Jack Kynion III is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Legacy Advisory Limited Company since 2019 and previously at Legacy Advisory Group LLC. In addition to his advisory role, he practices as an attorney providing legal services related to estate planning and manages direct investment entities separate from his investment activities. Legacy Advisory Limited Company offers discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as institutional clients such as trusts, foundations, and retirement plans. The firm uses an asset-allocation framework across seven major asset classes and manages accounts on a discretionary basis, incorporating various asset types including annuities and non-liquid holdings when appropriate.

Susanne Meyer is a financial advisor at Nicholson Meyer Capital Management, Inc. in Kansas City, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Nicholson Capital Management, Inc. since 2009. Meyer serves on the investment committee of the Women’s Foundation of Greater Kansas City, contributing to investment oversight for the foundation benefiting women and girls in the area. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting to individuals, high-net-worth clients, and institutional entities. The firm specializes in globally diversified portfolios and offers services to pension and government entities, supported by Fidelity Institutional Wealth Services.

John Seitzer is a CFP® and CFA® at Everest Wealth Management in Leawood, KS, with 28 years of industry experience. He has worked at Everest Wealth Management since 2004. Everest Wealth Management provides integrated wealth management services to individual and high-net-worth clients, focusing on comprehensive financial planning and discretionary investment management. The firm employs an active, contrarian investment approach guided by client-specific Investment Policy Statements and emphasizes fee and tax efficiency.

Blake Stanley is a CFP® with 13 years of industry experience, currently serving at Legacy Advisory Limited Company since 2019. He previously worked at Legacy Advisory Group, LLC and has been self-employed since 2009. In addition to his advisory role, he is involved with Legacy Practice Transitions, LLC, consulting on mergers and acquisitions of dental practices. Legacy Advisory Limited Company provides discretionary investment supervisory services and financial planning primarily for individual clients, including high-net-worth individuals, as well as corporate pension plans, foundations, trusts, and private businesses. The firm constructs portfolios based on asset allocation across major asset classes and utilizes proprietary models and tools to monitor accounts.

Grant Stiles is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Rise Retirement, LLC and has held roles at The Leaders Group, Inc. and Creative Planning. Stiles also serves as Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees firm compliance. Rise Retirement, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals and business entities. The firm offers tailored investment programs using a combination of fundamental, technical, charting, and cyclical analysis, along with educational seminars for clients and plan participants.

Donald Hubbs is a financial advisor with Private Wealth Consulting, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Private Wealth Consulting since 2026 and has also been with Seacrest Wealth Management since 2012. Private Wealth Consulting provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across 140 client relationships.

Jennifer Nicholson is a CFP® with 30 years of industry experience, currently serving as an advisor at Nicholson Meyer Capital Management, Inc. She has been with Nicholson Capital Management, Inc. since 1988. Nicholson is a member of the advisory board and investment committee for the Women’s Foundation of Greater Kansas City and chairs the finance committee for the Northwest Foundation supporting Northwest Missouri University. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and other entities. The firm constructs globally diversified portfolios using equities, bonds, mutual funds, and ETFs, and is notable for its work with pension and government clients alongside its formal retirement-plan program.

Joshua Wright is a financial advisor at Insight Investment Advisers LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at World Class Financial, Inc. in addition to various insurance carriers. Outside of advising, he provides consulting services for a chiropractic practice. Insight Investment Advisers offers discretionary portfolio management, financial planning, and specialized 1031 exchange/DST consulting for individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs an evidence-based, momentum-focused investment approach and uses alternative private-market vehicles alongside traditional investments.

David Cox is a financial advisor at Beacon Wealth Advisory with 17 years of industry experience. He holds the Series 65 designation and has worked at firms including Brookstone Capital Management and Creativeone Wealth, LLC. Beacon Wealth Advisory provides referral-based investment services and complimentary financial planning primarily to individual and high-net-worth clients. The firm does not directly manage assets but coordinates with third-party money managers and offers free public seminars and workshops.

David Wentz is a financial advisor with TFB Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has held various roles within Ameritas companies since 2006 and is involved in retirement plan administration through Tax Favored Benefits, which he has led since 2002. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm manages approximately $840 million in assets and offers customized portfolios across a range of investment vehicles, with a specialization in institutional retirement plan services.

Luke Dandar is an advisor at Keen Wealth Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Stepp & Rothwell, Central Trust, Central Bank of the Midwest, and the University of Kansas. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework using ETFs, mutual funds, stocks, and bonds.

Vance Wentz is a CFP® with 8 years of industry experience, currently serving as an Investment Adviser Representative at TFB Advisors, LLC. He has previously worked at Ameritas Advisory Services, LLC and has been involved with Tax Favored Benefits and The Bar Retirement Plan, providing advisory and 401(k) services. Outside of his advisory roles, he is a partner in OCC Investors, LLC, a country club. TFB Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Charles Koch is a CFP® with 21 years of industry experience. He is currently with Quantum Financial Partners LLC and has previously worked at Aprio Advisory Group, Aprio Wealth Management, Prism Financial Group, L.L.C., and Cambridge Investment Research Inc. Quantum Financial Partners provides discretionary portfolio management to individuals, family trusts, corporations, small businesses, and foundations. The firm combines fundamental, quantitative, and technical analysis in managing publicly traded equities, bonds, ETFs, and limited partnerships, and also serves as a private fund adviser and general partner for a pooled investment vehicle.

Kenneth Eaton is a CFP® and CFA® with 21 years of experience in the financial industry. He has been with Stepp & Rothwell Inc. since 1995. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm uses a variety of investment strategies including mutual funds, ETFs, fixed income securities, and options, and provides ongoing account reviews and customizable client arrangements.

Steve Williams is a Series 65-licensed advisor with Freedom Wealth Advisors, LLC, where he has worked for seven years. He also has 18 years of experience at Peritus Benefits and Investments Inc, which operates as a Retirement Plan Third Party Administrator and has a small life and health insurance practice. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized tactical allocation strategy that includes both long-term core positions and short-term trading techniques, and manages a private pooled investment vehicle as part of its services.

Leonard Hempen is a financial advisor with GreenLeaf Financial Network, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at GreenLeaf Financial Network since 2018 and has longstanding involvement with Planners For Financial Success, where he performs tax preparation and accounting services. Hempen also serves as a board member for Bear the Care, Inc., a nonprofit focused on veteran job assistance, and is corporate secretary for Animaux du Vin, a wine importing company. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, and select corporate clients. The firm utilizes multiple analytical methods and varied investment strategies tailored to client objectives, with services delivered primarily through a network of independent Investment Adviser Representatives.

Debbie Gandy is a financial advisor at Peachcap Tax & Advisory, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Peachcap Tax & Advisory and Peachcap Securities since 2018, following four years at Kestra Private Wealth Services. Outside of her advisory role, she operates a pet and house sitting service. Peachcap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm employs diversified, model-based portfolios and offers discretionary portfolio management, third-party adviser recommendations, and financial planning services.

William Hudnall is a financial advisor with PCG Wealth Management in Kansas City, MO, holding a Series 66 designation and three years of industry experience. He has worked at PCG Wealth Management, LPL Financial LLC, and Symphonic Financial Advisors, LLC. In addition to his advisory work, he has practiced law as an attorney since 1999 and is involved with MPHlex, LLC in a non-investment-related capacity. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using primarily low-cost, diversified mutual funds and ETFs, along with a specialized focus on retirement-plan services and fiduciary responsibilities.

Bryson Slater is a CFP® with 12 years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2025. Prior to that, he spent eight years at Petrovic Financial Services and three years at Gwfs Equities, Inc. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates in-house tax preparation and consulting with its investment approach, which emphasizes globally diversified portfolios tailored to client risk profiles.

Oakley Allen is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Elevated Capital Advisors since 2017 and also works with Global Plains ADV Group. Outside of his advisory role, Oakley is involved in the sale of life insurance and fixed annuities. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis, using tools like Riskalyze to tailor asset allocation strategies and offers both discretionary and non-discretionary portfolio management through a network of independent advisors.