KCM is a privately held, 100% employee owned corporation, founded in 1989 by John C. Kornitzer. Prior to founding KCM, Mr. Kornitzer was Vice President of Investments for Employers Reinsurance Corp (ERC). He joined ERC in 1978, and managed corporate assets for the company through acquisitions by Getty Oil, Texaco and finally General Electric Investment Corporation (GEIC), where he ran investment portfolios for ERC and GEIC until founding KCM. The firm was created to manage customized portfolios for private clients and institutions. We continue to provide client-focused, personalized money management though our Kornitzer Private Client Services (KPCS) group, and pension, corporate and foundation separate account management through our institutional services group. With our approach to lifetime asset management, KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation and retirement. Over the years, based on client request or need, we formed companies and alliances to better serve specific niches. A trust company was established to administer and custody retirement plans, and provide full personal trust services to individuals. A mutual fund company was formed to handle IRAs and smaller investment accounts.

Tortoise is an independent investment advisor located in White Plains, New York that currently has over $1 billion in assets under management. We provide comprehensive financial planning and investment management advice to wealthy families and individuals across the country. Our investment philosophy emphasizes asset allocation, risk management, and a conservative, long-term approach. Our financial advice often touches all major financial areas of our clients’ lives. We believe that it is more important to maximize the probability of having enough money rather than striving to have the most money as our clients navigate their lifetime milestones. Our constant dedication to putting our clients first is the foundation of our extremely strong client relationships.

No one helps manage your money better. For more than 25 years, Great Plains, a Kansas City-based firm, has specialized in growing and protecting wealth, from asset management to estate and pension planning, wills, trusts and retirement. Our clients are individuals and small-business owners, in the Kansas City area and across the nation, working to secure a better future for their families and employees. With our help, people can protect the assets they have now as well as any inheritance they receive, or leave to loved ones, in the future. When you choose Great Plains, you're partnering up with people who have built real wealth and real businesses for themselves as well as customers. They know firsthand what it takes to face the challenges that individuals and business owners face. It's what makes Great Plains the first name in wealth management. And it's always on a first-name basis. In recent years, our customers have turned to Great Plains of South Dakota for trust management services as well. Great Plains established its South Dakota branch in 2011 to take advantage of the state's favorable laws governing taxation, privacy and creditor protection. We work with clients across the country to ensure that their tailor-made estate plans are protected for future generations.

Prairie Capital Management, a SEC registered investment advisor, was established in 1995 in response to clients’ desire for objective, customized, and innovative investment management services. Today, Prairie Capital serves high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the United States.

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

At FAS Wealth Partners we look beyond the numbers to see the full picture, the whole person, and the primary purpose of your money. We specialize in financial planning and tailored investment solutions within a personalized, concierge experience: our experienced advisers/CERTIFIED FINANCIAL PLANNERS™ (CFP®) offer guidance for your investment portfolio and your unique estate, tax, and family needs. For more than 40 years we have partnered with high-net-worth individuals and families across the U.S.—providing independent and trustworthy recommendations aligned with our clients’ personal and financial life goals. Learn more at FASWealthPartners.com.

Money doesn't have to be stressful. Our simple process puts you back in charge of your money, your time, your life, your legacy. Gain financial freedom and live your dream life. For individuals & families: Our simple process can help you to stop worrying about money, gain clarity, and accomplish your goals. For business owners: We simplify your 401(K) plan duties for you, so you can get back to your real work. For veterinarians: You face unique challenges as a vet practice owner, and we help you reduce anxiety, make wise decisions, and achieve your dream life. Let's have a free, no-obligation conversation to see if we're a good mutual fit.

Value. Delivered. Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

As you live with intention, we invest with intention. Our focus on loyalty and integrity allows us to engineer a portfolio customized for you. Our methods are traditional, time-tested and rooted in the proven principles of Benjamin Graham — and we’ve applied it to the modern market. We’ve built our firm on a foundation of listening to our clients and rolling up our sleeves, day in and day out. We believe in investment over speculation, logic over trends and wisdom over fads. We approach capital management with discipline and discernment, rolling up our sleeves for our clients every day. Our talented team puts sound, a wise investment strategy to work for our clients, stewarding their assets and delivering peace of mind. Contact us: (913) 428-3222 #LogicOverTrend #InvestinYourDreams #MitchellCapital

KWMG, LLC dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company may only conduct business in those states where registered or where excluded/exempt or from licensure. The content of this platform is intended for the residents of the United States of America only. Advisory services are only offered to clients or prospective clients where the company and its representatives are properly licensed or exempt from licensure. No advice may be rendered by the company unless a client service agreement is in place. This information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy and is for illustrative purposes only. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for the company. Regulations generally prohibit testimonials and postings are subject to swift removal. Although we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Third-party rankings and recognitions, such as “Amazon Bestseller” are no guarantee of future investment success and do not ensure that you will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. For additional disclosures visit https://www.keenwealthadvisors.com/important-disclosures

BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation. Our advisors have over 80 years of combined experience in the industry. Today, we serve clients nationwide and total assets under management exceed $500 million dollars (as of January 2024). We predominantly use individual securities to create portfolios designed to achieve each client’s financial goals. We take pride in providing our clients peace of mind.

Marketing Coordinator Oct 2012- Present Insurance Coordinator Dec 2011- Oct 2012