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 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 at Arvest Wealth Management with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual and State Farm. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach combining fundamental, technical, quantitative, and qualitative analysis to deliver tailored strategies aligned with clients’ 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.

John Leis is a financial advisor with Lexaurum Advisors in Overland Park, KS, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He worked at American Century Investment Services Inc. from 1993 to 2017 before joining Lexaurum Advisors in 2018. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team and emphasizes 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 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 financial advisor with ON Investment Management Company in Overland Park, Kansas. He holds CFP® certification and has 33 years of industry experience. His work history includes roles at Ohio National Insurance Agency, Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he serves as chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and volunteers on the board of Evergreen Living Innovations. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary programs, including access to third-party investment platforms.

Jason Salinardi is a financial advisor at FAS Wealth Partners, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has a background in legal services, operating JMS Legal LLC as an attorney alongside his advisory role. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment process focuses on asset allocation tailored to client objectives and combines internal management with third-party resources, incorporating tax-aware strategies and alternative investments.

Stephen Black is an investment advisor representative at Cooper McManus with 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, and VSR Financial Services among others. Black serves as president of the Leawood Rotary, a community volunteer organization. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment approach using a variety of securities and model portfolios tailored to client objectives.

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.

David Przybylski is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 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 by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach using both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

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.

Jacob Cole is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Spin! Pizza. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.

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.

Forrest Cook is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2012. He is the owner of Cook Financial Group, which offers fixed insurance sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning and ongoing asset management with fundamental and cyclical security analysis, providing clients access to both proprietary advisory platforms and third-party money managers.

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.

Jonathan Leeks is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Outside of his advisory roles, he worked for Kona Grill for seven years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and various sub-advisory and platform integrations.

David Koehler Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 66 designation. He has 15 years of industry experience and has previously worked at firms including Waddell & Reed, Inc. and LPL Financial, LLC. Outside of his advisory role, he is also involved with Kansas City Bier Company as a server and bartender. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion through a multi-team approach, utilizing a range of portfolio management strategies and third-party managers.

Jason Harrison is a CFP® and CFA® with 11 years of experience in financial advisory. He has worked at FAS Wealth Partners, Inc. since 2021 and previously spent eight years at UMB Financial Services. FAS Wealth Partners is an SEC-registered advisory firm with 24 advisors managing approximately $3.08 billion in client assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, offering portfolio management and financial planning services guided by asset allocation and a combination of manager- and fund-level strategies.