James Carlile is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with UMB Financial Services since 2015 and with UMB Bank since 2013. Carlile serves as a director for the Association of Military Banks of America, a nonprofit organization. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

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.

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.

Samuel Davis is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to his current role, he worked at Waddell & Reed, Inc., Focus Lending Solutions, and SCOTTRADE, Inc. Outside of finance, he owns and designs websites for churches and ministries through his business, Truth Lighthouse. 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 emphasizes strategic asset allocation and diversification, offering portfolio personalization and access to mutual funds and ETFs, including affiliated American Century and Avantis funds.

Jacquelyn Glenn is a financial advisor with FAS Wealth Partners, Inc. in Leawood, Kansas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Waddell & Reed Inc. for 12 years and has been involved with the American Kennel Club as a delegate since 2016. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing a research-driven investment approach with tax-aware strategies and third-party managers.

David Vos is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Creative Planning from 2018 to 2024 before joining WCG Wealth Advisors, LLC. 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 approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Andrew Thomas is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Blooom Inc. Andrew has been with Cetera Planning Partners since 2024. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process with personalized financial plans, diversified portfolio management, and supplementary services such as tax planning and estate-planning support.

Brendon Christy is a financial advisor at Creativeone Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management, BK Financial, and Personalized Brokerage Services. He also serves as president of Christy Financial Services, LLC, which provides insurance solutions and business consulting. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies, including proprietary ETF-based models and third-party managers, supported by quantitative and fundamental analysis.

Jordan Mc Gee is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at American Century Investment Services since 2020 and Basys Processing from 2017 to 2020. Prior to his professional career, he was involved with Theta Chi Fraternity. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach managed by internal asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Jared Anderson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served as Vice President of Sales at Market Synergy Group since 2014, where he is also a part owner involved in fixed insurance products. CreativeOne Securities is a multi-advisor firm with 127 advisors that provides financial planning, portfolio management, and retirement-plan fiduciary services for individuals, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers access to third-party managers and a proprietary advisory platform.

Bryan Hays is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals—including high-net-worth clients—corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Michael Cajthaml Jr. is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Cy Financial, LLC and AE Wealth Management, LLC. In addition to his advisory work, he serves as a business consultant with Pareto Systems, providing practice management consulting to other financial advisors. CreativeOne Wealth, LLC offers fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse investment strategies including ETFs, mutual funds, and options.