Joseph Kraemer is a financial advisor with Copper Financial in Blue Springs, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Copper Financial Network LLC since 2015. Kraemer serves as a fundraiser for the Jake Cavanaugh Foundation, a nonprofit supporting families with children diagnosed with cancer, and is a board member at the Farnan Spirituality Center. Copper Financial primarily serves credit union members, providing financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm works with both individual and institutional clients and operates a model-based wrap program alongside an online Guided Investing option.

James Kniffen is a CFP® and ChFC® with 21 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has held leadership roles at several firms, including his own entities such as James P. Kniffen Portfolio Management, LLC and Kniffen Consulting, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach supported by patented software and combines quantitative metrics with fundamental, technical, and behavioral analysis to manage portfolios using both passive and active strategies.

Bruce Godke is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Modern Wealth Management since 2023 and has prior experience with Mutual Securities, Inc. and Barber Financial Group. Godke is also an independent insurance agent, conducting life and long-term care insurance transactions. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services through affiliated entities.

Suzanne Wallace is a financial advisor at Copper Financial with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Boulder Wealth Management, Edward Jones, and Abbott Laboratories. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third‑party referrals, model-based wrap programs, and online Guided Investing. The firm works with both individual and institutional clients and operates with a dual broker‑dealer and SEC-registered investment adviser registration.

Scott Schloegel is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and bringing 12 years of industry experience. His work history includes roles at My NP Financial, Premier Financial Partners, Royal Alliance, and Creative Planning. He is also the owner of Wealth Scope LLC, where he prepares financial plans and manages client relationships. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary model that requires client approval for transactions.

James Shay is a financial advisor at Kornitzer Capital Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individual and institutional clients, including high-net-worth and non-HNW individuals, and serves as adviser to mutual funds and a trust company. The firm’s investment approach emphasizes internally generated research across equity, fixed-income, and balanced strategies, implementing these through separately managed and strategy accounts with a long-term, low-turnover focus.

John Yates is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of his advisory role, Yates serves on the Village Cooperative of Overland Park Property and Safety Committees, which oversee property maintenance and safety planning for the cooperative. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions, operating primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers.

Robert Menees is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes roles at V Wealth Advisors LLC and LPL Financial. Menees is also involved in non-variable insurance activities, including life, health, disability, and long-term care insurance. 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 combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through attorney referrals and estate-document assistance.

Zachary Roth is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Northwestern Mutual and the University of Missouri System. 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 offers portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs, utilizing model portfolios that emphasize strategic asset allocation and diversification.

Patrick Seelye is a financial advisor with CreativeOne Wealth, LLC in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked at ChangePath LLC and Horter Investment Management, LLC, and is also president of Financial Life Matters, LLC, where he provides business consulting, financial education classes open to the public, and insurance product sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and advisory services to individuals, corporations, and other RIAs, utilizing discretionary accounts managed through proprietary model portfolios and third-party managers with a variety of investment strategies.

Mark Gash is a CFP® with 33 years of experience in the financial services industry. He is affiliated with O.N. Investment Management Company and has held positions at firms including Prime Capital Investment Advisors, LLC and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as chairperson of the Persons with Disabilities Advisory Board in Olathe, Kansas, and volunteers on the board of Evergreen Living Innovations. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based planning and both discretionary and non-discretionary portfolio management options.

Cody Hughes is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has eight years of industry experience. Prior to joining American Century Investment Services, Inc. in 2018, he worked at Kansas State University for three years. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by internal teams and focuses on portfolios primarily composed of American Century and Avantis mutual funds and ETFs.

James Rankin Jr. is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at CreativeOne Securities, CreativeOne Wealth, LLC, and AE Wealth Management, 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 provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios and third-party managers in its approach.

Morgan De Shazer is a financial advisor at CreativeOne Wealth, LLC with a Series 65 credential and three years of industry experience. Prior to joining CreativeOne Wealth in 2019, De Shazer worked at Walmart and Pittsburg State University. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Paul Dreher is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2011. He holds Series 63 and Series 65 licenses. Dreher volunteers on the board and committee of Kansas City Hospice, where he participates in financial planning discussions. Cetera Planning Partners provides investment advisory and financial planning services mainly to individual and high-net-worth clients, many of whom are nearing or in retirement. The firm employs a structured planning process and emphasizes diversified portfolio management aligned with client risk tolerance.

Charisa Dodd is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Stratford Commons Memory Care Community, Avila University, Johnson County Community College, and De Soto High School. 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, primarily investing in affiliated mutual funds and ETFs.

Adam Lenartowicz is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Kansas State University, Burns & McDonnell, Kanakuk Kamps, and Scheels. He is also an insurance agent affiliated with the Financial Independence Group. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary models and monitors third-party managers through an OCIO arrangement.

M Arty Pfannenstiel is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has been affiliated with CreativeOne since 2016 and Change Path LLC since 2017. Pfannenstiel provides support for clients’ insurance needs on a limited basis, including life insurance and annuities, without active solicitation. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, individual equities, and options.

Brian Abbott is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Abbott is involved in Medicare sales and mortgage loan origination, as well as serving as a notary. 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 mix of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Colin Watters is a CFP® professional with nine years of industry experience, currently affiliated with Cetera Planning Partners. He previously worked at The Retirement Planning Group and operated Watters Financial Services LLC for several years. 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 develop personalized financial plans and emphasizes diversified portfolio allocations aligned with client risk tolerance.