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.

Brian Kaufman is a financial advisor at Prairie Capital Management Group, LLC with 29 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Kaufman is involved in several nonprofit boards, including the Salvation Army and the Kansas City Art Institute, and serves on the UMKC Bloch Advisory Council. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy approach by setting allocation parameters and selecting independent portfolio managers, managing many relationships on a non-discretionary basis.

Janice Trimmell is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses, and has 39 years of industry experience. She has been with UMB Bank and UMB Scout Brokerage Services Inc. throughout her career. 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 as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability and risk-tolerance process to guide portfolio construction.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Stephen Foster is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Sequent Planning in 2024, he worked at Securities America Advisors and Securities America Inc from 2015 to 2023. Foster is also involved in the sale of health insurance, Medicare plans, and life insurance. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers using a structured risk framework and diversified investment strategies.

Audrie Patton is a financial advisor with American Century Investments Private Client Group, Inc. based in Kansas City, MO. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at American Century Investment Services, Inc. and positions outside the financial industry at Texas Roadhouse and educational institutions. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm employs model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs.

Timothy Wolfe is a Series 65-licensed financial advisor with eight years of industry experience, currently with Modern Wealth Management, LLC in Kansas City, MO. Prior to joining Modern Wealth Management in 2024, he held roles at Buttonwood Financial Group and RSM US Wealth Management. His professional background also includes positions outside the advisory industry, such as work at the University of Northern Iowa and Plumb Supply Company. 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 retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

At Lighthouse Planning, we believe financial planning is about more than money—it’s about aligning your money with the life you’re meant to live. As a Financial Life Planning firm, we guide our clients through the EVOKE® process, as taught by the Kinder Institute of Life Planning, helping them uncover what truly matters most. Because when your financial decisions reflect your deepest values, clarity and confidence follow. The world is noisy, and it’s easy to let logic and fear drown out the quiet voice inside—the one that knows exactly where you want to go. We help you tune in, map out your vision, and design a financial life plan that supports the journey ahead. From cash flow and debt management to investments, taxes, risk management, and estate planning, we take a truly comprehensive approach—ensuring every financial decision moves you toward the life you want.

Andrew Hirstein is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at American Century Investment Services, Inc. and retail positions at Dillons Grocery Store and Casey's Market. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses, typically servicing households with modest assets. The firm uses model portfolios managed by internal teams, primarily investing in proprietary mutual funds and ETFs.

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.

Nathan Biggerstaff is a financial advisor with On Investment Management Company and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and investment programs, combining third-party discretionary options with adviser-directed managed accounts.

Carter Howes is a financial advisor with M Holdings Securities, Inc. holding a Series 65 credential and four years of industry experience. He has worked at McInnes Group, Inc. since 2019 and has a background that includes five years at Benedictine College. Outside of advisory work, he has served as a financial analyst focused on retirement planning and insurance sales. M Holdings Securities, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms. The firm offers a range of investment management and financial planning services, combining discretionary portfolio management with third-party sub-advisors and utilizing technology platforms to support client accounts.

William Doty is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Doty is also affiliated with Barber Financial Group as an investment advisor representative. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a combination of strategic allocation, tactical adjustments, and third-party managers.

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.

Shaymond Janes is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked with firms including Private Advisor Group, Two West Capital Advisors, and Security Bank of Kansas. Janes also serves as a Business Development Consultant for insurance professionals and is involved in life insurance and fixed annuity sales through his own businesses. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm utilizes a fund-of-funds approach incorporating ETFs, mutual funds, and individual securities, and offers a platform with discretionary portfolio management, independent manager oversight, and technology solutions for advisers.

Austin Dass 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. He is also employed as a Personal Care Attendant at Acumen Fiscal Agent, where he provides personal care and support to individuals with autism. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios focused on strategic asset allocation and diversification.

Aaron Hughes is a financial advisor at On Investment Management CO with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including TIAA-CREF, Mass Mutual Investors Services, and Steadfast Companies. His other business activities include involvement in fixed life and annuity business, as well as long-term care and disability insurance. On Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs, often involving third-party managers.

Thomas Mclaury is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2006. 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 emphasizes strategic asset allocation and diversification through model portfolios managed by an internal Investment Committee, offering access to affiliated mutual funds and ETFs.

Colter Heckman is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Copper Financial Network, LLC and CommunityAmerica Credit Union. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of portfolio management tools.

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.