Carolyn Vertovec is a financial advisor at Cetera Planning Partners with 18 years of industry experience. She holds the CFP® and Series 66 designations. Her prior roles include positions at UBS Financial Services, BMO Wealth Management, and Bank of America. Carolyn is also a co-owner of RIVTOP ENTERPRISES, a business based in Kansas City, MO. 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 emphasizes a structured planning process, diversified portfolio management, and offers supplementary services such as tax planning and estate-planning support.

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 designations and has 10 years of industry experience. His prior roles include positions at North American Savings Bank and Scottrade. 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 emphasizes strategic asset allocation and portfolio construction through model portfolios and offers access to affiliated mutual funds and ETFs.

Kenneth Vander Hart is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with CreativeOne Securities, LLC since 2016 and also is associated with Harvest Financial Group, Inc. where he has worked since 1999. Vander Hart serves as Vice President of the Clarion Lakes Homeowners Association, participating in community governance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and access to third-party money managers.

Jonathan Perrin is a CFP® professional with eight years of industry experience, currently with Intellicents Investment Solutions Inc. since 2022. He previously worked at Waterfront Wealth Inc. and Satya Investment Management, LLC, and spent three years with the Milwaukee Brewers. Outside of his advisory role, Perrin serves as Director of Outreach and Financial Guidance for the More Than Baseball Organization, a nonprofit focused on financial literacy and support for former players, and is an Independent Business Owner with Amway. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering consulting, wealth management, and participant education. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a chief investment officer and utilizes a multi-team advisory platform alongside affiliated employee-benefit businesses and sub-advisor arrangements.

Michael Filing is a financial advisor at FAS Wealth Partners, Inc. with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 65 and Series 63 licenses. Prior to joining FAS Wealth Partners in 2022, he worked at UMB Bank for nine years. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with clients’ written objectives and combines internal management with third-party resources, incorporating tax-aware strategies and alternative investment options.

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 19 years of experience in financial advising. She is currently with FAS Wealth Partners, Inc. and its affiliated firms, including FAS Corp. and Financial Advisory Service, Inc., where she has worked since 2020. Her prior experience includes roles at BAMCO Investments LLC and Waddell & Reed, Inc. 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 advisory services to individuals, trusts, estates, corporations, and retirement plans, employing a mix of manager- and fund-level strategies with tax-aware techniques.

Bruce Godke is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Modern Wealth Management since 2023 and has prior experience with Mutual Securities, Inc. and Barber Financial Group. Godke is also an independent insurance agent, conducting life and long-term care insurance transactions. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services through affiliated entities.

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 possessing 23 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of his advisory role, Yates serves on the Village Cooperative of Overland Park Property and Safety Committees, which oversee property maintenance and safety planning for the cooperative. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions, operating primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers.

Nefthaniil Perez is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual and State Farm. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach combining fundamental, technical, quantitative, and qualitative analysis to deliver tailored strategies aligned with clients’ objectives and risk tolerances.

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.

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.