Luke Dema is a Series 65-licensed financial advisor with RubinBrown Advisors LLC, based in Leawood, KS. He has been with RubinBrown Advisors and its parent firm, RubinBrown LLP, since 2025. His prior experience includes roles at American Century Investments and a nonprofit organization, American Public Square. 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 employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, supported by tax-aware practices and technology tools.

Tyler Moore is a financial advisor with CreativeOne Wealth, LLC based in Overland Park, KS. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including roles at ChangePath, LLC and Mass Mutual Investors Services. Outside of advisory work, he is involved in managing maintenance and accounting for a rental property. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing modern portfolio theory and various analytical methods.

Rachel Keiser is a Series 65 licensed financial advisor with four years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2024 and previously spent eight years at Brownlie & Braden Advisors, LLC. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm utilizes a multi-manager, multi-strategy approach, including portfolio management, financial planning, and manager selection, and acts as adviser and sponsor for various fund-of-funds and related pooled investment products.

Ju Hui Sirithasack is a financial advisor at CreativeOne Wealth, LLC with 9 years of industry experience. She holds a Series 65 designation and has worked previously at UMB Financial Services Inc and Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is a signer on a carpentry and handyman business account managed by her husband. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of strategies including ETFs, mutual funds, options, and select private investments.

Kaden Evans is a financial advisor with Intellicents Investment Solutions Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, his background includes roles in education and small business ownership. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and offers a range of consulting and wealth management services.

Bradley Schwarz is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and previously spent 20 years with The Bluff LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.

Nicole Bowen is a financial advisor with M Holdings Securities, Inc. She holds a Series 66 designation and has 15 years of industry experience. Her prior experience includes roles at Edward Jones and Waddell & Reed Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and advisors. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and retirement consulting.

Michael Berlau is a financial advisor at Royal Fund Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2017. Outside of his advisory role, he operates Creative College Consultants, a business focused on providing financial solutions to help pay for college, which he has managed since 2009. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and also provides services for retirement plan participants, including allocation recommendations and account management.

Nicholas Vena is a financial advisor at American Century Investments Private Client Group, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in roles at American Century Investment Services, Inc., Infinity Foils, and TruHome Solutions. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by internal asset allocation and investment teams, primarily utilizing American Century and Avantis mutual funds and ETFs.

Paul Watkins is a CFP® and holds a Series 63 license with 21 years of industry experience. He has worked at RubinBrown Advisors LLC since 2020 and spent 20 years at Wealth Management Advisors, Inc. prior to that. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach using model portfolios, tax-aware practices, and third-party technology solutions.

Matthew Reeves is a CFP® professional with 27 years of industry experience. He is currently an advisor at UMB Financial Services, Inc. and UMB Bank, n.a., having previously worked at LPL Financial and Waddell & Reed. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and operates with a documented suitability review and risk-tolerance process, distinguishing itself through its affiliation with UMB Bank and its role as a municipal advisor.

Bradyn Ramos is a financial advisor with Convergence Financial in Overland Park, KS, holding a Series 66 credential and one year of industry experience. He has worked previously at Edward Jones and LPL Financial. Ramos also serves as an investment advisor with Convergence Financial, an independent registered investment advisor. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and fundamental analysis approach to portfolio construction and offers a range of services including discretionary asset management, retirement plan consulting, and access to third-party asset managers.

Stephen Vaughn is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 license and five years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, Vaughn works as a rideshare driver for Uber. 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 uses model portfolios managed by internal teams and emphasizes proprietary mutual funds and ETFs while providing detailed quarterly reporting and household account aggregation.

Timothy Underwood is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brett Reid Wealth Management and GrowStrong Wealth Strategies. Outside of advising, he is involved in insurance sales and real estate activities through multiple business ventures. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

Matthew Lord is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, Creative Planning, and other financial firms. 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 uses preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Nathaniel Soulis is a CFA charterholder with 12 years of industry experience, currently serving as an advisor at Kornitzer Capital Management, Inc. since 2021. Prior to this, he worked at Great Plains Trust Company for nine years. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to both individual and institutional clients, including mutual funds and insurance-type clients. The firm’s investment process relies on internally generated research by a team of CFA charterholders and specialists, offering strategies across balanced, equity, and fixed-income mandates with a focus on long-term, low-turnover approaches.

Corbin Tandy is a financial advisor at 49 Financial with one year of industry experience. He holds the Series 65 designation and previously worked at Eastern Industrial Supplies and Samford University. In addition to his advisory role, he is a licensed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm follows a disciplined, long-term diversified investment approach and offers tiered fractional family office services.

Zachary Ghilino is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas and several hospitality businesses. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Michael Capelle is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 designation and 20 years of industry experience. He worked at United Capital Financial Advisers, Inc. for 18 years before joining Modern Wealth Management in 2022. Capelle serves on the advisory board for MaxMyInterest and manages a conservative, low-turnover investment portfolio for a family-related investment company. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model with an Investment Committee and Management Team, offering a range of services including discretionary investment management, financial planning, tax and estate planning, and ERISA plan services.

Michael Rode is a CFA® charterholder with 20 years of industry experience. He is currently with FAS Wealth Partners, Inc. and previously worked at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans with fee-based advisory services that include discretionary and non-discretionary portfolio management, financial planning, and ERISA-related consulting. The firm employs customized asset-allocation strategies and uses a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.