Kathy Lum is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. from 2005 until 2024. 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 employs a structured planning process that results in personalized financial plans, with portfolio management focused on diversified allocations aligned with client risk tolerance.

Sarah Kleinschmidt is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 66 credential and six years of industry experience. She previously worked with Lee Financial Group Hawaii, Inc. and related entities for five years, and has experience outside finance including roles in education and assisted living. Since June 2024, she has served as co-chair of the Investment Commission Board for The Episcopal Church in Hawaii, overseeing the diocese’s investment portfolio. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolio management using mutual funds and ETFs, along with supplementary services such as tax planning and estate-planning support.

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, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Sequent Planning in 2024, he worked at Securities America Advisors and Securities America Inc from 2015 to 2023. Foster is also involved in the sale of health insurance, Medicare plans, and life insurance. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers using a structured risk framework and diversified investment strategies.

Kevin Jaegers is a CFA® charterholder with 20 years of industry experience and has been with Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses. 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 employs a structured planning process that results in personalized financial plans and offers diversified portfolio management alongside services such as Social Security optimization, tax planning, and estate-planning support.

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 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FAS Corp. and Financial Advisory Service, Inc. since 2020, following seven years at BOK Financial entities. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a combination of manager- and fund-level strategies supported by third-party research and tax-aware techniques.

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.

Timothy Wolfe is a Series 65-licensed financial advisor with eight years of industry experience, currently with Modern Wealth Management, LLC in Kansas City, MO. Prior to joining Modern Wealth Management in 2024, he held roles at Buttonwood Financial Group and RSM US Wealth Management. His professional background also includes positions outside the advisory industry, such as work at the University of Northern Iowa and Plumb Supply Company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

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.

Reed Hersma is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 65 designation and four years of industry experience. His background includes roles in education, small business ownership, and various positions at the University of Kansas. 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 employs a structured planning process and focuses on diversified allocations using mutual funds and ETFs aligned with client risk tolerance, along with supplementary services such as tax planning and estate-planning support.

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 at McInnes Group, Inc. since 2019 and has a background that includes five years at Benedictine College. Outside of advisory work, he has served as a financial analyst focused on retirement planning and insurance sales. M Holdings Securities, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms. The firm offers a range of investment management and financial planning services, combining discretionary portfolio management with third-party sub-advisors and utilizing technology platforms to support client accounts.

William Doty is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Doty is also affiliated with Barber Financial Group as an investment advisor representative. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a combination of strategic allocation, tactical adjustments, and third-party managers.

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.