Andrew Beil is a CFP® with 12 years of industry experience, currently serving as an advisor at StrongBox Wealth, LLC since 2021. His prior roles include positions at Prime Capital Investment Advisors, Private Client Services, and American Century Investment Services. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities, managing approximately $562 million in assets across 474 accounts. The firm uses a multi-method investment process and offers customized portfolios with various asset types, along with ongoing monitoring and periodic rebalancing.

Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.

Ryan Cleary is a financial advisor at One Wealth Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Guardian Life Insurance Company of America, Park Avenue Securities, and Mass Mutual. Outside of advising, he is a silent partner in a nutritional supplement business and has a private investment in an oil production site. One Wealth Capital Management serves individual and high-net-worth clients, foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary services along with ongoing coordinated planning programs.

Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. 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 integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.

Brian Lamone is a financial advisor at United Advisors America with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed Inc., The ETF Store, Inc., and Northwestern Mutual Investment Management. Lamone also acts as an insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm employs a Modern Portfolio Theory approach with model portfolios, regular reviews, and uses mutual funds, ETFs, and digital currency exposure products.

John Martin is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with The Leaders Group Inc, Mader & Shannon Wealth Management, and JMC Group LLC. Outside of his advisory roles, he is the managing member of JMA Group, LLC, which sells life, disability, and long-term care insurance to retail customers and wholesale fixed insurance products to other agents. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and retirement plans, managing approximately $221 million in client assets. The firm employs an active management approach focusing on individual securities with a blend of fundamental and technical analysis and also serves as a sub-adviser to other investment advisers.

Dustin Palmer is a CFP® with 11 years of experience in the financial services industry. He is currently with Craft & Sage Wealth, where he has worked since 2023. His prior experience includes roles at Royal Alliance Associates, Lockton Financial Advisors, MyLo, LF Wealth Advisors, Waddell & Reed, and Cambridge Investment Research. Palmer serves as a board member for the Amber Meadows/Lakes HOA, where he reviews financial statements and oversees neighborhood maintenance and volunteer activities. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach that incorporates multiple analytical methods and offers discretionary portfolio management, including the use of third-party and ESG-focused managers.

Michael Don Tinio is a CFP® and holds a Series 65 license with three years of experience in financial advising. He currently works at Wrenne Financial Planning LLC and previously worked at FIRE Wealth Management LLC and Fox & Company Wealth Management. Before entering the financial industry, he was employed at QSPEC Solutions, Inc. and Epic Systems Corporation. Wrenne Financial Planning LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients, as well as corporations. The firm emphasizes passive portfolio construction using index mutual funds and ETFs and offers specialized programs for physicians, including student loan planning and virtual seminars.

Peter McGee is a financial advisor with Chief Advisors Corp in Overland Park, KS, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Chief Advisors Corp since 2011. Outside of his advisory role, McGee is engaged in selling various insurance products through a separate entity and serves as a FINRA arbitrator. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a combined fundamental, technical, and behavioral investment approach and typically operates with discretionary authority across multiple accounts and custodians.

Andrea Wilt is a financial advisor with Craft & Sage Wealth in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Premier Financial Partners and Royal Alliance from 2014 to 2023. Wilt is a principal and member of an insurance agency, Your Medicare Helpers, and serves on the board of the Northeast Kansas City Chamber of Commerce. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, offering discretionary portfolio management and oversight of third-party managers.

Henry Reeg is a financial advisor with Canvas Wealth Advisors, LLC in Shawnee, KS. He holds a Series 65 designation and has been in the industry since 2026. Prior to joining Canvas Wealth Advisors, he worked at Prime Capital Financial. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and employs a diversified investment approach guided by modern portfolio theory.

Frederick Tromans is a financial advisor at Craft & Sage Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Premier Financial Partners and Royal Alliance Associates, Inc. He is also involved in selling and servicing life, annuity, health, and long-term care insurance products through an ownership role in Premier Financial Partners. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, and offers portfolio management, financial planning, and oversight of third-party managers.

Kevin Ellis Rutherford is a financial advisor at Solyco Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Busey Bank and the PGA/Korn Ferry Tour. His background also includes roles with Major League Soccer (MLS) and various wealth advisory firms. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to construct portfolios from a range of investments, including mutual funds, ETFs, individual securities, and alternative assets.

Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has recently begun his advisory career in 2025. Prior to joining Buttonwood Financial Group, he gained experience at CSGI and Sevita, as well as completing a year at Brigham Young University. Buttonwood Financial Group is an independent SEC-registered advisory firm that serves individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services including Family CFO planning, investment management, ERISA plan services, and family-office style support, utilizing globally diversified model portfolios supported by BlackRock’s analytics.

Jennifer Armour is a financial advisor at GreenLeaf Financial Network, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Hutchinson Income Tax Services and First National Bank of Hutchinson. Outside of finance, she manages Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, retirement accounts, and certain corporate clients. The firm employs multiple analytical methods and offers a range of strategies tailored to client goals through a decentralized network of independent Investment Adviser Representatives.

Ryan Walker is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Prosperity Planning, Inc. since 2022 and has prior experience at New York Life Insurance Company and NYLIFE Securities LLC. Outside of advising, he serves as an adjunct professor at Park University, teaching a financial planning course. Prosperity Planning, Inc. is an SEC-registered advisory firm that manages approximately $543 million in assets and provides portfolio management, comprehensive financial planning, pension consulting, and retirement-plan rollover guidance to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach primarily through index-based funds and offers specialized services such as targeted divorce financial planning and pension-plan participant education.

William Kopek is a financial advisor at White Sand Wealth Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Cetera and Cetera Wealth Services, LLC. Outside of financial advising, he has been affiliated with Shadow Glen Golf Club for two years. White Sand Wealth Management is a five-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and other businesses. The firm uses a blend of passive and active management with both fundamental and technical analysis to create portfolios aligned with clients' objectives and tax considerations.

Drew Waldron is a CFP® with 14 years of industry experience and has been with Canvas Wealth Advisors, LLC since 2019. He previously worked at Two West Capital Advisors LLC and Mariner Wealth Advisors. Outside of his advisory role, he serves as the LLC Manager of RFSPE LLC, a South Dakota dynasty trust, with primarily administrative duties. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and uses a diversified investment approach guided by modern portfolio theory.

Michael Beary is a financial advisor with GreenLeaf Financial Network, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Private Client Services, LLC and VSR Financial Services, Inc. Over his career, he has also maintained a role as a registered representative, earning commissions on certain transactions separate from his advisory services. 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 variety of analytical methods and investment strategies tailored to client goals, delivering services through an extensive network of independent advisors.

Kathy Postoak is a financial advisor at StrongBox Wealth, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at StrongBox Wealth since 2019, with prior experience at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients with a range of investment and wealth management services. The firm manages approximately $562 million in assets and employs a multi-method investment approach that includes fundamental, technical, and quantitative analysis, with oversight of third-party managers and customized portfolio construction.