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.

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.

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.

Grant Arends is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and has been associated with multiple Intellicents entities since 1990. Arends also serves as President of Retirement Services at Intellicents, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services including ERISA retirement plan consulting, HSA consulting, and individual wealth management. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices and advisors.

Craig Snedden is an investment advisor at Modern Wealth Management, LLC, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee, model portfolios, and third-party managers to guide investment decisions and provides additional tax, estate, and insurance services through affiliated entities.

William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. 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 dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.

Jeremiah Collier is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management in 2025, he worked at Edward Jones and held positions at Motorola Mobility and Sprint Corporation. Outside of his advisory role, he coaches youth volleyball. Modern Wealth Management 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, utilizing a centralized Investment Committee and a combination of model portfolios, third-party managers, and tactical allocation strategies.

Scott Sheldon is a financial advisor at VestGen Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones, AE Wealth Management LLC, RSG Investments, Retirement Solutions Group, and RSM US LLP. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients and offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm develops client-specific strategies using fundamental, technical, and quantitative analysis and serves a broad range of clients including individuals, small businesses, and institutional investors.

Joseph Thomas is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes a role at Trackmy Solutions from 2019 to 2020. 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 utilizes preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Daniel Cherra is a financial advisor with The Wealth Consulting Group, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has previously worked at V Wealth Management and LPL Financial. 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, corporations, 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.

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.

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.

Nicole Bowen is a financial advisor with M HOLDINGS SECURITIES, Inc. She holds the Series 66 designation and has 14 years of industry experience. Her prior work includes ten years at Waddell & Reed Inc and four years at Edward Jones. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, incorporating both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Nicholas Vena is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining American Century Investment Services, Inc., he has worked in various roles across multiple industries, including TruHome Solutions and Infinity Foils. 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 managed by internal asset allocation teams and primarily invests in proprietary mutual funds and ETFs.

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.

Justin Dusselier is a financial advisor at Geneos Wealth Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Professional Financial Concepts LLC and Securities America Advisors. Outside of his advisory work, he serves as vice president of the Greenview Ridge Homes Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through both discretionary and non-discretionary programs, employing a variety of investment strategies including fundamental and technical analysis.

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.

Dainan Swoope is a financial advisor at Copper Financial in Lenexa, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Copper Financial, he worked at Zeck Ford and Select Quote. Outside of finance, he is involved in youth sports as a soccer coach with Refine Soccer Training. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm supports individual and institutional clients and utilizes a model-based advisory approach with fiduciary oversight and regular account reviews.

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.