Kenneth Bateman is the principal of Bateman Capital Management, Inc. in Leavenworth, KS, holding a Series 65 license with 9 years of industry experience. He has held leadership roles in multiple businesses including event space rental and real estate management, and serves as Chairman of the Leavenworth Main Street Program, Inc. in an unpaid capacity. Bateman Capital Management is an independent advisory firm that provides discretionary portfolio management to individual clients, using fundamental analysis and a diverse range of investment vehicles. The firm manages approximately $1 million across a small number of accounts and incorporates client-specific goals, tax considerations, and risk tolerance into written Investment Policy Statements.

Douglas Mottet is the principal advisor of Mottet Wealth, an independent registered investment adviser based in Parkville, MO, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Doug Mottet Enterprises, Inc. since 1992. Outside of financial advising, he works as an independent contractor and district sales representative for Stine Seed Company, a non-investment related business. Mottet Wealth manages approximately $68 million for around 130 clients, offering portfolio management and comprehensive financial planning for individuals as well as retirement plans and institutional accounts, including pension consulting. The firm uses the AssetMark platform to implement client strategies through model portfolios, individually managed accounts, mutual funds, and ETFs, and provides discretionary portfolio management along with tax-aware and guided-income options.

Michael Wolters is a Series 65-licensed advisor with 32 years of experience, operating at Mike Wolters & Associates, Ltd. in Parkville, MO since 1994. The firm consists of two advisors and focuses exclusively on discretionary asset management. Mike Wolters & Associates, Ltd. manages approximately $21 million across 84 client accounts, serving individuals, charitable organizations, and retirement-plan participants. The firm offers three investment strategies—Moderately Conservative, Moderately Aggressive, and Aggressive—primarily utilizing ETFs and select individual stocks, with investment decisions based on fundamental and technical analysis, including political and interest-rate considerations.

Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.

Patrick Guilfoy is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at AE Wealth Management, Advisors Excel, and Duncan Financial Management. In addition to his advisory work, he is licensed as an insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, using proprietary risk-based models and a focus on fixed-income analysis. The firm also provides educational workshops and tax preparation services, and several representatives, including Guilfoy, hold insurance licenses that complement their investment services.

Kolton Hurst is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His background includes roles at Interbank and educational positions at Oklahoma State University and Navajo Public School. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates through discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm uses proprietary risk-based models with an emphasis on fixed-income analysis and offers additional services such as educational workshops and tax preparation.

Teresa Smith is a CFP® professional with 20 years of industry experience. She is currently with Origin Investment Advisory LLC and CeriFI, where she also works as a content developer. Her prior roles include positions at Financial Finesse, Johnson Bixby & Associates, LLC, Kms, and Waddell & Reed, Inc. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace benefit programs. The firm offers budgeting and forecasting tools, access to CFP® professionals, thematic Stock Bundles, and an automated index investing platform, using a rules-based, behaviorally informed investment approach without charging percentage-of-AUM fees.

Charles Bourquin is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 license. He has prior experience at 49 Financial LLC, Pinnacle Pool & Spa, Select Pool Service LLC, and Total Management, LLC. Bourquin is also a licensed insurance agent affiliated with the Financial Independence Group, where he engages in life insurance sales as part of clients' overall financial plans. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models with an emphasis on fixed-income security selection and risk management, and several representatives, including Bourquin, are licensed insurance agents offering insurance and annuity products.

Mark Falter is a financial advisor with Mid-American Wealth Advisory Group in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Mid-American Wealth Advisory Group since 2018 and previously at Sound Income Strategies and Mid-American Tax Advisory Group. Outside of his advisory role, he volunteers for the Scranton Academy for Financial Education and owns a drone flight company. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models and emphasizes fixed-income analysis, while several representatives, including Falter, are licensed insurance agents who also provide insurance and annuity products.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Calton & Associates, Inc., TIAA-Cref Individual & Institutional Services, LLC, and GWFS Equities, Inc. He also operates STG Financial, a financial consulting business. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management with customized strategies based on client goals, time horizons, and risk tolerance. The firm employs a range of investment approaches including fundamental and technical analysis and manages portfolios using individual securities, ETFs, mutual funds, and third-party money managers.

Joshua Falter is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, with seven years of industry experience. He holds a Series 65 designation and has been with Mid-American Wealth Advisory Group in various capacities since 2016. Prior to his advisory role, he worked at the YMCA of Platte City for two years. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models focused on fixed-income analysis and offers additional services such as educational workshops and tax preparation for clients.

Richard Falter is a financial advisor at Mid-American Wealth Advisory Group with seven years of industry experience. He holds a Series 65 designation and has worked at Mid-American Wealth Advisory Group since 2019. His prior experience includes roles at Sound Income Strategies, Mid American Tax Advisory Group, and Melia Advisory Group. In addition to his advisory work, he is a licensed insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models for investment decisions and integrates insurance and annuity products as part of its service offerings.

Michael Quarles is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at several firms including American Financial Education Alliance and AE Wealth Management. Quarles is also the owner and an independent insurance agent at Financial Longevity Advisory, LLC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and uses a mix of fundamental, technical, and cyclical analysis to tailor strategies for its clients.

Jacob Haynes is a financial advisor at Advisors Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ivy Investments, Inc. and several wealth management and asset management companies. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts as well as model separate-account and ETF strategies.

Salvatore Arnone is a financial advisor at Copper Financial with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Copper Financial Network, LLC, he worked at American Century Investments for 11 years. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica, as well as individual and institutional clients. The firm offers financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program.

Melanie Dorf is a financial advisor at First Command Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has been associated with First Command Financial Planning, Inc. since 2014. Outside of her advisory role, she owns and operates Melanie Constance Photography. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients, offering a multi-service platform that emphasizes advisor-led planning relationships and discretionary asset management through its Tailored Professional Services and Asset Management Solutions programs.

Dante Webb is a financial advisor at Empower Advisory Group in Kansas City, KS, with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Empower Retirement since 2015. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan sponsor-selected lineups.

Angela Remington is a financial advisor with First Command Advisory Services in Basehor, Kansas. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she worked for USD 469 for nine years. Outside of her advisory work, she is the owner of AJ Remington LLC, an independent contracting business, and a partner in Pony Express Advisors, LLC, which supports branch-related business activities. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements supported by an in-house investment management team.

David Holstein is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at First State Bank & Trust, Infinex Investments, Blue Collar Retirement Group LLC, Cetera, Enterprise Bank & Trust, Edward Jones, KVP International, and RTS Financial. Outside of his advisory work, he serves as a firefighter for the Kansas City Kansas Fire Department and owns a residential cleaning business, Oso Clean LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments and lending options, with a notable emphasis on non-discretionary assets.

Dustin Barker is a financial advisor with OSAIC Institutions, INC. based in Basehor, KS, holding a Series 66 designation and 19 years of industry experience. He has worked at Infinex Investments, Inc. since 2019 and has been involved with First State Bank & Trust since 2016, where he also engages in business development, product development, investment research, and operational oversight in a trust department role. Prior to Infinex, he was with Cetera and Cetera Investment Services LLC from 2016 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which supports a variety of investment and lending solutions.