Luke Heiligenthal is a financial advisor at 49 Financial with five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Arvest Bank, and the University of Arkansas. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

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.

Micah Skebo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Zinnia (formerly SE2) from 2020 to 2022. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.

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.

John Lawrence is a financial advisor at Royal Fund Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Proequities, Inc. and Insurance Designers of Kansas City. He is also the founder and president of Camino Consulting, LLC, an insurance brokerage specializing in wholesale life insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement customized investment strategies and offers both discretionary and non-discretionary management for retirement plan participants.

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.

Banks Wilson is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, he worked in property management and real estate firms. He also works as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach primarily using mutual funds and ETFs.

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.

Addison Schubert is a financial advisor at American Century Investments Private Client Group, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at American Century Investment Services, American Century Investments, and the Missouri State Senate. Schubert also worked at Creekmoor Golf Club and Uber during his career. American Century Investments Private Client Group offers discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and business entities. Their investment approach utilizes model portfolios managed through strategic asset allocation and periodic rebalancing, primarily investing in American Century and Avantis mutual funds and ETFs.

Adam Galler is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Benefit Resource Partners and Bremer Bank. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

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.