Zachary Roth is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Northwestern Mutual and the University of Missouri System. 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 offers portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs, utilizing model portfolios that emphasize strategic asset allocation and diversification.

John Leis is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He worked at American Century Investment Services Inc. for 24 years before joining LexAurum Advisors in 2018. 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 range of risk-based models and offers sub-advisory services to other advisory firms.

Patrick Seelye is a financial advisor with CreativeOne Wealth, LLC in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked at ChangePath LLC and Horter Investment Management, LLC, and is also president of Financial Life Matters, LLC, where he provides business consulting, financial education classes open to the public, and insurance product sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and advisory services to individuals, corporations, and other RIAs, utilizing discretionary accounts managed through proprietary model portfolios and third-party managers with a variety of investment strategies.

Mark Gash is a CFP® with 33 years of experience in the financial services industry. He is affiliated with O.N. Investment Management Company and has held positions at firms including Prime Capital Investment Advisors, LLC and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as chairperson of the Persons with Disabilities Advisory Board in Olathe, Kansas, and volunteers on the board of Evergreen Living Innovations. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based planning and both discretionary and non-discretionary portfolio management options.

Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 22 years of industry experience. He has worked at Infinity Financial Services Advisory since 2020 and previously at LPL Financial LLC from 2013 to 2017. Outside of his advisory role, he is the owner of an online cannabidiol (CBD) sales business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a variety of investment strategies guided by clients’ goals, tax situations, and risk tolerance.

Cody Hughes is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has eight years of industry experience. Prior to joining American Century Investment Services, Inc. in 2018, he worked at Kansas State University for three years. 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 internal teams and focuses on portfolios primarily composed of American Century and Avantis mutual funds and ETFs.

Jason Salinardi is an advisor at FAS Wealth Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal services, currently operating JMS Legal LLC as a sole owner. Prior to his current roles, he worked at Sandberg Phoenix & Von Gontard PC and BridgeBuildup Tax & Legal Services Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and institutional clients, employing a range of asset allocation and manager-level strategies alongside tax-aware techniques.

Stephen Black is an investment advisor representative at Cooper McManus with 25 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., and Summit Financial Group, among others. Black serves as president of the Leawood Rotary, a volunteer organization. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Morgan De Shazer is a financial advisor at CreativeOne Wealth, LLC with a Series 65 credential and three years of industry experience. Prior to joining CreativeOne Wealth in 2019, De Shazer worked at Walmart and Pittsburg State University. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Paul Dreher is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2011. He holds Series 63 and Series 65 licenses. Dreher volunteers on the board and committee of Kansas City Hospice, where he participates in financial planning discussions. Cetera Planning Partners provides investment advisory and financial planning services mainly to individual and high-net-worth clients, many of whom are nearing or in retirement. The firm employs a structured planning process and emphasizes diversified portfolio management aligned with client risk tolerance.

David Przybylski is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 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 by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach using both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Charisa Dodd is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Stratford Commons Memory Care Community, Avila University, Johnson County Community College, and De Soto High School. 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, primarily investing in affiliated mutual funds and ETFs.

Adam Lenartowicz is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Kansas State University, Burns & McDonnell, Kanakuk Kamps, and Scheels. He is also an insurance agent affiliated with the Financial Independence Group. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary models and monitors third-party managers through an OCIO arrangement.

M Arty Pfannenstiel is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has been affiliated with CreativeOne since 2016 and Change Path LLC since 2017. Pfannenstiel provides support for clients’ insurance needs on a limited basis, including life insurance and annuities, without active solicitation. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, individual equities, and options.

Forrest Cook is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2012. He is the owner of Cook Financial Group, which offers fixed insurance sales. 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 and ongoing asset management with fundamental and cyclical security analysis, providing clients access to both proprietary advisory platforms and third-party money managers.

Brian Abbott is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Abbott is involved in Medicare sales and mortgage loan origination, as well as serving as a notary. 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 employs a mix of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Jonathan Leeks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a customized, long-term investment approach using a range of investment vehicles and offering various advisory and managed account solutions.

Colin Watters is a CFP® professional with nine years of industry experience, currently affiliated with Cetera Planning Partners. He previously worked at The Retirement Planning Group and operated Watters Financial Services LLC for several 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 to develop personalized financial plans and emphasizes diversified portfolio allocations aligned with client risk tolerance.

Jason Harrison is a CFP® and CFA® with 11 years of experience in financial advisory. He has worked at FAS Wealth Partners, Inc. since 2021 and previously spent eight years at UMB Financial Services. FAS Wealth Partners is an SEC-registered advisory firm with 24 advisors managing approximately $3.08 billion in client assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, offering portfolio management and financial planning services guided by asset allocation and a combination of manager- and fund-level strategies.

James Milazzo Jr. is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Milazzo also has a 50% ownership in Sewalson Milazzo Financial Consulting Group LLC, an advisory business in Overland Park, KS. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a multi-asset portfolio approach using fundamental, technical, and cyclical analysis and offers operational support and consolidated reporting through its Third-Party Asset Management Platform.