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.

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. in Mission, Kansas. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Invesco Advisers, Inc. and Quasar Distributors, LLC. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individual and institutional clients and serves as adviser to the Buffalo Funds mutual fund series. The firm utilizes internally generated research and offers balanced, equity, and fixed-income strategies through separately managed accounts and strategy accounts with a long-term, low-turnover approach.

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.

Rina Mehta is a financial advisor at Arvest Wealth Management with eight years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank and Commerce Bank. Outside of her advisory role, she is a co-founder and board member of Color the World, a nonprofit assisting parentless and low-income children and young adults. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a blend of fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.

John Kornitzer is a financial advisor with Kornitzer Capital Management, Inc. in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, all at Kornitzer Capital Management since 1989. Kornitzer Capital Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and institutional clients. The firm manages a range of strategies through separately managed accounts and mutual funds, emphasizing long-term, low-turnover approaches supported by internal research from a team including CFA charterholders and industry specialists.

Conner Ensign is a CFA® charterholder with six years of industry experience. He currently works at Kornitzer Capital Management, Inc. and previously held positions at American Century Investment Services, Inc. and several other organizations. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients through discretionary portfolio management and advisory roles for mutual funds and a trust company. The firm emphasizes internally generated research and employs a long-term, low-turnover investment approach across balanced, equity, and fixed-income strategies.

Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience. He is currently affiliated with First National Advisers, LLC and has prior experience at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm uses a team-based approach with model portfolios that emphasize asset allocation, fund screening, and ongoing risk monitoring, and it maintains strong banking and trust affiliations as a wholly owned subsidiary of First National Bank of Omaha.

Cassandra Bartlett is a CFP® professional with 24 years of industry experience. She currently works at Arvest Wealth Management and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ameriprise Financial Services Inc., and Bartlett, Inc. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Brendan Ryan is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation. He has recent experience across several firms and roles since 2023. Prior to entering the financial industry, he was involved in collegiate and minor league baseball organizations. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services primarily to individual clients, trusts, and charitable organizations with modest account minimums. The firm uses model portfolios managed by internal asset allocation teams and emphasizes proprietary funds, detailed reporting, and household account aggregation.

Arthur Lewis is a financial advisor at UMB Financial Services, Inc. based in Kansas City, MO. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was employed at UMB Bank and Lowe’s, and was a full-time student for ten years. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and combines investment management with municipal advisory services, supported by its affiliation with UMB Bank.

Katie Fisher is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior work includes roles at American Century Investment Services, Inc., Classial Conversations, LifeWay Christian Bookstores, and H&R Block. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Michael Martin is a financial advisor with VestGen Advisors, LLC in Kansas City, MO, holding Series 63 and 65 licenses and possessing 32 years of industry experience. He worked at LPL Financial for 32 years prior to joining VestGen Advisors in 2025 and has been associated with Kelly Martin (LPL Broker 553) since 1993. He is also an LLC member of VestGen Wealth Partners Holdings, a financial services holding company based in Chicago. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm utilizes a combination of advisor-client relationships and centralized portfolio construction, offering discretionary and non-discretionary management alongside third-party manager options.

Jarrod Pierson is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. He holds the 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 a variety of institutional clients, offering asset consulting, investment supervisory services, and management of limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

John Shepley is a CFA charterholder with 34 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including mutual funds and insurance-type accounts. The firm’s investment process relies on internally generated research from a team of specialists and emphasizes long-term, low-turnover strategies implemented through separately managed and strategy accounts.