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.

Matthew Reeves is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with UMB Financial Services, Inc. and UMB Bank, having previously worked at LPL Financial and Waddell & Reed. 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. The firm employs a combination of model-based and manager-driven investment approaches and offers multiple program options including mutual funds, ETFs, and fixed income instruments.

Stephen Vaughn is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 license and five years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, Vaughn works as a rideshare driver for Uber. American Century Investments Private Client Group offers 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 teams and emphasizes proprietary mutual funds and ETFs while providing detailed quarterly reporting and household account aggregation.

Justin Dusselier is a financial advisor at Geneos Wealth Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Professional Financial Concepts LLC and Securities America Advisors. Outside of his advisory work, he serves as vice president of the Greenview Ridge Homes Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through both discretionary and non-discretionary programs, employing a variety of investment strategies including fundamental and technical analysis.

Andrew Goos is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Bank. 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 multi-faceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Timothy Underwood is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and 11 years of industry experience. His background includes roles at Brett Reid Wealth Management, BRH Group, and GrowStrong Wealth Strategies, among others. Underwood is also active in insurance sales and real estate through multiple affiliated entities. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients, offering services that include financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through a managed account platform.

Matthew Lord is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, Creative Planning, and other financial firms. 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 preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Dainan Swoope is a financial advisor at Copper Financial in Lenexa, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Copper Financial, he worked at Zeck Ford and Select Quote. Outside of finance, he is involved in youth sports as a soccer coach with Refine Soccer Training. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm supports individual and institutional clients and utilizes a model-based advisory approach with fiduciary oversight and regular account reviews.

Nathaniel Soulis is a CFA charterholder with 12 years of industry experience, currently serving as an advisor at Kornitzer Capital Management, Inc. since 2021. Prior to this, he worked at Great Plains Trust Company for nine years. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to both individual and institutional clients, including mutual funds and insurance-type clients. The firm’s investment process relies on internally generated research by a team of CFA charterholders and specialists, offering strategies across balanced, equity, and fixed-income mandates with a focus on long-term, low-turnover approaches.