At Lighthouse Planning, we believe financial planning is about more than money—it’s about aligning your money with the life you’re meant to live. As a Financial Life Planning firm, we guide our clients through the EVOKE® process, as taught by the Kinder Institute of Life Planning, helping them uncover what truly matters most. Because when your financial decisions reflect your deepest values, clarity and confidence follow. The world is noisy, and it’s easy to let logic and fear drown out the quiet voice inside—the one that knows exactly where you want to go. We help you tune in, map out your vision, and design a financial life plan that supports the journey ahead. From cash flow and debt management to investments, taxes, risk management, and estate planning, we take a truly comprehensive approach—ensuring every financial decision moves you toward the life you want.

Andrew Hirstein is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at American Century Investment Services, Inc. and retail positions at Dillons Grocery Store and Casey's Market. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses, typically servicing households with modest assets. The firm uses model portfolios managed by internal teams, primarily investing in proprietary mutual funds and ETFs.

David Arnold is a CFP® with 20 years of industry experience, currently serving at American Century Investment Services Inc. since 2006. He is based in Kansas City, MO, and holds Series 63 and Series 66 licenses. 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.

William Doty is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Doty is also affiliated with Barber Financial Group as an investment advisor representative. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a combination of strategic allocation, tactical adjustments, and third-party managers.

Jessica Giannola is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Giannola has been with American Century Investment Services, Inc. since 2005. 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 and emphasizes strategic asset allocation, diversification, and portfolio construction methods, primarily managing client accounts on a discretionary basis with periodic rebalancing.

Austin Dass is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. He is also employed as a Personal Care Attendant at Acumen Fiscal Agent, where he provides personal care and support to individuals with autism. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios focused on strategic asset allocation and diversification.

Thomas Mclaury is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has been with American Century Investment Services Inc since 2006. 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, primarily serving households with moderate asset levels. The firm employs model portfolios managed by internal teams and emphasizes strategic asset allocation, proprietary mutual funds and ETFs, and detailed quarterly performance reporting.

Shawn Hause is a financial advisor at Prairie Capital Management Group, LLC with 27 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 institutional clients, offering asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets for most accounts.

Wayne Robinson is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Barber Financial Group for eight years. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services through a centralized investment process.

Rance Carlson is a CFP® professional at Copper Financial with 20 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory work, he is a member of Gooseneck Farms, LLC, an agricultural farm in Missouri. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, as well as model-based wrap programs and an online guided investing option.

Ronald Yount is a Certified Financial Planner® with 22 years of industry experience, currently serving at Copper Financial Network LLC since 2014. He holds the Series 63 and Series 65 licenses and is based in Kansas City, MO. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and affiliated entities, offering financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and online Guided Investing. The firm serves both individual and institutional clients and operates with a fiduciary advisory model that includes due diligence on third-party managers.

Gage Atwood is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His background includes roles at DST Systems and various entrepreneurial and event-related ventures. He is also involved with Phoenix Finds Homes, LLC. 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 uses model portfolios managed by an in-house investment team and focuses on households with modest asset levels rather than exclusively high-net-worth clients.

Craig Sutherland is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at UMB Financial Services and UMB Bank since 2018, following seven years at Central States Capital Markets LLC. Outside of his advisory role, he is involved in the vintage automobile industry through ownership of Sutherland Automotive and participates in historic sports car racing promotional activities. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities. The firm offers various program options and employs a combination of model-based and manager-driven investment approaches.

Page Avazpour is a financial advisor at American Century Investments Private Client Group, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Topgolf, Kelce College of Business, and Pittsburg State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model portfolio approach with proprietary mutual funds and ETFs, focusing on clients with a modest relationship threshold.

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. 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, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.

Deborah Alexander is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 63 designation and 25 years of industry experience. She has been with UMB Financial Services and UMB Insurance since 2001, where she also serves as an Insurance Product Manager. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates with a documented suitability review process, distinguishing itself through its affiliation with UMB Bank and its role as a municipal advisor.

Christopher Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds the Series 66 designation and has been with Prairie Capital since 2021. He also maintains a role at Umb, where he has worked since 2010. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients including pension plans, trusts, and charitable organizations. 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.

James Merdian is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, he worked at Mueller Painting LLC and at the University of Missouri. 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 focuses on households with modest relationship thresholds and uses a model portfolio approach primarily composed of proprietary mutual funds and ETFs.

James Braden is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Prairie Capital in 2024, Mr. Braden was involved with Brownlie & Braden Advisors, LLC and has served as Managing Director of Cotton Creek Capital Management, LLC since 2006. He also serves as President of Hanover Hillcrest Holdings, LLC, and holds leadership roles managing private investment vehicles and serving on portfolio company boards. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and management of pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach and maintains a range of affiliated relationships and third-party arrangements uncommon among peers.

Bradley Remy is a Series 65–licensed financial advisor with RubinBrown Advisors LLC in Kansas City, MO. He has seven years of industry experience and has been with RubinBrown Advisors since 2017, alongside his tenure at RubinBrown LLP beginning in 2013. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets, primarily through strategic asset allocation with model portfolios of mutual funds and ETFs, and offers both discretionary and non-discretionary management approaches.