John Yates is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Mutual/United of Omaha since 2002. Outside of his advisory role, he serves on the Village Cooperative of Overland Park Property and Safety Committees. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through platform relationships with third-party managers and integrates broker-dealer and insurance services within the Mutual of Omaha group.

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.

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 financial advisor with ON Investment Management Company in Overland Park, Kansas. He holds CFP® certification and has 33 years of industry experience. His work history includes roles at Ohio National Insurance Agency, Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he serves as chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and volunteers on the board of Evergreen Living Innovations. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary programs, including access to third-party investment platforms.

Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Infinity Financial Services Advisory in 2020, he worked at LPL Financial from 2013 to 2017. Outside of his advisory work, he is the owner of Royal CBD, an online cannabidiol sales business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment approach and integrates a range of investment strategies and products, including options and complex instruments, within its portfolio construction and risk management processes.

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 an advisor at FAS Wealth Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal services, currently operating JMS Legal LLC as a sole owner. Prior to his current roles, he worked at Sandberg Phoenix & Von Gontard PC and BridgeBuildup Tax & Legal Services Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and institutional clients, employing a range of asset allocation and manager-level strategies alongside tax-aware techniques.

Stephen Black is an investment advisor representative at Cooper McManus with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Arbor Point Advisors, Securities America, and Summit Financial Group. Outside of his advisory role, he serves as president of the Leawood Rotary. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and model asset-allocation 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.

Paul Dreher is a CFP® professional with 14 years of industry experience, currently serving at Cetera Planning Partners since 2011. He holds Series 63 and Series 65 licenses. Dreher volunteers as a board and committee member for Kansas City Hospice, where he contributes to financial planning discussions. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm utilizes diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning via a third-party provider.

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.