Noah Wildman is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. His prior work includes roles at Arrow Wealth Advisors and various positions outside the financial sector, such as at Pepsi-Cola Manhattan and Blueville Nursery. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning focused on retirement clients. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and institutional technology for client 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.

Sherri Bliss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors in Overland Park, KS. Her prior roles include positions at ERSI Wealth Management and Edward Jones. She also holds a Registered Representative role at Purshe Kaplan Sterling Investments and manages operations at Keen Wealth Advisors. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, utilizing a multi-method investment analysis framework and offering comprehensive portfolio management and financial planning services.

Zachary Russell is a financial advisor at EnlightnU Wealth LLC with a Series 66 designation and one year of industry experience. His background includes roles at MedicareSchool.com and Bankers Life companies, among others. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing portfolios through fundamental analysis and sub-advisors under discretionary authority. The firm operates with multiple principals and integrates affiliated insurance and Medicare-related businesses within its structure.

Marvin Musick Jr. is a financial advisor at Enlightnu Wealth LLC with five years of industry experience and a Series 65 credential. He has worked at several firms, including Sequent Planning, LLC and Wise Wealth, LLC. Outside of his advisory role, he is the owner and agent of MedicareSchool.com, where he provides Medicare insurance planning and enrolls clients in Medicare Advantage, Supplemental, and Rx Part D plans. Enlightnu Wealth LLC offers discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis for investment selection, may engage sub-advisors, and provides financial planning at no extra cost.

Connor Anderson is a CFP® with 11 years of industry experience. He is currently with Aspyre Wealth Partners and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc, and Edward Jones. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management based on Modern Portfolio Theory, integrates in-house accounting and human capital consulting, and conducts regular portfolio and planning reviews.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Keen Wealth Advisors since 2024 and previously held roles at Creative Planning, LLC and Security Bank of Kansas City. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and uses a multi-method investment analysis framework combined with institutional technology for client reporting and account management.

Jeb Flynn is a CFP® with seven years of industry experience, currently serving at Keen Wealth Advisors since 2020. Prior to joining Keen, he worked at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has been an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework.

Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.

Ryan Kohr is a CFP®-certified financial advisor at Keen Wealth Advisors with four years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously was affiliated with Powercat Financial. His background includes roles at Kansas State University and Chase County High School. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive financial planning, portfolio management, 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 combined with institutional technology platforms.

Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.

Ashley Daly is a financial advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at ADP LLC and Sun Life Financial. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing low-cost mutual funds and ETFs, and provides a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.

Dylan Pollock is a financial advisor with RSG Investments LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Commerce Trust Company and American Century Investment Services, Inc. before joining RSG Investments. RSG Investments LLC manages approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm provides discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting.

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.

Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he is a partner in a clothing resale business and a general business consulting firm, and operates a separate insurance business. 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 modern portfolio theory approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client risk profiles.

Tracy Mc Cormick is a financial advisor at Insight Financial Services with one year of industry experience. She holds a Series 65 designation and previously worked in orthodontics before joining the financial sector. Outside of advising, she is a commissioned Notary Public. Insight Financial Services provides discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, tailoring advice to client objectives and employing both fundamental and technical investment strategies.

Samuel Mellinger is a financial advisor with Financial Partners Group, Inc. in Overland Park, Kansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. prior to his current roles. In addition to his advisory work, he is also an independent insurance agent. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and rebalancing to client objectives, and offers integrated tax planning and insurance services through affiliated entities.

Rece Dawson is a CFP® with three years of industry experience and is currently an advisor at Triune Financial Partners, LLC. His prior roles include positions at Kompass Kapital Funding and Enterprise Bank. In addition to his advisory work, he serves as an Associate Director at Farmers and Merchants Bank and works as an independent insurance agent. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with services supported by written Investment Policy Statements, annual reviews, and discretionary execution.

Tyler Novorr is a financial advisor with Paragon Capital Management LLC, holding a Series 65 designation and beginning his career in 2026. Prior to joining Paragon, he held roles at the University of Kansas, Charles Schwab, and American Century Investments. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm employs fundamental analysis to manage portfolios tailored to client objectives and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.