Bradley Remy is a Series 65–licensed financial advisor with RubinBrown Advisors LLC in Kansas City, MO. He has seven years of industry experience and has been with RubinBrown Advisors since 2017, alongside his tenure at RubinBrown LLP beginning in 2013. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets, primarily through strategic asset allocation with model portfolios of mutual funds and ETFs, and offers both discretionary and non-discretionary management approaches.

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.

Linda Patterson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with CreativeOne Securities (formerly Client One Securities) since 2011. Outside of her advisory role, Linda serves as a volunteer member of the Overland Park Tree Board and is involved in book proofreading and editing for a financial services-related business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party manager programs.

Brian Hawkins 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. His prior roles include positions at American Century Investment Services, Garden City Wind, and BEST Security. Outside of advising, he has been involved in umpiring and has held various roles in education and sports-related organizations. 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 uses model portfolios managed by in-house teams and offers detailed quarterly performance reporting and household account aggregation.

Collin Jasper is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at American Century Investment Services and Midwest Grain & Barge, as well as multiple positions in higher education at Southeast Missouri State University, Kansas State University, and Highland Community College. 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 utilizes model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs in its investment approach.

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.

James Guyot is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc. and Lighthouse Financial Strategies, where he has worked since 2007. Outside of his advisory roles, he is involved in selling fixed insurance products. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers various strategies, including Biblical Responsible Investing, with options for discretionary or non-discretionary management.

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.

Kent Gasaway is a financial advisor with Kornitzer Capital Management, Inc., holding a Series 65 designation and over 31 years of industry experience. He has been with Kornitzer Capital Management since 1992. In addition to his advisory role, Gasaway serves as President of the Buffalo Funds, a series of mutual funds for which he acts as executive officer. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients. The firm advises multiple mutual funds, including the Buffalo Funds, and employs a research-driven investment process with strategies across balanced, equity, and fixed-income mandates.

Daniel Stewart is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Securities America, Summit Brokerage Services, and running his own business, Professional Financial Concepts LLC, where he serves as president. He is also a partner in Stewart and Johnson Consulting LLC, working on institutional insurance placements. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm offers a range of programs and strategies, including discretionary and non-discretionary advisory supervision and model-based allocations, managing over $5.5 billion in client assets as of 2024.