Risdan Kasper is a CFP® with 42 years of industry experience, currently with Modern Wealth Management, LLC since 2023. His prior roles include positions at Barber Financial Group and Life Strategies Analytics, where he has also maintained an ownership interest. Kasper co-hosts a weekly wealth management radio show. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized investment committee and uses model portfolios, third-party managers, and various tools to guide investment decisions.

John Mcdonald is a CFP® with 15 years of experience and is currently affiliated with FAS Wealth Partners, Inc. He has worked with Financial Advisory Service, Inc. and FAS Corp. for over a decade. Outside of his advisory role, he oversees financial plan development and portfolio management at Financial Advisory Service, Inc., the parent company of FAS Corp. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, he volunteers as a presenter for Financial Education Partnership, a nonprofit organization. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to both proprietary and third-party advisory platforms.

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

Elizabeth Boswell is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, Boswell serves as an associate at Financial Independence Group, where she is involved in selling fixed annuities and life insurance policies. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

Kenneth Haughney is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2012 and with Mutual of Omaha since 2011. Outside of advisory services, he is appointed with Blue Cross/Blue Shield of Kansas City, selling major medical and dental insurance to individuals and small businesses on a limited basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, supporting both non‑HNW and high‑net‑worth clients with access to third‑party money managers and model portfolios.

Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Lawing has previously worked at Cambridge Investment Research, Inc. and operated his own firm, Lawing Financial Inc., for over two decades. Outside of advisory services, he serves as president of the Lawing Family Foundation and is involved as managing member of an airplane holding company and as a business consultant. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios according to client objectives and risk tolerance, employing a variety of investment approaches overseen by an Investment Committee, and is noted for its range of affiliated activities including insurance, private funds, and real estate investment vehicles.

Kevin Amey is a CFP® professional with 17 years of industry experience, currently advising at FAS Wealth Partners, Inc. His career includes roles at Financial Advisory Service, Inc., Koesten, Hirschmann & Crabtree, Inc., Securian Financial Services, Inc., and Merrill. FAS Wealth Partners serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies using a variety of investment vehicles and discretionary trading when authorized.

Francis Scheuerman 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 been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

Chang Shin is a financial advisor at CreativeOne Securities, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scout Investments, Inc. and Financial Engines Advisors L.L.C. Outside of his advisory work, he and his wife own farmland in Kansas, which they lease for hay production. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of over 120 advisors.

Tanner Wraa is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including time at The University of Alabama and entrepreneurial activities related to fitness content creation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to support tax-efficient portfolio management.

Connor Anderson is a CFP® professional with 11 years of experience in financial services. He is currently with Facet, having joined the firm after roles at Aspyre Wealth Partners, Charles Schwab Bank, Edward Jones, and Wells Fargo Advisors. Anderson holds a Series 66 license and is based in Kansas City, MO. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, serving both non-high-net-worth and high-net-worth households. The firm uses model-based asset allocations with a technology-driven approach and offers a flat subscription planning model that integrates investment management with comprehensive financial planning services.

Joan Bellows is a financial advisor at Copper Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at Copper Financial Network LLC since 2021, following an 18-year tenure at Waddell & Reed, Inc. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

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.

Christopher Heckadon is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ON Investment Management Company and affiliated entities since 2014, and previously worked at OneAmerica Securities, Mass Mutual Investors Services, and New England Securities. He serves on the University of Central Missouri Alumni Foundation Board. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

Blake Lopez Bierwirth is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his advisory role, he worked at Mutual of Omaha Insurance Company and Iowa State University. He is co-chair of the young professionals committee of the Leawood Chamber of Commerce, where he assists in planning events and local volunteer activities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining American Century Investment Services, Inc., he worked in roles at 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 delivers advice through model portfolios managed by internal investment teams and emphasizes proprietary funds, quarterly performance reporting, and household account aggregation.

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 advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.