Daniel Shearman is a financial advisor with UMB Financial Services, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Mariner Wealth Advisors, and Waddell & Reed Inc. He is also affiliated with UMB Bank, n.a. in an investment-related capacity. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and maintains a unique structure as a registered municipal advisor, FINRA-member broker-dealer, and affiliate of UMB Bank and UMB Investment Management.

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.

Steve Mankameyer is a CFP® professional with 42 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2014 and also operates through Regulus Financial Group, LLC and his own business, Self Employed Security Financial Service, which he has maintained since 1988. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios tailored to individual, charitable, and corporate clients, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has four years of industry experience and concurrently serves as a firefighter and paramedic with West Metro Fire Rescue. Maulsby also works as a CPR trainer through Partners in CPR. 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 employs a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored portfolio management.

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.

Jason Calkins is a financial advisor at FAS Wealth Partners, Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following a 17-year tenure at DST Systems. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation and manager-level strategies under a fiduciary standard.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at American Century Investment Services, Inc. since 2017 and previously held roles at Rye KC, Northwestern Mutual, and Kansas State University. 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 emphasizes strategic asset allocation and portfolio diversification through preconstructed model portfolios managed by an internal Investment Committee.

Gary Jones is a financial advisor at Savvy with 17 years of industry experience. He holds a Series 66 designation and previously worked at FBL Marketing Services, FBL Financial Group, and Valic Financial Advisors. Outside of finance, he is involved in playing music as a band owner. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Brian Thomas is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds the Series 66 designation and previously worked at The Retirement Planning Group, Bank of America, Merrill, and SelectQuote Insurance Services. 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 employs a structured planning process that results in personalized financial plans and emphasizes diversified allocations using mutual funds and ETFs aligned to client risk tolerance.

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.

Nancy Luther is a financial advisor at Cetera Planning Partners with 15 years of industry experience. She holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. 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 that results in personalized financial plans and emphasizes diversified allocations through mutual funds and ETFs aligned to client risk tolerance.

Fredric Goodman is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, and has 49 years of industry experience. His career includes 48 years running the Fredric E. Goodman Company and previous roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also serves as president of his own firm, the Fredric E. Goodman Company, which is involved in fixed insurance and annuity sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charities, and businesses through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary advisory platform.

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.

Shawn Tipping is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, with 22 years of industry experience. His career includes roles at GWFS Equities, Inc., LPL Financial, and Fiserv. Outside of advising, he owns several small businesses unrelated to investments, including Zero Stop Optics LLC and AK's Guns and Ammo LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using diversified investment strategies, including proprietary models and third-party managers, and serves as a sub-adviser for external advisory programs and an ETF.