Corbin Tandy is a financial advisor at 49 Financial with one year of industry experience. He holds the Series 65 designation and previously worked at Eastern Industrial Supplies and Samford University. In addition to his advisory role, he is a licensed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm follows a disciplined, long-term diversified investment approach and offers tiered fractional family office services.

Zachary Ghilino is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas and several hospitality businesses. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Michael Capelle is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 designation and 20 years of industry experience. He worked at United Capital Financial Advisers, Inc. for 18 years before joining Modern Wealth Management in 2022. Capelle serves on the advisory board for MaxMyInterest and manages a conservative, low-turnover investment portfolio for a family-related investment company. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model with an Investment Committee and Management Team, offering a range of services including discretionary investment management, financial planning, tax and estate planning, and ERISA plan services.

Michael Rode is a CFA® charterholder with 20 years of industry experience. He is currently with FAS Wealth Partners, Inc. and previously worked at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans with fee-based advisory services that include discretionary and non-discretionary portfolio management, financial planning, and ERISA-related consulting. The firm employs customized asset-allocation strategies and uses a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.

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 licenses and has 11 years of industry experience. His prior roles include positions at North American Savings Bank and Scottrade. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by dedicated asset allocation teams and emphasizes proprietary mutual funds and ETFs in its investment approach.

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 CFP® and ChFC® credentialed advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. His prior roles include positions at UMB Bank, LPL Financial, and TIAA-CREF. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors with fee-based advisory services that include portfolio management, financial planning, and ERISA consulting. The firm uses customized asset-allocation strategies and a mix of investment vehicles, including mutual funds, ETFs, and individual securities, while maintaining multiple corporate affiliations and referral relationships.

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 20 years of industry experience. She is currently with FAS Wealth Partners, Inc., where she has worked since 2020. Prior to this, she held positions at BAMCO Investments LLC, Townsend Place Condominium, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers fee-based advisory services with customized asset-allocation strategies, utilizing mutual funds, ETFs, individual securities, and occasionally alternative investments.

Bruce Godke is a financial advisor at Modern Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Mutual Securities, Inc., Barber Financial Group, and National Planning Corporation. Outside of his advisory role, he is a sole proprietor of an independent insurance agency. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers discretionary and non-discretionary investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

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 63 and Series 66 designations. Prior to joining Arvest in 2026, Perez worked at Northwestern Mutual in various roles from 2020 to 2026 and at State Farm from 2015 to 2020. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process emphasizing asset allocation and customized strategies to align with clients’ objectives and risk profiles.

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.