Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining American Century Investment Services, Inc., he worked in roles at 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 delivers advice through model portfolios managed by internal investment teams and emphasizes proprietary funds, quarterly performance reporting, and household account aggregation.

Ryan Burchett is a financial advisor at VestGen Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining VestGen Advisors in 2025, he worked for eight years at LPL Financial and spent two years at Tiffany Greens Golf Club. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base that includes retail investors, institutions, and sovereign entities.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

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.

Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

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.

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.

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 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 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 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.

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.

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 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 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 Vena is a financial advisor with American Century Investments Private Client Group, Inc. He holds the Series 65 and Series 63 credentials and has two years of industry experience. His prior work includes roles at American Century Investment Services and Infinity Foils. 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 managed by internal investment teams and primarily invests in proprietary mutual funds and ETFs.

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 Dusselier is a financial advisor with Geneos Wealth Management, Inc., holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Geneos Wealth Management and Professional Financial Concepts LLC. Outside of advising, 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, managing approximately $5.6 billion in assets. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, offering both discretionary and non-discretionary advisory services utilizing multiple investment strategies.

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.

Dainan Swoope is a financial advisor at Copper Financial in Lenexa, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Copper Financial, he worked at Zeck Ford and Select Quote. Outside of finance, he is involved in youth sports as a soccer coach with Refine Soccer Training. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm supports individual and institutional clients and utilizes a model-based advisory approach with fiduciary oversight and regular account reviews.