Jeffrey Vineyard is a financial advisor at Copper Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Copper Financial Network LLC since 2014. Outside of his advisory role, he is a member of Treehouse Capital, LLC, a real estate investment company. 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 online Guided Investing options for both individual and institutional clients.

Jordan Rehagen is a CFP®, ChFC®, and Series 66-licensed financial advisor at Copper Financial with three years of industry experience. His prior work includes roles at Comparion Insurance Agency, Liberty Mutual Insurance Company, and Assurity Life Insurance Company. Copper Financial serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with individual and institutional clients, acting as fiduciaries and conducting due diligence on portfolio managers.

Shane Toner is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at CommunityAmerica Financial Solutions and Waddell & Reed Inc. He also allocates time to investment management services with UMB Bank. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products. The firm employs a combination of model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Caleb Padgett is a financial advisor at Copper Financial with four years of industry experience. His prior roles include positions at Commerce Bank and Commerce Brokerage Services Inc. Outside of his advisory work, he also works as a food delivery driver for Doordash. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm accepts both individual and institutional clients and operates with a fiduciary advisory model supported by dual registration as a broker-dealer and SEC-registered investment adviser.

Caleb Hein is a financial advisor at American Century Investments Private Client Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. since 2018. Prior to that, he was affiliated with the University of Central Missouri 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. The firm utilizes model portfolios managed by in-house teams and primarily invests in proprietary mutual funds and ETFs, focusing on clients with modest account minimums.

Kelly Frazier is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. She holds a 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 various 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 cases.

Jack Knutson is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company, Merrill, and Bank of America. Modern Wealth Management, LLC 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, offering discretionary and non-discretionary investment management alongside financial planning and modular services.

Christopher Crawford is a financial advisor at Kornitzer Capital Management, Inc. in Mission, KS, holding Series 65 and Series 63 registrations with 12 years of industry experience. His prior roles include Invesco Advisers, Inc. and Quasar Distributors, LLC. Kornitzer Capital Management provides discretionary portfolio management to individuals and institutional clients, serving as the investment adviser to the Buffalo Funds and acting as a subadviser for a trust company. The firm’s investment approach is research-driven, favoring long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Angela Gates is a financial advisor with UMB Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Angela has worked at UMB Bank, n.a., UMB Financial Services Inc., and UMB Insurance Inc. since the early 1990s and 2008, respectively. UMB Financial Services, Inc. provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through various program options, including a wrap-fee platform. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank, n.a. and UMB Investment Management.

Rina Mehta is a financial advisor at Arvest Wealth Management with eight years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank and Commerce Bank. Outside of her advisory role, she is a co-founder and board member of Color the World, a nonprofit assisting parentless and low-income children and young adults. 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 utilizes a blend of fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.

John Kornitzer is a financial advisor with Kornitzer Capital Management, Inc. in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, all at Kornitzer Capital Management since 1989. Kornitzer Capital Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and institutional clients. The firm manages a range of strategies through separately managed accounts and mutual funds, emphasizing long-term, low-turnover approaches supported by internal research from a team including CFA charterholders and industry specialists.

Conner Ensign is a CFA® charterholder with six years of industry experience. He currently works at Kornitzer Capital Management, Inc. and previously held positions at American Century Investment Services, Inc. and several other organizations. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients through discretionary portfolio management and advisory roles for mutual funds and a trust company. The firm emphasizes internally generated research and employs a long-term, low-turnover investment approach across balanced, equity, and fixed-income strategies.

Tracy Ford is a financial advisor at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.

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.

Rex Swartz II is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 31 years. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed approaches.

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, Fidelity Brokerage Services, and in the Keller Independent School District. Copper Financial serves credit union members, including those of CommunityAmerica Federal Credit Union and affiliated “Program Credit Unions,” offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm works with individual and institutional clients and uses an advisory model focused on fiduciary oversight, due diligence, and managed portfolio solutions.

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience. He is currently affiliated with First National Advisers, LLC and has prior experience at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm uses a team-based approach with model portfolios that emphasize asset allocation, fund screening, and ongoing risk monitoring, and it maintains strong banking and trust affiliations as a wholly owned subsidiary of First National Bank of Omaha.

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 with nine years of industry experience. He is currently with Simplicity Wealth and has previously worked at firms including Triad Advisors and Royal Alliance Associates. Outside of his advisory role, he has served as Vice President of Sales at BenefitRFP, focusing on executive benefits packages. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform that offers model portfolios monitored and rebalanced regularly.

Bradley Mauderer is a financial advisor with Copper Financial in Lenexa, KS, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Waddell & Reed, Isagenix, and VSR Financial Services. Outside of his advisory work, he is the organizer of LLC that sells a book authored by his spouse. Copper Financial primarily serves credit union members, providing financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm offers services to individual and institutional clients and operates with a dual registration as a broker-dealer and SEC-registered investment adviser.