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Logan D

Series 66

Kansas City, MO

Modern Wealth Management, LLC

Logan Degraeve is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been with Barber Financial Group since 2015, where he continues to serve as an investment adviser representative. 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, and employer-sponsored retirement plans.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Curtis K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. 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, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Ryan A

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been associated with American Century Investment Services Inc. since 2008. Outside of his advisory role, Adams co-owns and maintains rental property with his spouse. 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 mutual funds and ETFs through model portfolios managed by an internal investment team.

Tax-loss harvesting
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Harrison D

Series 63, Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Harrison Dill is an advisor at American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has less than one year of industry experience. Prior to joining the firm, he held various roles at companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. Outside of finance, he worked with the Heartland Soccer Association 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, typically serving households with modest investment thresholds. The firm uses model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs.

Tax-loss harvesting
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Julie R

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Francis S

Series 66

Kansas City, MO

UMB Financial Services, Inc.

Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

ESG / Sustainable investing Wealth management Active portfolio management
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Joan B

Series 66

Lenexa, KS

Copper Financial

Joan Bellows is a financial advisor at Copper Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at Copper Financial Network LLC since 2021, following an 18-year tenure at Waddell & Reed, Inc. 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 an online Guided Investing option for both individual and institutional clients.

General retirement planning Income planning Self-Employed
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Dakota W

Series 65

Lenexa, KS

Modern Wealth Management, LLC

Dakota Warnken is a Series 65-licensed advisor with experience at Modern Wealth Management, LLC since 2024. Prior to joining Modern Wealth Management, he worked at Commerce Trust Company, Conway Investment Research, and Prime Capital Investment Advisors. 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 employer-sponsored retirement plans using a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Tylor M

Series 65, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. 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 uses model portfolios called American Century Strategies, primarily investing in proprietary mutual funds and ETFs, with a focus on households meeting a modest relationship threshold.

Tax-loss harvesting
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Ryan B

Series 63, Series 66

Kansas City, MO

VestGen Advisors, LLC

Ryan Burchett is a financial advisor at VestGen Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Tiffany Greens Golf Club. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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William M

Series 65

Prairie Village, KS

M Holdings Securities, INC.

William Mcinnes is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked with M Holdings Securities since 2017 and previously spent three years at Shadowstone Partners. In addition to his advisory role, Mcinnes is President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling, and serves as Vice-President of the Kansas City Autism Training Center board as well as a board member of Saint Luke's Foundation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including investment management, financial planning, retirement consulting, and sub-advisory services, utilizing multiple platforms and custodial providers to support client portfolios and maintain fiduciary oversight.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Michael H

CFP®, Series 63, Series 65

Lenexa, KS

Copper Financial

Michael Haggerty is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Copper Financial in Lenexa, KS, where he has worked for over two decades. His prior experience includes a role at CommunityAmerica Credit Union since 2023. In addition to his advisory work, Haggerty serves on several boards, including the Boys and Girls Club of Greater Kansas City and NACUSO, and holds leadership roles within CommunityAmerica-related entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm supports both individual and institutional clients and emphasizes fiduciary advisory relationships with due diligence on third-party managers.

General retirement planning Income planning Self-Employed
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Benjamin K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Benjamin Kisner is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Prairie Capital Management Group, LLC since 2021 and previously worked at Prairie Capital from 2010 to 2021. Kisner is based in Kansas City, MO. Prairie Capital Management Group 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 without directly investing client assets in most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Lamont C

Series 63, Series 65

Prairie Village, KS

Madison Avenue Securities, LLC

Lamont Chandler is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Madison Avenue Securities since 2006 and owns Chandler Financial Group, which provides insurance and annuities services. Outside of finance, he owns a construction company and serves on the boards of local construction industry nonprofit organizations. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and provides a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Frank B

Series 63, Series 65

Kansas City, MO

Modern Wealth Management, LLC

Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Outside of advisory work, he is involved in producing and syndicating a wealth management radio show and is a co-author of the book "Retire a Winner." Barber also serves as CEO and owner of America's Wealth Management Group, a subscription service providing instruction and resources to financial advisors. 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 offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and a multi-faceted operational approach.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Craig S

Series 63, Series 66

Kansas City, MO

Modern Wealth Management, LLC

Craig Snedden is an investment advisor at Modern Wealth Management, LLC, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee, model portfolios, and third-party managers to guide investment decisions and provides additional tax, estate, and insurance services through affiliated entities.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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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. in Kansas City, MO, holding Series 63 and Series 65 credentials with eight 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, 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.

Tax-loss harvesting
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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.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Jeremiah C

Series 66

Lenexa, KS

Modern Wealth Management, LLC

Jeremiah Collier is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management in 2025, he worked at Edward Jones and held positions at Motorola Mobility and Sprint Corporation. Outside of his advisory role, he coaches youth volleyball. Modern Wealth Management 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, utilizing a centralized Investment Committee and a combination of model portfolios, third-party managers, and tactical allocation strategies.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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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 has prior experience at Edward Jones, AE Wealth Management LLC, RSG Investments, Retirement Solutions Group, and RSM US LLP. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients and offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm develops client-specific strategies using fundamental, technical, and quantitative analysis and serves a broad range of clients including individuals, small businesses, and institutional investors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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