Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

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.

David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Karen Burris is a financial advisor at White Sand Wealth Management in Liberty, MO, holding a Series 65 designation with 11 years of industry experience. She has worked at White Sand Wealth Management since 2019 and previously spent eight years with BOK Financial Securities and Bokf, Na. White Sand Wealth Management is a five-advisor firm managing approximately $172.4 million for about 188 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and other businesses. The firm combines passive and active management using both fundamental and technical analysis to create personalized portfolios while providing discretionary investment management, financial planning, and oversight of third-party managers.

Bret Guillaume is a CFP® with 22 years of industry experience and holds the Series 66 designation. He has been with Mader & Shannon Wealth Management and its predecessor firms since 2004. The firm manages approximately $269 million in discretionary assets and serves individual and high-net-worth clients, corporations, and pension and profit-sharing plans. Mader & Shannon Wealth Management employs an active, discretionary investment approach that emphasizes individual securities on major U.S. exchanges and provides comprehensive retirement-plan services, including ERISA plan support.

Joseph Morrow is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with five years of industry experience. Prior to joining Canvas Wealth Advisors in 2021, he spent three years at KPMG LLP. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages diversified portfolios based on modern portfolio theory and also acts as an administrative manager for private pooled real estate investment vehicles.

John Fitch is a financial advisor at Cornerstone Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Securities since 2017, following prior roles at Larson Financial Group, LLC and Larson Financial Securities, LLC. Outside of advisory work, he is involved in insurance sales as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of advisors who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Joshua Zach is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Canvas Wealth Advisors, LLC since 2020 and previously worked at Edward Jones and Cognizant. Outside of his advisory work, he was involved with the Natural Baseball Academy for six years. Canvas Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and private real estate funds. The firm manages approximately $713 million in assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Kayden Jackson 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. Prior to joining the firm, Jackson worked in various roles at Walmart, Kawasaki Motors, and Amazon. Mid-American Wealth Advisory Group manages individual and retirement accounts for a diverse client base, including both non-high-net-worth and high-net-worth individuals. The firm offers tailored portfolio management using a blend of fundamental, technical, cyclical, and behavioral analysis, and provides services such as retirement plan rollover guidance, educational workshops, and optional in-house tax preparation.

Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Buttonwood Financial Group in 2023, he worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group is an independent SEC-registered advisory firm serving individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services, including Family CFO planning, discretionary and non-discretionary investment management, and family-office style support utilizing globally diversified model portfolios with integrated tax management.

Charles Cooper III is a CFP® professional with 33 years of industry experience. He is currently a managing partner and financial advisor at StrongBox Wealth, LLC, where he has worked since 2019. Prior to StrongBox Wealth, he held roles at Purshe Kaplan Sterling Investments, Inc and Wells Fargo Clearing. Cooper serves on the advisory committee for the Greater Kansas City Community Foundation and is a director at KC Velocity, an organization supporting entrepreneurs. StrongBox Wealth is a team of four advisors managing about $562 million in client assets across two offices. The firm serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering investment management, comprehensive wealth management, financial planning, and retirement plan consulting. Their investment approach includes a multi-method process with fundamental, technical, quantitative, and sector analysis, alongside due diligence and oversight of third-party managers.

Jeffrey Anger is a financial advisor with Equity Wealth Partners, LLC in Independence, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Wealth Partners, he has worked with the Independence School District since 2008. Outside of his advisory role, he is co-owner of GAPortfolio LLC, a residential real estate rental business. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning. Serving roughly 900 households through an eight-advisor team, the firm emphasizes fundamental analysis and long-term investment strategies using diversified, low-cost funds, individual securities, and structured products.

Shayna Vlock is a financial advisor at Prosperity Planning with a Series 65 designation. She joined the firm in 2026 and has prior experience working in educational and municipal roles. Prosperity Planning is an SEC-registered advisory firm managing approximately $543 million in assets, serving a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm employs a long-term, broad-based investment strategy across global asset classes, often utilizing index-based funds and providing specialized services such as divorce financial planning and pension-plan participant education.

Jonathan Garlow is a financial advisor at StrongBox Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2019 and Purshe Kaplan Sterling Investments, Inc. since 2019. He serves as board chair of the Lee's Summit Chamber Foundation, providing leadership and support for local economic development. StrongBox Wealth, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities with investment management, wealth planning, and retirement consulting. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and sector analysis, and it manages about $562 million in client assets through customized portfolios and oversight of third-party managers.

David Gilmore is a CFP® professional with 14 years of experience in financial advising. He is currently with Equity Wealth Partners, LLC, and has previously worked at Ameriprise Financial Services, Inc. He serves as a board member of the Blue Springs Education Foundation, which provides financial support to students and staff in the Blue Springs school district through scholarships and grants. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning services. The firm manages assets for roughly 900 households through an eight-advisor team and employs a long-term investment approach using diversified, low-cost mutual funds, ETFs, individual equities, bonds, and occasional structured products.

David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.

Kelly Kariker is a CFP® professional with five years of industry experience, currently serving as an advisor at White Sand Wealth Management since 2022. Prior to joining White Sand, Kariker worked at BOK Financial Securities, Inc. for five years and Bokf, Na for one year. White Sand Wealth Management is a five-advisor registered investment adviser managing approximately $172 million for individuals, high-net-worth clients, pension plans, and businesses. The firm combines passive and active management with fundamental and technical analysis to create personalized portfolios and offers a range of financial planning services, including discretionary management and subscription planning.

Samuel Huet is a CFP® professional with seven years of experience at White Sand Wealth Management. Prior to joining the firm, he worked for four years at Robert Morris University. White Sand Wealth Management is a five-advisor registered investment adviser managing approximately $172 million for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm combines passive and active management with fundamental and technical analysis to create tailored portfolios, providing discretionary investment management and various financial planning services.

Mark Cussen is a financial advisor at FMSA with Series 63 and Series 65 credentials and three years of industry experience. His work background includes roles at Outlier AI, Inc., Intuit, Selectquote, and Jackson Hewitt Tax Service. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach focused on company financials and intrinsic value.

Hal Wood is a financial advisor at Triune Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Triune Financial Partners since 2016. In addition to his advisory role, Wood owns and operates H.F. Wood Consulting, an animal health management consulting practice that advises and teaches veterinarians and related companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management tailored to client objectives.