Darci Emerson is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 23 years of industry experience. She has been with UMB Financial Services and UMB Bank since 2014. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various portfolio options that include mutual funds, ETFs, municipal securities, and fixed income instruments. The firm utilizes a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

David Nyman is a Series 65-licensed financial advisor with Cetera Planning Partners, where he has worked since 2018. He has five years of industry experience and previously worked in academic roles at Avila University and Mid-America Nazarene University. Outside of finance, he operated a cleaning service for ten 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 employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

Desiree Porter is a financial advisor at American Century Investments Private Client Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining American Century Investment Services, Inc., she held roles at the Kansas City Area Development Council, Lawrence Public Library, and the University of Kansas. 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 employs model portfolios emphasizing strategic asset allocation and diversification, offering clients access to American Century and Avantis mutual funds and ETFs.

Nicholas Meilak is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Charles Schwab, FAS Wealth Partners, and TD Ameritrade. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and private investments.

Anthony Le is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at AAA Club Alliance and Walgreens. He is also involved with Financial Life Matters, focusing on client retirement account analysis and servicing current clients. 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 combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Daniel Gould is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Blue Valley Commodities and Financial Partners Group. Outside of advisory services, he is involved with Blue Valley Commodities, a wholesaler of agricultural products, and serves as a Medicare representative for American Republic Insurance Services. 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 utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to deliver customized portfolio solutions.

Kenrick Thompson is a CFP®-certified financial advisor with 11 years of industry experience, currently with American Century Investments Private Client Group, Inc. He has worked at firms including LPL Financial and Waddell & Reed, and is also involved in several outside business ventures such as owning a flooring sales company and serving as a real estate agent and property owner. 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 through affiliated mutual funds and ETFs.

Scott Adams is a CFP® and ChFC® with 31 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory role, Adams is involved in dog breeding, farming, and cattle ranching, and he provides foster care for adults with disabilities. Copper Financial serves credit union members and institutional clients by offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm combines fiduciary advisory services with in-house model portfolios and maintains operational ties to CommunityAmerica Federal Credit Union.

Ryan Wilkerson is a CFP®-certified financial advisor with 10 years of industry experience, currently with The Wealth Consulting Group. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. He is also an at-large member of the Overland Park South Rotary nonprofit board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, corporations, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Kemmerer is a financial advisor at On Investment Management Company with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with On Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services since 2014. Outside of his advisory work, he is also involved in life and health insurance sales through Summit Pointe Financial Group. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning, access to third-party investment programs, and managed account options, serving both non-discretionary and discretionary client relationships.

Tyler Eckert is a CFP® with five years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He previously worked at Aspyre Wealth Partners and has experience at organizations including Jamf Software and the University of Wisconsin. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation aligned with client objectives, incorporating internal and third-party portfolio management, tax-aware strategies, and the use of alternative investment vehicles.

Maxwell Brown is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining his current firm, he worked at Sunflower Bank and held positions at the University of Kansas and Emporia Recreation Center. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with a minimum relationship threshold of $50,000. The firm offers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs.

Daniel Shearman is a financial advisor with UMB Financial Services, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Mariner Wealth Advisors, and Waddell & Reed Inc. He is also affiliated with UMB Bank, n.a. in an investment-related capacity. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and maintains a unique structure as a registered municipal advisor, FINRA-member broker-dealer, and affiliate of UMB Bank and UMB Investment Management.

Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and monitoring independent portfolio managers without directly investing client assets for most multi-manager accounts.

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Alyssa Akers is a financial advisor at Copper Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2019, previously spending 12 years at Ivy Funds Distributor Inc and Waddell & Reed, Inc. Copper Financial serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm works with both individual and institutional clients, utilizing a fiduciary advisory model that includes due diligence on managers and ongoing account reviews.

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® professional with 42 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2014 and also operates through Regulus Financial Group, LLC and his own business, Self Employed Security Financial Service, which he has maintained since 1988. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios tailored to individual, charitable, and corporate clients, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has four years of industry experience and concurrently serves as a firefighter and paramedic with West Metro Fire Rescue. Maulsby also works as a CPR trainer through Partners in CPR. 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 combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored portfolio management.