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.

Kelly Landry is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining CreativeOne Wealth (formerly Change Path, LLC) in 2018, she worked at Cona Investment Advisors, LLC from 2014 to 2018 and has been self-employed since 2003. She is also active in community service as the South Central Region Secretary for Soroptimist International of Kansas City Northland, an organization focused on economic empowerment for girls and women. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing modern portfolio theory alongside fundamental, technical, and quantitative analysis.

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.

Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Arvest, he worked at Northwestern Mutual in various roles from 2021 to 2025. Outside of his advisory work, Rawlings has experience working part-time as a weekend server at the Nicklaus Golf Club. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and tailored strategies to meet client objectives.

Kathryn Hadley is a financial advisor at IAMS Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Calton & Associates, Inc. and KCD Financial, Inc. Hadley is also involved with First Capital Group, Inc., where she focuses on sales of fixed annuities and office administration. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios with an asset-allocation approach.

Barry Koster is a financial advisor at Kornitzer Capital Management, Inc. with 21 years of industry experience. He holds the PFS™ designation and has been with Kornitzer Capital since 2002. Outside of his advisory role, he operates a sole proprietorship focused on tax preparation. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients and serves as investment adviser to the Buffalo Funds mutual fund series. The firm’s investment approach relies on internally generated research from a team including CFA charterholders, employing long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Ryan Mc Laughlin is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 credential and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Thrivent Financial, and North American Savings Bank. He served in the United States Navy from 2013 to 2017. American Century Investments Private Client Group, Inc. offers 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.

Jeffrey Vineyard is a financial advisor at Copper Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Copper Financial Network LLC since 2014. Outside of his advisory role, he is a member of Treehouse Capital, LLC, a real estate investment company. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for both individual and institutional clients.

Jordan Rehagen is a CFP®, ChFC®, and Series 66-licensed financial advisor at Copper Financial with three years of industry experience. His prior work includes roles at Comparion Insurance Agency, Liberty Mutual Insurance Company, and Assurity Life Insurance Company. Copper Financial serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with individual and institutional clients, acting as fiduciaries and conducting due diligence on portfolio managers.

Mark Rubin is a financial advisor at CreativeOne Securities, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed, Inc and CETERA Financial Group. Rubin has been with CreativeOne Securities since 2021. 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 provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.

Shane Toner is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at CommunityAmerica Financial Solutions and Waddell & Reed Inc. He also allocates time to investment management services with UMB Bank. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products. The firm employs a combination of model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Caleb Padgett is a financial advisor at Copper Financial with four years of industry experience. His prior roles include positions at Commerce Bank and Commerce Brokerage Services Inc. Outside of his advisory work, he also works as a food delivery driver for Doordash. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm accepts both individual and institutional clients and operates with a fiduciary advisory model supported by dual registration as a broker-dealer and SEC-registered investment adviser.