Kevin Jaegers is a CFA® charterholder with 20 years of industry experience and has been with Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses. 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 employs a structured planning process that results in personalized financial plans and offers diversified portfolio management alongside services such as Social Security optimization, tax planning, and estate-planning support.

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.

Clayton Fisher is a financial advisor at FAS Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FAS Corp. and Financial Advisory Service, Inc. since 2020, following seven years at BOK Financial entities. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a combination of manager- and fund-level strategies supported by third-party research and tax-aware techniques.

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.

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.

Randall Powell is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2019, and previously at Waterfront Wealth, Inc. and Wells Fargo Advisors. Powell volunteers with Modern Day Missions, contributing approximately eight hours per month. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a combination of fundamental value screening and quantitative optimization in its investment process and operates through a network of advisers tailoring portfolios to client objectives.

Nathan Biggerstaff is a financial advisor with On Investment Management Company and holds a Series 66 designation. He has nine years of industry experience, including prior roles 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 provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and investment programs, combining third-party discretionary options with adviser-directed managed accounts.

Reed Hersma is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 65 designation and four years of industry experience. His background includes roles in education, small business ownership, and various positions at the University of Kansas. 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 employs a structured planning process and focuses on diversified allocations using mutual funds and ETFs aligned with client risk tolerance, along with supplementary services such as tax planning and estate-planning support.

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 at McInnes Group, Inc. since 2019 and has a background that includes five years at Benedictine College. Outside of advisory work, he has served as a financial analyst focused on retirement planning and insurance sales. M Holdings Securities, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms. The firm offers a range of investment management and financial planning services, combining discretionary portfolio management with third-party sub-advisors and utilizing technology platforms to support client accounts.

Shaymond Janes is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked with firms including Private Advisor Group, Two West Capital Advisors, and Security Bank of Kansas. Janes also serves as a Business Development Consultant for insurance professionals and is involved in life insurance and fixed annuity sales through his own businesses. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm utilizes a fund-of-funds approach incorporating ETFs, mutual funds, and individual securities, and offers a platform with discretionary portfolio management, independent manager oversight, and technology solutions for advisers.

Eric Hunsicker is a CFP® with 19 years of industry experience, currently serving at CreativeOne Wealth, LLC. He has previously worked with Securities America, Inc. and Securities America Advisors. Alongside his advisory work, he is involved in fixed insurance sales through Kansas Financial Resources and provides investment advisory services via Changepath, LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and private investments.

Amanda Wittiger is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Truist Investment Services, Inc. and Jay Gemes State Farm. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations managed by Strategic Investment Advisors.

Aaron Hughes is a financial advisor at On Investment Management CO with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including TIAA-CREF, Mass Mutual Investors Services, and Steadfast Companies. His other business activities include involvement in fixed life and annuity business, as well as long-term care and disability insurance. On Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs, often involving third-party managers.

Theodore Johnson is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He also serves as Vice President-Account Manager at Market Synergy Group, where he is involved in the design and distribution of life and fixed annuity 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Colter Heckman is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Copper Financial Network, LLC and CommunityAmerica Credit Union. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides 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 range of portfolio management tools.

Michael Russell is a CFP® with 11 years of industry experience, currently serving at Cetera Planning Partners since 2022. He previously worked at CBOE Global Market, Centriq Training, and Creative Planning. 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 employs a structured planning process and emphasizes diversified allocations using mutual funds and ETFs, alongside supplementary services such as tax planning and estate-planning support.

Ryan Costello is a CFP® credentialed financial advisor with over 23 years of industry experience. He has been with Cetera Planning Partners in Leawood, KS, for 22 years, focusing on financial planning and investment advisory services. Cetera Planning Partners serves individual and high-net-worth clients, many near or in retirement, offering comprehensive financial planning, Social Security optimization, and portfolio management through a network of registered advisors. The firm emphasizes a structured planning process and diversified allocations tailored to client risk tolerance.

Timothy Wickey is a financial advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sunrise Advisors, Inc. and Financial Advisory Service, Inc. Outside of his advisory role, he consults with clients on the use of structured settlement annuities in personal injury cases as part of long-term financial strategies. FAS Wealth Partners manages approximately $3.08 billion in client assets and serves about 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and tax-aware investment techniques.

Brian Paulsen is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at True Wealth & Company LLC and True Exit Solutions. He serves as an advisory board member of HPad, Inc. and owns Paulsen Consulting, Inc. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and sub-advisory services. The firm emphasizes long-term, buy-and-hold investment strategies supported by research and technology, managing assets across mutual funds, ETFs, and collective investment trusts.