Michael Rode is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with FAS Wealth Partners, Inc., where he has worked since 2026. His prior experience includes roles at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with clients' objectives and combines internal management with third-party resources, tax-aware strategies, and the use of alternative investments.

Dakota McMahon is a CFA® charterholder with one year of experience at First National Advisers, LLC. Prior to joining the firm, he worked at Country Club Bank for four years and State Street Corporation for six years. He is based in Kansas City, MO. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring.

Joseph Niblock is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He concurrently serves as a teaching assistant at the University of Missouri - Columbia. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, using model portfolios managed by in-house teams and primarily composed of proprietary mutual funds and ETFs.

Melissa Ohler is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Melissa has been with American Century Investment Services Inc. since 2010. 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, with a focus on affiliated mutual funds and ETFs.

Katherine Carter is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with American Century Investment Services, Inc. since 2001. 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 uses model portfolios and emphasizes strategic asset allocation, diversification, and portfolio construction, offering access to affiliated mutual funds and ETFs.

Kory Klossner is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at North American Savings Bank and Scottrade. 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 portfolio construction through model portfolios and offers access to affiliated mutual funds and ETFs.

Kenneth Vander Hart is a ChFC® with 38 years of experience in the financial industry. He has worked at CreativeOne Securities, LLC since 2016 and has been with Harvest Financial Group, Inc. since 1999. Outside of his advisory roles, he serves as Vice President of the Clarion Lakes Homeowners Association Board. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.

Jonathan Perrin is a CFP® with eight years of industry experience, currently serving at Intellicents Investment Solutions Inc. since 2022. Prior to this, he worked at Waterfront Wealth Inc. and Satya Investment Management, LLC, and was employed by the Milwaukee Brewers from 2015 to 2018. Outside of his advisory role, he is the Director of Outreach and Financial Guidance for the More Than Baseball nonprofit organization and is an independent business owner with a direct sales company focusing on health and wellness products. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies led by a CFA Chief Investment Officer, utilizing mutual funds, ETFs, and collective investment trusts with regular monitoring and rebalancing.

Michael Filing is a financial advisor at FAS Wealth Partners, Inc. with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 65 and Series 63 licenses. Prior to joining FAS Wealth Partners in 2022, he worked at UMB Bank for nine years. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with clients’ written objectives and combines internal management with third-party resources, incorporating tax-aware strategies and alternative investment options.

James Kniffen is a CFP® and ChFC® with 21 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has held leadership roles at several firms, including his own entities such as James P. Kniffen Portfolio Management, LLC and Kniffen Consulting, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach supported by patented software and combines quantitative metrics with fundamental, technical, and behavioral analysis to manage portfolios using both passive and active strategies.

Randall Rhyner is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with a range of investment options including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

Anna Barnes is a CFP® professional with 19 years of experience in financial advising. She is currently with FAS Wealth Partners, Inc. and its affiliated firms, including FAS Corp. and Financial Advisory Service, Inc., where she has worked since 2020. Her prior experience includes roles at BAMCO Investments LLC and Waddell & Reed, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advisory services to individuals, trusts, estates, corporations, and retirement plans, employing a mix of manager- and fund-level strategies with tax-aware techniques.

Scott Schloegel is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Creative Planning, Royal Alliance, and Premier Financial Partners. Scott also owns Wealth Scope LLC, where he provides financial planning and client relationship management. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, providing a non-discretionary model that integrates fundamental, technical, and cyclical portfolio analysis.

James Shay is a financial advisor at Kornitzer Capital Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individual and institutional clients, including high-net-worth and non-HNW individuals, and serves as adviser to mutual funds and a trust company. The firm’s investment approach emphasizes internally generated research across equity, fixed-income, and balanced strategies, implementing these through separately managed and strategy accounts with a long-term, low-turnover focus.

John Yates is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Mutual/United of Omaha since 2002. Outside of his advisory role, he serves on the Village Cooperative of Overland Park Property and Safety Committees. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through platform relationships with third-party managers and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Nefthaniil Perez is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual and State Farm. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach combining fundamental, technical, quantitative, and qualitative analysis to deliver tailored strategies aligned with clients’ objectives and risk tolerances.

Robert Menees is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes roles at V Wealth Advisors LLC and LPL Financial. Menees is also involved in non-variable insurance activities, including life, health, disability, and long-term care insurance. 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 fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through attorney referrals and estate-document assistance.

Zachary Roth is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Northwestern Mutual and the University of Missouri System. 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 offers portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs, utilizing model portfolios that emphasize strategic asset allocation and diversification.

Patrick Seelye is a financial advisor with CreativeOne Wealth, LLC in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked at ChangePath LLC and Horter Investment Management, LLC, and is also president of Financial Life Matters, LLC, where he provides business consulting, financial education classes open to the public, and insurance product sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and advisory services to individuals, corporations, and other RIAs, utilizing discretionary accounts managed through proprietary model portfolios and third-party managers with a variety of investment strategies.

Mark Gash is a financial advisor with ON Investment Management Company in Overland Park, Kansas. He holds CFP® certification and has 33 years of industry experience. His work history includes roles at Ohio National Insurance Agency, Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he serves as chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and volunteers on the board of Evergreen Living Innovations. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary programs, including access to third-party investment platforms.