Stephen David Tracy

Ryan Keen is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Prairie Rivers Investments since 2017 and previously held positions at Securities America, Inc. and SSN Advisory Inc. Outside of his advisory work, he operates a hobby farm and a woodworking shop where he takes selective commissions for furniture and household items. Prairie Rivers Investments serves high-net-worth and individual clients, as well as institutions, charitable organizations, and retirement plans. The firm employs a goals-based, long-term investment strategy combining actively managed mutual funds with low-cost index ETFs and uses technology tools such as Nitrogen and ORION to support portfolio management and client risk assessment.

Patrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.

Kyle Dishong is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Securities America, Inc., and SSN Advisory Inc. Outside of his advisory work, he serves on the board of directors and as board treasurer for the Crawford County Leadership Alliance, a nonprofit organization focused on community leadership development. Prairie Rivers Investments serves high-net-worth individuals, institutions, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs a goals-based, long-term investment approach that integrates actively managed mutual funds with low-cost index ETFs and uses proprietary tools to tailor client risk profiles.

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining KCPAG Financial Advisors, Bierman worked at Regions Bank and Fifth Third Securities. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets and serves about 405 clients through a team of 13 advisors operating across 27 offices.

William Thomas Jr. is a financial advisor with KCPAG Financial Advisors LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes positions at SECURITIES AMERICA, Inc., Kemper Capital Management, and Kcpag Insurance Services LLC. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting for individuals, trusts, estates, and business clients. The firm provides tailored asset management using fundamental analysis and a combination of long- and short-term strategies, serving approximately 405 clients through a team of 13 advisors across 27 offices.

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience and holds a Series 65 designation. She has worked at KCPAG Financial Advisors since 2019 and has been associated with Kemper Capital Management since 2018. Kelly’s background also includes two years at Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves around 405 clients with a team of 13 advisors operating across 27 offices.