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.

Anna Kiser is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. She has worked at GreenLeaf Financial Network, Securities America Advisors, National Planning Corporation, and other firms. Outside of her advisory work, Anna serves as Assistant Director at Birthright of Hutchinson, a nonprofit supporting women with unplanned pregnancies, and is Treasurer of the Trinity Catholic Jr/Sr High School PTA Booster Club. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a range of investment strategies tailored to client objectives and operates through a decentralized network of independent Investment Adviser Representatives.

Matthew Eilert is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Creative Planning, LLC, EdgeHill Venture Partners, and the University of Kansas. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts using fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to address various aspects of clients' financial lives.

David Pacer is a CFP® with 26 years of industry experience, currently serving at Insight Financial Services. He has previously worked at Infinitas and Commonwealth Financial Network. Pacer is also the owner of Pacer Financial Group, LLC and co-owner of Infinitas LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and various investment strategies tailored to client objectives and risk tolerance.

Kristin Schroeder is a CFP® with eight years of industry experience, currently serving as an advisor at Sound Stewardship, LLC. She has previously worked at Mission Financial Planning, Inc., Lex Aurum Advisors, and operated Fruitful Stewardship LLC. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized, tax-efficient portfolios, educational seminars, and rigorous account oversight practices.

Kristy Eller is a financial advisor with RSG Investments LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her background includes roles at AE Wealth Management, Pruco Securities, Prudential Insurance, Mass Mutual, and Edward Jones. She also worked with an attorney in a legal support capacity for five years. RSG Investments, LLC is an SEC-registered investment adviser managing approximately $140.5 million for individuals, trusts, retirement and profit-sharing plans, and business entities. The firm offers discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting services.

Neil Connolly is a CFP® with 25 years of industry experience. He is currently with Rigden Capital Strategies, a firm he joined in 2025. His prior experience includes roles at TD Ameritrade, Charles Schwab, and several advisory firms. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to client goals and risk tolerance using fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Jessi Chadd is a CFP® and Series 65 credentialed financial advisor with 16 years of industry experience. She has worked at KHC Wealth Management Services since 2008. Chadd is based in Overland Park, KS, and is part of the nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management guided by an Investment Committee and integrates accounting and human capital consulting services alongside traditional wealth management.

Spencer Jones is a CFA® charterholder with 25 years of industry experience and has been with Atwood & Palmer, Inc. in Kansas City, MO since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Jones serves as Treasurer on the City Personnel Board for the City of Million Hills. Atwood & Palmer, Inc. provides investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm emphasizes individualized Investment Policy Statements and employs a variety of investment strategies across equities, options, fixed income, and alternatives while coordinating with other professionals to address clients’ broader financial needs.

Joshua Spradling is a CFP® professional with eight years of industry experience. He has been with Sound Stewardship, LLC since 2020 and previously worked at Waddell & Reed, Inc. from 2018 to 2020. His background includes service in the Army National Guard from 2012 to 2018. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers a range of service models, builds customized portfolios focused on tax-efficient ETFs and portfolio overlays, and provides biblically and socially responsible investment options.

Blake Workman is a financial advisor at Insight Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Infinitas. Workman is also the owner of BEW Financial, LLC, a private entity engaged in securities, advisory, and insurance business. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars for individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $213.8 million in assets and applies a tailored investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and various trading strategies as appropriate.

Tom Halvorson is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Freestate Advisors since 2007. Freestate Advisors serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, primarily implementing portfolios with ETFs and model strategies tailored to client needs.

Gordon Thorn is a financial advisor at TFB Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked with firms including Ameritas Advisory Services, LLC and Foundational Financial Partners, LLC. Outside of advising, he is the owner of Via Visione, LLC, a holding company with interests in a jazz club. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement plan consulting using a range of investment vehicles and independent managers.

Scott Dougan is a financial advisor with Elevated Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Elevated Capital Advisors since 2017 and previously spent three years at Global Financial Private Capital. Outside of his primary advisory role, he is the owner of Global Plains Advisory Group, where he recommends annuity and life insurance products, and he is a partner at Emerging Advisor, providing training and consulting to other advisors. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis in its investment process and provides a range of portfolio management and consulting services.

Bryce Coy is a CFP® with four years of experience in the financial services industry, currently serving as an advisor at Legacy Financial Strategies, LLC. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he is a co-owner and partner in CSBC LLC, a real estate development and capital investment venture. Legacy Financial Strategies, LLC is an SEC-registered firm managing approximately $952 million across a diversified client base that includes individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and globally diversified portfolios, utilizing mutual funds, ETFs, and individual securities, and offers a lower-cost ETF model program, Legacy Next, for smaller accounts.

Brenda Richman is a CFP® certificant with 14 years of industry experience. She has worked at Nova R Wealth, Inc. since 2017 and previously held roles at Legacy Financial Strategies, LLC and Waddell & Reed. Richman also maintains an independent insurance agent license and dedicates time to continuing education in that capacity. Nova R Wealth is a registered investment adviser serving individual clients, trusts, estates, and retirement plans. The firm manages diversified, long-term focused portfolios using mutual funds, ETFs, individual securities, and third-party managers, with a team of five advisors overseeing approximately $452.6 million in assets.

Meghan Hein is a CFP® and Series 65-licensed financial advisor with three years of industry experience, currently with ClearPath Wealth Management, L.C. Prior to joining ClearPath, she held roles at Aspyre Wealth Partners and Carson Group. Outside of her advisory work, she is involved with TerraVox Winery as a Tasting Room Associate. ClearPath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $71 million across about 165 clients. The firm combines discretionary portfolio management, financial planning, and retirement plan services with a hybrid investment approach that includes mutual funds, ETFs, individual stocks, and third-party sub-advisors.

Geoffrey Huber is a CFP® and ChFC® with 34 years of industry experience. He has been with Triune Financial Partners, LLC since 2009 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Huber is also an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, focusing on discretionary portfolio management and financial planning. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory and emphasizes client education and fiduciary compliance.

Ronald Sanders is a financial advisor with ONE Advisory Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with ONE Advisory Partners since 2012 and is also affiliated with Sanders Booze Capital Advisors, LLC and Sanders Booze & Company, with over two decades at each. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by combining financial planning with discretionary investment management. The firm offers written financial plans, portfolio monitoring, trade implementation, and a Virtual Family Office that coordinates financial, tax, and legal professionals, using globally diversified portfolios grounded in modern portfolio theory.