Craig Sutherland is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at UMB Financial Services and UMB Bank since 2018, following seven years at Central States Capital Markets LLC. Outside of his advisory role, he is involved in the vintage automobile industry through ownership of Sutherland Automotive and participates in historic sports car racing promotional activities. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities. The firm offers various program options and employs a combination of model-based and manager-driven investment approaches.

Page Avazpour is a financial advisor at American Century Investments Private Client Group, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Topgolf, Kelce College of Business, and Pittsburg 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 uses a model portfolio approach with proprietary mutual funds and ETFs, focusing on clients with a modest relationship threshold.

Joshua Morales is a Series 66-credentialed financial advisor with 10 years of industry experience. He currently works at Sowell Management and Nest Financial LLC and has prior experience with The Retirement Planning Group, Bank of America, and Merrill. Outside of his advisory role, Morales is involved in community and civic activities in Raytown, Missouri, serving as a volunteer for the Boy Scouts of America, chairing economic development efforts for the Raytown Mainstreet Association, participating on the Raytown Chamber of Commerce advisory board, serving on the Rotary Club of Raytown board, and holding a position as an alderman on the Raytown City Council. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm supports over 100 independent adviser representatives through trading, compliance, technology, and back-office services, employing multiple management styles and offering model portfolios, third-party manager selection, and unified managed account solutions.

Christopher Rett is a CFP® with nine years of industry experience currently affiliated with Modern Wealth Management, LLC. His prior roles include positions at Barber Financial Group, Richard W. Paul & Associates, LLC, and Financial Strategies Group DBA NY Life Securities. In addition to advisory work, he is involved in insurance sales with Midwest Financial Consultants and has provided program administration and data entry consulting since 2007. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing over $10 billion in assets across approximately 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and tactical allocation strategies.

Kevin Kopff is a financial advisor at Smith, Moore & Co. in Overland Park, KS, with 10 years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Outside of his advisory role, he serves as an administrator for a family LLC in Topeka, Kansas. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Matthew Ison is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Kornitzer Capital Management, Inc. since 2021. His prior experience includes roles at RubinBrown Advisors, LLC and Wealth Management Advisors, Inc. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients, as well as acting as adviser to mutual funds and a trust company. The firm emphasizes internally generated research and implements strategies that generally favor a long-term, low-turnover approach.

Mark Hunter is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Sequent Planning, he worked at Senior Market Sales, Spring Venture Group, CD2 Learning, and Brandmuscle. Sequent Planning, LLC operates under the name Futurity First Wealth Management and serves a diverse client base including individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of approximately 97 independent investment adviser representatives.

Paul Ward is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously was with NVISION Wealth Group and LPL Financial. Outside of his advisory role, he is a managing partner of Friends and Family Homes, a mortgage and real estate services business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options through a network of approximately 153 advisors.

Drew Cason is a financial advisor at Copper Financial with one year of industry experience. He holds a Series 66 license and previously worked at Kansas State Housing and Buffalo Wild Wings. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals and in-house model portfolios. The firm works with both individual and institutional clients and operates as both a broker-dealer and SEC-registered investment adviser with ties to CommunityAmerica Federal Credit Union.

Scott Wightman is a CFA charterholder and holds a Series 63 license with 12 years of industry experience. He has worked at Mutual Securities, Inc. and American Century Investment Services, Inc. before joining Intellicents Investment Solutions Inc., where he has been since 2018. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, providing retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and manages roughly $9.92 billion in assets across multiple offices.

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.

James Wehner III is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2003. Outside of his advisory role, he is involved as a co-owner of private recreational property and in mineral rights operations related to oil leases. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interaction with research and asset allocation by its Strategic Investment Advisors and is affiliated with a publicly traded bank holding company.

Deborah Alexander is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, with 24 years of industry experience. She holds a Series 63 designation and has worked at UMB Financial Services and UMB Insurance since 2001. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging a documented suitability process to guide clients into model-based investment strategies.

Lance Gorsuch is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed Inc., as well as work with various insurance carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools to manage diversified portfolios incorporating ETFs, mutual funds, fixed income, and option strategies, supported by a network of approximately 153 investment adviser representatives.

Christopher Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds the Series 66 designation and has been with Prairie Capital since 2021. He also maintains a role at Umb, where he has worked since 2010. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients including pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

David Kempfe is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Life Insurance Company and Transamerica. Outside of his advisory career, he co-owns a farm through an LLC, which is used for crop production and livestock grazing. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, offering investment advisory, financial planning, and retirement consulting services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation tailored to client objectives and risk tolerances.

Donald Morse is a financial advisor with IHT Wealth Management LLC in Overland Park, KS. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining IHT in 2017, he worked at NVISION Wealth Group and LPL Financial. He also operates Don Morse Wealth Management, an affiliated business used for accounting and tax purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing, offering tailored portfolio solutions through a network of investment adviser representatives.

James Merdian is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to his current role, he worked at American Century Investment Services, Inc. and has experience outside finance with Mueller Painting LLC. He also attended the University of Missouri. 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 emphasizes strategic asset allocation and diversification through model portfolios managed by its investment team, offering access to mutual funds and ETFs including affiliated American Century and Avantis funds.

Joseph Yates is a financial advisor at Copper Financial with six years of industry experience. He holds Series 66 and Series 63 credentials and has prior experience with Northwestern Mutual and CommunityAmerica Credit Union. He was also involved with Tin Kitchen, LLC in 2022. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options. The firm works with individual and institutional clients and employs a fiduciary advisory model centered on third-party managers and in-house portfolios.

James Braden is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Prairie Capital in 2024, Mr. Braden was involved with Brownlie & Braden Advisors, LLC and has served as Managing Director of Cotton Creek Capital Management, LLC since 2006. He also serves as President of Hanover Hillcrest Holdings, LLC, and holds leadership roles managing private investment vehicles and serving on portfolio company boards. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and management of pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach and maintains a range of affiliated relationships and third-party arrangements uncommon among peers.