Copper Financial 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 options. The firm works with both individual and institutional clients, utilizing a fiduciary advisory model that includes due diligence on managers and ongoing account 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.

Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

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.

Tysyn Hartman is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Copper Financial since 2019 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Hartman serves as a board member of the Kansas Sports Hall of Fame, which honors individuals who have contributed to sports in Kansas. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for individual and institutional clients.

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.

Trisha Mc Clanahan is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Merit Financial Advisors. Her prior experience includes roles at Commonwealth Financial Network, Prime Capital Investment Advisors, and Private Client Services. She also worked in senior living management at Travanse Senior Living for four years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm provides coordinated wealth-management services, including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, employing a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

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.

Robin Lee is a financial advisor with Creative Financial Designs, Inc. in Overland Park, KS, holding a Series 66 designation and 27 years of industry experience. Lee has been with Creative Financial Designs and cfd Investments, Inc. since 2008 and has also worked with Best Financial Services Inc. since 2006. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs an asset-class model allocation approach informed by third-party research and offers strategies including passive ETFs, tactically managed portfolios, and Biblical Responsible Investing options.

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.

Jebtha Graham is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at V Wealth Management, LLC and LPL Financial, LLC. Graham is based in Overland Park, KS. 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 that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers both direct management and access to third-party programs.

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.

Jacob Cummings is a financial advisor at IHT Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at IHT Wealth Management since 2017. Prior to this, he was associated with NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, while also offering ERISA fiduciary services and integrated custodial solutions.