Kathryn Hadley is a financial advisor at IAMS Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Calton & Associates, Inc. and KCD Financial, Inc. Hadley is also involved with First Capital Group, Inc., where she focuses on sales of fixed annuities and office administration. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios with an asset-allocation approach.

Barry Koster is a financial advisor at Kornitzer Capital Management, Inc. with 21 years of industry experience. He holds the PFS™ designation and has been with Kornitzer Capital since 2002. Outside of his advisory role, he operates a sole proprietorship focused on tax preparation. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients and serves as investment adviser to the Buffalo Funds mutual fund series. The firm’s investment approach relies on internally generated research from a team including CFA charterholders, employing long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Ryan Mc Laughlin is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 credential and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Thrivent Financial, and North American Savings Bank. He served in the United States Navy from 2013 to 2017. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Jeffrey Vineyard is a financial advisor at Copper Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Copper Financial Network LLC since 2014. Outside of his advisory role, he is a member of Treehouse Capital, LLC, a real estate investment company. 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 online Guided Investing options for both individual and institutional clients.

Jordan Rehagen is a CFP®, ChFC®, and Series 66-licensed financial advisor at Copper Financial with three years of industry experience. His prior work includes roles at Comparion Insurance Agency, Liberty Mutual Insurance Company, and Assurity Life Insurance Company. Copper Financial serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with individual and institutional clients, acting as fiduciaries and conducting due diligence on portfolio managers.

Shane Toner is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at CommunityAmerica Financial Solutions and Waddell & Reed Inc. He also allocates time to investment management services with UMB Bank. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products. The firm employs a combination of model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Caleb Padgett is a financial advisor at Copper Financial with four years of industry experience. His prior roles include positions at Commerce Bank and Commerce Brokerage Services Inc. Outside of his advisory work, he also works as a food delivery driver for Doordash. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm accepts both individual and institutional clients and operates with a fiduciary advisory model supported by dual registration as a broker-dealer and SEC-registered investment adviser.

Caleb Hein is a financial advisor at American Century Investments Private Client Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. since 2018. Prior to that, he was affiliated with the University of Central Missouri for four years. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by in-house teams and primarily invests in proprietary mutual funds and ETFs, focusing on clients with modest account minimums.

Kelly Frazier is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and various 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 cases.

Jack Knutson is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company, Merrill, and Bank of America. 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 and modular services.

Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using a blended investment process that incorporates fundamental, technical, and cyclical analysis within an asset-allocation framework.

Christopher Crawford is a financial advisor with Kornitzer Capital Management, Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at Invesco Advisers, Inc. and Quasar Distributors, LLC. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individuals and institutional clients, serving as adviser to the Buffalo Funds and acting as subadviser for a trust company. The firm employs a research-driven investment process with a focus on long-term, low-turnover strategies across balanced, equity, and fixed-income mandates.

Angela Gates is a financial advisor with UMB Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Angela has worked at UMB Bank, n.a., UMB Financial Services Inc., and UMB Insurance Inc. since the early 1990s and 2008, respectively. UMB Financial Services, Inc. provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through various program options, including a wrap-fee platform. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank, n.a. and UMB Investment Management.

Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.

Stephanie Gantt is a financial advisor at The Wealth Consulting Group with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010 as well as V Wealth Advisors LLC from 2010 to 2023. Gantt serves as a trustee for a family fiduciary trust. 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 using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integration with legal services and fiduciary support for plan sponsors.

Amanda Brown is a CFP® professional with five years of industry experience. She currently works at Aprio Wealth Management, LLC and has previous experience at Prism Financial Group, L.L.C. and Keen Wealth Advisors. Amanda also has a background working at Ottawa University. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies while coordinating referrals with an affiliated registered CPA firm.

John Kornitzer is a financial advisor with Kornitzer Capital Management, Inc. in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, all at Kornitzer Capital Management since 1989. Kornitzer Capital Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and institutional clients. The firm manages a range of strategies through separately managed accounts and mutual funds, emphasizing long-term, low-turnover approaches supported by internal research from a team including CFA charterholders and industry specialists.

Conner Ensign is a CFA® charterholder with six years of industry experience. He currently works at Kornitzer Capital Management, Inc. and previously held positions at American Century Investment Services, Inc. and several other organizations. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients through discretionary portfolio management and advisory roles for mutual funds and a trust company. The firm emphasizes internally generated research and employs a long-term, low-turnover investment approach across balanced, equity, and fixed-income strategies.

Tracy Ford is a financial advisor at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.

Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.