Tracy Ford is a financial advisor with On Investment Management CO, holding a Series 66 designation and five years of industry experience. Prior to joining On Investment Management, Ford worked at Commonwealth Financial Network and Normandy Investment Advisors. Outside of advisory work, Ford owns VIP Organizing & Consulting, a business unrelated to investment activities. On Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary investment programs.

Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Elena Bone is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 credentials and has one year of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and educational positions at One of a Kind Early Progressive Education and local schools. Outside of finance, she has experience in the early childhood education sector. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm delivers advice through model portfolios managed by internal teams and focuses on modest relationship thresholds, primarily using proprietary mutual funds and ETFs.

Rex Swartz II is a financial advisor with Capital Analysts based in Kansas City, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including over three decades at Lincoln Investment Planning, Inc. Capital Analysts serves a diverse client base that includes individual investors, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary screening processes.

Nicole Bartel is a financial advisor at Copper Financial with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Prior to her career in finance, she worked in the Keller Independent School District. Copper Financial primarily serves credit union members, including those of its parent CommunityAmerica Federal Credit Union and other unaffiliated 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 platform for both individual and institutional clients.

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience, currently affiliated with First National Advisers, LLC in Kansas City, MO. He has held roles at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. since 2015. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm employs a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring to implement model portfolios across varied investment objectives.

Heath Burch is a CFP® professional with 26 years of industry experience currently with Copper Financial Network LLC, where he has worked since 2014. He serves on the board of the Liberty Education Foundation and acts as Board Secretary for Liberty Youth Football & Cheer, Inc. He is also a member of the LPS 53 School District Audit & Finance Committee. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs, working with both individual and institutional clients.

David Cox is a Series 66 licensed financial advisor at Simplicity Wealth with nine years of industry experience. His prior roles include positions at Triad Advisors, Royal Alliance Associates, and BenefitRFP, Inc., where he served as VP of Sales leveraging proprietary technology for executive benefits packages. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers with model portfolios, third-party manager due diligence, and operational services.

Bradley Mauderer is a financial advisor at Copper Financial with 22 years of industry experience and holds the Series 66 designation. He has worked at Copper Financial Network LLC since 2018 and previously held positions at Waddell & Reed, Isagenix, VSR Advisory Services, and VSR Financial Services, Inc. Outside of his advisory work, he is the organizer of an LLC established to sell a book written by his spouse. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs, catering to both individual and institutional clients.

Ryan Meda is a CFP® professional with nine years of industry experience. He has worked at Fidelity Brokerage Services LLC and Canvas Wealth Advisors, LLC before joining Savvy in 2025. Meda holds Series 63 and Series 66 licenses. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Cassandra Bartlett is a CFP® professional with 24 years of industry experience. She currently works at Arvest Wealth Management and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ameriprise Financial Services Inc., and Bartlett, Inc. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

David Cuba is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at MHN Government Services since 2008 and Lincoln Investment Planning, Inc. since 1995. Outside of advisory work, he is the owner of DKKT Holdings LLC, a holding company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, employing an in-house Investment Management & Research team that utilizes proprietary screening processes and supports customized advisory solutions.

Brendan Ryan is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and over one year of experience in the industry. His prior roles include positions with American Century Investment Services, Inc. and Prospera Financial Services Inc., as well as involvement with various baseball organizations and educational institutions. 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 managed by an internal investment team, focusing on strategic asset allocation, diversification, and portfolio construction methods.

Arthur Lewis is a financial advisor at UMB Financial Services, Inc. based in Kansas City, MO. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was employed at UMB Bank and Lowe’s, and was a full-time student for ten years. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and combines investment management with municipal advisory services, supported by its affiliation with UMB Bank.

Cole Stein is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 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.

Katie Fisher is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior work includes roles at American Century Investment Services, Inc., Classial Conversations, LifeWay Christian Bookstores, and H&R Block. 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 dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Michael Martin is a financial advisor at VestGen Advisors, LLC with 32 years of industry experience. He previously worked at LPL Financial for over three decades and holds Series 65 and Series 63 credentials. He is also a member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,790 clients across 53 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, using a combination of fundamental, technical, and quantitative analysis tailored to client goals and risk tolerance.

Jarrod Pierson is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. He holds the Series 66 designation 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 a variety of institutional clients, offering asset consulting, investment supervisory services, and management of limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

John Shepley is a CFA charterholder with 34 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including mutual funds and insurance-type accounts. The firm’s investment process relies on internally generated research from a team of specialists and emphasizes long-term, low-turnover strategies implemented through separately managed and strategy accounts.

Tyler White is a financial advisor at Copper Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CommunityAmerica Credit Union. Copper Financial primarily serves credit union members, including those of its parent firm CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs to both individual and institutional clients.