Cassandra Bartlett is a CFP® professional with 24 years of industry experience. She currently works at Arvest Wealth Management and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ameriprise Financial Services Inc., and Bartlett, Inc. 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 combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

David Cuba is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at MHN Government Services since 2008 and Lincoln Investment Planning, Inc. since 1995. Outside of advisory work, he is the owner of DKKT Holdings LLC, a holding company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, employing an in-house Investment Management & Research team that utilizes proprietary screening processes and supports customized advisory solutions.

Brendan Ryan is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and over one year of experience in the industry. His prior roles include positions with American Century Investment Services, Inc. and Prospera Financial Services Inc., as well as involvement with various baseball organizations and educational institutions. 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 preconstructed model portfolios managed by an internal investment team, focusing on strategic asset allocation, diversification, and portfolio construction methods.

Glenn Stockton is a Series 65-licensed advisor with Integrity Advisory Solutions and has over two decades of experience through his role at Stockton & Kandt, LLC, a law firm where he serves as managing attorney. He is involved in several community and charitable organizations, including serving as chairman of the board for the Olathe Health Charitable Foundation and co-president of Great Plains Senior Veterans, Inc. Stockton is also engaged in local business ventures such as owning a speakeasy bar and a cigar lounge. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services through a network of investment adviser representatives, utilizing a range of strategies and third-party platforms.

Arthur Lewis is a financial advisor at UMB Financial Services, Inc. based in Kansas City, MO. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was employed at UMB Bank and Lowe’s, and was a full-time student for ten years. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and combines investment management with municipal advisory services, supported by its affiliation with UMB Bank.

Dwight Twillman is a CFP® professional with 17 years of industry experience, currently serving at Cetera Planning Partners since 2014. He holds Series 63 and Series 65 licenses. Cetera Planning Partners delivers investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm follows a structured planning process and emphasizes diversified portfolio allocations aligned with client risk tolerance, complemented by additional services such as tax planning and estate-planning support.

Dane Branfort is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has worked at CreativeOne Wealth and L&L Advisors since 2022. Prior to his advisory roles, he spent six years with CRB Builders. Branfort is also involved in selling insurance products and providing insurance solutions through L&L Advisors. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory, quantitative analysis, and options strategies.

Katie Fisher is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior work includes roles at American Century Investment Services, Inc., Classial Conversations, LifeWay Christian Bookstores, and H&R Block. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Jarrod Pierson is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. He holds the 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 a variety of institutional clients, offering asset consulting, investment supervisory services, and management of limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

Nate Geist is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at Lewer Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to advisory services, he works as an insurance agent, focusing on life, disability, long-term care insurance, and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors, using a combination of proprietary model portfolios and third-party managers across various investment strategies. The firm serves high-net-worth clients and other advisory programs, including sub-advisory relationships and ETF management.

Jordan Herwig is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, V Wealth Management LLC, and the University of Kansas. Outside of advising, he is also a notary in the state of Kansas and has participated as an actor in video and photography advertising. 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 various analytical approaches and offers both direct management and access to third-party programs.

John Shepley is a CFA charterholder with 34 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including mutual funds and insurance-type accounts. The firm’s investment process relies on internally generated research from a team of specialists and emphasizes long-term, low-turnover strategies implemented through separately managed and strategy accounts.

Thomas Blumer is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at LPL Financial since 2009 and was affiliated with V Wealth Management until 2023 before joining WCG Wealth Advisors. 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 uses a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering strategies through individual securities, mutual funds, ETFs, model portfolios, and separately managed accounts.

Brett Lange is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, LLC, and GWM 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, corporations, charities, trusts, and estates. The firm employs a tailored investment approach integrating fundamental, technical, macroeconomic, and quantitative analysis, and offers a range of management and consulting services across multiple custodial platforms.

Brian Kaufman is a financial advisor at Prairie Capital Management Group, LLC with 29 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Kaufman is involved in several nonprofit boards, including the Salvation Army and the Kansas City Art Institute, and serves on the UMKC Bloch Advisory Council. 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 approach by setting allocation parameters and selecting independent portfolio managers, managing many relationships on a non-discretionary basis.

Janice Trimmell is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses, and has 39 years of industry experience. She has been with UMB Bank and UMB Scout Brokerage Services Inc. throughout her career. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability and risk-tolerance process to guide portfolio construction.

Joseph Lauritsen is a financial advisor at CreativeOne Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at American Century Investment Services, Inc. He is also a self-employed musician. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis and offers both discretionary and non-discretionary portfolio management through a network of 127 advisors.

Taylor Pearson is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 66 licenses, and has seven years of industry experience. His previous roles include positions at TD Ameritrade, AXA Advisors, The Vanguard Group, and Citizens Bank of Kansas. 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 delivers personalized financial plans through a structured process and emphasizes diversified portfolio management using mutual funds and ETFs aligned with client risk tolerance.

Kathy Lum is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. from 2005 until 2024. 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, with portfolio management focused on diversified allocations aligned with client risk tolerance.

Sarah Kleinschmidt is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 66 credential and six years of industry experience. She previously worked with Lee Financial Group Hawaii, Inc. and related entities for five years, and has experience outside finance including roles in education and assisted living. Since June 2024, she has served as co-chair of the Investment Commission Board for The Episcopal Church in Hawaii, overseeing the diocese’s investment portfolio. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolio management using mutual funds and ETFs, along with supplementary services such as tax planning and estate-planning support.