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.

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 advisor with 1 year of industry experience, currently with 49 Financial. His prior work includes roles outside the financial sector, such as positions at The Green Lady Lounge and The Jayhawk Club. Worley is also involved as an insurance agent with the Financial Independence Group. 49 Financial serves a varied client base, including individuals, high-net-worth clients, trusts, and corporations, providing financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary and third-party model portfolios.

Mark Hugunin is a financial advisor at CreativeOne Securities, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors for 10 years. Since 1982, he has also been involved with Creative Wealth KC, where he is an owner and provides insurance sales and services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, 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 using a combination of project-based planning and ongoing asset management.

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.

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. in Prairie Village, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at M Holdings Securities since 2017 and has held roles at LPL Financial, Community First National Bank, and McInnes Group Inc., where he serves as Director of Retirement Plan Services. Outside of advisory work, he is involved in the retail beverage industry as owner and president of Z3 Tea Company and Z2 Holdings Corp. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with a focus on suitability-based recommendations, ongoing monitoring, and a combination of portfolio management and third-party sub-advisory solutions.

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.

William Webster is a financial advisor with M Holdings Securities, Inc., holding the ChFC® and Series 63 designations and having 40 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 a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, with both discretionary and non-discretionary investment programs.

Kevin Conard is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Blooom, Inc. from 2013 to 2018 and has been with The Retirement Planning Group, Inc. since 2004. Outside of his advisory role, he is a partner in GRISWOLD LLC, a real estate investment business. 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 emphasizes a structured planning process with personalized financial plans and diversified portfolios, alongside supplementary services such as tax planning and estate-planning support.

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 with nine years of industry experience. He is currently with Intellicents Investment Solutions Inc, joining the firm in 2026. Prior to this, he worked at Arvest Bank and Arvest Wealth Management for nine years and spent three years at DeMarche Associates. He serves as a board member of the Society of Financial Service Professionals (Kansas City Chapter). Intellicents Investment Solutions Inc. provides retirement plan and wealth management services to a range of clients including plan sponsors, individuals, charitable institutions, and municipalities. The firm employs a long-term, buy-and-hold investment approach led by a CFA chief investment officer and manages approximately $9.92 billion in assets across multiple offices.

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.

Jeannine Edmonds is a CFP® professional with 21 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2017. She has also held roles at NVISION WEALTH GROUP, LLC and LPL Financial, LLC. Edmonds operates a separate wealth management business in Overland Park, KS. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, utilizing diversified model portfolios alongside fixed-income and option strategies.

Peter Hughes is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LexAurum Advisors since 2016. He holds Series 65, 66, and 63 licenses and is based in Overland Park, KS. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisory firms. The firm employs a multi-advisor team approach and uses diversified portfolios based on modern portfolio theory combined with fundamental and economic-cycle analysis.

Ethan Hutcheson is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 11 years of industry experience, having previously worked at firms including Mariner Wealth Advisors, LPL Financial, and V Wealth Management. 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 multiple analytical approaches and offers services through various custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory capabilities.

Taylor Ahern is a financial advisor with Copper Financial in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Century Investments Services Inc and Reed Performing Arts Company. Outside of his advisory work, he serves on the Financial Planning Advisory Board at the University of Missouri-Columbia and participates in selling clothing on Poshmark. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm provides financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and an online Guided Investing option to both individual and institutional clients.

Molly Pfannenstiel is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation. She has been with CreativeOne Wealth since 2025 and previously worked at Oracle (formerly Cerner) for 12 years. Prior to joining the financial industry, she was a homemaker for two years. 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 blend of proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.