Brian Pfannenstiel is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Commerce Bank from 1999 to 2018 and at LF Wealth Advisors, LLC since 2018. 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, utilizing a mix of quantitative and fundamental analysis overseen by an Investment Committee.

Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. 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 its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.

Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Steve Mankameyer is a CFP®-designated financial advisor with 43 years of industry experience. He has been with Regal Investment Advisors LLC since 2014 and also operates his own financial service business, Security Financial Service. Mankameyer provides financial and insurance services through multiple affiliated entities. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies within a sub-advisory platform.

Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC holding a Series 65 credential and five years of industry experience. He has worked at ChangePath, LLC since 2021 and Guardian Retirement Strategies since 2020. Outside of finance, he serves as a firefighter and paramedic with West Metro Fire Rescue and works as a CPR trainer. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary and third-party models that include ETFs, mutual funds, individual equity managers, options strategies, and select private investments.

Jered Hunt is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Prevail since 2020, and concurrently serves as an Executive Program Administrator and Corporate Secretary for the American Academy of Family Physicians Insurance Services, Inc., where he oversees insurance operations and client consulting. Prior to Prevail, he held roles at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business owners. The firm offers discretionary asset management and customized portfolios using a mix of fundamental, factor, and quantitative optimization methods, with oversight from an Investment Committee.

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

Jason Calkins is a financial advisor at FAS Wealth Partners, Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following a 17-year tenure at DST Systems. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation and manager-level strategies under a fiduciary standard.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Rye KC, Northwestern Mutual, and Kansas State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by an internal investment committee and primarily invests clients’ portfolios in proprietary mutual funds and ETFs.

Gary Jones is a financial advisor at Savvy with 17 years of industry experience. He holds a Series 66 designation and previously worked at FBL Marketing Services, FBL Financial Group, and Valic Financial Advisors. Outside of finance, he is involved in playing music as a band owner. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Dylan Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Vintage Financial Group. Outside of advising, he is a non-voting member of PIWA-II, LLC, involved in certain financial services related to life and health insurance. 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, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.

Fredric Goodman is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, and has 49 years of industry experience. His career includes 48 years running the Fredric E. Goodman Company and previous roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also serves as president of his own firm, the Fredric E. Goodman Company, which is involved in fixed insurance and annuity sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charities, 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, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Trisha Mc Clanahan is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Merit Financial Advisors. Her prior experience includes roles at Commonwealth Financial Network, Prime Capital Investment Advisors, and Private Client Services. She also worked in senior living management at Travanse Senior Living for four years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm provides coordinated wealth-management services, including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, employing a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

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.