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.

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.

Angela Gates is a financial advisor with UMB Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Angela has worked at UMB Bank, n.a., UMB Financial Services Inc., and UMB Insurance Inc. since the early 1990s and 2008, respectively. UMB Financial Services, Inc. provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through various program options, including a wrap-fee platform. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank, n.a. and UMB Investment Management.

Rex Swartz II is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995. Capital Analysts serves a diverse clientele including retail and institutional investors, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

David Cuba is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with MHN Government Services since 2008 and Lincoln Investment Planning, Inc. since 1995. He is also the owner of DKKT Holdings LLC, a holding company with no current active investments. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual-fund screening process.

Arthur Lewis is a financial advisor at UMB Financial Services, Inc. based in Kansas City, MO. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was employed at UMB Bank and Lowe’s, and was a full-time student for ten years. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and combines investment management with municipal advisory services, supported by its affiliation with UMB Bank.

Michael Martin is a financial advisor at VestGen Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for over three decades. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for a diverse client base, including institutions and individuals. The firm employs client-specific strategies incorporating fundamental, technical, and quantitative analysis, and offers a broad range of investment management and retirement plan services.

Janice Trimmell is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses, and has 39 years of industry experience. She has been with UMB Bank and UMB Scout Brokerage Services Inc. throughout her career. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability and risk-tolerance process to guide portfolio construction.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Ronald Yount is a Certified Financial Planner® with 22 years of industry experience, currently serving at Copper Financial Network LLC since 2014. He holds the Series 63 and Series 65 licenses and is based in Kansas City, MO. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and affiliated entities, offering financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and online Guided Investing. The firm serves both individual and institutional clients and operates with a fiduciary advisory model that includes due diligence on third-party managers.

Craig Sutherland is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Central States Capital Markets LLC before joining UMB in 2018. Outside his advisory work, he is involved in the sales and service of vintage automobiles through Sutherland Automotive and participates in historic sports car racing promotions. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm provides multiple managed account solutions using documented suitability reviews and model-based strategies, operating as both a registered investment adviser and a municipal advisor with a bank affiliation.

Deborah Alexander is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 63 designation and 25 years of industry experience. She has been with UMB Financial Services and UMB Insurance since 2001, where she also serves as an Insurance Product Manager. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates with a documented suitability review process, distinguishing itself through its affiliation with UMB Bank and its role as a municipal advisor.

Bradley Remy is a Series 65–licensed financial advisor with RubinBrown Advisors LLC in Kansas City, MO. He has seven years of industry experience and has been with RubinBrown Advisors since 2017, alongside his tenure at RubinBrown LLP beginning in 2013. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets, primarily through strategic asset allocation with model portfolios of mutual funds and ETFs, and offers both discretionary and non-discretionary management approaches.

Phillip Mason is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation and bringing 13 years of industry experience. He has been with UMB Financial Services since 2013 and has worked at UMB Bank since 2005. Outside of his advisory role, Mason serves on the boards of two nonprofit organizations, St. Michael's Veterans Center and Inclusion Connections. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Douglas Nelson is a CFP® professional with 26 years of experience in financial advising. He is currently affiliated with Capital Analysts and has previously worked at Lincoln Investment Planning and Valic Financial Advisors. Outside of his advisory work, Nelson serves as a lecturer at the University of Nebraska-Lincoln, teaching courses related to retirement planning and family financial planning, and he coaches boys varsity basketball at Prairie View USD 362. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individuals, trusts, foundations, and businesses. The firm combines in-house discretionary management with third-party offerings and emphasizes fiduciary responsibilities, serving clients nationwide through independent advisors and managed programs.

Heather Herring is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds the Series 65 designation and previously worked at One Oak Private Wealth and Asset Management, AE Wealth Management, LLC, and It's Your Money. She is also involved with Financial Longevity Advisory LLC, focusing on financial and retirement planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives, offering a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.

Salvatore Arnone is a financial advisor with Copper Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked for American Century Investments for 11 years before joining Copper Financial. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management via third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm works with both individual and institutional clients and employs a fiduciary advisory model centered on third-party manager referrals and in-house model portfolios.

Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he worked at Empower Retirement from 2015 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sean Day is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Empower Advisory Group, he worked at Empower Financial Services and held positions in mortgage lending and solar energy sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base through a high client-to-advisor ratio.