John Christy is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He currently serves at Craft & Sage Wealth and has held prior roles at Royal Alliances Associates, Inc. and Premier Financial Partners, LLC. Outside of his advisory work, Christy is involved in a men's investment club at Lake Quivira Country Club. Craft & Sage Wealth provides investment management, financial planning, and investment analysis for individuals, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to align portfolios with clients’ goals and also advises on publicly traded and privately held real estate investments.

Travis Franks is a CFP® professional with Series 65 registration and one year of industry experience. He currently works at Prosperity Planning in North Kansas City, MO, where he has held roles since 2023. Prior to joining the firm, his background includes positions in financial success coaching and various educational institutions. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets using a long-term, diversified investment approach focused on global asset allocation with an emphasis on index-based funds and systematic strategy tilts.

Blake Harris is a financial advisor at Windward Private Wealth Management Inc. in Kansas City, MO, holding a Series 65 credential with two years of industry experience. Prior to joining Windward, he founded and operated BH Flips LLC, an online eBay store specializing in buying and reselling items. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to individuals and pension/profit-sharing plans, managing approximately $309.6 million in assets for about 226 clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers tailored financial planning that includes tax, retirement, estate, and insurance advice.

Joshua Falter is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with seven years of industry experience. He has been with the firm since 2016. In addition to advisory services, he is involved in fixed insurance and fixed annuity sales. Mid-American Wealth Advisory Group manages individual and retirement accounts for a diverse client base, including both non-high-net-worth and high-net-worth individuals. The firm offers discretionary and non-discretionary asset management, access to third-party managers, retirement plan rollover guidance, educational workshops, and in-house tax preparation services.

James Mader is a ChFC® credentialed financial advisor with 27 years of industry experience. He is the owner of MADER Financial Group, where he provides advanced insurance services for life, health, and disability. Mader has been with Mader Financial Advisors since 2005 and has a long-standing association with Great American Investors, Inc. since 1995. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management strategy focused on individual securities traded on major U.S. exchanges and also provides expert witness services related to securities.

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Richard Falter is a Series 65-licensed advisor with Mid-American Wealth Advisory Group in Kansas City, MO, where he has worked since 2019. He has eight years of industry experience, including prior roles at Sound Income Strategies and Mid American Tax Advisory Group. In addition to his advisory work, he has been an insurance agent offering life and health products since 2014. Mid-American Wealth Advisory Group serves a diverse client base, managing individual and retirement accounts with a team of six advisors and overseeing approximately $335.6 million in assets. The firm’s investment approach incorporates fundamental, technical, cyclical, and behavioral analysis, with portfolio strategies tailored to clients’ goals, and also provides tax preparation services and educational workshops.

Jeffrey Ernest is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Modern Wealth Management since 2023, following prior roles at Mutual Securities, Inc. and Barber Financial Group. 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 serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized Investment Committee and a mix of model portfolios and third-party managers.

Christopher Ruhnke is a financial advisor at VestGen Advisors, LLC in Kansas City, MO. He holds the Series 66 designation and has been with VestGen and related entities since 2026. Prior to his advisory role, his experience includes positions in various industries and education at Northwest Missouri State University. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,700 clients. The firm provides discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and access to third-party managers, employing a client-specific strategy that incorporates fundamental, technical, and quantitative analysis along with modern portfolio theory.

April Watkins 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. Her prior work includes roles at Mary Kay, Craft Sales, and Plexus Worldwide. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest asset levels. The firm employs model portfolios managed through strategic asset allocation and periodic rebalancing, with a focus on proprietary mutual funds and ETFs.

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.

Christopher Carter is a CFA® charterholder with four years of industry experience, currently working at Kornitzer Capital Management, Inc., where he has been since 2011. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients, including non-HNW and high-net-worth investors. The firm provides discretionary portfolio management through internally generated research and manages strategies across balanced, equity, and fixed-income mandates with a generally long-term, low-turnover approach.

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.

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.

Hayden Pudenz is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked with Barber Financial Group and the University of Missouri - Kansas City. Outside of his advisory role, he is an investment adviser representative at Barber Financial Group, working over 40 hours weekly. 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 employer-sponsored retirement plans, offering investment management, financial planning, and modular services supported by a centralized Investment Committee and a diverse range of strategies and tools.

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.

Darci Emerson is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 23 years of industry experience. She has been with UMB Financial Services and UMB Bank since 2014. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various portfolio options that include mutual funds, ETFs, municipal securities, and fixed income instruments. The firm utilizes a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

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.

Michael Quarles is a financial advisor at Gradient Advisors, LLC in Kansas City, MO, holding a Series 65 designation with nine years of industry experience. He has held roles at multiple firms, including American Financial Education Alliance and AE Wealth Management, and is the owner of Financial Longevity Advisory, LLC, where he also operates as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.