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.

Kristy Eller is a financial advisor with RSG Investments LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at AE Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Mass Mutual Life Insurance Company. RSG Investments provides discretionary asset management and investment advice primarily to individual clients, trusts, retirement and profit-sharing plans, and other business entities. The firm employs fundamental, technical, and charting analysis, offering model portfolio solutions, direct asset management, and qualified plan consulting, with many advisers also licensed insurance agents.

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.

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.

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.

Jon McGraw is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Buttonwood Financial Group since 2002 and previously worked at Purshe Kaplan Sterling Investments from 2009 to 2019. Outside of his advisory role, he serves as a board member for several nonprofit organizations, including the Sister City Association of Kansas City and Kansas City Jazz ALIVE, and is involved in managing community-focused commercial and event spaces. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and investment services. The firm focuses on personalized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee and offering family-office-style services.

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 an advisor at One Advisory Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with One Advisory Partners since 2012. Sanders is also associated with Sanders Booze Capital Advisors, LLC and Sanders Booze & Company, reflecting a long tenure in advisory roles. One Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management. The firm offers a Virtual Family Office that coordinates financial planners, investment managers, tax professionals, and attorneys, and employs globally diversified portfolios using both fundamental and technical analysis.

Christopher Proctor is a financial advisor with Legacy Financial Strategies, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Legacy Financial Strategies since 2018 and previously spent 10 years at New York Life Investment Management LLC. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to construct globally diversified portfolios using mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary investment management along with retirement plan services and financial planning through a multi-advisor team.

Tom Boling is a CFP® with 22 years of industry experience and currently serves at Kavar Capital Partners. He has been with the Kavar Capital Partners organization since 2013, including its predecessor entity, and holds a Series 66 license. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management, utilizing both fundamental and technical analysis across various asset classes and employs a range of investment strategies tailored to client needs.

Colten Honigman is a CFP® with six years of industry experience, currently serving at Prosperity Planning since 2018. His prior work includes roles at State Street and Goppert Financial Bank. Outside of financial services, he has experience in an entrepreneurial venture with JDS Detailing. Prosperity Planning is a team-based firm that serves individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, with a focus on long-term, broad-based global asset allocation using low-cost mutual funds and ETFs, and provides specialized services such as divorce financial planning and retirement-plan consulting.

Eldon Anderson is a CFP® with over 41 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC since 2022. He previously spent 17 years with Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and the Colbern Road Restoration Branch. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, providing integrated wealth management through discretionary portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, utilizing diversified, low-cost funds alongside individual securities.

James Montgomery is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations with nine years of industry experience. He has been with Atwood & Palmer since 2017, following a one-year tenure at Charles Schwab. Atwood & Palmer serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm manages discretionary accounts using both fundamental and technical analysis across a variety of asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Ryan Noble is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Prosperity Planning, Inc. since 2009 and was previously with Cetera Advisors LLC from 2013 to 2018. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting, including specialized divorce financial planning. The firm employs a long-term, diversified investment approach using mutual funds and ETFs with systematic tilts toward smaller-capitalization, value, and higher-profitability stocks.