Kenneth Charles Bateman

Douglas Mottet is the principal advisor of Mottet Wealth, an independent registered investment adviser based in Parkville, MO, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Doug Mottet Enterprises, Inc. since 1992. Outside of financial advising, he works as an independent contractor and district sales representative for Stine Seed Company, a non-investment related business. Mottet Wealth manages approximately $68 million for around 130 clients, offering portfolio management and comprehensive financial planning for individuals as well as retirement plans and institutional accounts, including pension consulting. The firm uses the AssetMark platform to implement client strategies through model portfolios, individually managed accounts, mutual funds, and ETFs, and provides discretionary portfolio management along with tax-aware and guided-income options.

Michael Wolters is a Series 65 licensed financial advisor with 33 years of industry experience. He has been with Mike Wolters & Associates, Ltd. since 1994, where he is one of two advisors at the firm based in Parkville, MO. Mike Wolters & Associates, Ltd. provides discretionary asset management exclusively to individuals, charitable organizations, and retirement plan participants. The firm manages about $19 million across roughly 74 client accounts, primarily using ETFs and selected individual stocks within an investment approach that combines fundamental and technical analysis alongside macroeconomic and political factors.

Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.

Katsiaryna Quandt is a financial advisor at Maple Grove Wealth with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Commonwealth Financial Network and Chronicle Partners LLC. Maple Grove Wealth provides investment advisory services to individuals, high net worth clients, small businesses, and institutions. The firm develops customized, goal-based strategies using a variety of investment instruments and emphasizes a long-term investment approach with flexibility for shorter-term reallocations.

Patrick Guilfoy is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at AE Wealth Management, Advisors Excel, and Duncan Financial Management. In addition to his advisory work, he is licensed as an insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, using proprietary risk-based models and a focus on fixed-income analysis. The firm also provides educational workshops and tax preparation services, and several representatives, including Guilfoy, hold insurance licenses that complement their investment services.

Kolton Hurst is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His background includes roles at Interbank and educational positions at Oklahoma State University and Navajo Public School. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates through discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm uses proprietary risk-based models with an emphasis on fixed-income analysis and offers additional services such as educational workshops and tax preparation.