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.

Elena Bone is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and in education settings. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, and other entities, focusing on households with modest investment thresholds. The firm utilizes model portfolios managed by in-house teams, primarily investing in proprietary mutual funds and ETFs.

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience, currently affiliated with First National Advisers, LLC in Kansas City, MO. He has held roles at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. since 2015. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm employs a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring to implement model portfolios across varied investment objectives.

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 at VestGen Advisors, LLC with 32 years of industry experience. He previously worked at LPL Financial for over three decades and holds Series 65 and Series 63 credentials. He is also a member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,790 clients across 53 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, using a combination of fundamental, technical, and quantitative analysis tailored to client goals and risk tolerance.

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.

Graham Bolar is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 credential and one year of experience at the firm. Prior to joining Modern Wealth Management, he has held positions at the City of Steamboat Springs, Alterra Mountain Corporation, and Colorado Mountain Club. His background also includes roles in academia and nonprofit organizations. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and institutional clients, with investment decisions guided by a centralized Investment Committee and executed through a mix of model portfolios and third-party managers.

Brian Kaufman is a financial advisor at Prairie Capital Management Group, LLC with 29 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. Kaufman is involved in several nonprofit boards, including the Salvation Army and the Kansas City Art Institute, and serves on the UMKC Bloch Advisory Council. 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 approach by setting allocation parameters and selecting independent portfolio managers, managing many relationships on a non-discretionary basis.

Janice Trimmell is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses, and has 39 years of industry experience. She has been with UMB Bank and UMB Scout Brokerage Services Inc. throughout her career. 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 as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability and risk-tolerance process to guide portfolio construction.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Audrie Patton is a financial advisor with American Century Investments Private Client Group, Inc. based in Kansas City, MO. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at American Century Investment Services, Inc. and positions outside the financial industry at Texas Roadhouse and educational institutions. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm employs model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs.

Timothy Wolfe is a Series 65-licensed financial advisor with eight years of industry experience, currently with Modern Wealth Management, LLC in Kansas City, MO. Prior to joining Modern Wealth Management in 2024, he held roles at Buttonwood Financial Group and RSM US Wealth Management. His professional background also includes positions outside the advisory industry, such as work at the University of Northern Iowa and Plumb Supply Company. 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 retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

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.