Matthew Lord is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, Creative Planning, and other financial firms. 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 uses preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Dainan Swoope is a financial advisor at Copper Financial in Lenexa, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Copper Financial, he worked at Zeck Ford and Select Quote. Outside of finance, he is involved in youth sports as a soccer coach with Refine Soccer Training. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm supports individual and institutional clients and utilizes a model-based advisory approach with fiduciary oversight and regular account reviews.

Lee Musser is a Series 65-licensed financial advisor with Arvest Wealth Management in Overland Park, KS, bringing four years of industry experience. He previously worked at State Street Bank from 2016 to 2022. Musser also holds a dual role at Arvest Bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Corbin Tandy is a financial advisor at 49 Financial with one year of industry experience. He holds the Series 65 designation and previously worked at Eastern Industrial Supplies and Samford University. In addition to his advisory role, he is a licensed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm follows a disciplined, long-term diversified investment approach and offers tiered fractional family office services.

Jason Rockman is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities Management & Research, Inc., BFC Planning, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of advising, he is also an insurance agent involved in selling fixed insurance, long-term care, securities, and disability products. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary management and utilizes various account structures and third-party managers through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Michael Rode is a CFA® charterholder with 21 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2026. Prior to this, he held positions at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored plans with fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm utilizes customized asset-allocation strategies and a range of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments, supported by multiple corporate affiliations and institutional custodians.

Kenneth Vander Hart is a ChFC® with 38 years of experience in the financial industry. He has worked at CreativeOne Securities, LLC since 2016 and has been with Harvest Financial Group, Inc. since 1999. Outside of his advisory roles, he serves as Vice President of the Clarion Lakes Homeowners Association Board. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.

Jonathan Perrin is a CFP® with eight years of industry experience, currently serving at Intellicents Investment Solutions Inc. since 2022. Prior to this, he worked at Waterfront Wealth Inc. and Satya Investment Management, LLC, and was employed by the Milwaukee Brewers from 2015 to 2018. Outside of his advisory role, he is the Director of Outreach and Financial Guidance for the More Than Baseball nonprofit organization and is an independent business owner with a direct sales company focusing on health and wellness products. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies led by a CFA Chief Investment Officer, utilizing mutual funds, ETFs, and collective investment trusts with regular monitoring and rebalancing.

Michael Filing is a CFP® and ChFC® professional at FAS Wealth Partners, Inc. with 16 years of industry experience. He has held roles at UMB Bank, LPL Financial, and TIAA-CREF prior to joining FAS Wealth Partners in 2022. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and various plan sponsors, providing fee-based advisory services that include portfolio management and financial planning. The firm employs customized asset-allocation strategies and utilizes a range of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

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.

Randall Rhyner is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with a range of investment options including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

Anna Barnes is a CFP® professional with 20 years of industry experience. She is currently with FAS Wealth Partners, Inc., where she has worked since 2020. Prior to this, she held positions at BAMCO Investments LLC, Townsend Place Condominium, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers fee-based advisory services with customized asset-allocation strategies, utilizing mutual funds, ETFs, individual securities, and occasionally alternative investments.

John Yates is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Mutual/United of Omaha since 2002. Outside of his advisory role, he serves on the Village Cooperative of Overland Park Property and Safety Committees. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through platform relationships with third-party managers and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Nefthaniil Perez is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Arvest in 2026, he spent six years at Northwestern Mutual affiliated entities and five years at State Farm. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in regulatory assets, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and qualitative analysis to align strategies with client objectives and risk tolerances.

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.

Kaden Moore is a financial advisor at Convergence Financial with two years of industry experience. He previously worked at LPL Financial and UBS Financial, and has experience outside the financial sector at Hallbrook Country Club. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios and offers retirement plan consulting, fiduciary services, and access to third-party asset managers.

John Leis is a financial advisor with LexAurum Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at American Century Investment Services Inc. for 24 years before joining LexAurum Advisors in 2018. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team offering diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Patrick Seelye is a financial advisor with Creativeone Wealth, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at ChangePath LLC and Horter Investment Management, LLC. Seelye is also the president of Financial Life Matters, LLC, where he provides business consulting, financial education, and insurance sales, including offering free public classes on financial concepts. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, incorporating strategies such as modern portfolio theory and options trading.

Mark Gash is a CFP® professional with 34 years of industry experience, currently serving at ON Investment Management Company. His prior work includes roles at Ohio National Insurance Agency, Private Client Services, and Eagle Strategies, among others. Gash is active in community service as the chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and holds a volunteer board position at Evergreen Living Innovations. ON Investment Management Company is a registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm employs a dual-registration model, combining broker-dealer activities with advisory services, and manages client assets through both discretionary and non-discretionary approaches.