Blake Lopez Bierwirth is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his advisory role, he worked at Mutual of Omaha Insurance Company and Iowa State University. He is co-chair of the young professionals committee of the Leawood Chamber of Commerce, where he assists in planning events and local volunteer activities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining American Century Investment Services, Inc., he worked in roles at Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. 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 delivers advice through model portfolios managed by internal investment teams and emphasizes proprietary funds, quarterly performance reporting, and household account aggregation.

Susan Bartlett is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth and Financial Life Matters in 2023, she worked in the energy sector, including roles at Evergy and Kansas City Power and Light. Bartlett is president of Living Your Best Life, LLC, a consulting and coaching business focused on planning, business development, and speaking engagements. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios, third-party managers, and a variety of investment strategies.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

Jacob Barnes is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory work, he manages a residential rental property in Kansas City, Missouri. He is affiliated with FAS Wealth Partners, Inc., a multi-team firm that serves individual clients, trusts, estates, corporations, and plan sponsors. The firm employs customized asset-allocation strategies and uses discretionary trading authority when authorized, implementing diversified portfolios through mutual funds, ETFs, individual securities, and occasionally alternative investments.

Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

Benjamin Kisner is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds the Series 66 designation and has 14 years of industry experience, including 11 years at Prairie Capital and five years at Prairie Capital Management Group. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, develops investment policy statements and asset allocation plans, and selects and monitors third-party portfolio managers.

Lamont Chandler is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Madison Avenue Securities since 2006 and owns Chandler Financial Group, which provides insurance and annuities services. Outside of finance, he owns a construction company and serves on the boards of local construction industry nonprofit organizations. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and provides a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Diane Dercher is a CFP® professional with 14 years of industry experience. She has worked at RubinBrown Advisors LLC since 2020 and previously spent nine years at Wealth Management Advisors, Inc. Her current role is based in Leawood, KS. RubinBrown Advisors LLC serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm uses model portfolios primarily composed of mutual funds and ETFs, offering both discretionary and non-discretionary advice, with a notable focus on tax-aware strategies and integration of third-party technology solutions.

Bennett Long is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has held prior roles at LPL Financial LLC, Securities America Advisors, Waddell & Reed, Inc., and Wells Fargo Advisors. 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-related consulting. The firm employs customized asset allocation strategies and a diverse mix of investment vehicles, supported by multiple corporate affiliations and institutional custodians.

Randy Schaller is a CFP® professional with 16 years of experience in financial advising. He currently works at Aprio Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at Cambridge Investment Research, Inc., Prism Financial Group, L.L.C., SMART401K, LLC, and Searcy Financial Services, Inc. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a range of investment techniques such as asset allocation, dollar-cost averaging, and technical analysis, and maintains ongoing account monitoring with at least annual reviews.

Molly Magnuson is a Series 65 licensed financial advisor with 10 years of industry experience. She is currently with Intellicents Investment Solutions Inc., where she has worked since 2022, following six years at CBIZ Financial Solutions Inc. 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 Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Frank Barber is a financial advisor with Modern Wealth Management, LLC based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Barber Financial Group, VOYA Financial Advisors, Inc., and Locust Street Securities, Inc. Barber is also involved in several entrepreneurial and publishing activities, including co-authoring the book "Retire a Winner," hosting a financial radio show focused on social security analysis, and serving on the board of Benjamin Technology, Inc. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.

Grant Arends is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and has been associated with multiple Intellicents entities since 1990. Arends also serves as President of Retirement Services at Intellicents, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services including ERISA retirement plan consulting, HSA consulting, and individual wealth management. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices and advisors.

Craig Snedden is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Barber Financial Group, and CreativeOne Securities, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios and third-party managers to guide investment decisions.

William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine 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 offers 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 dedicated asset allocation and investment teams, primarily investing in proprietary 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® professional with 25 years of experience, currently serving at American Century Investments Private Client Group, Inc. He has prior experience at Transamerica Financial Advisors and other firms. Outside of his advisory role, he is the Chairperson of the Rotary Club of Lenexa, a charity organization. American Century Investments Private Client Group offers discretionary investment management and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities, employing model portfolios overseen by an in-house Investment Committee and focusing mainly on proprietary mutual funds and ETFs.

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.