Christopher Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds the Series 66 designation and has been with Prairie Capital since 2021. He also maintains a role at Umb, where he has worked since 2010. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients including pension plans, trusts, and charitable organizations. 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.

David Kempfe is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Life Insurance Company and Transamerica. Outside of his advisory career, he co-owns a farm through an LLC, which is used for crop production and livestock grazing. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, offering investment advisory, financial planning, and retirement consulting services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation tailored to client objectives and risk tolerances.

James Merdian is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, he worked at Mueller Painting LLC and at the University of Missouri. 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 focuses on households with modest relationship thresholds and uses a model portfolio approach primarily composed of proprietary mutual funds and ETFs.

James Braden is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Prairie Capital in 2024, Mr. Braden was involved with Brownlie & Braden Advisors, LLC and has served as Managing Director of Cotton Creek Capital Management, LLC since 2006. He also serves as President of Hanover Hillcrest Holdings, LLC, and holds leadership roles managing private investment vehicles and serving on portfolio company boards. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and management of pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach and maintains a range of affiliated relationships and third-party arrangements uncommon among peers.

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 Series 66-credentialed financial advisor with over 21 years of industry experience. He is currently with Modern Wealth Management, LLC and has held prior roles at Mutual Securities, Inc., Barber Financial Group, National Planning Corporation, and VOYA Financial Advisors. Outside of his advisory work, Barber operates as an independent insurance agent and is involved in succession planning through BFG Advisors Group, LLC. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 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, third-party managers, and tactical adjustments in its investment approach.

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 at American Century Investments Private Client Group, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and is based in Kansas City, MO. Outside of his advisory role, he has experience in various fields including wind energy, security services, and sports umpiring. 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 manages client portfolios through model strategies primarily composed of proprietary mutual funds and ETFs, with an emphasis on detailed reporting and household account aggregation.

Collin Jasper is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at Midwest Grain & Barge and has held various positions at educational institutions including Southeast Missouri State University, Highland Community College, and Kansas 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 utilizes model portfolios managed by in-house teams and focuses on clients with modest relationship thresholds.

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.

Nathan Harris is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and DST. Outside of his advisory role, Harris provides virtual tutoring in subjects such as ACT exam prep, math, science, business, career development, FINRA exam prep, and Microsoft Excel. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory, utilizing ETFs and automated rebalancing, and integrates banking and brokerage services to support its investment approach.

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, holding Series 63 and Series 66 designations with 21 years of industry experience. His prior experience includes roles at Umb and earlier positions at Prairie Capital Management entities spanning from 2006 to 2021. 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 offers both discretionary and non-discretionary services and manages several pooled products, including fund-of-funds and private funds.

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.