Kansas City, MO Office

Jeffrey Ernest is a Series 66-licensed advisor at Modern Wealth Management, LLC with 10 years of industry experience. He has held roles at Modern Wealth Management since 2023, Mutual Securities, Inc. since 2016, and Barber Financial Group from 2014 to 2023. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary management alongside financial planning and tax, estate, and insurance-related services through affiliated entities.

Hayden Pudenz is a Series 65–licensed financial advisor with four years of industry experience, currently with Modern Wealth Management, LLC since 2023. Prior to joining Modern Wealth Management, he worked at Barber Financial Group and has held various roles including at the University of Missouri – Kansas City and Omaha Country Club. 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 as well as financial planning and modular services.

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.

Chancellor Davis is a financial advisor at Modern Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modern Wealth Management, he worked at New York Life Insurance for two years and has experience in education, having been employed at the University of North Carolina at Charlotte and local schools. 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 discretionary and non-discretionary investment management, financial planning, and related services supported by a centralized Investment Committee and multiple specialized divisions.

Logan Degraeve is a Series 66 licensed advisor at Modern Wealth Management, LLC with 11 years of industry experience. He worked at Barber Financial Group for eight years before joining Modern Wealth Management in 2023. 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 discretionary and non-discretionary investment management, financial planning, and modular services.

Frank Barber is a financial advisor with Modern Wealth Management, LLC based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Barber Financial Group, VOYA Financial Advisors, Inc., and Locust Street Securities, Inc. Barber is also involved in several entrepreneurial and publishing activities, including co-authoring the book "Retire a Winner," hosting a financial radio show focused on social security analysis, and serving on the board of Benjamin Technology, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.

Craig Snedden is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Barber Financial Group, and CreativeOne Securities, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 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 and third-party managers to guide investment decisions.

Zachary Ghilino is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas and several hospitality businesses. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Michael Capelle is a financial advisor with Modern Wealth Management, LLC in Kansas City, MO, holding a Series 65 designation and 20 years of industry experience. He worked at United Capital Financial Advisers, Inc. for 18 years before joining Modern Wealth Management in 2022. Capelle serves on the advisory board for MaxMyInterest and manages a conservative, low-turnover investment portfolio for a family-related investment company. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model with an Investment Committee and Management Team, offering a range of services including discretionary investment management, financial planning, tax and estate planning, and ERISA plan services.

Bruce Godke is a financial advisor at Modern Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Mutual Securities, Inc., Barber Financial Group, and National Planning Corporation. Outside of his advisory role, he is a sole proprietor of an independent insurance agency. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers discretionary and non-discretionary investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

James Rankin Jr. is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at CreativeOne Securities, CreativeOne Wealth, LLC, and AE Wealth Management, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios and third-party managers in its approach.

Jack Knutson is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company, Merrill, and Bank of America. 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 and modular services.

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.

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.