(front row, left to right)
Kelli Glynn, M&I Wealth Management (Co-Chair/Sponsor/Host)
Dave Janus, M&I Bank (Co-Chair/Sponsor/Host)

(back row, left to right)

Joe Sweeney, Ingram's Magazine
Steve Toomey, BKD Wealth Advisors, LLC

Kirk Johnson, CoreFirst Bank & Trust

Lana Maudlin, M&I Wealth Management (Sponsor/Host)

Scott Boswell, The Commerce Trust Company

Jim Williams, Creative Planning

K.C. Matthews, UMB Bank

Adam Bold, The Mutual Fund Store

Steve Soden, Tower Wealth Management/Country Club Bank

Lewis Gregory, Financial Counselors, Inc.

Steve Harrison, EdwardJones

Kristin Tyson, Bank of Kansas City

Kent Gasaway, Kornitzer Capital Management

Jim Betterman, Lathrop & Gage

Guarded Optimism Bouys Wealth Management Firms

On a beautiful October morning at the Briarcliff complex overlooking Downtown Kansas City, a score of this region’s leading wealth management authorities met to discuss the state of their industry.  
Hosted and sponsored by M&I Bank and M&I Wealth Management, the meeting was surprisingly upbeat. A common theme was the flight of capital away from the coasts to the center and away from the risky to the sane. The participants also shared insights on a range of investment opportunities.
Co-chairing the event were Dave Janus, regional president of M&I Bank, and Kelli Glynn, senior vice president of subsidiary M&I Wealth Management. This was the sixth year that Ingram’s has organized a wealth-management assembly in its acclaimed Industry Outlook series.