William Stoddart is a financial advisor at M Holdings Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities since 2013 and with McInnes Group since 2015. Outside of his advisory roles, he serves as vice president of financial services at McInnes Group, where he assists with insurance sales. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory.

Lainie Henrich is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has previously worked at Copper Financial and St. Luke's Healthtrack. Outside of finance, she is the owner and instructor of Maya Yoga, a yoga studio she has operated for 15 years. American Century Investments Private Client Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, with services designed for households meeting a modest relationship threshold.

Matthew Holt is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 credential and bringing 12 years of industry experience. He has worked at cfd Investments since 2017 and previously spent time with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Holt is also involved in independent insurance sales and Christian Wealth Management. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm uses asset-class model allocations aligned with risk objectives and provides Biblically Responsible Investing strategies alongside various implementation features.

Rachel Mclain is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and having seven years of industry experience. She has been with American Century Investment Services, Inc. since 2018. Prior to that, her work experience includes roles at B & B Bagel, M & H Gas, the University of Missouri, Texas Roadhouse, and Kansas City Wealth Partners. 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 managed by its investment team, emphasizing strategic asset allocation, diversification, and portfolio construction with access to affiliated mutual funds and ETFs.

Joshua Diekmann is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2023. Prior to this, he spent five years with Barber Financial Group. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse range of clients, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Sarah Pedersen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She previously worked at It Works from 2017 to 2019 and has been with American Century Investment Services, Inc. since 2014. Outside of her advisory role, she operates a resale clothing business through online platforms such as eBay and Etsy. 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 affiliated mutual funds and ETFs, utilizing model portfolios managed by an internal investment team that emphasizes strategic asset allocation and diversification.

Michael Rose is a CFA® charterholder with 19 years of industry experience. He has worked at American Century Investment Services, Inc. since 2005 and is currently affiliated with American Century Investments Private Client Group, Inc. in Kansas City, MO. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and portfolio diversification through model portfolios managed by an internal Investment Committee, offering clients access to mutual funds and ETFs, including affiliated funds.

Desiree Porter is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at American Century Investment Services since 2022 and previously held positions with the Kansas City Area Development Council, Lawrence Public Library, and the University of Kansas. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing on clients with modest relationship thresholds. Their investment approach utilizes model portfolios managed by in-house teams and emphasizes proprietary American Century and Avantis funds.

Kevin Kemmerer is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with ON Investment Management Company and its affiliates since 2014. Outside of his advisory role, Kemmerer is also involved in life and health insurance sales through Summit Pointe Financial Group. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs and maintaining a dual-registration model that integrates advisory and broker-dealer activities.

Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and monitoring independent portfolio managers without directly investing client assets for most multi-manager accounts.

Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Rye KC, Northwestern Mutual, and Kansas State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by an internal investment committee and primarily invests clients’ portfolios in proprietary mutual funds and ETFs.

Gary Jones is a financial advisor at Savvy with 17 years of industry experience. He holds a Series 66 designation and previously worked at FBL Marketing Services, FBL Financial Group, and Valic Financial Advisors. Outside of finance, he is involved in playing music as a band owner. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.

Neal Dolbeare is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with American Century Investment Services, Inc. since 2004. 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 provides portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs through preconstructed model portfolios emphasizing strategic asset allocation and diversification.

Mark Hugunin is a financial advisor at CreativeOne Securities, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors for 10 years. Since 1982, he has also been involved with Creative Wealth KC, where he is an owner and provides insurance sales and services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs using a combination of project-based planning and ongoing asset management.

Lance Zimmerman is a financial advisor with M HOLDINGS SECURITIES, Inc. who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes positions at LPL Financial and Community First National Bank. Outside of advisory services, he is involved in retail beverage businesses, owning Z3 Tea Company and serving as president of Z2 Holdings Corp. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning.

William Webster is a financial advisor with M HOLDINGS SECURITIES, Inc., holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked at Greenberg Wexler & EIG LLC since 2016 and has been self-employed as an insurance broker since 2007. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, using a combination of portfolio management and third-party sub-advisors.

Alexander Halsey is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at The O.N. Equity Sales Company, AuguStar Life Insurance Company, Summit Pointe Financial Group, Crown Automotive Group, Laird Noller Automotive Group, and he previously taught at Olathe East High School. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, 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 programs and maintains a dual-registration model involving broker-dealer activities.

Orlando Martinez is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at American Century Investment Services, Farmers Insurance, Urenda Tool Company, DST Systems, and the University of Kansas. 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 uses model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs.