Jeremiah Collier is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management in 2025, he worked at Edward Jones and held positions at Motorola Mobility and Sprint Corporation. Outside of his advisory role, he coaches youth volleyball. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios, third-party managers, and tactical allocation strategies.

Joseph Thomas is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes a role at Trackmy Solutions from 2019 to 2020. 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 preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Daniel Cherra is a financial advisor with The Wealth Consulting Group, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has previously worked at V Wealth Management and LPL Financial. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Jacob Tyndall is a Series 66 licensed advisor with 22 years of industry experience. He has been with CreativeOne Securities, LLC since 2017, following prior roles at VSR Advisory Services, Inc. and VSR Financial Services, Inc. from 2011 to 2016. 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 combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and offering access to third-party manager programs and a proprietary advisory platform.

Luke Dema is a Series 65-licensed financial advisor with RubinBrown Advisors LLC, based in Leawood, KS. He has been with RubinBrown Advisors and its parent firm, RubinBrown LLP, since 2025. His prior experience includes roles at American Century Investments and a nonprofit organization, American Public Square. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, supported by tax-aware practices and technology tools.

Tyler Moore is a financial advisor at Creativeone Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Investors Services and Foresters Financial. Outside of his advisory work, he is involved in managing maintenance and accounting for a rental property. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.

Stephanie Kuwaye is a financial advisor at Cetera Planning Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services LLC, Lee Financial Securities, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Group Hawaii, Inc. over the course of her career. Cetera Planning Partners offers 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 that includes portfolio management, Social Security optimization, income planning, and supplemental services such as tax planning and estate-planning support.

John Meier is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with FAS Corp., John A. Meier, PC, and Financial Advisory Service, Inc. since 1997. In addition to his advisory role, Meier practices law as an attorney licensed in Missouri and Kansas, providing legal services to some clients of FAS Corp. and Financial Advisory Service, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans, utilizing a diversified investment approach that includes third-party managers and tax-aware strategies.

Rachel Keiser is a Series 65 licensed financial advisor with four years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2024 and previously spent eight years at Brownlie & Braden Advisors, LLC. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm utilizes a multi-manager, multi-strategy approach, including portfolio management, financial planning, and manager selection, and acts as adviser and sponsor for various fund-of-funds and related pooled investment products.

Robert O'Blennis is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Planning Partners since 2006. In addition to his advisory work, Mr. O'Blennis maintains a part-time law practice focused on estate and business planning and serves as a commissioner on the Town and Country Parks and Trails Commission in Missouri. Cetera Planning Partners provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, many nearing or in retirement. The firm employs a structured planning process with personalized financial plans, offering diversified portfolio management alongside supplementary services such as tax planning, bookkeeping, and estate-planning support.

Ju Hui Sirithasack is a financial advisor at CreativeOne Wealth, LLC with 9 years of industry experience. She holds a Series 65 designation and has worked previously at UMB Financial Services Inc and Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is a signer on a carpentry and handyman business account managed by her husband. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of strategies including ETFs, mutual funds, options, and select private investments.

Adam Perkins is a financial advisor at UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with UMB Bank, UMB Insurance Inc., and UMB Financial Services Inc. since 2006. Outside of his advisory role, he is a co-owner of an LLC formed to purchase and manage a vacation property. 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 wrap-fee program, employing both model-based and manager-driven investment approaches.

Kaden Evans is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Intellicents, he worked in education and retail. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-certified Chief Investment Officer, offering services that include retirement plan consulting, wealth management, and a wrap fee program.

Bradley Schwarz is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and previously spent 20 years with The Bluff LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.

Nicole Bowen is a financial advisor with M Holdings Securities, Inc., holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for four years and Waddell & Reed Inc. for ten years. Bowen is based in Overland Park, KS. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, retirement plans, and other entities through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Michael Berlau is a financial advisor at Royal Fund Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2017. Outside of his advisory role, he operates Creative College Consultants, a business focused on providing financial solutions to help pay for college, which he has managed since 2009. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and also provides services for retirement plan participants, including allocation recommendations and account management.

Joshua Gembala is a CFP® with five years of industry experience currently serving at Cetera Planning Partners. He previously worked at Creative Planning, Inc. and has experience in various roles including at The University of Kansas and Johnson County Community College. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement-related financial planning. The firm uses a structured planning process that emphasizes diversified portfolio allocations and offers supplementary services such as tax planning, bookkeeping, and estate-planning support.

Nicholas Vena is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining American Century Investment Services, Inc., he has worked in various roles across multiple industries, including TruHome Solutions and Infinity Foils. 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 managed by internal asset allocation teams and primarily invests in proprietary mutual funds and ETFs.

Paul Watkins is a CFP® and holds a Series 63 license with 21 years of industry experience. He has worked at RubinBrown Advisors LLC since 2020 and spent 20 years at Wealth Management Advisors, Inc. prior to that. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach using model portfolios, tax-aware practices, and third-party technology solutions.

James Dussold is a CFP® with 40 years of industry experience, currently serving as Executive Vice President, Treasurer, Secretary, and shareholder at FAS Corp., where he has worked since 1997. He is also affiliated with Financial Advisory Services Inc., a registered investment adviser. 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 advice to individuals, trusts, estates, corporations, and employer-sponsored plans, employing a multi-manager, asset allocation approach under a fiduciary standard.