David Arnold is a CFP® with 20 years of industry experience, currently serving at American Century Investment Services Inc. since 2006. He is based in Kansas City, MO, and holds Series 63 and Series 66 licenses. American Century Investments Private Client Group, Inc. offers 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.

Carter Howes is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds a Series 65 credential and has five years of industry experience. His work history includes roles at McInnes Group, Inc. since 2019 and a period at Benedictine College from 2016 to 2021. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and advisors. The firm offers a range of advisory and brokerage services with an emphasis on suitability-based recommendations and ongoing client monitoring.

William Doty is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, holding Series 63 and Series 65 registrations with 16 years of industry experience. He previously worked at Barber Financial Group from 2007 to 2023 before joining Modern Wealth Management. 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, offering investment management, financial planning, and tax, estate, and insurance-related services through affiliated entities.

Jessica Giannola is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Giannola has been with American Century Investment Services, Inc. since 2005. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios and emphasizes strategic asset allocation, diversification, and portfolio construction methods, primarily managing client accounts on a discretionary basis with periodic rebalancing.

Austin Dass is a financial advisor at American Century Investments Private Client Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in roles including personal care attendant at Acumen Fiscal Agent, providing support to individuals with disabilities. Dass is based in Kansas City, MO. American Century Investments Private Client Group offers discretionary investment management and financial planning services primarily for households meeting a modest relationship threshold. The firm uses model portfolios managed by internal teams and emphasizes proprietary mutual funds and ETFs in client portfolios.

Thomas Mclaury is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has been with American Century Investment Services Inc since 2006. 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, primarily serving households with moderate asset levels. The firm employs model portfolios managed by internal teams and emphasizes strategic asset allocation, proprietary mutual funds and ETFs, and detailed quarterly performance reporting.

Salvatore Lavely is a financial advisor with Gibbs Wealth Management, LLC in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Absolute Wealth Management and Prudential-affiliated firms. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing advisor-directed models and third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to portfolio allocation and emphasizes risk management and tax-efficient strategies.

Shawn Hause is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 28 years of industry experience. His prior firms include Umb and earlier iterations of Prairie Capital Management. 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 financial planning, portfolio management, and manager selection. The firm serves individual portfolios and limited partnerships, employing fundamental, technical, and style-index analyses while offering discretionary authority under amended advisory agreements.

Wayne Robinson is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Barber Financial Group for eight years. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services through a centralized investment process.

Rance Carlson is a CFP® professional at Copper Financial with 20 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory work, he is a member of Gooseneck Farms, LLC, an agricultural farm in Missouri. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, as well as model-based wrap programs and an online guided investing option.

Ronald Yount is a Certified Financial Planner® with 22 years of industry experience, currently serving at Copper Financial Network LLC since 2014. He holds the Series 63 and Series 65 licenses and is based in Kansas City, MO. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and affiliated entities, offering financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and online Guided Investing. The firm serves both individual and institutional clients and operates with a fiduciary advisory model that includes due diligence on third-party managers.

Gage Atwood is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His background includes roles at DST Systems and various entrepreneurial and event-related ventures. He is also involved with Phoenix Finds Homes, LLC. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by an in-house investment team and focuses on households with modest asset levels rather than exclusively high-net-worth clients.

Craig Sutherland is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Central States Capital Markets LLC before joining UMB in 2018. Outside his advisory work, he is involved in the sales and service of vintage automobiles through Sutherland Automotive and participates in historic sports car racing promotions. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm provides multiple managed account solutions using documented suitability reviews and model-based strategies, operating as both a registered investment adviser and a municipal advisor with a bank affiliation.

Page Avazpour is a financial advisor at American Century Investments Private Client Group, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Topgolf, Kelce College of Business, and Pittsburg 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 uses a model portfolio approach with proprietary mutual funds and ETFs, focusing on clients with a modest relationship threshold.

Joshua Morales is a Series 66-credentialed financial advisor with 10 years of industry experience. He currently works at Sowell Management and Nest Financial LLC and has prior experience with The Retirement Planning Group, Bank of America, and Merrill. Outside of his advisory role, Morales is involved in community and civic activities in Raytown, Missouri, serving as a volunteer for the Boy Scouts of America, chairing economic development efforts for the Raytown Mainstreet Association, participating on the Raytown Chamber of Commerce advisory board, serving on the Rotary Club of Raytown board, and holding a position as an alderman on the Raytown City Council. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm supports over 100 independent adviser representatives through trading, compliance, technology, and back-office services, employing multiple management styles and offering model portfolios, third-party manager selection, and unified managed account solutions.

Matthew Ison is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Kornitzer Capital Management, Inc. since 2021. His prior experience includes roles at RubinBrown Advisors, LLC and Wealth Management Advisors, Inc. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients, as well as acting as adviser to mutual funds and a trust company. The firm emphasizes internally generated research and implements strategies that generally favor a long-term, low-turnover approach.

Mark Hunter is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Senior Market Sales, Spring Venture Group, CD2 Learning, and Brandmuscle. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent advisers using diversified investment models and third-party managers within a structured risk framework.

Paul Ward is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously was with NVISION Wealth Group and LPL Financial. Outside of his advisory role, he is a managing partner of Friends and Family Homes, a mortgage and real estate services business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options through a network of approximately 153 advisors.

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. 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, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.

Deborah Alexander is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 63 designation and 25 years of industry experience. She has been with UMB Financial Services and UMB Insurance since 2001, where she also serves as an Insurance Product Manager. 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 managed account solutions and operates with a documented suitability review process, distinguishing itself through its affiliation with UMB Bank and its role as a municipal advisor.