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.

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.

Gary Bratton is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Strategies since 2017 and Netstreet Brokerage since 2008. Bratton also serves as an insurance agent affiliated with Prevail Innovative Wealth Strategies and Netstreet Brokerage. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis supported by third-party technology platforms.

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.

Scott Hunsicker is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience and has worked with firms including Securities America Advisors, Inc. and Changepath, LLC. He serves on the board of the Go Topeka Chamber of Commerce and is involved with Silver Lake Bank as a board member. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, and other advisers. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, incorporating strategies such as modern portfolio theory and ESG considerations.

Parker Worley is a Series 65–licensed financial advisor with 2 years of industry experience currently with 49 Financial. His prior work includes roles at several food and hospitality establishments as well as time at the University of Kansas. He is also involved with the Financial Independence Group, where he acts as an insurance agent focusing on fixed insurance sales. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering comprehensive financial planning and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach using proprietary model portfolios and provides tiered fractional family office services.

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.

Donald Thomas is a financial advisor at American Century Investments Private Client Group, Inc. He holds the ChFC® designation and has 29 years of experience in the industry. His prior work includes roles at Mutual of Omaha Investor Services, U.S. Bancorp Investments, and Farm Bureau Financial Services. Outside of advising, he manages a family farming partnership in Emporia, Kansas. 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 in-house teams and focuses on proprietary mutual funds and ETFs, serving clients with typically modest asset levels.

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.

Lance Zimmerman is a financial advisor with M HOLDINGS SECURITIES, Inc. who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes positions at LPL Financial and Community First National Bank. Outside of advisory services, he is involved in retail beverage businesses, owning Z3 Tea Company and serving as president of Z2 Holdings Corp. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning.

James Carlile is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with UMB Financial Services since 2015 and with UMB Bank since 2013. Carlile serves as a director for the Association of Military Banks of America, a nonprofit organization. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Wade Kotarba is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Prevail, he has worked at City Lifestyle, Interventional Specialty Group, Siemens Healthineers, GE Healthcare, Cardiva, and Phillips Healthcare. He also holds a life and health insurance license. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing fundamental, factor, and quantitative optimization methods, and offers integrated consulting and business-oriented planning through its multi-team structure.

Alan Turner is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at L.M. Kohn & Company for 16 years before joining his current firm. Outside of advising, he occasionally participates in TV and radio commercials and modeling for greeting cards and newspaper ads. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management and offers both discretionary and non-discretionary account management.

James Meyer is a Series 65-licensed advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. Prior to joining Prevail in 2024, he worked at Capitol Federal Savings Bank for eight years and has been a sales associate at Johnston & Murphy since 2022. Outside of financial advising, he holds an insurance license for life and health products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

William Webster is a financial advisor with M HOLDINGS SECURITIES, Inc., holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked at Greenberg Wexler & EIG LLC since 2016 and has been self-employed as an insurance broker since 2007. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, using a combination of portfolio management and third-party sub-advisors.

Timothy Phares is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2015. Outside of his advisory work, Phares serves as Committee Chair for BSA Troop 515 in Wichita, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities 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 CreativeOne Wealth platform.

Alexander Jantsch is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is currently with Intellicents Investment Solutions Inc., having joined in 2026, and previously worked at Arvest Bank and Arvest Wealth Management from 2017 to 2026, as well as DeMarche Associates from 2013 to 2016. Jantsch serves on the board of the Kansas City Chapter of the Society of Financial Service Professionals, where he participates in governance and member engagement activities. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA retirement plan consulting, HSA consulting, sub-advisory arrangements, wealth management, and a wrap fee program, with an investment approach emphasizing long-term buy-and-hold strategies overseen by a CFA Chief Investment Officer.

Brannon Wilds is a financial advisor with CreativeOne Securities, LLC who holds Series 66, Series 65, and Series 63 licenses and has 14 years of industry experience. He has been with CreativeOne Securities and Foote Financial Group, Inc. since 2015. Outside of his advisory roles, Wilds serves as Vice Chair of the Elder Board at TRU Community Church, where he is involved in spiritual and business governance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.