Monte Grissom is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and seven years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2018 and previously held positions at Taylor Corporation and CalTech. Waterfront Wealth, Inc. manages approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a tailored investment approach.

Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. 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, managing approximately $1.3 billion in client assets across its team of 13 advisors.

Elliott Homan is a financial advisor with Novadius Wealth Management, holding a Series 65 credential and bringing 12 years of industry experience. He has worked at The ETF Store, Inc. since 2013 and serves concurrently in the United States Marine Corps. Outside of advising, he operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, offering both model and customized portfolios tailored to client objectives and risk tolerance.

James Flanagan is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Centerpoint Advisory Group, LLC and has previously worked at Personal Financial Group. Outside of his advisory role, he serves as a volunteer board member for the Lee's Summit Girls Softball Association. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach, combining fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and typically manages accounts on a discretionary basis with ongoing monitoring and regular reviews.

Alan Becker is a Series 65 licensed advisor with RSG Investments LLC, based in Overland Park, KS, and has 10 years of industry experience. He has worked at AE Wealth Management, LLC, Global Financial Private Capital, LLC, and has been involved with several related entities including RSG Holdings and Retirement Solutions Group. Becker is also the author and publisher of a book. 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 a combination of fundamental, technical, and charting analysis and offers tactical and strategic asset allocation along with value-oriented strategies through model portfolios and direct management.

David Dwyer is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC since 2017. Prior to this, he worked for Ameriprise Financial Services, Inc. for nine years. 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 build globally diversified portfolios using mutual funds, ETFs, and individual securities, offering discretionary and non-discretionary investment management alongside retirement and financial planning services through a multi-advisor team.

Michael Garden is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. Outside of his advisory work, he is involved in professional golf. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with flexibility to include other securities as appropriate, and emphasizes retirement-plan services including fiduciary management and participant education.

Michael Armour is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of financial advising, he operates a seasonal lawn care business and serves as co-trustee of the Dorothy L. Armour Trust. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm’s investment approach integrates multiple analytical methods and offers strategies ranging from long-term allocation to shorter-term trading, with services delivered via a network of independent advisers.

James Watts is a financial advisor with Prosperity Planning holding a Series 65 credential. His career includes over two decades of service in the US Army before transitioning to wealth management roles starting in 2026. He has worked with Dogwood Wealth Management and Kansas State University prior to joining Prosperity Planning. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages both discretionary and nondiscretionary portfolios using a long-term, broadly diversified investment approach across global asset classes, often implemented through index-based funds, and offers specialized services such as divorce financial planning and pension-plan participant education.

Daniel Reiter is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Prosperity Planning, Inc. since 2014, with additional experience at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advisory work, he serves as an adjunct instructor teaching personal financial planning at Kansas State University and is the owner of a tax preparation and consulting firm, DSR Tax and Consulting, LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based allocation across global asset classes using mostly index-based funds and incorporates tax considerations into portfolio design.

Samuel Murray II is a financial advisor with Legacy Financial Strategies, LLC in Overland Park, KS. He holds a Series 65 designation and has 11 years of industry experience, all with Legacy Financial Strategies since 2014. 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 build globally diversified portfolios and offers both discretionary and non-discretionary investment management alongside retirement plan services and financial planning through a multi-advisor team.

Matthew Bickley is a financial advisor at Freedom Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Triune Financial Partners and Barrier Technologies. Outside of advisory services, he serves as Director of Operations for Apollo Insurance Group, a health insurance brokerage. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy combining fundamental, technical, and cyclical analysis, offering both discretionary separately managed accounts and non-discretionary financial planning.

Pedro Martinez is a financial advisor at Insight Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America, Inc., and National Planning Corporation. Martinez has been affiliated with Insight Financial Services in various capacities since 2006. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm combines fundamental and technical analysis with modern portfolio theory and tailors its advice to client objectives and risk tolerance.

Philip Kernen is a CFA® charterholder with 16 years of industry experience. He has been with Mitchell Capital Management Co since 2005, where he works as part of a six-advisor team based in Leawood, KS. Mitchell Capital Management Co is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in assets, offering customized investment strategies and a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income approaches.

Michael Mitchell is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Spotlight Asset Group, Inc. and Creative Planning. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements its management with selected third-party managers when appropriate.

Peyton Anderson is a financial advisor with Equity Wealth Partners, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Equity Wealth Partners, he worked for the Kansas City Royals for one year. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management through discretionary portfolio management alongside financial planning services. The firm serves approximately 900 households with a team of eight advisors managing over $250 million in assets.

David Barth is a financial advisor at Freestate Advisors LLC with a Series 65 designation and four years of industry experience. He has been with Freestate Advisors since 2021 and also operates Barth Financial Services, LLC, which he founded in 2015. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a research-driven investment approach centered on macroeconomic and risk modeling.

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. Prior to joining Buttonwood in 2024, he worked at JMG Financial Group and has experience as a part-time baseball instructor and coach for Mac N Seitz Baseball. Buttonwood Financial Group is an independent SEC-registered advisory firm offering comprehensive wealth management services to individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm uses individualized Investment Policy Statements and globally diversified model portfolios with integrated tax management and ongoing monitoring.

Craig Hallier is a CFA® charterholder with 24 years of industry experience. He is currently an advisor at TFB Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Company, and Tax Favored Benefits, Inc. Hallier is also a licensed independent insurance agent involved with Tax Favored Benefits, Inc., assisting in investment-related activities and retirement plan administration. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets through a multi-advisor team.

Anya Grovenburg is a financial advisor at Triune Financial Partners, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Get Smarter Prep. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach based on Modern Portfolio Theory, managing portfolios primarily with low-cost mutual funds and ETFs under discretionary agreements.