Scout Investments, Inc. is a financial advisory firm based in Kansas City, Missouri. It currently has approximately $29,019,908,924 of assets under management and employs about 53 people. Scout Investments, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Nuance Investments, LLC is a registered Investment Adviser based in Kansas City, MO, established in November 2008. The firm specializes in providing investment management services and products to various clients, including individuals, trusts, corporations, and retirement plans. Nuance offers separate account strategies such as the Nuance Mid Cap Value and Nuance Concentrated Value, focusing on long-term capital appreciation through U.S. equity securities. The firm also serves as the adviser to mutual funds like the Nuance Mid Cap Value Fund and Nuance Concentrated Value Fund. Nuance's investment philosophy revolves around value investing, focusing on companies with strong market positions and financial strength, priced below intrinsic value. For separate account strategies, the standard institutional fee schedules range from 0.55% to 0.85% based on assets under management. The firm may accept discretionary authority to manage client accounts, exercising investment discretion in line with client objectives and guidelines. Nuance engages in wrap or managed account programs, providing investment advisory services through various models, including Unified Managed Account Programs. The firm follows strict Code of Ethics, Proxy Voting Policies, and Procedures to ensure compliance and transparency in client dealings. As of December 31, 2024, Nuance Investments had $2.846 billion in discretionary assets under management and $656.4 million in UMA assets under advisement. The firm has no disciplinary information or financial commitments that impair its ability to meet client obligations.

Five Elms Capital is a financial advisory firm based in Kansas City, Missouri. It currently has approximately $1,617,156,869 of assets under management and employs about 41 people. Five Elms Capital uses a fee structure of a percentage of assets under your management and performance-based fees.

Prairie Capital Management Group, LLC is a financial advisory firm based in Kansas City, Missouri. It currently has approximately $1,521,167,662 of assets under management and employs about 38 people. Prairie Capital Management Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and revenue sharing with our affiliates, frs and ftcs.

Platform Investments, LLC is a registered investment adviser specializing in real estate and real estate-related assets. Established in January 2012, the firm is wholly owned by Platform Ventures, LLC, which is majority-owned by ABTS Holdings, LLC. The firm's investment strategy focuses on middle-market opportunities in real estate assets, with a particular emphasis on equity investments ranging from $10 million to $50 million. Platform manages various private funds investing in real estate and related assets, totaling $1,668,091,515 of regulatory assets under management as of December 31, 2024. The firm's investment philosophy prioritizes capital preservation, conservative underwriting, and thorough risk assessment to provide superior risk-adjusted returns to investors. Platform charges management fees ranging from 0.75% to 2% per annum for most of its funds, with additional fees for certain services like administrative, asset management, and guaranty fees. The firm also receives performance-based compensation based on capital appreciation, varying among funds. Platform's code of ethics ensures compliance with federal securities laws and sets standards for personal securities transactions and reporting. The firm does not engage in agency cross transactions and exercises full discretionary authority over client investments, observing the investment policies and limitations outlined in the offering documents for each fund. Platform's privacy policy outlines the types of personal information collected, shared, and protected, with options for limiting sharing for marketing purposes. Clients can contact Platform for more information or to request a copy of the firm's code of ethics.

Atwood and Palmer, Inc. is an SEC-registered investment adviser founded in 1990, with principal shareholders including Steven N. Palmer, Steven P. Franke, Spencer A. Jones, and Peter J. Sowden. The firm offers individualized discretionary investment management services to institutional and individual clients, creating Investment Policy Statements based on client goals, risk tolerances, and liquidity needs. The firm primarily invests in stocks, exchanged traded funds, and fixed income securities, with the ability to invest in securities outside the normal process upon client request. Atwood and Palmer, Inc. manages $1,723,355,253 of client assets as of 12/31/2024. The firm provides comprehensive financial planning services, including retirement planning, risk management, and estate planning, with fees based on a percentage of assets under management. The minimum initial investment is $2 million, which may be waived in certain circumstances. Atwood and Palmer, Inc. acts as a fiduciary and may recommend alternative investments when appropriate. The firm uses fundamental and technical analysis for security analysis and employs long-term purchases, short-term purchases, and option strategies in managing client accounts. Clients have the option to grant discretionary authority to the firm for investment decisions. Atwood and Palmer, Inc. does not charge performance-based fees, and its clients include individuals, pension plans, charitable organizations, and corporations. The firm's investment personnel, including Steven N. Palmer, Steven P. Franke, Spencer A. Jones, Peter J. Sowden, William N. Palmer, and Evan R. Lang, have no disciplinary actions against them and are supervised by Teresa Burch, the Chief Compliance Officer.

CPC Management, LLC is a Kansas-based investment adviser registered with the SEC since April 2021. The firm provides investment advice to CPC, a perpetual investment company focusing on privately negotiated control transactions. CPC aims to purchase, grow, and hold durable, capital-efficient operating businesses, primarily in sectors like chemicals, consumer products, and business services. CPC does not have specific diversification restrictions but expects to create a diversified portfolio of eight to ten investments over a five-year period. The firm manages approximately $511 million in regulatory assets under management on a discretionary basis as of December 31, 2024, with one client, CPC. CPC's investment strategy involves risks such as equity and fixed-income securities, private placements, and investments in technology companies. CPC Management has a Code of Ethics to prevent conflicts of interest, and it does not compensate third parties for referrals. The firm has custody of CPC's funds and securities and has full discretionary investment authority. CPC Management has a Corporate Action and Proxy Voting Policy to ensure proxies are voted in the client's best interest. The firm does not have any financial conditions impairing its ability to meet commitments. For more detailed financial information, investors can request audited financial statements prepared in accordance with GAAP.

Mid-American Wealth Advisory Group Inc. is a registered investment adviser established in 1999 and became registered in June 2019. The firm's owner, Mark Falter, has been in the financial services industry since 1985 and is a fiduciary, always acting in the client's best interest. Mid-American offers discretionary and non-discretionary asset management services, utilizing individual investment goals, time horizons, and risk tolerance to create personalized investment strategies. The firm may use sub-advisers for certain client accounts, such as AE Wealth Management, LLC. Mid-American provides educational workshops on various financial topics and offers tax preparation services for an additional fee. The fee structure for asset management is tiered based on total assets under management, ranging from 1.25% for assets up to $249,999.99 to 0.70% for assets over $5,000,001. Clients have the option to direct brokerage to a specific firm, but this may result in higher costs. The firm does not compensate for client referrals and does not vote proxies on behalf of clients. Clients are responsible for exercising their voting rights and participating in class action lawsuits related to securities held in their accounts. Mid-American does not require prepayment of fees exceeding $1,200 per client, six months in advance, and has not been subject to a bankruptcy petition.

Nicholson Meyer Capital Management, Inc. is an investment advisory firm based in Kansas City, Missouri, established on March 4, 1988. The firm specializes in providing investment management services, including continuous supervision of client accounts and investment decisions. They offer tailored services to individual client needs, with a focus on globally diversified portfolios to reduce risk and volatility. The firm manages client assets totaling $248,199,609 as of December 31, 2023, on a discretionary basis. For Investment Management Services, clients are charged fees based on a percentage of assets under management, ranging from 1.00% to 0.25% depending on the account value. The firm also provides NMCM Retirement Solutions for corporate retirement plans, with fees ranging from 0.35% to 0.50% of the plan's total value. Financial consulting services are offered at a rate of $190 per hour. The firm acts as a fiduciary, obligated to act in the best interest of clients, and clients have the option to impose restrictions on their accounts. Nicholson Meyer Capital Management does not charge performance-based fees and does not manage performance-based and non-performance-based accounts simultaneously. The firm serves various types of clients, including individuals, high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The minimum investment amounts required are $400,000 for Investment Management Services and financial consulting, and $1,000,000 for NMCM Retirement Solutions. The firm does not compensate outside persons for client referrals and receives no other forms of compensation beyond advisory fees. Clients are responsible for voting proxies on securities held in their accounts. The firm maintains a Business Continuity and Succession Plan and adheres to a strict Customer Privacy Policy Notice to safeguard client information.