James Hargrave

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

John Clark is a CFP® and CFA® with three years of experience at Wolf Bay Wealth Partners, where he is the sole advisor. He also serves as an Associate Professor of Finance at the University of Missouri - Kansas City and supervises the university's Student Fund. Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars to institutions, pooled vehicles, nonprofit and corporate clients, as well as individual investors. The firm combines modern portfolio theory with fundamental, technical, cyclical, and factor analysis, offering discretionary portfolio management and periodic reviews, and is notable for its academic leadership and focus on client education.

Melinda Bell is a financial advisor at Retirement Roots Wealth Management LLC in Overland Park, KS, holding a Series 65 designation with five years of industry experience. She has worked with several firms including Gradient Advisors LLC and AE Wealth Management, LLC. In addition to advising, she owns and operates American Senior Benefits dba Retirement Roots LLC, where she provides insurance products and services. Retirement Roots Wealth Management LLC is a solo, state-registered advisory firm that offers comprehensive financial planning and consulting to individual clients. The firm refers clients to third-party money managers, notably Gradient Investments, and monitors their performance and suitability over time rather than managing portfolios directly.

David Walsh is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Dynamic Wealth LLC since 2024. Prior to this, he spent two years with Creative Planning and nine years with Sunrise Advisors, Inc. In addition to his advisory role, Walsh operates Walsh Law LLC, a legal practice focused on business and estate planning services. Dynamic Wealth LLC is an independent, single-advisor firm managing approximately $23 million for a select group of high-net-worth individuals, families, trusts, foundations, donor-advised funds, and closely held businesses. The firm employs a long-term, goal-based investment approach using customized discretionary portfolios and maintains a formal affiliation with Walsh Law LLC to provide integrated estate, tax, and business legal services.

Kenneth Gilpin is a CFP® professional with 26 years of industry experience and has been the principal advisor at Sound Investments Inc. in Overland Park, KS since 1999. He holds Series 63 and Series 65 licenses and operates as a sole advisor at his independent firm. Sound Investments Inc. provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, and retirement plan clients, including pension, 401(k), and profit-sharing plans. The firm manages approximately $16.3 million for about 65 clients, tailoring portfolios based on client net worth and investment profiles, and primarily uses no-load mutual funds, low-cost ETFs, and individual stocks with a trend-following selection process.