Katherine Carter is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with American Century Investment Services, Inc. since 2001. 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 uses model portfolios and emphasizes strategic asset allocation, diversification, and portfolio construction, offering access to affiliated mutual funds and ETFs.

Kory Klossner is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at North American Savings Bank and Scottrade. 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 emphasizes strategic asset allocation and portfolio construction through model portfolios and offers access to affiliated mutual funds and ETFs.

Bruce Godke is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Modern Wealth Management since 2023 and has prior experience with Mutual Securities, Inc. and Barber Financial Group. Godke is also an independent insurance agent, conducting life and long-term care insurance transactions. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services through affiliated entities.

Suzanne Wallace is a financial advisor at Copper Financial with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Boulder Wealth Management, Edward Jones, and Abbott Laboratories. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third‑party referrals, model-based wrap programs, and online Guided Investing. The firm works with both individual and institutional clients and operates with a dual broker‑dealer and SEC-registered investment adviser registration.

Scott Schloegel is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Creative Planning, Royal Alliance, and Premier Financial Partners. Scott also owns Wealth Scope LLC, where he provides financial planning and client relationship management. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, providing a non-discretionary model that integrates fundamental, technical, and cyclical portfolio analysis.

Jacob Haynes is a financial advisor at Advisors Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ivy Investments, Inc. and several wealth management and asset management companies. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts as well as model separate-account and ETF strategies.

James Shay is a financial advisor at Kornitzer Capital Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individual and institutional clients, including high-net-worth and non-HNW individuals, and serves as adviser to mutual funds and a trust company. The firm’s investment approach emphasizes internally generated research across equity, fixed-income, and balanced strategies, implementing these through separately managed and strategy accounts with a long-term, low-turnover focus.

Zachary Roth is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Northwestern Mutual and the University of Missouri System. 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 mutual funds and ETFs, utilizing model portfolios that emphasize strategic asset allocation and diversification.

Cody Hughes is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has eight years of industry experience. Prior to joining American Century Investment Services, Inc. in 2018, he worked at Kansas State University for three years. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by internal teams and focuses on portfolios primarily composed of American Century and Avantis mutual funds and ETFs.

James Rankin Jr. is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at CreativeOne Securities, CreativeOne Wealth, LLC, and AE Wealth Management, 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 provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios and third-party managers in its approach.

Kelly Landry is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining CreativeOne Wealth (formerly Change Path, LLC) in 2018, she worked at Cona Investment Advisors, LLC from 2014 to 2018 and has been self-employed since 2003. She is also active in community service as the South Central Region Secretary for Soroptimist International of Kansas City Northland, an organization focused on economic empowerment for girls and women. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing modern portfolio theory alongside fundamental, technical, and quantitative analysis.

Barry Koster is a financial advisor at Kornitzer Capital Management, Inc. with 21 years of industry experience. He holds the PFS™ designation and has been with Kornitzer Capital since 2002. Outside of his advisory role, he operates a sole proprietorship focused on tax preparation. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients and serves as investment adviser to the Buffalo Funds mutual fund series. The firm’s investment approach relies on internally generated research from a team including CFA charterholders, employing long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Ryan Mc Laughlin is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 credential and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Thrivent Financial, and North American Savings Bank. He served in the United States Navy from 2013 to 2017. American Century Investments Private Client Group, Inc. offers 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.

Jeffrey Vineyard is a financial advisor at Copper Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Copper Financial Network LLC since 2014. Outside of his advisory role, he is a member of Treehouse Capital, LLC, a real estate investment company. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for both individual and institutional clients.

Shane Toner is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at CommunityAmerica Financial Solutions and Waddell & Reed Inc. He also allocates time to investment management services with UMB Bank. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products. The firm employs a combination of model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Caleb Hein is a financial advisor at American Century Investments Private Client Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. since 2018. Prior to that, he was affiliated with the University of Central Missouri for four years. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by in-house teams and primarily invests in proprietary mutual funds and ETFs, focusing on clients with modest account minimums.

Kelly Frazier is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and various 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 cases.

Jack Knutson is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company, Merrill, and Bank of America. 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 and modular services.

Christopher Crawford is a financial advisor with Kornitzer Capital Management, Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at Invesco Advisers, Inc. and Quasar Distributors, LLC. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients, serving as adviser to the Buffalo Funds and acting as subadviser for a trust company. The firm employs a research-driven investment process with a focus on long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Angela Gates is a financial advisor with UMB Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Angela has worked at UMB Bank, n.a., UMB Financial Services Inc., and UMB Insurance Inc. since the early 1990s and 2008, respectively. UMB Financial Services, Inc. provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through various program options, including a wrap-fee platform. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank, n.a. and UMB Investment Management.