Ted Kouris is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his advisory role, he spent four years affiliated with the University of Kansas and has been involved with various organizations including Perfect Game Midwest and DoorDash. American Century Investments Private Client Group provides discretionary investment management and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by an in-house Investment Committee and primarily invests clients’ assets in American Century and Avantis mutual funds and ETFs.

Phillip Mason is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation and bringing 13 years of industry experience. He has been with UMB Financial Services since 2013 and has worked at UMB Bank since 2005. Outside of his advisory role, Mason serves on the boards of two nonprofit organizations, St. Michael's Veterans Center and Inclusion Connections. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Christian Goodman is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and having 12 years of industry experience, all with American Century Investments since 2014. Outside of his advisory role, he operates an e-commerce business selling trading cards and other items online. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm uses model portfolios managed by its asset allocation teams and emphasizes proprietary funds and detailed quarterly reporting.

Michael Barber is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Modern Wealth Management since 2023, previously affiliated with Mutual Securities, Inc and Barber Financial Group. Outside of his advisory roles, he operates as an independent insurance agent and is involved in succession planning through BFG Advisors Group, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets and serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and uses a combination of model portfolios, third-party money managers, and scenario-modeling tools to guide investment decisions.

James Barenberg is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. Prior to joining American Century Investment Services, Inc. in 2019, he worked at Amazon and was involved in homeschooling through Colchagua Montessori Homeschool. 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, offering access to affiliated mutual funds and ETFs with portfolio monitoring and tax-loss harvesting features.

Jason Seehusen is a CFP® professional with 19 years of industry experience. He has worked at Copper Financial Network LLC since 2017 and previously held roles at Sammons Retirement Solutions and Sammons Financial Network. Outside of advising, he serves as a referee for high school football, basketball, and women's college basketball. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and an online Guided Investing option. The firm works with both individual and institutional clients, providing ongoing advisory services as well as one-time financial plans.

Brian Hawkins is a financial advisor at American Century Investments Private Client Group, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and is based in Kansas City, MO. Outside of his advisory role, he has experience in various fields including wind energy, security services, and sports umpiring. 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 manages client portfolios through model strategies primarily composed of proprietary mutual funds and ETFs, with an emphasis on detailed reporting and household account aggregation.

Collin Jasper is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at Midwest Grain & Barge and has held various positions at educational institutions including Southeast Missouri State University, Highland Community College, and Kansas 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 utilizes model portfolios managed by in-house teams and focuses on clients with modest relationship thresholds.

Andrew Osborne is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Kestra Advisory Services LLC, AE Financial Services, LLC, and Ethos Group. 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 personalization, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios managed with a focus on strategic asset allocation and diversification.

Jason Nguyen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investments since 2013. Outside of his advisory role, he manages a nail care business in Kansas City. 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 affiliated mutual funds and ETFs through model portfolios emphasizing strategic asset allocation and diversification.

Heather Herring is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds the Series 65 designation and previously worked at One Oak Private Wealth and Asset Management, AE Wealth Management, LLC, and It's Your Money. She is also involved with Financial Longevity Advisory LLC, focusing on financial and retirement planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives, offering a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Wayne Kraus is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses 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 such as pension plans, trusts, and charitable organizations. The firm uses a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while providing asset consulting and investment supervisory services.

Grace Mayhew is a financial advisor at American Century Investments Private Client Group, Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she has worked in various positions including at Milton's Cafe and The University of Kansas. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed by an in-house investment committee. The firm focuses on households meeting a modest relationship threshold and mainly recommends proprietary mutual funds and ETFs in its investment solutions.

Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. 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 wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.

Salvatore Arnone is a financial advisor with Copper Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked for American Century Investments for 11 years before joining Copper Financial. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management via third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm works with both individual and institutional clients and employs a fiduciary advisory model centered on third-party manager referrals and in-house model portfolios.

John Jespersen is a financial advisor with The Wealth Consulting Group, holding a Series 66 credential and 17 years of industry experience. He has worked at multiple firms including V Wealth Advisors LLC and Purshe Kaplan Sterling Investments. Jespersen serves as Honorary Consul of Denmark for Kansas and Missouri, assisting with consular, commercial, and cultural matters. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 20 years of industry experience. She has been with Prairie Capital in its various forms since 2007. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, using a multi-manager, multi-strategy approach that includes developing investment policies, asset allocation plans, and monitoring third-party managers. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with several entities that provide specialized financial solutions.

Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 credentials and has two years of industry experience. His background includes roles at American Century Investment Services, the University of Kansas, and several country clubs. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed through strategic asset allocation and periodic rebalancing.

Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. 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 investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.

Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he worked at Empower Retirement from 2015 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.