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.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, 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 uses model portfolios called American Century Strategies, primarily investing in proprietary mutual funds and ETFs, with a focus on households meeting a modest relationship threshold.

Ryan Burchett is a financial advisor at VestGen Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Tiffany Greens Golf Club. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement portfolios.

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.

Benjamin Kisner is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Prairie Capital Management Group, LLC since 2021 and previously worked at Prairie Capital from 2010 to 2021. Kisner is based in Kansas City, MO. Prairie Capital Management Group 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 multi-manager accounts.

Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Modern Wealth Management in 2023, he was with Barber Financial Group for 19 years and held roles at VOYA Financial Advisors and Locust Street Securities. He is also involved in financial education through production and syndication of a radio show on social security analysis and co-authored the book "Retire a Winner." Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning, tax, estate, and insurance-related services through affiliated entities.

Craig Snedden is an investment advisor at Modern Wealth Management, LLC, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee, model portfolios, and third-party managers to guide investment decisions and provides additional tax, estate, and insurance services through affiliated entities.

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.

Scott Sheldon is a financial advisor at VestGen Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones, AE Wealth Management LLC, RSG Investments, Retirement Solutions Group, and RSM US LLP. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients and offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm develops client-specific strategies using fundamental, technical, and quantitative analysis and serves a broad range of clients including individuals, small businesses, and institutional investors.

Joseph Thomas is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes a role at Trackmy Solutions from 2019 to 2020. 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 preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Rachel Keiser is a Series 65 licensed financial advisor with four years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2024 and previously spent eight years at Brownlie & Braden Advisors, LLC. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm utilizes a multi-manager, multi-strategy approach, including portfolio management, financial planning, and manager selection, and acts as adviser and sponsor for various fund-of-funds and related pooled investment products.

Nicholas Vena is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining American Century Investment Services, Inc., he has worked in various roles across multiple industries, including TruHome Solutions and Infinity Foils. 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 internal asset allocation teams and primarily invests in proprietary mutual funds and ETFs.

Justin Dusselier is a financial advisor at Geneos Wealth Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Professional Financial Concepts LLC and Securities America Advisors. Outside of his advisory work, he serves as vice president of the Greenview Ridge Homes Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through both discretionary and non-discretionary programs, employing a variety of investment strategies including fundamental and technical analysis.

Nathaniel Soulis is a CFA charterholder with 12 years of industry experience, currently serving as an advisor at Kornitzer Capital Management, Inc. since 2021. Prior to this, he worked at Great Plains Trust Company for nine years. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to both individual and institutional clients, including mutual funds and insurance-type clients. The firm’s investment process relies on internally generated research by a team of CFA charterholders and specialists, offering strategies across balanced, equity, and fixed-income mandates with a focus on long-term, low-turnover approaches.

Zachary Ghilino is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas and several hospitality businesses. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Michael Capelle is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 designation and 20 years of industry experience. He worked at United Capital Financial Advisers, Inc. for 18 years before joining Modern Wealth Management in 2022. Capelle serves on the advisory board for MaxMyInterest and manages a conservative, low-turnover investment portfolio for a family-related investment company. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model with an Investment Committee and Management Team, offering a range of services including discretionary investment management, financial planning, tax and estate planning, and ERISA plan services.

Dakota McMahon is a CFA® charterholder with one year of experience at First National Advisers, LLC. Prior to joining the firm, he worked at Country Club Bank for four years and State Street Corporation for six years. He is based in Kansas City, MO. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring.

Joseph Niblock is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He concurrently serves as a teaching assistant at the University of Missouri - Columbia. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, using model portfolios managed by in-house teams and primarily composed of proprietary mutual funds and ETFs.

Melissa Ohler is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Melissa has been with American Century Investment Services Inc. since 2010. 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 emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.