Rex Swartz II is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 31 years. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed approaches.

David Cuba is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at MHN Government Services since 2008 and Lincoln Investment Planning, Inc. since 1995. Outside of advising, he is the owner of DKKT Holdings LLC, a holding company with no current investment activity. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house research, utilizing proprietary mutual fund screening and providing both discretionary and non-discretionary investment management.

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 holds Series 65 and Series 63 designations and previously worked at LPL Financial for 32 years. He is also involved as an LLC member in VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and uses third-party managers and affiliated funds as part of its investment approach.

Graham Bolar is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 credential and one year of experience at the firm. Prior to joining Modern Wealth Management, he has held positions at the City of Steamboat Springs, Alterra Mountain Corporation, and Colorado Mountain Club. His background also includes roles in academia and nonprofit organizations. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and institutional clients, with investment decisions guided by a centralized Investment Committee and executed through a mix of model portfolios and third-party managers.

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.

Timothy Wolfe is a Series 65-licensed financial advisor with eight years of industry experience, currently with Modern Wealth Management, LLC in Kansas City, MO. Prior to joining Modern Wealth Management in 2024, he held roles at Buttonwood Financial Group and RSM US Wealth Management. His professional background also includes positions outside the advisory industry, such as work at the University of Northern Iowa and Plumb Supply Company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

William Doty is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, holding Series 63 and Series 65 registrations with 16 years of industry experience. He previously worked at Barber Financial Group from 2007 to 2023 before joining Modern Wealth Management. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and tax, estate, and insurance-related services through affiliated entities.

Wayne Robinson is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Barber Financial Group for eight years. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services through a centralized investment process.

Rance Carlson is a CFP® professional at Copper Financial with 20 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory work, he is a member of Gooseneck Farms, LLC, an agricultural farm in Missouri. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, as well as model-based wrap programs and an online guided investing option.

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 licenses and bringing 15 years of industry experience. He previously worked at Central States Capital Markets LLC before joining UMB in 2018. Outside his advisory work, he is involved in the sales and service of vintage automobiles through Sutherland Automotive and participates in historic sports car racing promotions. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm provides multiple managed account solutions using documented suitability reviews and model-based strategies, operating as both a registered investment adviser and a municipal advisor with a bank affiliation.

Deborah Alexander is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 63 designation and 25 years of industry experience. She has been with UMB Financial Services and UMB Insurance since 2001, where she also serves as an Insurance Product Manager. 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 with a documented suitability review process, distinguishing itself through its affiliation with UMB Bank and its role as a municipal advisor.

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.

Michael Barber is a Series 66-credentialed financial advisor with over 21 years of industry experience. He is currently with Modern Wealth Management, LLC and has held prior roles at Mutual Securities, Inc., Barber Financial Group, National Planning Corporation, and VOYA Financial Advisors. Outside of his advisory work, Barber operates as an independent insurance agent and is involved in succession planning through BFG Advisors Group, LLC. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 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 adjustments in its investment approach.

Douglas Nelson is a CFP® with 26 years of industry experience, currently affiliated with Capital Analysts. He has previously worked at Lincoln Investment Planning for 15 years and Valic Financial Advisors for 8 years. Outside of his advisory role, Nelson serves as a lecturer at the University of Nebraska-Lincoln, teaching courses in retirement planning and financial practices, and is the head boys varsity basketball coach at Prairie View USD 362. Capital Analysts provides portfolio management and retirement-plan advice to a wide range of clients, including individuals, institutions, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house research team and third-party managers, supported by its integration with Lincoln Investment and institutional relationships.

Heather Herring is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds the Series 65 designation and previously worked at One Oak Private Wealth and Asset Management, AE Wealth Management, LLC, and It's Your Money. She is also involved with Financial Longevity Advisory LLC, focusing on financial and retirement planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives, offering a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. 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 wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.