Bradley Remy is a Series 65–licensed financial advisor with RubinBrown Advisors LLC in Kansas City, MO. He has seven years of industry experience and has been with RubinBrown Advisors since 2017, alongside his tenure at RubinBrown LLP beginning in 2013. 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 manages approximately $3.86 billion in client assets, primarily through strategic asset allocation with model portfolios of mutual funds and ETFs, and offers both discretionary and non-discretionary management approaches.

Hunter Stobaugh is a financial advisor with Mariner Independent, holding a Series 66 designation and two years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he serves as Vice President of a local business networking group, facilitating meetings and membership growth. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a broad range of affiliated businesses and an extensive network of investment adviser representatives.

Ted Kouris is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his advisory role, he spent four years affiliated with the University of Kansas and has been involved with various organizations including Perfect Game Midwest and DoorDash. American Century Investments Private Client Group provides discretionary investment management and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by an in-house Investment Committee and primarily invests clients’ assets in American Century and Avantis mutual funds and ETFs.

Phillip Mason is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation and bringing 13 years of industry experience. He has been with UMB Financial Services since 2013 and has worked at UMB Bank since 2005. Outside of his advisory role, Mason serves on the boards of two nonprofit organizations, St. Michael's Veterans Center and Inclusion Connections. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Christian Goodman is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and having 12 years of industry experience, all with American Century Investments since 2014. Outside of his advisory role, he operates an e-commerce business selling trading cards and other items online. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm uses model portfolios managed by its asset allocation teams and emphasizes proprietary funds and detailed quarterly reporting.

Tye Martin is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked at WCG Wealth Advisors, V Wealth Advisors, LLC, LPL Financial, and V Wealth Management, LLC. Outside of his advisory roles, Martin is involved with business entities established for tax and investment purposes. WCG Wealth Advisors, LLC 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, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs.

Michael Barber is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Modern Wealth Management since 2023, previously affiliated with Mutual Securities, Inc and Barber Financial Group. Outside of his advisory roles, he operates as an independent insurance agent and is involved in succession planning through BFG Advisors Group, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets and serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and uses a combination of model portfolios, third-party money managers, and scenario-modeling tools to guide investment decisions.

James Barenberg is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. Prior to joining American Century Investment Services, Inc. in 2019, he worked at Amazon and was involved in homeschooling through Colchagua Montessori Homeschool. 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 model portfolios emphasizing strategic asset allocation and diversification, offering access to affiliated mutual funds and ETFs with portfolio monitoring and tax-loss harvesting features.

Jason Seehusen is a CFP® professional with 19 years of industry experience. He has worked at Copper Financial Network LLC since 2017 and previously held roles at Sammons Retirement Solutions and Sammons Financial Network. Outside of advising, he serves as a referee for high school football, basketball, and women's college basketball. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and an online Guided Investing option. The firm works with both individual and institutional clients, providing ongoing advisory services as well as one-time financial plans.

Kelly Lambert is a financial advisor at Copper Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services LLC, Waddell & Reed, Inc., and R Philip Sarnecki. Outside of her advisory role, she serves on the board of Good Life Bulldog Rescue, an English bulldog rescue organization. Copper Financial primarily serves credit union members, including those of its parent and affiliated credit unions, offering financial planning, brokerage services, discretionary portfolio management via third-party referrals, model-based wrap programs, and online guided investing. The firm serves both individual and institutional clients and is noted for its dual broker-dealer and SEC-registered investment adviser registration, along with its operational ties to CommunityAmerica Federal Credit Union.

Linda Patterson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with CreativeOne Securities (formerly Client One Securities) since 2011. Outside of her advisory role, Linda serves as a volunteer member of the Overland Park Tree Board and is involved in book proofreading and editing for a financial services-related business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party manager programs.

Wendall Kennedy is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for the past 10 years. Outside of his advisory role, he owns and manages an insurance business focusing on fixed insurance, annuities, long-term care, and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and retirement-plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary accounts, utilizing a range of third-party investment programs.

Brian Hawkins is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at American Century Investment Services, Garden City Wind, and BEST Security. Outside of advising, he has been involved in umpiring and has held various roles in education and sports-related organizations. 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 model portfolios managed by in-house teams and offers detailed quarterly performance reporting and household account aggregation.

Jeffrey Wilkinson is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Wealth Consulting Group. He has worked previously at LPL Financial and V Wealth Advisors, among other firms. Wilkinson’s background also includes insurance agency work and service on a homeowners association board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering a range of active and passive portfolio management solutions alongside legal support services and multi-platform advisory relationships.

Collin Jasper is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at American Century Investment Services and Midwest Grain & Barge, as well as multiple positions in higher education at Southeast Missouri State University, Kansas State University, and Highland Community College. 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 utilizes model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs in its investment approach.

Andrew Osborne is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Kestra Advisory Services LLC, AE Financial Services, LLC, and Ethos Group. 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 offers portfolio personalization, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios managed with a focus on strategic asset allocation and diversification.

James Guyot is a CFP® professional with 24 years of industry experience, currently affiliated with Creative Financial Designs, Inc. and Lighthouse Financial Strategies since 2007. He previously worked at Securities America Advisors, Inc. from 2003 to 2007. Outside of his advisory roles, he is involved in insurance sales focused on fixed products. Creative Financial Designs serves individual clients across wealth levels, corporate and institutional clients, and employer retirement plans. The firm employs asset-class model allocations with multiple risk profiles, uses third-party research and an Executive Investment Committee to manage portfolios, and offers financial planning alongside discretionary and non-discretionary investment management services.

Erin Hoestje is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at AE Wealth Management, AE Financial Services, and Waddell & Reed. Erin served on the Sigma Kappa - Theta Tau Corporation Board from 2018 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and occasionally options or short sales following client discussion.

Jason Nguyen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investments since 2013. Outside of his advisory role, he manages a nail care business in Kansas City. 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 offers portfolio monitoring, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios emphasizing strategic asset allocation and diversification.

Joshua Edens is a financial advisor at Copper Financial with nine years of industry experience. He holds the Series 66 credential and previously worked for CommunityAmerica Credit Union for eight years before joining Copper Financial in 2017. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, a model-based wrap program, and an online Guided Investing option, serving both individual and institutional clients.