Randy Schaller is a financial advisor at Aprio Wealth Management, LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His work history includes roles at Cambridge Investment Research, Inc. and Prism Financial Group, L.L.C. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with techniques such as dollar-cost averaging and technical analysis, and it is notable for its affiliation with a third-party administrator and pension consulting business.

Molly Magnuson is a financial advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. She holds a Series 65 designation and previously worked at CBIZ Financial Solutions Inc. for six years before joining her current firm. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and sub-advisory services. The firm employs a long-term, buy-and-hold investment approach guided by a chief investment officer and uses research from providers such as Morningstar and Zephyr to inform manager and fund selection.

Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Outside of advisory work, he is involved in producing and syndicating a wealth management radio show and is a co-author of the book "Retire a Winner." Barber also serves as CEO and owner of America's Wealth Management Group, a subscription service providing instruction and resources to financial advisors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and a multi-faceted operational approach.

Jakob Benelli is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at The Retirement Planning Group and American Century Investment Services, as well as experience in the health and retail sectors. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process to deliver personalized financial plans and manages accounts with diversified allocations aligned to client risk tolerance, offering additional services such as tax planning, bookkeeping, payroll, and estate-planning support.

Grant Arends is a financial advisor at Intellicents Investment Solutions Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intellicents since 1993. Prior to and concurrent with his advisory role, he has been involved with related entities including Intellicents, Inc., where he serves as President of Retirement Services. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and educational services. The firm’s investment approach emphasizes long-term, buy-and-hold strategies guided by written Investment Policy Statements and supported by research from providers like Morningstar and Zephyr.

Craig Snedden is an investment advisor at Modern Wealth Management, LLC, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee, model portfolios, and third-party managers to guide investment decisions and provides additional tax, estate, and insurance services through affiliated entities.

William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. 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, with a focus on affiliated mutual funds and ETFs.

Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.

Matthew Janes is a CFP® with 25 years of industry experience, currently serving at American Century Investments Private Client Group, Inc. He has worked with American Century Investment Services Inc. since 2016. Outside of his advisory role, he serves as a Committee Chair for the Rotary Club of Lenexa. American Century Investments Private Client Group offers discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a model portfolio approach focused on proprietary mutual funds and ETFs, combining strategic asset allocation with periodic rebalancing.

Joseph Thomas is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes a role at Trackmy Solutions from 2019 to 2020. 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 preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Daniel Cherra is a financial advisor with The Wealth Consulting Group, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has previously worked at V Wealth Management and LPL Financial. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Luke Dema is a Series 65-licensed financial advisor with RubinBrown Advisors LLC, based in Leawood, KS. He has been with RubinBrown Advisors and its parent firm, RubinBrown LLP, since 2025. His prior experience includes roles at American Century Investments and a nonprofit organization, American Public Square. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, supported by tax-aware practices and technology tools.

Tyler Moore is a financial advisor at Creativeone Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Investors Services and Foresters Financial. Outside of his advisory work, he is involved in managing maintenance and accounting for a rental property. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.

Stephanie Kuwaye is a financial advisor at Cetera Planning Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services LLC, Lee Financial Securities, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Group Hawaii, Inc. over the course of her career. Cetera Planning Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process that includes portfolio management, Social Security optimization, income planning, and supplemental services such as tax planning and estate-planning support.

Rachel Keiser is a Series 65 licensed financial advisor with four years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2024 and previously spent eight years at Brownlie & Braden Advisors, LLC. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm utilizes a multi-manager, multi-strategy approach, including portfolio management, financial planning, and manager selection, and acts as adviser and sponsor for various fund-of-funds and related pooled investment products.

Robert O'Blennis is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Planning Partners since 2006. In addition to his advisory work, Mr. O'Blennis maintains a part-time law practice focused on estate and business planning and serves as a commissioner on the Town and Country Parks and Trails Commission in Missouri. Cetera Planning Partners provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, many nearing or in retirement. The firm employs a structured planning process with personalized financial plans, offering diversified portfolio management alongside supplementary services such as tax planning, bookkeeping, and estate-planning support.

Ju Hui Sirithasack is a financial advisor at CreativeOne Wealth, LLC with 9 years of industry experience. She holds a Series 65 designation and has worked previously at UMB Financial Services Inc and Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is a signer on a carpentry and handyman business account managed by her husband. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of strategies including ETFs, mutual funds, options, and select private investments.

Adam Perkins is a financial advisor at UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with UMB Bank, UMB Insurance Inc., and UMB Financial Services Inc. since 2006. Outside of his advisory role, he is a co-owner of an LLC formed to purchase and manage a vacation property. 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, employing both model-based and manager-driven investment approaches.

Kaden Evans is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Intellicents, he worked in education and retail. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-certified Chief Investment Officer, offering services that include retirement plan consulting, wealth management, and a wrap fee program.

Bradley Schwarz is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and previously spent 20 years with The Bluff LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.