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Benjamin K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Benjamin Kisner is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds the Series 66 designation and has 14 years of industry experience, including 11 years at Prairie Capital and five years at Prairie Capital Management Group. 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, develops investment policy statements and asset allocation plans, and selects and monitors third-party portfolio managers.
Frank B
Series 63, Series 65
Kansas City, MO
Modern Wealth Management, LLC
Frank Barber is a financial advisor with Modern Wealth Management, LLC based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Barber Financial Group, VOYA Financial Advisors, Inc., and Locust Street Securities, Inc. Barber is also involved in several entrepreneurial and publishing activities, including co-authoring the book "Retire a Winner," hosting a financial radio show focused on social security analysis, and serving on the board of Benjamin Technology, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.
Craig S
Series 63, Series 66
Kansas City, MO
Modern Wealth Management, LLC
Craig Snedden is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Barber Financial Group, and CreativeOne Securities, 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 serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios and third-party managers to guide investment decisions.
William C
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.
Marquise S
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.
Scott S
Series 66
Kansas City, MO
VestGen Advisors, LLC
Scott Sheldon is a financial advisor at VestGen Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at firms including Edward Jones and RSG Investments. VestGen Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors, offering investment management, financial planning, and retirement plan services. The firm combines advisor-level client relationships with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment approach.
Joseph T
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Joseph Thomas is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes a role at Trackmy Solutions from 2019 to 2020. 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 preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.
Nicole B
Series 66
Overland Park, KS
M HOLDINGS SECURITIES, Inc.
Nicole Bowen is a financial advisor with M Holdings Securities, Inc. She holds a Series 66 designation and has 15 years of industry experience. Her prior experience includes roles at Edward Jones and Waddell & Reed Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and advisors. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and retirement consulting.
Nicholas V
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Nicholas Vena is a financial advisor at American Century Investments Private Client Group, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in roles at American Century Investment Services, Inc., Infinity Foils, and TruHome Solutions. 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 internal asset allocation and investment teams, primarily utilizing American Century and Avantis mutual funds and ETFs.
Stephen V
Series 66
Overland Park, KS
American Century Investments Private Client Group, Inc.
Stephen Vaughn is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 license and five years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, Vaughn works as a rideshare driver for Uber. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by internal teams and emphasizes proprietary mutual funds and ETFs while providing detailed quarterly reporting and household account aggregation.
Justin D
Series 63, Series 65
Shawnee, KS
Geneos Wealth Management, Inc.
Justin Dusselier is a financial advisor with Geneos Wealth Management, Inc. in Shawnee, Kansas, holding Series 63 and Series 65 designations and bringing eight years of industry experience. He has worked with Geneos Wealth Management and Professional Financial Concepts LLC since 2023 and previously spent ten years at Deuce's Hauling & Transport. Outside of his advisory role, he serves as Vice President of the Greenview Ridge Homes Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers through both traditional and wrap-fee programs. The firm employs a variety of investment strategies and offers customized and model-based account options.
Timothy U
Series 63, Series 65
Prairie Village, KS
Simplicity wealth
Timothy Underwood is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brett Reid Wealth Management and GrowStrong Wealth Strategies. Outside of advising, he is involved in insurance sales and real estate activities through multiple business ventures. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.
Nathaniel S
CFA®, Series 66
Mission, KS
Kornitzer Capital Management, Inc.
Nathaniel Soulis is a CFA charterholder with 12 years of industry experience, currently serving as an advisor at Kornitzer Capital Management, Inc. since 2021. Prior to this, he worked at Great Plains Trust Company for nine years. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to both individual and institutional clients, including mutual funds and insurance-type clients. The firm’s investment process relies on internally generated research by a team of CFA charterholders and specialists, offering strategies across balanced, equity, and fixed-income mandates with a focus on long-term, low-turnover approaches.
Zachary G
Series 65
Kansas City, MO
Modern Wealth Management, LLC
Zachary Ghilino is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas and several hospitality businesses. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan support.
Michael C
Series 65
Kansas City, MO
Modern Wealth Management, LLC
Michael Capelle is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 designation and 20 years of industry experience. He worked at United Capital Financial Advisers, Inc. for 18 years before joining Modern Wealth Management in 2022. Capelle serves on the advisory board for MaxMyInterest and manages a conservative, low-turnover investment portfolio for a family-related investment company. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model with an Investment Committee and Management Team, offering a range of services including discretionary investment management, financial planning, tax and estate planning, and ERISA plan services.
Dakota M
CFA®
Kansas City, MO
First National Advisers, LLC
Dakota McMahon is a CFA® charterholder with one year of experience at First National Advisers, LLC. Prior to joining the firm, he worked at Country Club Bank for four years and State Street Corporation for six years. He is based in Kansas City, MO. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring.
Joseph N
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Joseph Niblock is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He concurrently serves as a teaching assistant at the University of Missouri - Columbia. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, using model portfolios managed by in-house teams and primarily composed of proprietary mutual funds and ETFs.
Melissa O
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Melissa Ohler is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Melissa has been with American Century Investment Services Inc. since 2010. 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, with a focus on affiliated mutual funds and ETFs.
Katherine C
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
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 K
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Kory Klossner is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at North American Savings Bank and Scottrade. 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 dedicated asset allocation teams and emphasizes proprietary mutual funds and ETFs in its investment approach.
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