American Century Investments Private Client Group, Inc.

Jonathan Belay is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. 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 manages client portfolios primarily through proprietary mutual funds and ETFs using model portfolios and strategic asset allocation.

David Tondreault is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes fifteen years at T. Rowe Price Investment Services, Inc. and a brief tenure at Ascensus. 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 employs model portfolios emphasizing strategic asset allocation and diversification, primarily using affiliated mutual funds and ETFs.

April Watkins is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Mary Kay, Craft Sales, and Plexus Worldwide. 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 asset levels. The firm employs model portfolios managed through strategic asset allocation and periodic rebalancing, with a focus on proprietary mutual funds and ETFs.

Lainie Henrich is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has previously worked at Copper Financial and St. Luke's Healthtrack. Outside of finance, she is the owner and instructor of Maya Yoga, a yoga studio she has operated for 15 years. American Century Investments Private Client Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, with services designed for households meeting a modest relationship threshold.

Rachel Mclain is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and having seven years of industry experience. She has been with American Century Investment Services, Inc. since 2018. Prior to that, her work experience includes roles at B & B Bagel, M & H Gas, the University of Missouri, Texas Roadhouse, and Kansas City Wealth Partners. 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 managed by its investment team, emphasizing strategic asset allocation, diversification, and portfolio construction with access to affiliated mutual funds and ETFs.

Sarah Pedersen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She previously worked at It Works from 2017 to 2019 and has been with American Century Investment Services, Inc. since 2014. Outside of her advisory role, she operates a resale clothing business through online platforms such as eBay and Etsy. 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, utilizing model portfolios managed by an internal investment team that emphasizes strategic asset allocation and diversification.

Michael Rose is a CFA® charterholder with 19 years of industry experience. He has worked at American Century Investment Services, Inc. since 2005 and is currently affiliated with American Century Investments Private Client Group, Inc. in Kansas City, MO. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and portfolio diversification through model portfolios managed by an internal Investment Committee, offering clients access to mutual funds and ETFs, including affiliated funds.

Desiree Porter is a financial advisor at American Century Investments Private Client Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining American Century Investment Services, Inc., she held roles at the Kansas City Area Development Council, Lawrence Public Library, 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 employs model portfolios emphasizing strategic asset allocation and diversification, offering clients access to American Century and Avantis mutual funds and ETFs.

Kenrick Thompson is a CFP®-certified financial advisor with 11 years of industry experience, currently with American Century Investments Private Client Group, Inc. He has worked at firms including LPL Financial and Waddell & Reed, and is also involved in several outside business ventures such as owning a flooring sales company and serving as a real estate agent and property owner. 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, primarily through affiliated mutual funds and ETFs.

Maxwell Brown is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining his current firm, he worked at Sunflower Bank and held positions at the University of Kansas and Emporia Recreation Center. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with a minimum relationship threshold of $50,000. The firm offers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs.

Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. 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 uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at American Century Investment Services, Inc. since 2017 and previously held roles at Rye KC, Northwestern Mutual, and Kansas State University. 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 portfolio diversification through preconstructed model portfolios managed by an internal Investment Committee.

Neal Dolbeare is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with American Century Investment Services, Inc. since 2004. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs through preconstructed model portfolios emphasizing strategic asset allocation and diversification.

Kyle Ray is a financial advisor with American Century Investments Private Client Group, Inc. He holds the CFP® designation and has 24 years of industry experience. His prior roles include positions at American Century Investment Services, Steel Peak Wealth Management, Mutual Securities, Argosy Wealth Management, Mercer Global Advisors, Lighthouse Financial Services, and JPMorgan Securities. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Their approach utilizes model portfolios managed by in-house teams and focuses on clients meeting a modest relationship threshold, primarily investing in proprietary mutual funds and ETFs.

Donald Thomas is a financial advisor at American Century Investments Private Client Group, Inc. He holds the ChFC® designation and has 29 years of experience in the industry. His prior work includes roles at Mutual of Omaha Investor Services, U.S. Bancorp Investments, and Farm Bureau Financial Services. Outside of advising, he manages a family farming partnership in Emporia, Kansas. 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 uses model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs, serving clients with typically modest asset levels.