Chancellor Davis is a financial advisor at Modern Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modern Wealth Management, he worked at New York Life Insurance for two years and has experience in education, having been employed at the University of North Carolina at Charlotte and local schools. 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 discretionary and non-discretionary investment management, financial planning, and related services supported by a centralized Investment Committee and multiple specialized divisions.

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

Robert Self is a CFP® certificant with 10 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Wells Fargo Advisors, Bank of America, Merrill, and Morgan Stanley. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, using mutual funds, ETFs, fixed income, and individual equities. The firm operates as a wholly owned subsidiary of First National Bank of Omaha and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring across a range of portfolio objectives.

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. 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 selecting independent portfolio managers without directly investing client assets in most accounts.

Logan Degraeve is a Series 66 licensed advisor at Modern Wealth Management, LLC with 11 years of industry experience. He worked at Barber Financial Group for eight years before joining Modern Wealth Management in 2023. 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 discretionary and non-discretionary investment management, financial planning, and modular services.

Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. 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, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.

Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.

Harrison Dill is a financial advisor at American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and is based in Kansas City, MO. Dill has no prior industry experience. Outside of his advisory role, he has worked for companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams, primarily employing proprietary mutual funds and ETFs, and serves clients with modest asset thresholds.

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. 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 (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Connor Anderson is a CFP® professional with 11 years of experience in financial services. He is currently with Facet, having joined the firm after roles at Aspyre Wealth Partners, Charles Schwab Bank, Edward Jones, and Wells Fargo Advisors. Anderson holds a Series 66 license and is based in Kansas City, MO. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, serving both non-high-net-worth and high-net-worth households. The firm uses model-based asset allocations with a technology-driven approach and offers a flat subscription planning model that integrates investment management with comprehensive financial planning services.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining American Century Investment Services, Inc., he worked in roles at Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. 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 delivers advice through model portfolios managed by internal investment teams and emphasizes proprietary funds, quarterly performance reporting, and household account aggregation.

Ryan Burchett is a financial advisor at VestGen Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial for eight years. Before entering the financial industry, he was employed at Tiffany Greens Golf Club for two years. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse range of clients including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and affiliated funds to serve a broad client base that includes retail investors, institutions, and government entities.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

Benjamin Kisner is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds the Series 66 designation and has 14 years of industry experience, including 11 years at Prairie Capital and five years at Prairie Capital Management Group. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, develops investment policy statements and asset allocation plans, and selects and monitors third-party portfolio managers.

Frank Barber is a financial advisor with Modern Wealth Management, LLC based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Barber Financial Group, VOYA Financial Advisors, Inc., and Locust Street Securities, Inc. Barber is also involved in several entrepreneurial and publishing activities, including co-authoring the book "Retire a Winner," hosting a financial radio show focused on social security analysis, and serving on the board of Benjamin Technology, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.

Craig Snedden is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Barber Financial Group, and CreativeOne Securities, LLC. 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, employing a centralized Investment Committee and a mix of model portfolios and third-party managers to guide investment decisions.

William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. American Century Investments Private Client Group offers 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 dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.