Miles Love is an advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials. He has one year of industry experience and prior work history including roles at American Century Investment Services, Aixois French Bistro, and MyHouse Nightclub and Sport's Bar. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by its asset allocation and investment teams, primarily composing clients’ portfolios of proprietary mutual funds and ETFs.

Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. 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 wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.

Salvatore Arnone is a financial advisor with Copper Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked for American Century Investments for 11 years before joining Copper Financial. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management via third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm works with both individual and institutional clients and employs a fiduciary advisory model centered on third-party manager referrals and in-house model portfolios.

Kent Gasaway is a financial advisor with Kornitzer Capital Management, Inc., holding a Series 65 designation and over 31 years of industry experience. He has been with Kornitzer Capital Management since 1992. In addition to his advisory role, Gasaway serves as President of the Buffalo Funds, a series of mutual funds for which he acts as executive officer. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients. The firm advises multiple mutual funds, including the Buffalo Funds, and employs a research-driven investment process with strategies across balanced, equity, and fixed-income mandates.

Daniel Stewart is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Securities America, Summit Brokerage Services, and running his own business, Professional Financial Concepts LLC, where he serves as president. He is also a partner in Stewart and Johnson Consulting LLC, working on institutional insurance placements. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm offers a range of programs and strategies, including discretionary and non-discretionary advisory supervision and model-based allocations, managing over $5.5 billion in client assets as of 2024.

John Jespersen is a financial advisor with The Wealth Consulting Group, holding a Series 66 credential and 17 years of industry experience. He has worked at multiple firms including V Wealth Advisors LLC and Purshe Kaplan Sterling Investments. Jespersen serves as Honorary Consul of Denmark for Kansas and Missouri, assisting with consular, commercial, and cultural matters. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 20 years of industry experience. She has been with Prairie Capital in its various forms since 2007. 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 developing investment policies, asset allocation plans, and monitoring third-party managers. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with several entities that provide specialized financial solutions.

Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 credentials and has two years of industry experience. His background includes roles at American Century Investment Services, the University of Kansas, and several country clubs. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed through strategic asset allocation and periodic rebalancing.

Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. 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 investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.

Jack Curtis is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Alliance since 2025 and has been involved with Lion Street Financial and Curtis & Associates since 2018. Outside of his advisory role, Curtis is engaged in providing financial services, including insurance, retirement plans, and investment advisory through Curtis & Associates. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a large network of independent advisers. The firm employs a variety of portfolio management approaches and utilizes multiple custodial platforms and program sponsors to support client services.

Michael Kimbell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors and Lion Street Financial for 10 years. Outside of advising, he serves as a board member of Saint George Serbian Orthodox Church and is involved in managing several family trusts. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers various investment management and consulting services, utilizing both advisor-managed and model-based portfolios with a range of asset allocation strategies.

Tracy Shinn is a financial advisor with Guardian Life in Shawnee, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.

Mark Pratt is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at GWFS Equities, Inc., AAA Life Insurance Company, and Power Quality Improvement. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Shaun Dwyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including GWFS Equities, Inc. and HinzJJ, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within client plan lineups, supported by Empower’s recordkeeping and administrative platforms.

Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he worked at Empower Retirement from 2015 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Sean Day is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Empower Advisory Group, he worked at Empower Financial Services and held positions in mortgage lending and solar energy sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base through a high client-to-advisor ratio.

Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.

Michael Goostree is a CFP®-designated financial advisor with 20 years of industry experience, currently with Commonwealth Financial Network since 2015. He owns Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of finance, he is the author of an article titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Herbert Kyles is a CFP® with 12 years of industry experience currently advising at Farther. He has previously worked at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. Outside of his advisory role, Kyles serves as an Advisor Council Member for Bizora, a tax research and scenario analysis firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, equities, fixed income, and AI tools subject to internal review.