Dakota Warnken is a Series 65-licensed advisor with experience at Modern Wealth Management, LLC since 2024. Prior to joining Modern Wealth Management, he worked at Commerce Trust Company, Conway Investment Research, and Prime Capital Investment Advisors. 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 employer-sponsored retirement plans using a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Blake Lopez Bierwirth is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to his advisory role, he worked at Mutual of Omaha Insurance Company and had a brief involvement with Coach Automotive LLC. He serves as co-chair of the young professionals committee at the Leawood Chamber of Commerce, where he helps plan events and local volunteer opportunities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm supports both discretionary and non-discretionary account management and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. 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 called American Century Strategies, primarily investing in proprietary mutual funds and ETFs, with a focus on households meeting a modest relationship threshold.

Susan Bartlett is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth and Financial Life Matters in 2023, she worked in the energy sector, including roles at Evergy and Kansas City Power and Light. Bartlett is president of Living Your Best Life, LLC, a consulting and coaching business focused on planning, business development, and speaking engagements. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios, third-party managers, and a variety of investment strategies.

William Mcinnes is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked with M Holdings Securities since 2017 and previously spent three years at Shadowstone Partners. In addition to his advisory role, Mcinnes is President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling, and serves as Vice-President of the Kansas City Autism Training Center board as well as a board member of Saint Luke's Foundation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including investment management, financial planning, retirement consulting, and sub-advisory services, utilizing multiple platforms and custodial providers to support client portfolios and maintain fiduciary oversight.

James Boldt is a financial advisor at LexAurum Advisors with 27 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LexAurum in 2022, he worked at Allstate Insurance Co for 12 years and has operated his own financial firms since 2021. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies with a standardized managed-account program offering multiple risk-based models, typically implemented using low-cost ETFs and other securities.

Michael Haggerty is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Copper Financial in Lenexa, KS, where he has worked for over two decades. His prior experience includes a role at CommunityAmerica Credit Union since 2023. In addition to his advisory work, Haggerty serves on several boards, including the Boys and Girls Club of Greater Kansas City and NACUSO, and holds leadership roles within CommunityAmerica-related entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm supports both individual and institutional clients and emphasizes fiduciary advisory relationships with due diligence on third-party managers.

Jacob Barnes is a CFP® with 13 years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has been associated with Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory role, he manages a residential rental property in Kansas City, Missouri. 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, comprehensive financial planning, and investment-advice services to individuals, trusts, estates, corporations, and retirement plans, utilizing asset allocation and a combination of manager- and fund-level strategies.

Timothy Groebl is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, OneDigital, V Wealth Management, and LPL Financial. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a broad range of affiliated services.

Benjamin Kisner is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Prairie Capital Management Group, LLC since 2021 and previously worked at Prairie Capital from 2010 to 2021. Kisner is based in Kansas City, MO. Prairie Capital Management Group 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 selecting independent portfolio managers without directly investing client assets in most multi-manager accounts.

Lamont Chandler is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Madison Avenue Securities since 2006 and owns Chandler Financial Group, which provides insurance and annuities services. Outside of finance, he owns a construction company and serves on the boards of local construction industry nonprofit organizations. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and provides a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Diane Dercher is a CFP® professional with 14 years of industry experience. She has worked at RubinBrown Advisors LLC since 2020 and previously spent nine years at Wealth Management Advisors, Inc. Her current role is based in Leawood, KS. RubinBrown Advisors LLC serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm uses model portfolios primarily composed of mutual funds and ETFs, offering both discretionary and non-discretionary advice, with a notable focus on tax-aware strategies and integration of third-party technology solutions.

Bennett Long is a CFP® with nine years of industry experience, currently with FAS Wealth Partners, Inc. He has previously worked at LPL Financial, Securities America Advisors, Waddell & Reed, and Wells Fargo Advisors. 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 client objectives and utilizes both internal and third-party portfolio management, supported by research tools and tax-aware strategies.

Jandi Iha is a financial advisor at Cetera Planning Partners with four years of industry experience and a Series 66 credential. Prior to joining Cetera Planning Partners, Jandi worked for Lee Financial Group Hawaii, Inc. and its related entities 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 uses a structured planning process and offers diversified portfolio management alongside supplementary services such as tax planning and estate-planning support.

Randy Schaller is a financial advisor at Aprio Wealth Management, LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His work history includes roles at Cambridge Investment Research, Inc. and Prism Financial Group, L.L.C. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with techniques such as dollar-cost averaging and technical analysis, and it is notable for its affiliation with a third-party administrator and pension consulting business.

Molly Magnuson is a financial advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. She holds a Series 65 designation and previously worked at CBIZ Financial Solutions Inc. for six years before joining her current firm. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and sub-advisory services. The firm employs a long-term, buy-and-hold investment approach guided by a chief investment officer and uses research from providers such as Morningstar and Zephyr to inform manager and fund selection.

Roger Long is a financial advisor with Gradient Advisors, LLC in Overland Park, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Gradient Advisors since 2011 and is also a managing partner and investment advisor representative at Mid America Insurance Solutions, LLC, where he has worked since 2005. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Outside of advisory work, he is involved in producing and syndicating a wealth management radio show and is a co-author of the book "Retire a Winner." Barber also serves as CEO and owner of America's Wealth Management Group, a subscription service providing instruction and resources to financial advisors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and a multi-faceted operational approach.

Jakob Benelli is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at The Retirement Planning Group and American Century Investment Services, as well as experience in the health and retail sectors. 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 uses a structured planning process to deliver personalized financial plans and manages accounts with diversified allocations aligned to client risk tolerance, offering additional services such as tax planning, bookkeeping, payroll, and estate-planning support.

Grant Arends is a financial advisor at Intellicents Investment Solutions Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intellicents since 1993. Prior to and concurrent with his advisory role, he has been involved with related entities including Intellicents, Inc., where he serves as President of Retirement Services. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and educational services. The firm’s investment approach emphasizes long-term, buy-and-hold strategies guided by written Investment Policy Statements and supported by research from providers like Morningstar and Zephyr.