Kevin Mcgrew is a financial advisor at RubinBrown Advisors LLC with 28 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has been with RubinBrown Advisors since 2020, previously working for Wealth Management Advisors, Inc. for 24 years. RubinBrown Advisors 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 uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning approach.

Kent Gasaway is a financial advisor with Kornitzer Capital Management, Inc., holding a Series 65 designation and over 31 years of industry experience. He has been with Kornitzer Capital Management since 1992. In addition to his advisory role, Gasaway serves as President of the Buffalo Funds, a series of mutual funds for which he acts as executive officer. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients. The firm advises multiple mutual funds, including the Buffalo Funds, and employs a research-driven investment process with strategies across balanced, equity, and fixed-income mandates.

Stephen White is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2017 and has been with The O.N. Equity Sales Company and Ohio National Financial Services since 2017. In addition to his advisory role, he is active as a real estate agent, assisting clients with buying and selling residential properties. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party programs and both discretionary and non-discretionary management approaches.

Jack O'Brien is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and six years of industry experience. His work history includes roles at ChangePath, LLC, Creative One, and the University of Missouri Columbia. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Christopher Ferguson is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Visionary Wealth Advisors since 2020 and previously spent 22 years with Financial Engines Advisors L.L.C. and its affiliate. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based investment strategies and offers discretionary management with continuous portfolio monitoring, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Lance Sparks is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Market Synergy Group since 2014 and Creative One Marketing Corporation since 2013, serving in leadership and strategic roles. Outside of advisory work, he is an investor in Dakota Shy Winery in Napa, California. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies.

John Jespersen is a financial advisor with The Wealth Consulting Group, holding a Series 66 credential and 17 years of industry experience. He has worked at multiple firms including V Wealth Advisors LLC and Purshe Kaplan Sterling Investments. Jespersen serves as Honorary Consul of Denmark for Kansas and Missouri, assisting with consular, commercial, and cultural matters. 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 alongside its advisory offerings.

Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 20 years of industry experience. She has been with Prairie Capital in its various forms since 2007. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, using a multi-manager, multi-strategy approach that includes developing investment policies, asset allocation plans, and monitoring third-party managers. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with several entities that provide specialized financial solutions.

Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 credentials and has two years of industry experience. His background includes roles at American Century Investment Services, the University of Kansas, and several country clubs. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed through strategic asset allocation and periodic rebalancing.

Ian Trembly is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The ON Equity Sales Company, Ohio National Financial Services, Shipt, The Home Depot, and MSP. He was also involved with Olathe Youth Baseball for over a decade. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

Todd Zimlich is a financial advisor at CreativeOne Wealth, LLC with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as board treasurer for Grace Point Church in Topeka, KS. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, incorporating a range of investment strategies including ETFs, mutual funds, and options.

Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.

Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Cole Baker is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to joining Creative Planning, he was employed at KPMG, LLP for one year. Outside of his advisory role, Baker is a licensed real estate agent and also works as a tax preparer. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers a range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Nancy Lott is a financial advisor at Mariner with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022, with prior experience at Stonex Group Inc and Waddell & Reed, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

James Tinsley is a financial advisor at Mariner with 15 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes nine years at Two West Capital Advisors and seven years at Mariner Wealth Advisors before joining Mariner Institutional. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with offerings that include alternatives, structured notes, and digital assets, alongside integrated tax and accounting services.

Grace Smith is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at GWFS Equities, Elite Human Capital, Cosentino's Market, and Price Chopper. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and savings rates, delivered within a framework closely tied to Empower’s recordkeeping and administrative platforms.

Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.

Peter Zhang is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes positions at Shamrock Trading Corporation, UMKC, and Olathe East High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives, supplemented by tailored tax and private market investment options.

Cameron Lindholm is a financial advisor at Prime Capital Financial with Series 63 and Series 65 licenses. He has been in the financial industry since 2026 and previously held roles at LPL Financial and Intrust Bank. Outside of finance, his background includes positions in retail and education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.