Ryan Burchett is a financial advisor at VestGen Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Tiffany Greens Golf Club. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement portfolios.

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.

Kyle Harsha is a financial advisor at Lexaurum Advisors with 10 years of industry experience and holds a Series 66 designation. He has worked at several firms including HD Vest Advisory Services and Rise Consulting and operates Money Matters Tax and Financial Services, providing accounting and tax preparation services. Lexaurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor team approach with a focus on diversified portfolios aligned with modern portfolio theory.

Suzanne Wallace is a financial advisor at Copper Financial with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Boulder Wealth Management, Edward Jones, and Abbott Laboratories. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third‑party referrals, model-based wrap programs, and online Guided Investing. The firm works with both individual and institutional clients and operates with a dual broker‑dealer and SEC-registered investment adviser registration.

Scott Schloegel is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Creative Planning, Royal Alliance, and Premier Financial Partners. Scott also owns Wealth Scope LLC, where he provides financial planning and client relationship management. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, providing a non-discretionary model that integrates fundamental, technical, and cyclical portfolio analysis.

Jacob Haynes is a financial advisor at Advisors Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ivy Investments, Inc. and several wealth management and asset management companies. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts as well as model separate-account and ETF strategies.

Kelly Landry is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining CreativeOne Wealth (formerly Change Path, LLC) in 2018, she worked at Cona Investment Advisors, LLC from 2014 to 2018 and has been self-employed since 2003. She is also active in community service as the South Central Region Secretary for Soroptimist International of Kansas City Northland, an organization focused on economic empowerment for girls and women. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing modern portfolio theory alongside fundamental, technical, and quantitative analysis.

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.

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.

Elena Bone is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and in education settings. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, and other entities, focusing on households with modest investment thresholds. The firm utilizes model portfolios managed by in-house teams, primarily investing in proprietary mutual funds and ETFs.

Arthur Lewis is a financial advisor at UMB Financial Services, Inc. based in Kansas City, MO. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was employed at UMB Bank and Lowe’s, and was a full-time student for ten years. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and combines investment management with municipal advisory services, supported by its affiliation with UMB Bank.

Michael Martin is a financial advisor at VestGen Advisors, LLC with 32 years of industry experience. He previously worked at LPL Financial for over three decades and holds Series 65 and Series 63 credentials. He is also a member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,790 clients across 53 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, using a combination of fundamental, technical, and quantitative analysis tailored to client goals and risk tolerance.

Janice Trimmell is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses, and has 39 years of industry experience. She has been with UMB Bank and UMB Scout Brokerage Services Inc. throughout her career. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability and risk-tolerance process to guide portfolio construction.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Ronald Yount is a Certified Financial Planner® with 22 years of industry experience, currently serving at Copper Financial Network LLC since 2014. He holds the Series 63 and Series 65 licenses and is based in Kansas City, MO. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and affiliated entities, offering financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and online Guided Investing. The firm serves both individual and institutional clients and operates with a fiduciary advisory model that includes due diligence on third-party managers.

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.

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.

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.

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.

James Soukup is a CFP® professional with 20 years of industry experience, currently advising at Savvy since 2026. His prior roles include positions at FBL Marketing Services LLC, FBL Financial Group LLC, BMO Harris Financial Advisors, Merrill, and TD Ameritrade. Outside of his advisory work, he is involved with FBL Wealth Management, LLC, providing investment advisory and financial planning services. Savvy delivers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans using a primarily index-based, long-term approach integrated with third-party fintech tools and specialized strategies.