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.

Kaden Moore is a financial advisor at Convergence Financial with two years of industry experience. He previously worked at LPL Financial and UBS Financial, and has experience outside the financial sector at Hallbrook Country Club. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios and offers retirement plan consulting, fiduciary services, and access to third-party asset managers.

John Leis is a financial advisor with LexAurum Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at American Century Investment Services Inc. for 24 years before joining LexAurum Advisors in 2018. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team offering diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Patrick Seelye is a financial advisor with Creativeone Wealth, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at ChangePath LLC and Horter Investment Management, LLC. Seelye is also the president of Financial Life Matters, LLC, where he provides business consulting, financial education, and insurance sales, including offering free public classes on financial concepts. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, incorporating strategies such as modern portfolio theory and options trading.

Mark Gash is a CFP® professional with 34 years of industry experience, currently serving at ON Investment Management Company. His prior work includes roles at Ohio National Insurance Agency, Private Client Services, and Eagle Strategies, among others. Gash is active in community service as the chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and holds a volunteer board position at Evergreen Living Innovations. ON Investment Management Company is a registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm employs a dual-registration model, combining broker-dealer activities with advisory services, and manages client assets through both discretionary and non-discretionary approaches.

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.

James Rankin Jr. is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at CreativeOne Securities, CreativeOne Wealth, LLC, and AE Wealth Management, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios and third-party managers in its approach.

Jason Salinardi is a financial advisor with FAS Wealth Partners, Inc., holding Series 63 and Series 65 licenses and bringing four years of industry experience. He also operates JMS Legal, LLC, a sole proprietorship providing attorney services. Prior to his current roles, he worked at Sandberg Phoenix & Von Gontard PC for four years. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm utilizes customized asset-allocation strategies with discretionary trading authority when authorized and employs a diversified mix of investments alongside third-party managers and multiple corporate affiliations.

Stephen Black is an investment advisor representative at Cooper McManus with 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, and VSR Financial Services among others. Black serves as president of the Leawood Rotary, a community volunteer organization. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment approach using a variety of securities and model portfolios tailored to client objectives.

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.

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. Before joining 49 Financial, he held positions 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 a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach, using proprietary and third-party model portfolios with an emphasis on client behavioral coaching.

Jacob Cole is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Spin! Pizza. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.

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.

David Koehler Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 66 designation. He has 15 years of industry experience and has previously worked at firms including Waddell & Reed, Inc. and LPL Financial, LLC. Outside of his advisory role, he is also involved with Kansas City Bier Company as a server and bartender. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion through a multi-team approach, utilizing a range of portfolio management strategies and third-party managers.

Victor Semenov is a financial advisor at Convergence Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Prior to his financial career, he spent several years in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.

Jason Harrison is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2021, following roles at UMB Financial Services and American Century Advisory Services. FAS Wealth Partners serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies with discretionary and non-discretionary portfolio management, utilizing a diverse mix of investment vehicles and third-party managers.