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.

Douglas Nelson is a CFP® with 26 years of industry experience, currently affiliated with Capital Analysts. He has previously worked at Lincoln Investment Planning for 15 years and Valic Financial Advisors for 8 years. Outside of his advisory role, Nelson serves as a lecturer at the University of Nebraska-Lincoln, teaching courses in retirement planning and financial practices, and is the head boys varsity basketball coach at Prairie View USD 362. Capital Analysts provides portfolio management and retirement-plan advice to a wide range of clients, including individuals, institutions, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house research team and third-party managers, supported by its integration with Lincoln Investment and institutional relationships.

Brian Hawkins is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at American Century Investment Services, Inc., Garden City Wind, and BEST Security. Hawkins has been involved with Baker University, Crowd Systems, and umpiring since 2019. American Century Investments Private Client Group provides discretionary investment management and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities with modest relationship thresholds. The firm utilizes model portfolios managed by in-house teams, focusing on proprietary mutual funds and ETFs, with detailed quarterly 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.

Erin Hoestje is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at AE Wealth Management, AE Financial Services, and Waddell & Reed. Erin served on the Sigma Kappa - Theta Tau Corporation Board from 2018 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and occasionally options or short sales following client discussion.

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.

Joshua Edens is a financial advisor at Copper Financial with nine years of industry experience. He holds the Series 66 credential and previously worked for CommunityAmerica Credit Union for eight years before joining Copper Financial in 2017. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, a model-based wrap program, and an online Guided Investing option, serving both individual and institutional clients.

Amanda Spear is a financial advisor at Copper Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2017, following two years at CommunityAmerica Financial Solutions, LLC. 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 via third-party manager referrals, and model-based wrap programs while serving both individual and institutional clients.

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.

Rachel Feldkamp is a Series 66-licensed financial advisor at Copper Financial with 17 years of industry experience. She previously worked at Waddell & Reed, Inc for 15 years and has been with Copper Financial Network, LLC since 2021. Outside of advisory work, she serves on the Milhaven Homes Association Board. Copper Financial primarily serves credit union members, including individual and institutional clients, offering financial planning, brokerage services, and portfolio management through third-party manager referrals and in-house model portfolios. The firm is known for its dual registration as a broker-dealer and SEC-registered investment adviser and its affiliation with CommunityAmerica Federal Credit Union.

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.

Miles Love is an advisor with American Century Investments Private Client Group, Inc., holding Series 66 and Series 63 credentials. He has been with the American Century firms since 2024 and has a diverse background including roles in the hospitality industry and education. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by dedicated asset allocation and investment teams, focusing on 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.