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Andrew K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 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. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. 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 without directly investing client assets in most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Kacy S

CFP®, Series 63

Lenexa, KS

RFG Advisory, LLC

Kacy Seitz is a CFP® professional with 12 years of experience in the financial services industry. She currently serves at RFG Advisory, LLC and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for over a decade. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers a range of services such as portfolio management, financial planning, and access to alternative investments, employing a combination of actively managed and passive strategies with a focus on risk management.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Logan D

Series 66

Kansas City, MO

Modern Wealth Management, LLC

Logan Degraeve is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been with Barber Financial Group since 2015, where he continues to serve as an investment adviser representative. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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John L

ChFC®, Series 63, Series 65

Overland Park, KS

Royal Fund Management, LLC

John Link is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience and has worked at firms including Nexus Financial Group and Link Retirement & Financial Services. In addition to his advisory work, he provides trust and estate planning advice through a separate entity, Link Financial LLC. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and manages approximately $1.55 billion in assets with a team of 83 advisors.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Curtis K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. 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, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Ryan A

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Ryan Adams 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 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.

Tax-loss harvesting
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Harrison D

Series 66, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Harrison Dill is an advisor with American Century Investments Private Client Group, Inc., holding Series 66 and Series 63 registrations. He has been with American Century Investment Services since 2025. Prior to this, he held positions at Uber Eats, Intellicents, Doordash, Chipotle Mexican Grill, Target, and the Heartland Soccer Association. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by internal teams and emphasizes proprietary mutual funds and ETFs in its investment approach.

Tax-loss harvesting
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Julie R

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Francis S

Series 66

Kansas City, MO

UMB Financial Services, Inc.

Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

ESG / Sustainable investing Wealth management Active portfolio management
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Joan B

Series 66

Lenexa, KS

Copper Financial

Joan Bellows is a financial advisor at Copper Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at Copper Financial Network LLC since 2021, following an 18-year tenure at Waddell & Reed, Inc. 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 an online Guided Investing option for both individual and institutional clients.

General retirement planning Income planning Self-Employed
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Dakota W

Series 65

Lenexa, KS

Modern Wealth Management, LLC

Dakota Warnken is a Series 65-licensed advisor with experience at Modern Wealth Management, LLC since 2024. Prior to joining Modern Wealth Management, he worked at Commerce Trust Company, Conway Investment Research, and Prime Capital Investment Advisors. 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 employer-sponsored retirement plans using a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Tylor M

Series 65, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. 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 uses model portfolios called American Century Strategies, primarily investing in proprietary mutual funds and ETFs, with a focus on households meeting a modest relationship threshold.

Tax-loss harvesting
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Ryan B

Series 63, Series 66

Kansas City, MO

VestGen Advisors, LLC

Ryan Burchett is a financial advisor at VestGen Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Tiffany Greens Golf Club. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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William M

Series 65

Prairie Village, KS

M HOLDINGS SECURITIES, Inc.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Michael H

CFP®, Series 63, Series 65

Lenexa, KS

Copper Financial

Michael Haggerty is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Copper Financial in Lenexa, KS, where he has worked for over two decades. His prior experience includes a role at CommunityAmerica Credit Union since 2023. In addition to his advisory work, Haggerty serves on several boards, including the Boys and Girls Club of Greater Kansas City and NACUSO, and holds leadership roles within CommunityAmerica-related entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm supports both individual and institutional clients and emphasizes fiduciary advisory relationships with due diligence on third-party managers.

General retirement planning Income planning Self-Employed
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Benjamin K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Benjamin Kisner is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Prairie Capital Management Group, LLC since 2021 and previously worked at Prairie Capital from 2010 to 2021. Kisner is based in Kansas City, MO. Prairie Capital Management Group 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 without directly investing client assets in most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Lamont C

Series 63, Series 65

Prairie Village, KS

Madison Avenue Securities, LLC

Lamont Chandler is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Madison Avenue Securities since 2006 and owns Chandler Financial Group, which provides insurance and annuities services. Outside of finance, he owns a construction company and serves on the boards of local construction industry nonprofit organizations. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and provides a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Randy S

CFP®, Series 65, Series 63

Overland Park, KS

Aprio Wealth Management, LLC

Randy Schaller is a financial advisor at Aprio Wealth Management, LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His work history includes roles at Cambridge Investment Research, Inc. and Prism Financial Group, L.L.C. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with techniques such as dollar-cost averaging and technical analysis, and it is notable for its affiliation with a third-party administrator and pension consulting business.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Molly M

Series 65

Overland Park, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Molly Magnuson is a Series 65 licensed financial advisor with 10 years of industry experience. She is currently with Intellicents Investment Solutions Inc., where she has worked since 2022, following six years at CBIZ Financial Solutions Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Founder/Business Owner Retired
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Frank B

Series 63, Series 65

Kansas City, MO

Modern Wealth Management, LLC

Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Modern Wealth Management in 2023, he was with Barber Financial Group for 19 years and held roles at VOYA Financial Advisors and Locust Street Securities. He is also involved in financial education through production and syndication of a radio show on social security analysis and co-authored the book "Retire a Winner." 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, tax, estate, and insurance-related services through affiliated entities.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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