Jordan O'Grady is a CFP® and CFA® professional with 14 years of experience in financial advising. He has been with FAS Wealth Partners, Inc. and its affiliated firms since 2014. His credentials also include Series 66 and Series 63 licenses. FAS Wealth Partners provides fee-based advisory services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation aligned with client objectives and integrates both internal management and third-party resources, along with tax-aware strategies and alternative investment options.

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.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Bryan Gurss is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors and PlanMember Securities Corporation. Outside of advisory work, he has worked as a delivery driver for DoorDash. CreativeOne Wealth, LLC provides 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 model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Stephen Foster is a financial advisor with Sequent Planning, LLC and holds the Series 63 and Series 66 designations. He has 26 years of industry experience, including eight years at Securities America Advisors and Securities America Inc. Outside of advisory work, he is involved in selling individual health insurance, Medicare-related plans, and life insurance. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, third-party model manager access, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified manager exposures.

Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his time evenly between Arvest Bank’s Trust Department and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Audrie Patton is a financial advisor with American Century Investments Private Client Group, Inc. based in Kansas City, MO. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at American Century Investment Services, Inc. and positions outside the financial industry at Texas Roadhouse and educational institutions. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm employs model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs.

Clayton Fisher is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BOK Financial Securities, Inc. and Bank of Kansas City. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and retirement plans. The firm’s investment approach focuses on asset allocation aligned with clients’ written investment objectives and combines internal management with third-party managers and research tools.

Hanna Wroblewski is a Series 65-credentialed financial advisor at 49 Financial with two years of industry experience. Prior to joining 49 Financial, she held roles at Friendship Village and World Wide Technology. Outside of her advisory work, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-affiliated organizations. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion across multiple advisory teams.

Timothy Wolfe is a Series 65-licensed financial advisor with eight years of industry experience, currently with Modern Wealth Management, LLC in Kansas City, MO. Prior to joining Modern Wealth Management in 2024, he held roles at Buttonwood Financial Group and RSM US Wealth Management. His professional background also includes positions outside the advisory industry, such as work at the University of Northern Iowa and Plumb Supply Company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

Michael Andries is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 27 years of industry experience and has worked with firms including Client One Securities, LLC and Securities America Advisors, Inc. Outside of his advisory role, he is involved in insurance sales through Funds Management, Inc and provides counseling at St Luke's Catholic Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Manry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2014. Outside of his advisory role, Manry is an independent insurance agent specializing in fixed, indexed, and life insurance products. 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 provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

At Lighthouse Planning, we believe financial planning is about more than money—it’s about aligning your money with the life you’re meant to live. As a Financial Life Planning firm, we guide our clients through the EVOKE® process, as taught by the Kinder Institute of Life Planning, helping them uncover what truly matters most. Because when your financial decisions reflect your deepest values, clarity and confidence follow. The world is noisy, and it’s easy to let logic and fear drown out the quiet voice inside—the one that knows exactly where you want to go. We help you tune in, map out your vision, and design a financial life plan that supports the journey ahead. From cash flow and debt management to investments, taxes, risk management, and estate planning, we take a truly comprehensive approach—ensuring every financial decision moves you toward the life you want.

Andrew Hirstein is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at American Century Investment Services, Inc. and retail positions at Dillons Grocery Store and Casey's Market. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses, typically servicing households with modest assets. The firm uses model portfolios managed by internal teams, primarily investing in proprietary mutual funds and ETFs.

David Arnold is a CFP® with 20 years of industry experience, currently serving at American Century Investment Services Inc. since 2006. He is based in Kansas City, MO, and holds Series 63 and Series 66 licenses. 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 utilizes model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Nathan Biggerstaff is a financial advisor with ON Investment Management Company in Lees Summit, MO, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and utilizes both proprietary and third-party investment programs.

Carter Howes is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. He has worked with McInnes Group, Inc. since 2019 and was previously employed at Benedictine College from 2016 to 2021. Outside of his advisory role, he has experience as a financial analyst focusing on retirement planning and insurance sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

William Doty is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Doty is also affiliated with Barber Financial Group as an investment advisor representative. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a combination of strategic allocation, tactical adjustments, and third-party managers.

Jessica Giannola is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Giannola has been with American Century Investment Services, Inc. since 2005. 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 utilizes model portfolios and emphasizes strategic asset allocation, diversification, and portfolio construction methods, primarily managing client accounts on a discretionary basis with periodic rebalancing.