Jordan O'Grady is a CFP® and CFA® professional with 14 years of experience in financial advising. He has been with FAS Wealth Partners, Inc. and its affiliated firms since 2014. His credentials also include Series 66 and Series 63 licenses. FAS Wealth Partners provides fee-based advisory services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation aligned with client objectives and integrates both internal management and third-party resources, along with tax-aware strategies and alternative investment options.

Joseph Lauritsen is a financial advisor at CreativeOne Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at American Century Investment Services, Inc. He is also a self-employed musician. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis and offers both discretionary and non-discretionary portfolio management through a network of 127 advisors.

Bryan Gurss is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors and PlanMember Securities Corporation. Outside of advisory work, he has worked as a delivery driver for DoorDash. CreativeOne Wealth, LLC provides 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 model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Stephen Foster is a financial advisor with Sequent Planning, LLC and holds the Series 63 and Series 66 designations. He has 26 years of industry experience, including eight years at Securities America Advisors and Securities America Inc. Outside of advisory work, he is involved in selling individual health insurance, Medicare-related plans, and life insurance. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, third-party model manager access, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified manager exposures.

Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his time evenly between Arvest Bank’s Trust Department and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Audrie Patton is a financial advisor with American Century Investments Private Client Group, Inc. based in Kansas City, MO. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at American Century Investment Services, Inc. and positions outside the financial industry at Texas Roadhouse and educational institutions. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm employs model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs.

Clayton Fisher is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BOK Financial Securities, Inc. and Bank of Kansas City. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and retirement plans. The firm’s investment approach focuses on asset allocation aligned with clients’ written investment objectives and combines internal management with third-party managers and research tools.

Hanna Wroblewski is a Series 65-credentialed financial advisor at 49 Financial with two years of industry experience. Prior to joining 49 Financial, she held roles at Friendship Village and World Wide Technology. Outside of her advisory work, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-affiliated organizations. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion across multiple advisory teams.

Michael Andries is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 27 years of industry experience and has worked with firms including Client One Securities, LLC and Securities America Advisors, Inc. Outside of his advisory role, he is involved in insurance sales through Funds Management, Inc and provides counseling at St Luke's Catholic Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Manry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2014. Outside of his advisory role, Manry is an independent insurance agent specializing in fixed, indexed, and life insurance products. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

Randall Powell is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2019, and previously at Waterfront Wealth, Inc. and Wells Fargo Advisors. Powell volunteers with Modern Day Missions, contributing approximately eight hours per month. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a combination of fundamental value screening and quantitative optimization in its investment process and operates through a network of advisers tailoring portfolios to client objectives.

At Lighthouse Planning, we believe financial planning is about more than money—it’s about aligning your money with the life you’re meant to live. As a Financial Life Planning firm, we guide our clients through the EVOKE® process, as taught by the Kinder Institute of Life Planning, helping them uncover what truly matters most. Because when your financial decisions reflect your deepest values, clarity and confidence follow. The world is noisy, and it’s easy to let logic and fear drown out the quiet voice inside—the one that knows exactly where you want to go. We help you tune in, map out your vision, and design a financial life plan that supports the journey ahead. From cash flow and debt management to investments, taxes, risk management, and estate planning, we take a truly comprehensive approach—ensuring every financial decision moves you toward the life you want.

Andrew Hirstein is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at American Century Investment Services, Inc. and retail positions at Dillons Grocery Store and Casey's Market. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses, typically servicing households with modest assets. The firm uses model portfolios managed by internal teams, primarily investing in proprietary mutual funds and ETFs.

David Arnold is a CFP® with 20 years of industry experience, currently serving at American Century Investment Services Inc. since 2006. He is based in Kansas City, MO, and holds Series 63 and Series 66 licenses. 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.

Nathan Biggerstaff is a financial advisor with ON Investment Management Company in Lees Summit, MO, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and utilizes both proprietary and third-party investment programs.

Carter Howes is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. He has worked with McInnes Group, Inc. since 2019 and was previously employed at Benedictine College from 2016 to 2021. Outside of his advisory role, he has experience as a financial analyst focusing on retirement planning and insurance sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Jessica Giannola is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Giannola has been with American Century Investment Services, Inc. since 2005. 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 and emphasizes strategic asset allocation, diversification, and portfolio construction methods, primarily managing client accounts on a discretionary basis with periodic rebalancing.

Shaymond Janes is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Private Advisor Group and Two West Capital Advisors. Outside of advising, he serves as a Business Development Consultant for insurance professionals and manages life insurance and fixed annuity sales through his own firms. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers.

Eric Hunsicker is a CFP® with 19 years of industry experience, currently serving at CreativeOne Wealth, LLC. He has previously worked with Securities America, Inc. and Securities America Advisors. Alongside his advisory work, he is involved in fixed insurance sales through Kansas Financial Resources and provides investment advisory services via Changepath, LLC. 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 proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and private investments.

William Keech is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life & Casualty, Inc, Santa Marta, and Bens Lawnscaping. He holds a life and health insurance license. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.