Orlando Martinez is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at American Century Investment Services, Farmers Insurance, Urenda Tool Company, DST Systems, and the University of Kansas. 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 uses model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs.

Jennifer Simmons is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations and bringing eight years of industry experience. Her prior roles include positions at Cherry Co, Scout & Cellar, Madison Senior Living, and Northwestern Mutual. She also worked with the U.S. Soccer Program from 2018 to 2020. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest relationship thresholds. The firm delivers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs, detailed performance reporting, and household account aggregation.

Nathan Fiser is a CFP® professional with 22 years of industry experience, currently affiliated with Modern Wealth Management, LLC. He previously worked at Cetera Advisors LLC for 11 years. Outside of his advisory role, he serves as a board member of the International Essential Tremor Foundation and is an insurance agent selling life, disability, and long-term care insurance. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and insurance solutions.

Kari Jo Bear is a CFP®-certified financial advisor with 21 years of industry experience, currently with Continuum Advisory, LLC. Her prior roles include positions at OSAIC and Triad Advisors, Inc. She is also president and owner of Thomann Financial Services, Inc., where she oversees fixed insurance sales. Additionally, she serves as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory provides financial planning, consulting, and portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm offers a range of investment options and retirement plan consulting, with a collaborative approach among advisors who often maintain complementary professional practices.

Robert Self is a CFP® certificant with 10 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Wells Fargo Advisors, Bank of America, Merrill, and Morgan Stanley. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, using mutual funds, ETFs, fixed income, and individual equities. The firm operates as a wholly owned subsidiary of First National Bank of Omaha and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring across a range of portfolio objectives.

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets in most accounts.

Logan Degraeve is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been with Barber Financial Group since 2015, where he continues to serve as an investment adviser representative. 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, and employer-sponsored retirement plans.

Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.

Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.

Harrison Dill is a financial advisor at American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and is based in Kansas City, MO. Dill has no prior industry experience. Outside of his advisory role, he has worked for companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams, primarily employing proprietary mutual funds and ETFs, and serves clients with modest asset thresholds.

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining American Century Investment Services, Inc., he worked in roles at Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. 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 delivers advice through model portfolios managed by internal investment teams and emphasizes proprietary funds, quarterly performance reporting, and household account aggregation.

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.

Benjamin Kisner is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds the Series 66 designation and has 14 years of industry experience, including 11 years at Prairie Capital and five years at Prairie Capital Management Group. 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, develops investment policy statements and asset allocation plans, and selects and monitors third-party portfolio managers.

Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Modern Wealth Management in 2023, he was with Barber Financial Group for 19 years and held roles at VOYA Financial Advisors and Locust Street Securities. He is also involved in financial education through production and syndication of a radio show on social security analysis and co-authored the book "Retire a Winner." Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning, tax, estate, and insurance-related services through affiliated entities.

Craig Snedden is an investment advisor at Modern Wealth Management, LLC, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee, model portfolios, and third-party managers to guide investment decisions and provides additional tax, estate, and insurance services through affiliated entities.

William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.

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.